JPMorgan Active Value ETF (JAVA) Institutional Ownership

$61.35

+0.89 (+1.47%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 91
Total Institutional Inflows (last 12 months): $312.94M

Number of Institutional Sellers (last 12 months): 30
Total Institutional Outflows (last 12 months): $20.47M

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JAVA Institutional Buying and Selling by Quarter

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JPMorgan Active Value ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Financial Connections Group Inc.	8,157	$483K	0.3%	-13.5%	0.043%
7/26/2024	Harbour Investments Inc.	26,454	$1.57M	0.1%	+97.8%	0.139%
7/26/2024	Cambridge Investment Research Advisors Inc.	30,028	$1.78M	0.0%	+129.5%	0.157%
7/24/2024	MN Wealth Advisors LLC	83,944	$4.98M	2.9%	+3.3%	0.439%
7/22/2024	Krilogy Financial LLC	11,248	$667K	0.0%	-4.7%	0.059%
7/20/2024	Raymond James Financial Services Advisors Inc.	287,462	$17.04M	0.0%	+0.6%	1.505%
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7/19/2024	MONECO Advisors LLC	4,798	$284K	0.0%	N/A	0.025%
7/19/2024	Raymond James & Associates	490,487	$29.07M	0.0%	+1.1%	2.568%
7/18/2024	Sutton Place Investors LLC	10,030	$594K	0.4%	+52.6%	0.053%
7/17/2024	Westside Investment Management Inc.	4,005	$237K	0.1%	+7.3%	0.021%
7/17/2024	Priebe Wealth Holdings LLC	16,763	$993K	0.8%	+15.5%	0.088%
7/17/2024	Alliance Wealth Advisors LLC	41,722	$2.47M	1.6%	+2.2%	0.218%
7/17/2024	Arlington Financial Advisors LLC	256,408	$15.20M	3.3%	-0.3%	1.342%
7/17/2024	Country Club Bank	15,496	$916K	0.1%	+10.4%	0.081%
7/16/2024	Wealth Enhancement Advisory Services LLC	24,526	$1.45M	0.0%	+1.4%	0.128%
7/16/2024	Gemmer Asset Management LLC	81,700	$4.84M	0.5%	N/A	0.428%
7/12/2024	Ignite Planners LLC	4,017	$237K	0.1%	+18.7%	0.021%
7/12/2024	FSM Wealth Advisors LLC	294,641	$17.46M	5.9%	+6.9%	1.543%
7/11/2024	CMH Wealth Management LLC	48,849	$2.90M	0.7%	+0.4%	0.256%
7/10/2024	Albion Financial Group UT	4,850	$287K	0.0%	N/A	0.025%
7/10/2024	Triangle Securities Wealth Management	50,454	$2.99M	0.8%	+43.4%	0.264%
7/10/2024	CWM LLC	91,847	$5.44M	0.0%	+17.4%	0.481%
7/2/2024	Massmutual Trust Co. FSB ADV	25,753	$1.53M	0.0%	-3.9%	0.135%
7/2/2024	Transcend Capital Advisors LLC	6,845	$406K	0.0%	+19.5%	0.036%
5/24/2024	Cetera Investment Advisers	26,477	$1.59M	0.0%	+324.0%	0.139%
5/23/2024	ARQ Wealth Advisors LLC	116,579	$6.98M	3.0%	+7.7%	0.610%
5/17/2024	Comerica Bank	3,536	$212K	0.0%	+11.5%	0.019%
5/16/2024	Sugar Maple Asset Management LLC	12,991	$778K	0.8%	N/A	0.068%
5/15/2024	Kestra Advisory Services LLC	306,736	$18.37M	0.1%	+11.8%	1.606%
5/14/2024	CreativeOne Wealth LLC	26,853	$1.61M	0.1%	-2.6%	0.141%
5/14/2024	Commonwealth Financial Services LLC	70,408	$3.92M	1.0%	-0.3%	0.369%
5/13/2024	Atlanta Consulting Group Advisors LLC	8,002	$479K	0.2%	N/A	0.042%
5/10/2024	Osaic Holdings Inc.	202,889	$12.15M	0.0%	+100.5%	1.115%
5/10/2024	Nwam LLC	4,763	$281K	0.0%	-6.7%	0.026%
5/9/2024	Kingsview Wealth Management LLC	3,626	$217K	0.0%	N/A	0.020%
5/8/2024	Avantax Advisory Services Inc.	17,818	$1.07M	0.0%	+2.0%	0.098%
5/7/2024	WNY Asset Management LLC	405,350	$24.28M	3.7%	-1.5%	2.227%
5/7/2024	BCGM Wealth Management LLC	80,131	$4.80M	1.7%	-16.6%	0.440%
5/4/2024	Financial Connections Group Inc.	9,427	$565K	0.6%	-55.9%	0.052%
5/4/2024	Geneos Wealth Management Inc.	1,585	$95K	0.0%	N/A	0.009%
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5/3/2024	Whittier Trust Co. of Nevada Inc.	2,351	$141K	0.0%	+91.8%	0.013%
5/2/2024	Mutual Advisors LLC	70,595	$4.23M	0.1%	+7.3%	0.388%
5/1/2024	Janney Montgomery Scott LLC	745,094	$44.62M	0.1%	+21.0%	4.094%
5/1/2024	Avior Wealth Management LLC	739,404	$44.28M	2.1%	-2.2%	4.063%
5/1/2024	Worth Financial Advisory Group LLC	3,500	$210K	0.1%	N/A	0.019%
4/30/2024	Private Advisor Group LLC	13,838	$829K	0.0%	-1.9%	0.076%
4/30/2024	MN Wealth Advisors LLC	81,258	$4.87M	3.0%	-9.7%	0.446%
4/30/2024	Perigon Wealth Management LLC	37,166	$2.23M	0.1%	+53.3%	0.204%
4/30/2024	Unionview LLC	124,513	$7.46M	6.2%	N/A	0.684%
4/29/2024	Commonwealth Equity Services LLC	546,577	$32.74M	0.1%	+69.5%	3.003%
4/29/2024	Benjamin F. Edwards & Company Inc.	22,972	$1.38M	0.0%	+13.0%	0.126%
4/24/2024	Krilogy Financial LLC	11,802	$707K	0.1%	-8.6%	0.066%
4/23/2024	Raymond James Financial Services Advisors Inc.	285,778	$17.12M	0.0%	+19.3%	1.592%
4/23/2024	StoneCrest Wealth Management Inc.	28,653	$1.72M	1.5%	-1.7%	0.160%
4/23/2024	Sutton Place Investors LLC	6,572	$394K	0.2%	+21.9%	0.037%
4/22/2024	Raymond James & Associates	485,005	$29.05M	0.0%	+7.2%	2.702%
4/19/2024	Westside Investment Management Inc.	3,731	$223K	0.1%	N/A	0.021%
4/19/2024	Lake Street Private Wealth LLC	12,783	$766K	0.1%	+2.6%	0.071%
4/18/2024	Arlington Financial Advisors LLC	257,113	$15.40M	3.4%	+2.4%	1.432%
4/16/2024	Firethorn Wealth Partners LLC	3,370	$202K	0.1%	N/A	0.019%
4/16/2024	Wealth Enhancement Advisory Services LLC	24,186	$1.45M	0.0%	+7.8%	0.135%
4/13/2024	Priebe Wealth Holdings LLC	14,513	$869K	0.7%	+12.8%	0.081%
4/12/2024	Capital Advisors Wealth Management LLC	3,394	$203K	0.0%	N/A	0.019%
4/12/2024	Strategic Planning Group LLC	180,152	$10.79M	2.6%	+18.0%	1.004%
4/12/2024	Ignite Planners LLC	3,385	$202K	0.1%	N/A	0.019%
4/12/2024	CMH Wealth Management LLC	48,655	$2.91M	0.7%	+2.5%	0.271%
4/12/2024	Steph & Co.	602,285	$36.07M	12.4%	N/A	3.355%
4/11/2024	Security Financial Services INC.	6,342	$380K	0.1%	-13.3%	0.035%
4/11/2024	RDA Financial Network	3,457	$207K	0.1%	N/A	0.019%
4/10/2024	Daymark Wealth Partners LLC	260,561	$15.61M	0.6%	-0.2%	1.452%
4/10/2024	Triangle Securities Wealth Management	35,188	$2.11M	0.6%	+65.0%	0.196%
4/9/2024	Massmutual Trust Co. FSB ADV	26,794	$1.61M	0.0%	-17.6%	0.306%
2/27/2024	ARQ Wealth Advisors LLC	108,248	$6.02M	3.6%	+127.4%	1.234%
2/21/2024	WNY Asset Management LLC	411,723	$22.90M	3.9%	-1.1%	4.695%
2/14/2024	Visionary Wealth Advisors	69,986	$3.89M	0.3%	-2.1%	0.798%
2/12/2024	Stifel Financial Corp	337,052	$18.75M	0.0%	+18.7%	3.843%
2/12/2024	Steward Partners Investment Advisory LLC	4,109	$229K	0.0%	+559.6%	0.047%
2/12/2024	3Chopt Investment Partners LLC	14,915	$830K	0.3%	N/A	0.170%
2/9/2024	CreativeOne Wealth LLC	27,561	$1.53M	0.1%	-18.7%	0.314%
2/9/2024	Thoroughbred Financial Services LLC	5,249	$292K	0.0%	-11.0%	0.060%
2/9/2024	Gladstone Institutional Advisory LLC	4,573	$254K	0.0%	-11.3%	0.052%
2/9/2024	UBS Group AG	210,868	$11.73M	0.0%	+8.2%	2.404%
2/8/2024	BCGM Wealth Management LLC	96,036	$5.34M	2.2%	N/A	1.095%
2/8/2024	Wade G W & Inc.	154,518	$8.59M	0.3%	+246.4%	1.762%
2/8/2024	Janney Montgomery Scott LLC	615,571	$34.24M	0.1%	+33.2%	7.019%
2/7/2024	Avantax Advisory Services Inc.	17,477	$972K	0.0%	+27.8%	0.199%
2/6/2024	Lincoln National Corp	29,148	$1.62M	0.0%	+23.2%	0.332%
2/6/2024	Private Advisor Group LLC	14,112	$785K	0.0%	+172.5%	0.161%
2/6/2024	Vestmark Advisory Solutions Inc.	261,431	$14.54M	0.7%	+9.2%	2.981%
2/6/2024	Benjamin F. Edwards & Company Inc.	20,335	$1.13M	0.0%	-15.4%	0.232%
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2/5/2024	Avaii Wealth Management LLC	118,581	$6.60M	4.3%	+19.0%	1.352%
2/5/2024	Silver Oak Securities Incorporated	5,985	$333K	0.0%	-12.0%	0.068%
2/5/2024	Transcend Capital Advisors LLC	5,826	$324K	0.0%	+7.8%	0.066%
2/2/2024	Atria Wealth Solutions Inc.	17,795	$990K	0.0%	+27.6%	0.203%
2/1/2024	Northwest Capital Management Inc	14,177	$789K	0.3%	N/A	0.162%
2/1/2024	CWM LLC	76,460	$4.25M	0.0%	+94.2%	0.872%
1/31/2024	Litman Gregory Wealth Management LLC	11,305	$629K	0.1%	-4.2%	0.129%
1/31/2024	Beaumont Financial Advisors LLC	18,430	$1.03M	0.1%	+16.4%	0.210%
1/30/2024	Avior Wealth Management LLC	756,031	$42.05M	2.5%	+26.1%	8.621%
1/30/2024	SFI Advisors LLC	87,520	$4.87M	4.2%	+274.9%	0.998%

(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, 113 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were LPL Financial LLC ($82.23M), Janney Montgomery Scott LLC ($44.62M), Avior Wealth Management LLC ($44.28M), Steph & Co. ($36.07M), Commonwealth Equity Services LLC ($32.74M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($31.97M), and Raymond James & Associates ($29.07M).Learn more on JAVA's institutional investors.
Which institutional investors have been buying JPMorgan Active Value ETF stock?: Of the 108 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: LPL Financial LLC ($1.60M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($1.04M), Janney Montgomery Scott LLC ($745.09K), Steph & Co. ($602.29K), Commonwealth Equity Services LLC ($598.37K), Raymond James & Associates ($490.49K), and WNY Asset Management LLC ($416.16K).
How much institutional buying is happening at JPMorgan Active Value ETF?: Institutional investors have bought a total of 10,761,737 shares in the last 24 months. This purchase volume represents approximately $565.83M in transactions.

Which JPMorgan Active Value ETF major shareholders have been selling company stock?: Of the 34 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: Nelson Van Denburg & Campbell Wealth Management Group LLC ($436.36K), Beaumont Financial Advisors LLC ($287.65K), Financial Connections Group Inc. ($278.90K), CMH Wealth Management LLC ($52.72K), Commonwealth Equity Services LLC ($50.44K), Masso Torrence Wealth Management Inc. ($46.02K), and Massmutual Trust Co. FSB ADV ($21.41K).
How much institutional selling is happening at JPMorgan Active Value ETF?: Institutional investors have sold a total of 1,291,646 shares in the last 24 months. This volume of shares sold represents approximately $67.64M in transactions.