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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

203 hedge funds and large institutions have $3.13B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.76%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
29
Increased
112
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$853M
2
DWM
2
Dynasty Wealth Management
Florida
$197M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$178M
4
LPL Financial
4
LPL Financial
California
$246M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$75.6M

Top Sellers

1
AWM
1
Avaii Wealth Management
Wisconsin
$793K
2
CA
2
Crumly & Associates
Illinois
$4.44M
3
SA
3
SFI Advisors
New Jersey
$0
4
RDFA
4
Ritter Daniher Financial Advisory
Ohio
$2.19M
5
EH
5
Equitable Holdings
New York
$2.27M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$853M 13,430,674 +3,199,399 +31%
LPL Financial
2
LPL Financial
California
$246M 3,877,878 +1,046,448 +37%
DWM
3
Dynasty Wealth Management
Florida
$197M 3,095,605 +3,095,605 New
SWP
4
Sagespring Wealth Partners
Tennessee
$178M 2,803,939 +2,803,939 New
Ameriprise
5
Ameriprise
Minnesota
$137M 2,162,672 +730,436 +51%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$93.9M 1,477,361 +51,002 +4%
Morgan Stanley
7
Morgan Stanley
New York
$87.4M 1,375,763 +85,886 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$75.6M 1,189,600 +979,103 +465%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$71.5M 1,125,791 +152,762 +16%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$65.6M 1,032,555 +944,384 +1,071%
AWM
11
Avior Wealth Management
Nebraska
$64.4M 1,014,047 +53,958 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$61.4M 966,182 +205,826 +27%
Raymond James Financial
13
Raymond James Financial
Florida
$57.8M 909,109 +388,721 +75%
UBS Group
14
UBS Group
Switzerland
$46.4M 730,686 +98,792 +16%
SC
15
Steph & Co
Wisconsin
$45.9M 723,153 -8,349 -1%
OFS
16
Orrstown Financial Services
Pennsylvania
$38.5M 605,828 +519,325 +600%
GVAG
17
Great Valley Advisor Group
Delaware
$36.1M 567,703 +567,703 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$34.8M 548,240 +230,852 +73%
Bank of America
19
Bank of America
North Carolina
$34.3M 540,326 +345,308 +177%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$34.1M 536,166 -23,739 -4%
AP
21
Americana Partners
Texas
$33.8M 531,445 +373,326 +236%
KAS
22
Kestra Advisory Services
Texas
$29.9M 470,341 +70,755 +18%
IA
23
Intellus Advisors
Florida
$28.6M 449,842 +7,858 +2%
WAM
24
WNY Asset Management
New York
$27.8M 437,826 -570 -0.1%
Osaic Holdings
25
Osaic Holdings
Arizona
$27.5M 432,289 +112,249 +35%
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