JPMorgan Active Value ETF
JAVA
264 hedge funds and large institutions have $5.62B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 123 increasing their positions, 74 reducing their positions, and 17 closing their positions.
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
66% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 74
15% more funds holding in top 10
Funds holding in top 10: 20 → 23 (+3)
14% more capital invested
Capital invested by funds: $4.91B → $5.62B (+$708M)
4.27% more ownership
Funds ownership: 92.96% → 97.23% (+4.3%)
4% more funds holding
Funds holding: 254 → 264 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$254M |
| 2 |
JP Morgan Chase
New York
|
+$87.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$70.9M |
| 4 |
OCA
OpenArc Corporate Advisory
Atlanta,
Georgia
|
+$52.9M |
| 5 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$114M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$33.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$13M |
| 4 |
AP
Americana Partners
Houston,
Texas
|
-$12.2M |
| 5 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
-$9.51M |
JAVA Hedge Fund Activity: Q1 2026 in Review
264 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q1 2026, worth a combined $5.62B — up 14% from $4.91B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new JAVA positions and 17 closed out — a net gain of 18 holders — while 123 added to existing stakes and 74 trimmed.
The largest buyer was Dynasty Wealth Management, adding an estimated $254M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $114M sold.
- 264 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q1 2026, up from 254 in Q4 2025.
- Funds reported $5.62B of JPMorgan Active Value ETF stock for Q1 2026, up 14% quarter-over-quarter.
- 35 funds opened new JPMorgan Active Value ETF positions in Q1 2026 and 17 closed out, a net change of +18 holders.
- The largest JPMorgan Active Value ETF buyer in Q1 2026 was Dynasty Wealth Management, an estimated $254M added.
- The largest JPMorgan Active Value ETF seller in Q1 2026 was Janney Montgomery Scott, an estimated $114M sold.
Based on aggregated 13F filings for Q1 2026.