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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$76.05 +0.47 (+0.62%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Active Value ETF (NYSEARCA:JAVA)

Current
Institutional Ownership
Percentage
43.07%
Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$158.60M
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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
5/5/2026Beaumont Financial Advisors LLC15,747$1.13M0.1%-1.0%0.018%
5/5/2026Geneos Wealth Management Inc.127,226$9.13M0.2%+24.6%0.145%
5/5/2026Luts & Greenleigh Group Inc.3,871$278K0.2%+6.9%0.004%
5/5/2026Sanctuary Advisors LLC182,049$13.06M0.1%-3.7%0.207%
5/4/2026 Procyon Advisors LLC11,480$824K0.0%+94.8%0.013%
5/2/2026 ARQ Wealth Advisors LLC153,392$11.01M2.0%+1.9%0.174%
5/1/2026 Fifth Third Bancorp8,829$633K0.0%N/A0.010%
4/30/2026 Kestra Advisory Services LLC616,428$44.23M0.2%+3.5%0.731%
4/29/2026 WealthPLAN Partners LLC27,388$1.97M0.4%+372.1%0.032%
4/28/2026 PUREfi Wealth LLC20,227$1.45M1.0%+58.9%0.024%
4/28/2026 Ascentis Independent Advisors23,398$1.68M0.1%N/A0.028%
4/28/2026 WBH Advisory Inc.33,324$2.40M0.2%+8.9%0.040%
4/27/2026 Private Advisor Group LLC472,053$33.87M0.2%+0.9%0.563%
4/27/2026 Elevation Point Wealth Partners LLC495,706$35.57M0.8%N/A0.592%
4/24/2026 Essex Financial Services Inc.3,445$247K0.0%N/A0.004%
4/24/2026 Merited Wealth LLC31,233$2.24M1.9%+115.0%0.037%
4/24/2026 Prism Advisors Inc.244,878$17.57M4.7%-3.9%0.292%
4/22/2026 Independence Asset Advisors LLC22,711$1.63M0.6%+129.5%0.027%
4/22/2026 Traveka Wealth LLC19,260$1.38M0.5%+22.7%0.023%
4/21/2026 Sugar Maple Asset Management LLC17,808$1.28M0.8%-2.8%0.021%
4/21/2026 Sequent Planning LLC2,935$211K0.1%N/A0.004%
4/21/2026 Unique Wealth LLC399,057$28.63M4.0%+40.2%0.478%
4/21/2026 Aegis Wealth Management Inc.3,126$224K0.2%+9.0%0.004%
4/21/2026 Triangle Securities Wealth Management248,192$17.81M4.0%+3.1%0.297%
4/21/2026 Fairvoy Private Wealth LLC20,762$1.49M0.4%+49.0%0.025%
4/21/2026 Silver Oak Securities Incorporated14,584$1.05M0.1%-2.9%0.017%
4/20/2026 Heritage Wealth Management Inc.25,705$1.84M0.9%-0.7%0.031%
4/20/2026 RFG Advisory LLC23,524$1.74M0.0%N/A0.028%
4/20/2026 Apella Capital LLC7,360$556K0.0%N/A0.009%
4/18/2026 Steph & Co.914,389$65.61M18.7%+11.2%1.094%
4/17/2026 Krilogy Financial LLC15,031$1.12M0.0%-5.1%0.018%
4/17/2026 Total Clarity Wealth Management Inc.5,378$386K0.1%-23.7%0.006%
4/17/2026 AdvisorNet Financial Inc8,241$591K0.0%+16.2%0.010%
4/16/2026 Triad Wealth Partners LLC69,375$4.98M0.4%+12.9%0.083%
4/16/2026 Quotient Wealth Partners LLC33,922$2.43M0.1%+40.4%0.041%
3/17/2026Rockefeller Capital Management L.P.35,213$2.53M0.0%+126.6%0.046%
3/4/2026Rehmann Capital Advisory Group10,066$722K0.0%N/A0.013%
2/19/2026Compound Planning Inc.14,403$1.03M0.0%-5.8%0.019%
2/18/2026NewEdge Advisors LLC150,283$10.78M0.0%+99.3%0.198%
2/17/2026AQR Capital Management LLC2,927$210K0.0%N/A0.004%
2/17/2026Cetera Investment Advisers1,385,185$99.35M0.1%+8.0%1.824%
2/17/2026Equitable Holdings Inc.36,219$2.60M0.0%+18.4%0.048%
2/17/2026GeoWealth Management LLC5,564$399K0.0%-3.9%0.007%
2/17/2026Osaic Holdings Inc.437,072$31.36M0.0%-11.0%0.575%
2/17/2026Advisory Services Network LLC15,463$1.11M0.0%+55.0%0.020%
2/17/2026Tower Research Capital LLC TRC 18,309$1.31M0.0%+166.4%0.024%
2/17/2026 Private Advisor Group LLC467,909$33.56M0.2%+2.7%0.616%
2/17/2026Captrust Financial Advisors65,412$4.69M0.0%-6.8%0.086%
2/17/2026Royal Bank of Canada653,515$46.87M0.0%+11.1%0.860%
2/17/2026Rothschild Wealth LLC12,101$868K0.1%N/A0.016%
2/16/2026 MML Investors Services LLC119,851$8.60M0.0%+42.7%0.158%
2/16/2026Mariner LLC25,299$1.81M0.0%+2.6%0.033%
2/16/2026Focus Partners Wealth423,996$30.41M0.0%+3.8%0.558%
2/13/2026CreativeOne Wealth LLC27,346$1.96M0.0%-9.4%0.036%
2/13/2026 Kestra Advisory Services LLC595,496$42.71M0.2%+5.5%0.784%
2/13/2026Stifel Financial Corp425,260$30.50M0.0%+13.9%0.560%
2/13/2026Greenline Wealth Management LLC626$45K0.0%N/A0.001%
2/13/2026Morgan Stanley1,793,105$128.60M0.0%+9.9%2.361%
2/13/2026Arkadios Wealth Advisors61,255$4.39M0.1%+13.0%0.081%
2/13/2026Integrated Wealth Concepts LLC4,290$308K0.0%-98.3%0.006%
2/13/2026OpenArc Corporate Advisory LLC1,624,457$116.51M1.9%N/A2.139%
2/13/2026First National Bank of Omaha37,916$2.74M0.1%N/A0.050%
2/13/2026Wells Fargo & Company MN219,272$15.73M0.0%+8.6%0.289%
2/13/2026Quadrant Capital Group LLC453$32K0.0%N/A0.001%
2/12/2026CI Investments Inc.428,318$30.72M0.1%+5.5%0.564%
2/12/2026Elevation Wealth Management LLC25,444$1.83M1.8%N/A0.034%
2/12/2026Jane Street Group LLC28,097$2.02M0.0%+247.4%0.037%
2/12/2026Litman Gregory Wealth Management LLC9,827$705K0.1%-8.2%0.013%
2/12/2026 Commonwealth Equity Services LLC1,012,384$72.61M0.1%+0.6%1.333%
2/12/2026StoneX Group Inc.10,524$755K0.0%-55.6%0.014%
2/12/2026Renaissance Technologies LLC10,900$782K0.0%-14.2%0.014%
2/12/2026Steward Partners Investment Advisory LLC5,830$418K0.0%+87.5%0.008%
2/12/2026 WealthPLAN Partners LLC5,801$416K0.1%N/A0.008%
2/12/2026Great Valley Advisor Group Inc.771,979$55.37M1.1%+6.1%1.016%
2/11/2026Gateway Wealth Partners LLC5,573$400K0.0%+12.3%0.007%
2/11/2026Atlanta Consulting Group Advisors LLC22,098$1.59M0.4%+12.0%0.029%
2/11/2026 Janney Montgomery Scott LLC1,589,943$114.03M0.3%+2.0%2.093%
2/11/2026Capital Analysts LLC116,375$8.35M0.3%+2.6%0.153%
2/11/2026LPL Financial LLC6,262,663$449.16M0.1%+9.3%8.246%
2/11/2026O Shaughnessy Asset Management LLC13,950$1M0.0%-22.0%0.018%
2/11/2026JPMorgan Chase & Co.20,401,214$1.46B0.1%+27.8%26.861%
2/11/2026Mascagni Wealth Management Inc.21,580$1.55M1.2%-5.2%0.028%
2/11/2026Shared Vision Wealth Group LLC2,681$201K0.1%-9.8%0.004%
2/11/2026 J.W. Cole Advisors Inc.7,746$556K0.0%+3.6%0.010%
2/11/2026Convergence Financial LLC361,450$25.92M3.8%+1.2%0.476%
2/10/2026Cibc World Market Inc.3,625$260K0.0%N/A0.005%
2/10/2026WCG Wealth Advisors LLC429,845$30.83M0.9%-5.5%0.566%
2/10/2026Dynasty Wealth Management LLC4,776,468$342.57M3.4%+27.0%6.289%
2/10/2026Natixis Advisors LLC18,978$1.36M0.0%+80.7%0.025%
2/10/2026 3Chopt Investment Partners LLC22,771$1.63M0.4%+2.0%0.030%
2/10/2026Twin Peaks Wealth Advisors LLC17,290$1.33M0.4%+61.9%0.023%
2/10/2026 Gill Capital Partners LLC168,758$12.10M3.7%+14.6%0.222%
2/10/2026Rothschild Wealth LLC12,101$868K0.1%N/A0.016%
2/10/2026 Clear Point Advisors Inc.7,497$538K0.4%-14.5%0.010%
2/10/2026Keyvantage Wealth LLC138,849$9.96M4.3%-32.3%0.183%
2/10/2026Northwestern Mutual Wealth Management Co.98,110$7.04M0.0%+5.1%0.129%
2/10/2026IFG Advisory LLC15,654$1.12M0.0%+3.3%0.021%
2/10/2026Thoroughbred Financial Services LLC5,906$423K0.0%-17.5%0.008%
2/9/2026Kingsview Wealth Management LLC28,984$2.08M0.0%+4.2%0.038%
2/9/2026Integrity Alliance LLC.5,908$424K0.0%N/A0.008%


JAVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JAVA shares?

During the previous two years, 277 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.46B), LPL Financial LLC ($449.16M), Dynasty Wealth Management LLC ($342.57M), Sagespring Wealth Partners LLC ($301.21M), Ameriprise Financial Inc. ($174.52M), Morgan Stanley ($128.60M), and OpenArc Corporate Advisory LLC ($116.51M).Learn more on JPMorgan Active Value ETF's institutional investors.

What percentage of JPMorgan Active Value ETF's stock is owned by institutional investors?

43.07% of JPMorgan Active Value ETF's stock is owned by institutional investors. Learn more on JAVA's institutional investor holdings.

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

Of the 258 institutional investors that purchased JPMorgan Active Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($19.56M), Dynasty Wealth Management LLC ($4.89M), Sagespring Wealth Partners LLC ($4.20M), LPL Financial LLC ($1.92M), OpenArc Corporate Advisory LLC ($1.62M), Raymond James Financial Inc. ($1.43M), and Cetera Investment Advisers ($1.19M).

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

Institutional investors have bought a total of 27,435,573 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

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

Of the 105 institutional investors that sold JPMorgan Active Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vestmark Advisory Solutions Inc. ($610.29K), Raymond James Financial Inc. ($414.30K), Integrated Wealth Concepts LLC ($252.05K), Jones Financial Companies Lllp ($166.36K), Ritter Daniher Financial Advisory LLC DE ($88.13K), Keyvantage Wealth LLC ($66.27K), and Osaic Holdings Inc. ($53.97K).

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

Institutional investors have sold a total of 2,316,595 shares in the last 24 months. This volume of shares sold represents approximately $158.60M in transactions.


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This page (NYSEARCA:JAVA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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