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JPMorgan Active Value ETF

205 hedge funds and large institutions have $3.15B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 114 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more call options, than puts

Call options by funds: $661K | Put options by funds: $89K

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

185% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 40

52% more capital invested

Capital invested by funds: $2.07B → $3.15B (+$1.08B)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

12.85% more ownership

Funds ownership: 85.33%98.19% (+13%)

7% more funds holding

Funds holding: 191205 (+14)

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
2.75%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.28%
New
29
Increased
114
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$853M +$208M +3,199,399 +31%
LPL Financial
2
LPL Financial
California
$246M +$67.9M +1,046,448 +37%
DWM
3
Dynasty Wealth Management
Florida
$197M +$201M +3,095,605 New
SWP
4
Sagespring Wealth Partners
Tennessee
$178M +$182M +2,803,939 New
Ameriprise
5
Ameriprise
Minnesota
$137M +$47.4M +730,436 +51%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$93.9M +$3.31M +51,002 +4%
Morgan Stanley
7
Morgan Stanley
New York
$87.4M +$5.58M +85,886 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$75.6M +$63.6M +979,103 +465%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$71.5M +$9.92M +152,762 +16%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$65.6M +$61.3M +944,384 +1,071%
AWM
11
Avior Wealth Management
Nebraska
$64.4M +$3.5M +53,958 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$61.4M +$13.4M +205,826 +27%
Raymond James Financial
13
Raymond James Financial
Florida
$57.8M +$25.2M +388,721 +75%
UBS Group
14
UBS Group
Switzerland
$46.4M +$6.41M +98,792 +16%
SC
15
Steph & Co
Wisconsin
$45.9M -$542K -8,349 -1%
OFS
16
Orrstown Financial Services
Pennsylvania
$38.5M +$33.7M +519,325 +600%
GVAG
17
Great Valley Advisor Group
Delaware
$36.1M +$36.9M +567,703 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$34.8M +$15M +230,852 +73%
Bank of America
19
Bank of America
North Carolina
$34.3M +$22.4M +345,308 +177%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$34.1M -$1.54M -23,739 -4%
AP
21
Americana Partners
Texas
$33.8M +$24.2M +373,326 +236%
KAS
22
Kestra Advisory Services
Texas
$29.9M +$4.59M +70,755 +18%
IA
23
Intellus Advisors
Florida
$28.6M +$510K +7,858 +2%
WAM
24
WNY Asset Management
New York
$27.8M -$37K -570 -0.1%
Osaic Holdings
25
Osaic Holdings
Arizona
$27.5M +$7.29M +112,249 +35%

JAVA Hedge Fund Activity: Q1 2025 in Review

205 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q1 2025, worth a combined $3.15B — up 52% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new JAVA positions and 9 closed out — a net gain of 20 holders — while 114 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $208M. The largest seller was Avaii Wealth Management, cutting an estimated $10.1M.

  • 205 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q1 2025, up from 191 in Q4 2024.
  • Funds reported $3.15B of JPMorgan Active Value ETF stock for Q1 2025, up 52% quarter-over-quarter.
  • 29 funds opened new JPMorgan Active Value ETF positions in Q1 2025 and 9 closed out, a net change of +20 holders.
  • The largest JPMorgan Active Value ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $208M added.
  • The largest JPMorgan Active Value ETF seller in Q1 2025 was Avaii Wealth Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2025.