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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$80.04 +0.57 (+0.72%)
As of 07/24/2026 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)
193
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$143.73M
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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
7/10/2026 Orrstown Financial Services Inc.864,654$68.66M10.2%+1.9%1.025%
7/9/2026 Alliance Wealth Advisors LLC4,003$318K0.1%-9.8%0.005%
7/9/2026 Crumly & Associates Inc.30,838$2.45M0.5%-7.8%0.037%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.20,255$1.61M0.6%+46.9%0.024%
7/8/2026 First Heartland Consultants Inc.22,603$1.80M0.1%-42.5%0.027%
7/8/2026 Eclectic Associates Inc. ADV3,622$288K0.0%-10.9%0.004%
7/7/2026 Bill Few Associates Inc.13,108$1.04M0.2%+7.8%0.016%
7/7/2026 M.E. Allison & CO. Inc.10,210$811K0.5%-1.5%0.012%
7/7/2026 Avior Wealth Management LLC956,185$75.93M2.0%-2.2%1.134%
7/2/2026 MassMutual Private Wealth & Trust FSB13,835$1.10M0.0%-35.3%0.016%
6/18/2026Western Wealth Management LLC61,050$4.38M0.2%+26.6%0.069%
6/10/2026Curry Webb Wealth Management LLC21,202$1.52M0.7%N/A0.024%
6/3/2026NewEdge Advisors LLC154,407$11.08M0.0%+2.7%0.175%
5/22/2026WNY Asset Management LLC454,239$32.59M3.4%N/A0.516%
5/19/2026Western Wealth Management LLC61,050$4.38M0.2%+26.6%0.069%
5/19/2026Mascagni Wealth Management Inc.19,778$1.42M1.0%-8.4%0.022%
5/19/2026NewEdge Advisors LLC139,648$10.02M0.2%-7.1%0.159%
5/19/2026Bank of America Corp DE1,771,693$127.12M0.0%+117.0%2.013%
5/19/2026Arkadios Wealth Advisors70,372$5.05M0.1%+14.9%0.080%
5/18/2026Royal Bank of Canada1,200,108$86.11M0.0%+83.6%1.364%
5/15/2026Gateway Wealth Partners LLC11,390$817K0.0%+104.4%0.013%
5/15/2026Waverly Advisors LLC4,429$318K0.0%N/A0.005%
5/14/2026Renaissance Technologies LLC3,600$258K0.0%-67.0%0.004%
5/14/2026Compound Planning Inc.12,956$930K0.0%-10.0%0.015%
5/13/2026Cetera Investment Advisers1,788,286$128.31M0.1%+29.1%2.032%
5/13/2026CI Investments Inc.547,918$39.31M0.2%+27.9%0.623%
5/8/2026PNC Financial Services Group Inc.973,671$69.86M0.0%-6.0%1.106%
5/7/2026Resolute Wealth Strategies LLC112,106$8.04M3.5%+5.4%0.127%
5/6/2026Frontier Asset Management LLC13,982$1.00M0.2%-1.5%0.016%
5/6/2026 Independent Financial Group LLC5,392$387K0.0%N/A0.006%
5/5/2026BCGM Wealth Management LLC208,721$14.98M3.8%-0.7%0.237%
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%
5/2/2026ARQ Wealth Advisors LLC153,392$11.01M2.0%+1.9%0.174%
5/1/2026Fifth Third Bancorp8,829$633K0.0%N/A0.010%
4/30/2026Kestra Advisory Services LLC616,428$44.23M0.2%+3.5%0.731%
4/29/2026WealthPLAN Partners LLC27,388$1.97M0.4%+372.1%0.032%
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4/28/2026PUREfi Wealth LLC20,227$1.45M1.0%+58.9%0.024%
4/28/2026Ascentis Independent Advisors23,398$1.68M0.1%N/A0.028%
4/28/2026WBH Advisory Inc.33,324$2.40M0.2%+8.9%0.040%
4/27/2026Private Advisor Group LLC472,053$33.87M0.2%+0.9%0.563%
4/27/2026Elevation Point Wealth Partners LLC495,706$35.57M0.8%N/A0.592%
4/24/2026Essex Financial Services Inc.3,445$247K0.0%N/A0.004%
4/24/2026Merited Wealth LLC31,233$2.24M1.9%+115.0%0.037%
4/24/2026Prism 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%
4/21/2026Sugar Maple Asset Management LLC17,808$1.28M0.8%-2.8%0.021%
4/21/2026Sequent 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%
4/21/2026Silver Oak Securities Incorporated14,584$1.05M0.1%-2.9%0.017%
4/20/2026Heritage 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%
4/17/2026Krilogy 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%
4/16/2026Triad Wealth Partners LLC69,375$4.98M0.4%+12.9%0.083%
4/16/2026Quotient 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%
2/17/2026Private 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%
2/16/2026MML 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%
2/13/2026Kestra Advisory Services LLC595,496$42.71M0.2%+5.5%0.784%
2/13/2026Stifel Financial Corp425,260$30.50M0.0%+13.9%0.560%
2/13/2026 Greenline 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%
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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%
2/12/2026Commonwealth Equity Services LLC1,012,384$72.61M0.1%+0.6%1.333%


JAVA Institutional Ownership - Frequently Asked Questions

During the previous two years, 278 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 Cetera Investment Advisers ($128.31M).Learn more on JPMorgan Active Value ETF's institutional investors.

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

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), Cetera Investment Advisers ($1.57M), and Bank of America Corp DE ($1.43M).

Institutional investors have bought a total of 21,821,622 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

Of the 94 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. ($586.55K), Raymond James Financial Inc. ($414.30K), Integrated Wealth Concepts LLC ($251.55K), Avior Wealth Management LLC ($68.74K), Keyvantage Wealth LLC ($66.27K), PNC Financial Services Group Inc. ($65.54K), and Osaic Holdings Inc. ($53.97K).

Institutional investors have sold a total of 2,061,764 shares in the last 24 months. This volume of shares sold represents approximately $143.73M in transactions.


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This page (NYSEARCA:JAVA) was last updated on 7/25/2026 by MarketBeat.com Staff.
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