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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$83.84 +0.03 (+0.04%)
As of 08/14/2026 04:10 PM Eastern
Compare

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)
179
Total
Institutional Inflows
(last 12 months)
$1.48B
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$127.98M
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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
8/7/2026 Perigon Wealth Management LLC82,266$6.53M0.1%+3.3%0.096%
8/7/2026 Oak Barrel Wealth Advisory LLC10,083$801K0.4%N/A0.012%
8/6/2026 Global Retirement Partners LLC34,310$2.73M0.0%N/A0.040%
8/6/2026 Capital Analysts LLC131,393$10.43M0.2%+6.1%0.153%
8/5/2026 Janney Montgomery Scott LLC1,458,706$115.84M0.2%N/A1.704%
8/5/2026 Fifth Third Bancorp9,874$784K0.0%+11.8%0.012%
8/4/2026 Ascent Group LLC48,460$3.85M0.1%-2.9%0.057%
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%
6/10/2026 Curry Webb Wealth Management LLC21,202$1.52M0.7%N/A0.024%
6/3/2026 NewEdge 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%
5/19/2026 Mascagni Wealth Management Inc.19,778$1.42M1.0%-8.4%0.022%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios 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%
5/15/2026 Gateway Wealth Partners LLC11,390$817K0.0%+104.4%0.013%
5/15/2026Waverly Advisors LLC4,429$318K0.0%N/A0.005%
5/14/2026 Renaissance Technologies LLC3,600$258K0.0%-67.0%0.004%
5/14/2026 Compound Planning Inc.12,956$930K0.0%-10.0%0.015%
5/13/2026 Cetera Investment Advisers1,788,286$128.31M0.1%+29.1%2.032%
5/13/2026 CI Investments Inc.547,918$39.31M0.2%+27.9%0.623%
5/8/2026 PNC Financial Services Group Inc.973,671$69.86M0.0%-6.0%1.106%
5/7/2026 Resolute Wealth Strategies LLC112,106$8.04M3.5%+5.4%0.127%
5/6/2026 Frontier Asset Management LLC13,982$1.00M0.2%-1.5%0.016%
5/6/2026 Independent Financial Group LLC5,392$387K0.0%N/A0.006%
5/5/2026 BCGM Wealth Management LLC208,721$14.98M3.8%-0.7%0.237%
5/5/2026 Beaumont Financial Advisors LLC15,747$1.13M0.1%-1.0%0.018%
5/5/2026 Geneos Wealth Management Inc.127,226$9.13M0.2%+24.6%0.145%
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5/5/2026 Luts & Greenleigh Group Inc.3,871$278K0.2%+6.9%0.004%
5/5/2026 Sanctuary 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%
4/24/2026Merited 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%
4/21/2026Sequent 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%
4/21/2026 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%
3/17/2026 Rockefeller 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%
2/19/2026 Compound Planning Inc.14,403$1.03M0.0%-5.8%0.019%
2/18/2026 NewEdge Advisors LLC150,283$10.78M0.0%+99.3%0.198%
2/17/2026AQR Capital Management LLC2,927$210K0.0%N/A0.004%
2/17/2026 Cetera 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%
2/17/2026 GeoWealth Management LLC5,564$399K0.0%-3.9%0.007%
2/17/2026Osaic Holdings Inc.437,072$31.36M0.0%-11.0%0.575%
2/17/2026 Advisory Services Network LLC15,463$1.11M0.0%+55.0%0.020%
2/17/2026 Tower 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%
2/17/2026 Captrust Financial Advisors65,412$4.69M0.0%-6.8%0.086%
2/17/2026Royal Bank of Canada653,515$46.87M0.0%+11.1%0.860%
2/17/2026 Rothschild Wealth LLC12,101$868K0.1%N/A0.016%
2/16/2026 MML Investors Services LLC119,851$8.60M0.0%+42.7%0.158%
2/16/2026 Mariner LLC25,299$1.81M0.0%+2.6%0.033%
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2/16/2026 Focus Partners Wealth423,996$30.41M0.0%+3.8%0.558%
2/13/2026 CreativeOne 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%
2/13/2026 Stifel Financial Corp425,260$30.50M0.0%+13.9%0.560%
2/13/2026 Greenline Wealth Management LLC626$45K0.0%N/A0.001%
2/13/2026 Morgan Stanley1,793,105$128.60M0.0%+9.9%2.361%
2/13/2026 Arkadios Wealth Advisors61,255$4.39M0.1%+13.0%0.081%
2/13/2026 Integrated Wealth Concepts LLC4,290$308K0.0%-98.3%0.006%
2/13/2026 OpenArc Corporate Advisory LLC1,624,457$116.51M1.9%N/A2.139%
2/13/2026 First National Bank of Omaha37,916$2.74M0.1%N/A0.050%


JAVA Institutional Ownership - Frequently Asked Questions

During the previous two years, 275 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 256 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), Janney Montgomery Scott LLC ($2.01M), LPL Financial LLC ($1.89M), OpenArc Corporate Advisory LLC ($1.62M), and Cetera Investment Advisers ($1.57M).

Institutional investors have bought a total of 20,634,562 shares in the last 24 months. This purchase volume represents approximately $1.48B in transactions.

Of the 84 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. ($274.19K), Integrated Wealth Concepts LLC ($251.55K), Avior Wealth Management LLC ($68.74K), Keyvantage Wealth LLC ($66.27K), PNC Financial Services Group Inc. ($63.54K), and Osaic Holdings Inc. ($53.97K).

Institutional investors have sold a total of 1,820,918 shares in the last 24 months. This volume of shares sold represents approximately $127.98M in transactions.


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Institutional ownership data for NYSEARCA:JAVA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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