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JPMorgan Active Value ETF
JAVA

191 hedge funds and large institutions have $2.07B invested in JPMorgan Active Value ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,050% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 2

257% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 28

51% more capital invested

Capital invested by funds: $1.37B → $2.07B (+$698M)

24% more funds holding

Funds holding: 154 → 191 (+37)

0.7% more ownership

Funds ownership: 84.63% → 85.33% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
2.52%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
43
Increased
100
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$580M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.2M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$16.2M
4
LPL Financial
LPL Financial
California
+$15.5M
5
WWA
WCG Wealth Advisors
Nevada
+$14.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$60.5M
2
SPG
Strategic Planning Group
Utah
-$9.5M
3
RDFA
Ritter Daniher Financial Advisory
Ohio
-$8.08M
4
SF
Synovus Financial
Georgia
-$2.35M
5
VWA
Visionary Wealth Advisors
Illinois
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$648M +$580M +8,850,809 +641%
LPL Financial
2
LPL Financial
California
$179M +$15.5M +236,742 +9%
Ameriprise
3
Ameriprise
Minnesota
$90.7M +$24.2K +369 +0%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$90.3M +$16.2M +246,794 +21%
Morgan Stanley
5
Morgan Stanley
New York
$81.6M +$14.4M +219,901 +21%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$61.6M +$4.16M +63,523 +7%
AWM
7
Avior Wealth Management
Nebraska
$60.8M -$396K -6,039 -0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$48.1M +$8.76M +133,671 +21%
SC
9
Steph & Co
Wisconsin
$46.3M +$3.43M +52,329 +8%
UBS Group
10
UBS Group
Switzerland
$40M +$1.21M +18,442 +3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$35.4M +$6.96M +106,200 +23%
Raymond James Financial
12
Raymond James Financial
Florida
$32.9M +$34.1M +520,388 New
IA
13
Intellus Advisors
Florida
$28M +$29M +441,984 New
WAM
14
WNY Asset Management
New York
$27.8M +$987K +15,064 +4%
KAS
15
Kestra Advisory Services
Texas
$25.3M +$3.78M +57,741 +17%
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$24.9M +$9.1M +138,907 +55%
DWP
17
Daymark Wealth Partners
Ohio
$24.2M +$3.68M +56,090 +17%
FWA
18
FSM Wealth Advisors
Ohio
$23.4M +$1.81M +27,668 +8%
WWA
19
WCG Wealth Advisors
Nevada
$22.2M +$14.8M +225,290 +179%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$20.5M +$21.2M +323,780 New
Osaic Holdings
21
Osaic Holdings
Arizona
$20.3M +$2.6M +39,667 +14%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$20.1M +$6.08M +92,793 +41%
CF
23
Convergence Financial
Missouri
$19.5M +$1.19M +18,145 +6%
AFA
24
Arlington Financial Advisors
California
$16.7M +$189K +2,880 +1%
SA
25
Sanctuary Advisors
Indiana
$16.3M +$1.23M +18,800 +8%
1
2 3 4 5

JAVA Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q4 2024, worth a combined $2.07B — up 51% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JAVA positions and 2 closed out — a net gain of 41 holders — while 100 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $580M. The largest seller was Citadel Advisors, cutting an estimated $60.5M.

  • 191 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q4 2024, up from 154 in Q3 2024.
  • Funds reported $2.07B of JPMorgan Active Value ETF stock for Q4 2024, up 51% quarter-over-quarter.
  • 43 funds opened new JPMorgan Active Value ETF positions in Q4 2024 and 2 closed out, a net change of +41 holders.
  • The largest JPMorgan Active Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $580M added.
  • The largest JPMorgan Active Value ETF seller in Q4 2024 was Citadel Advisors, an estimated $60.5M sold.

Based on aggregated 13F filings for Q4 2024.