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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$64.30 +0.63 (+0.99%)
As of 05/16/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Active Value ETF (NYSEARCA:JAVA)

Number of
Institutional Buyers
(last 12 months)
169
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$139.99M
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JAVA Institutional Buying and Selling by Quarter

JPMorgan Active Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Ascent Group LLC20,492$1.30M0.1%+39.6%0.039%
5/16/2025Jones Financial Companies Lllp18,457$1.17M0.0%-90.0%0.035%
5/16/2025 NewEdge Advisors LLC14,684$933K0.0%+1.7%0.028%
5/16/2025 Integrated Wealth Concepts LLC101,354$6.44M0.1%-0.5%0.191%
5/15/2025 Royal Bank of Canada548,240$34.84M0.0%+72.7%1.034%
5/14/2025 Triad Wealth Partners LLC19,536$1.24M0.4%+130.8%0.037%
5/14/2025 CreativeOne Wealth LLC35,571$2.26M0.1%-17.0%0.067%
5/14/2025 WCG Wealth Advisors LLC412,633$26.22M2.0%+17.5%0.778%
5/14/2025 Comerica Bank6,067$385K0.0%+3.5%0.011%
5/14/2025 Northwestern Mutual Wealth Management Co.4,533$288K0.0%+440.3%0.009%
5/14/2025 Kestra Advisory Services LLC470,341$29.89M0.1%+17.7%0.887%
5/14/2025 Ameriprise Financial Inc.2,162,672$137.41M0.0%+51.0%4.078%
5/14/2025 Capital Analysts LLC6,942$441K0.0%+117.3%0.013%
5/13/2025 Tyler Stone Wealth Management196,597$12.49M2.2%+7.2%0.371%
5/13/2025 Raymond James Financial Inc.909,109$57.77M0.0%+74.7%1.714%
5/13/2025 Vestmark Advisory Solutions Inc.536,166$34.07M0.9%-4.2%1.011%
5/13/2025 HighTower Advisors LLC59,869$3.80M0.0%+10.8%0.113%
5/12/2025 Benjamin Edwards Inc.20,040$1.27M0.0%-15.0%0.038%
5/12/2025 JPMorgan Chase & Co.13,430,674$853.39M0.1%+31.3%25.327%
5/9/2025 Commonwealth Financial Services LLC103,246$6.56M1.3%+2.0%0.195%
5/9/2025 Ritter Daniher Financial Advisory LLC DE34,460$2.19M0.6%-70.4%0.065%
5/9/2025 Financial Connections Group Inc.10,386$621K0.3%+28.6%0.020%
5/9/2025 Cary Street Partners Investment Advisory LLC9,045$575K0.3%+12.2%0.017%
5/9/2025 Atria Wealth Solutions Inc.33,292$2.12M0.0%+51.2%0.063%
5/9/2025 Gill Capital Partners LLC112,968$7.18M2.5%+506.9%0.213%
5/9/2025 Commonwealth Equity Services LLC966,182$61.39M0.1%+27.1%1.822%
5/9/2025 PNC Financial Services Group Inc.1,032,555$65.61M0.0%+1,071.1%1.947%
5/8/2025 IFG Advisory LLC12,493$794K0.0%N/A0.024%
5/8/2025 MONECO Advisors LLC8,915$566K0.1%+17.3%0.017%
5/8/2025 BCGM Wealth Management LLC135,471$8.61M2.6%+42.9%0.255%
5/8/2025 Harbour Investments Inc.62,776$3.99M0.1%+2.3%0.118%
5/8/2025 NorthRock Partners LLC722$46K0.0%N/A0.001%
5/8/2025 Arkadios Wealth Advisors32,635$2.07M0.1%+18.1%0.062%
5/7/2025 N.E.W. Advisory Services LLC800$51K0.0%N/A0.002%
5/7/2025 Frontier Asset Management LLC16,154$1.03M0.3%N/A0.030%
5/7/2025 LPL Financial LLC3,877,878$246.40M0.1%+37.0%7.313%
5/7/2025 Keyvantage Wealth LLC194,874$12.38M6.0%+1,233.5%0.367%
5/7/2025 Resolute Wealth Strategies LLC166,610$10.59M5.9%+167.2%0.314%
5/7/2025 Intellus Advisors LLC449,842$28.58M5.0%+1.8%0.848%
5/7/2025 Denver PWM LLC83,872$5.33M1.9%+27.6%0.158%
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5/6/2025 Assetmark Inc.564$36K0.0%-42.2%0.001%
5/6/2025 Cetera Investment Advisers1,125,791$71.53M0.1%+15.7%2.123%
5/6/2025 Avantax Advisory Services Inc.12,458$792K0.0%-23.3%0.023%
5/6/2025 Ignite Planners LLC8,369$516K0.1%+75.5%0.016%
5/6/2025 Fagan Associates Inc.50,952$3.24M0.5%+9.7%0.096%
5/5/2025 Summit Wealth & Retirement Planning Inc.3,178$202K0.1%N/A0.006%
5/5/2025 WNY Asset Management LLC437,826$27.82M3.3%-0.1%0.826%
5/5/2025 IFP Advisors Inc10,675$678K0.0%+2.7%0.020%
5/5/2025 ARQ Wealth Advisors LLC156,817$9.96M3.7%+4.1%0.296%
5/5/2025 Private Advisor Group LLC148,440$9.43M0.1%+22.3%0.280%
5/5/2025 Nwam LLC5,369$341K0.0%-22.1%0.010%
5/2/2025 Kingsview Wealth Management LLC34,593$2.20M0.0%+33.4%0.068%
5/2/2025 Dynasty Wealth Management LLC3,095,605$196.70M2.8%N/A6.124%
5/2/2025 Litman Gregory Wealth Management LLC12,996$826K0.1%-18.0%0.026%
5/2/2025 Landaas & Co. WI ADV4,368$278K0.1%+37.9%0.009%
5/1/2025 LRI Investments LLC18,350$1.17M0.1%+103.9%0.036%
5/1/2025 CWM LLC153,413$9.75M0.0%+23.6%0.303%
5/1/2025 Prism Advisors Inc.233,182$14.82M4.6%N/A0.461%
5/1/2025 Gateway Wealth Partners LLC9,527$605K0.1%+27.6%0.019%
5/1/2025 Country Club Bank32,490$2.05M0.1%+18.4%0.064%
4/30/2025 Weil Company Inc.63,888$4.06M1.2%+133.0%0.126%
4/30/2025 Quotient Wealth Partners LLC20,722$1.32M0.0%N/A0.041%
4/30/2025 Stratos Wealth Partners LTD.6,754$429K0.0%+3.7%0.013%
4/29/2025 Heritage Wealth Management Inc.17,939$1.14M0.4%+35.6%0.035%
4/29/2025 Envestnet Asset Management Inc.1,189,600$75.59M0.0%+465.1%2.353%
4/29/2025 Concurrent Investment Advisors LLC5,597$355K0.0%+16.9%0.011%
4/29/2025 Wayfinding Financial LLC16,823$1.07M0.5%-3.2%0.033%
4/29/2025 Olde Wealth Management LLC2,861$181K0.1%N/A0.006%
4/29/2025 MBA Advisors LLC4,657$296K0.1%N/A0.009%
4/28/2025 D.A. Davidson & CO.33,482$2.13M0.0%+1.5%0.066%
4/28/2025 Mutual Advisors LLC10,978$668K0.0%-85.2%0.022%
4/28/2025 Strategic Financial Concepts LLC4,431$282K0.1%+13.6%0.009%
4/28/2025 FSM Wealth Advisors LLC368,658$23.43M5.3%+2.9%0.729%
4/28/2025 DAVENPORT & Co LLC82,921$5.27M0.0%+123.6%0.164%
4/28/2025 Clear Creek Financial Management LLC13,079$831K0.1%N/A0.026%
4/25/2025 Westside Investment Management Inc.4,631$294K0.1%+15.6%0.009%
4/25/2025 Albion Financial Group UT4,850$308K0.0%+259.3%0.010%
4/25/2025 Convergence Financial LLC312,592$19.86M3.9%+1.7%0.618%
4/24/2025 3Chopt Investment Partners LLC31,517$2.00M0.5%+26.9%0.062%
4/23/2025 Western Wealth Management LLC38,081$2.42M0.2%N/A0.075%
4/23/2025 Perigon Wealth Management LLC53,328$3.39M0.1%+4.2%0.105%
4/23/2025 Daymark Wealth Partners LLC366,672$23.30M1.0%-4.1%0.725%
4/23/2025 Steph & Co.723,153$45.95M16.5%-1.1%1.431%
4/23/2025 Independence Asset Advisors LLC4,699$299K1.0%N/A0.009%
4/23/2025 Mascagni Wealth Management Inc.29,040$1.84M1.8%+7.3%0.057%
4/23/2025 Oppenheimer & Co. Inc.5,169$328K0.0%N/A0.010%
4/22/2025 5T Wealth LLC49,165$3.12M1.7%-9.9%0.097%
4/22/2025 Cambridge Investment Research Advisors Inc.100,834$6.41M0.0%+352.4%0.199%
4/22/2025 Crumly & Associates Inc.69,841$4.44M1.2%-66.6%0.138%
4/22/2025 Worth Financial Advisory Group LLC8,930$567K0.4%+21.5%0.018%
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4/22/2025 Private Wealth Partners LLC13,150$836K0.1%+75.3%0.026%
4/21/2025 Avior Wealth Management LLC1,014,047$64.43M2.4%+5.6%2.006%
4/21/2025 Clear Point Advisors Inc.8,704$553K0.5%-4.9%0.017%
4/21/2025 Envestnet Portfolio Solutions Inc.6,630$421K0.0%N/A0.013%
4/21/2025 PUREfi Wealth LLC6,673$424K0.4%N/A0.013%
4/21/2025 MN Wealth Advisors LLC123,706$7.86M4.6%-7.2%0.245%
4/17/2025 Sagespring Wealth Partners LLC2,803,939$178.16M1.7%N/A5.547%
4/17/2025 Janney Montgomery Scott LLC1,477,361$93.87M0.3%+3.6%2.923%
4/17/2025 M.E. Allison & CO. Inc.10,516$668K0.7%+29.2%0.021%
4/17/2025 Cyndeo Wealth Partners LLC45,494$2.89M0.2%N/A0.090%
(Data available from 1/1/2016 forward)

JAVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JAVA shares?

During the previous two years, 202 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($853.39M), LPL Financial LLC ($246.40M), Dynasty Wealth Management LLC ($196.70M), Sagespring Wealth Partners LLC ($178.16M), Ameriprise Financial Inc. ($137.41M), Janney Montgomery Scott LLC ($93.87M), and Envestnet Asset Management Inc. ($75.59M).Learn more on JAVA's institutional investors.

Which institutional investors have been buying JPMorgan Active Value ETF stock?

Of the 194 institutional investors that purchased JPMorgan Active Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($12.72M), Dynasty Wealth Management LLC ($3.10M), Sagespring Wealth Partners LLC ($2.80M), LPL Financial LLC ($2.49M), Raymond James Financial Inc. ($1.43M), Envestnet Asset Management Inc. ($1.08M), and Cetera Investment Advisers ($1.02M).

How much institutional buying is happening at JPMorgan Active Value ETF?

Institutional investors have bought a total of 38,963,224 shares in the last 24 months. This purchase volume represents approximately $2.41B in transactions.

Which JPMorgan Active Value ETF major shareholders have been selling company stock?

Of the 67 institutional investors that sold JPMorgan Active Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($922.59K), Financial Connections Group Inc. ($278.90K), Ritter Daniher Financial Advisory LLC DE ($205.34K), Crumly & Associates Inc. ($191.42K), Strategic Planning Group LLC ($167.16K), Jones Financial Companies Lllp ($166.36K), and Avaii Wealth Management LLC ($155.35K).

How much institutional selling is happening at JPMorgan Active Value ETF?

Institutional investors have sold a total of 2,827,536 shares in the last 24 months. This volume of shares sold represents approximately $173.04M in transactions.


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This page (NYSEARCA:JAVA) was last updated on 5/17/2025 by MarketBeat.com Staff
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