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JPMorgan Active Value ETF

227 hedge funds and large institutions have $3.56B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

77% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 64

13% more call options, than puts

Call options by funds: $341K | Put options by funds: $301K

13% more capital invested

Capital invested by funds: $3.15B → $3.56B (+$407M)

11% more funds holding

Funds holding: 205227 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.51% less ownership

Funds ownership: 98.19%96.67% (-1.5%)

Holders
227
Holders Change
+22
Holders Change %
+10.73%
% of All Funds
2.99%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
32
Increased
113
Reduced
64
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$908M +$27.1M +434,807 +3%
LPL Financial
2
LPL Financial
California
$326M +$68.3M +1,094,328 +28%
SWP
3
Sagespring Wealth Partners
Tennessee
$201M +$16.6M +265,790 +9%
DWM
4
Dynasty Wealth Management
Florida
$195M -$6.99M -111,979 -4%
Ameriprise
5
Ameriprise
Minnesota
$160M +$17.9M +286,808 +13%
Morgan Stanley
6
Morgan Stanley
New York
$102M +$11.2M +179,416 +13%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$96.8M +$14.4K +231 +0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$78.8M +$849K +13,593 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$78.1M +$4.16M +66,558 +6%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$75.7M +$38.6M +618,857 +115%
AWM
11
Avior Wealth Management
Nebraska
$69.5M +$2.97M +47,642 +5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$67.5M -$125K -1,997 -0.2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$67.2M +$3.69M +59,135 +6%
Raymond James Financial
14
Raymond James Financial
Florida
$50.4M -$8.75M -140,113 -15%
UBS Group
15
UBS Group
Switzerland
$48.8M +$875K +14,017 +2%
SC
16
Steph & Co
Wisconsin
$48M +$598K +9,573 +1%
GVAG
17
Great Valley Advisor Group
Delaware
$45.2M +$7.61M +121,880 +21%
Bank of America
18
Bank of America
North Carolina
$43.6M +$7.85M +125,746 +23%
OFS
19
Orrstown Financial Services
Pennsylvania
$41.9M +$2.09M +33,495 +6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$37.5M +$1.51M +24,131 +4%
KAS
21
Kestra Advisory Services
Texas
$35.6M +$4.53M +72,475 +15%
AP
22
Americana Partners
Texas
$35.2M +$399K +6,398 +1%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$32M +$9.11M +145,909 +42%
Osaic Holdings
24
Osaic Holdings
Arizona
$30.9M +$2.41M +38,635 +9%
IA
25
Intellus Advisors
Florida
$30.2M +$695K +11,130 +2%

JAVA Hedge Fund Activity: Q2 2025 in Review

227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q2 2025, worth a combined $3.56B — up 13% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JAVA positions and 9 closed out — a net gain of 23 holders — while 113 added to existing stakes and 64 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.3M. The largest seller was Raymond James Financial, cutting an estimated $8.75M.

  • 227 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q2 2025, up from 205 in Q1 2025.
  • Funds reported $3.56B of JPMorgan Active Value ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 32 funds opened new JPMorgan Active Value ETF positions in Q2 2025 and 9 closed out, a net change of +23 holders.
  • The largest JPMorgan Active Value ETF buyer in Q2 2025 was LPL Financial, an estimated $68.3M added.
  • The largest JPMorgan Active Value ETF seller in Q2 2025 was Raymond James Financial, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2025.