JPMorgan Active Value ETF
JAVA
276 hedge funds and large institutions have $6.38B invested in JPMorgan Active Value ETF in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 90 reducing their positions, and 22 closing their positions.
64% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 22
30% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 90
13% more capital invested
Capital invested by funds: $5.63B → $6.38B (+$748M)
9% more funds holding in top 10
Funds holding in top 10: 23 → 25 (+2)
4% more funds holding
Funds holding: 265 → 276 (+11)
11.29% less ownership
Funds ownership: 97.4% → 86.11% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$112M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$65.4M |
| 3 |
NFA
Northwest Financial Advisors
Herndon,
Virginia
|
+$43.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$41.2M |
| 5 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$32.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$79.6M |
| 2 |
JP Morgan Chase
New York
|
-$77.1M |
| 3 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$30.3M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$30.2M |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$28.2M |
JAVA Hedge Fund Activity: Q2 2026 in Review
276 of the 8,350 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q2 2026, worth a combined $6.38B — up 13% from $5.63B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new JAVA positions and 22 closed out — a net gain of 14 holders — while 117 added to existing stakes and 90 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $112M. The largest seller was Bank of America, cutting an estimated $79.6M.
- 276 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q2 2026, up from 265 in Q1 2026.
- Funds reported $6.38B of JPMorgan Active Value ETF stock for Q2 2026, up 13% quarter-over-quarter.
- 36 funds opened new JPMorgan Active Value ETF positions in Q2 2026 and 22 closed out, a net change of +14 holders.
- The largest JPMorgan Active Value ETF buyer in Q2 2026 was Janney Montgomery Scott, an estimated $112M added.
- The largest JPMorgan Active Value ETF seller in Q2 2026 was Bank of America, an estimated $79.6M sold.
Based on aggregated 13F filings for Q2 2026.