JPMorgan Active Value ETF
JAVA
254 hedge funds and large institutions have $4.91B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.
350% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 10
84% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 63
21% more capital invested
Capital invested by funds: $4.07B → $4.91B (+$842M)
14% more funds holding
Funds holding: 222 → 254 (+32)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
4.83% less ownership
Funds ownership: 97.79% → 92.96% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$311M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$71.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$37.3M |
| 4 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$24.9M |
| 5 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$17.6M |
| 2 |
KW
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
-$4.65M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.79M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.72M |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$3.28M |
JAVA Hedge Fund Activity: Q4 2025 in Review
254 of the 8,269 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q4 2025, worth a combined $4.91B — up 21% from $4.07B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new JAVA positions and 10 closed out — a net gain of 35 holders — while 116 added to existing stakes and 63 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $311M. The largest seller was Integrated Wealth Concepts, cutting an estimated $17.6M.
- 254 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q4 2025, up from 222 in Q3 2025.
- Funds reported $4.91B of JPMorgan Active Value ETF stock for Q4 2025, up 21% quarter-over-quarter.
- 45 funds opened new JPMorgan Active Value ETF positions in Q4 2025 and 10 closed out, a net change of +35 holders.
- The largest JPMorgan Active Value ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $311M added.
- The largest JPMorgan Active Value ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $17.6M sold.
Based on aggregated 13F filings for Q4 2025.