S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
Novo Nordisk Arms Wegovy to Be a Triple Threat
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
When Will the Next Bull Market Be?
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
Novo Nordisk Arms Wegovy to Be a Triple Threat
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
When Will the Next Bull Market Be?
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
Novo Nordisk Arms Wegovy to Be a Triple Threat
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
When Will the Next Bull Market Be?
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
Novo Nordisk Arms Wegovy to Be a Triple Threat
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
When Will the Next Bull Market Be?

JPMorgan Active Value ETF (JAVA) Institutional Ownership

$57.20
-0.28 (-0.49%)
(As of 04/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$350.15M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$64.04M
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JAVA Institutional Buying and Selling by Quarter

JPMorgan Active Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/13/2024 Priebe Wealth Holdings LLC14,513$869K0.7%+12.8%0.081%
4/12/2024 Capital Advisors Wealth Management LLC3,394$203K0.0%N/A0.019%
4/12/2024 Strategic Planning Group LLC180,152$10.79M2.6%+18.0%1.004%
4/12/2024 Ignite Planners LLC3,385$202K0.1%N/A0.019%
4/12/2024 CMH Wealth Management LLC48,655$2.91M0.7%+2.5%0.271%
4/12/2024 Steph & Co.602,285$36.07M12.4%N/A3.355%
4/11/2024 Security Financial Services INC.6,342$380K0.1%-13.3%0.035%
4/11/2024 RDA Financial Network3,457$207K0.1%N/A0.019%
4/10/2024 Daymark Wealth Partners LLC260,561$15.61M0.6%-0.2%1.452%
4/10/2024 Triangle Securities Wealth Management35,188$2.11M0.6%+65.0%0.196%
4/9/2024 Massmutual Trust Co. FSB ADV26,794$1.61M0.0%-17.6%0.306%
2/27/2024ARQ Wealth Advisors LLC108,248$6.02M3.6%+127.4%1.234%
2/21/2024WNY Asset Management LLC411,723$22.90M3.9%-1.1%4.695%
2/16/2024Harbour Investments Inc.7,338$408K0.0%+1,846.4%0.084%
2/15/2024Nwam LLC5,107$284K0.0%+5.6%0.058%
2/14/2024Royal Bank of Canada161,368$8.98M0.0%+25.6%1.840%
2/14/2024Kestra Advisory Services LLC274,300$15.26M0.1%+6.6%3.128%
2/14/2024Visionary Wealth Advisors69,986$3.89M0.3%-2.1%0.798%
2/13/2024Envestnet Asset Management Inc.33,549$1.87M0.0%+46.1%0.383%
2/13/2024Stephens Inc. AR5,485$305K0.0%+17.1%0.063%
2/13/2024Cetera Advisor Networks LLC12,382$689K0.0%+11.5%0.141%
2/12/2024Stifel Financial Corp337,052$18.75M0.0%+18.7%3.843%
2/12/2024Steward Partners Investment Advisory LLC4,109$229K0.0%+559.6%0.047%
2/12/20243Chopt Investment Partners LLC14,915$830K0.3%N/A0.170%
2/9/2024Advisory Services Network LLC1,577$88K0.0%N/A0.018%
2/9/2024Cambridge Investment Research Advisors Inc.12,997$723K0.0%-73.7%0.148%
2/9/2024CreativeOne Wealth LLC27,561$1.53M0.1%-18.7%0.314%
2/9/2024Thoroughbred Financial Services LLC5,249$292K0.0%-11.0%0.060%
2/9/2024Gladstone Institutional Advisory LLC4,573$254K0.0%-11.3%0.052%
2/9/2024UBS Group AG210,868$11.73M0.0%+8.2%2.404%
2/8/2024BCGM Wealth Management LLC96,036$5.34M2.2%N/A1.095%
2/8/2024Wade G W & Inc.154,518$8.59M0.3%+246.4%1.762%
2/8/2024Janney Montgomery Scott LLC615,571$34.24M0.1%+33.2%7.019%
2/7/2024Avantax Advisory Services Inc.17,477$972K0.0%+27.8%0.199%
2/6/2024Lincoln National Corp29,148$1.62M0.0%+23.2%0.332%
2/6/2024Private Advisor Group LLC14,112$785K0.0%+172.5%0.161%
2/6/2024Vestmark Advisory Solutions Inc.261,431$14.54M0.7%+9.2%2.981%
2/6/2024Benjamin F. Edwards & Company Inc.20,335$1.13M0.0%-15.4%0.232%
2/5/2024Avaii Wealth Management LLC118,581$6.60M4.3%+19.0%1.352%
2/5/2024Silver Oak Securities Incorporated5,985$333K0.0%-12.0%0.068%
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2/5/2024Transcend Capital Advisors LLC5,826$324K0.0%+7.8%0.066%
2/2/2024Atria Wealth Solutions Inc.17,795$990K0.0%+27.6%0.203%
2/1/2024 Northwest Capital Management Inc14,177$789K0.3%N/A0.162%
2/1/2024 CWM LLC76,460$4.25M0.0%+94.2%0.872%
1/31/2024Litman Gregory Wealth Management LLC11,305$629K0.1%-4.2%0.129%
1/31/2024Beaumont Financial Advisors LLC18,430$1.03M0.1%+16.4%0.210%
1/30/2024Avior Wealth Management LLC756,031$42.05M2.5%+26.1%8.621%
1/30/2024SFI Advisors LLC87,520$4.87M4.2%+274.9%0.998%
1/29/2024Crumly & Associates Inc.16,841$937K0.3%N/A0.192%
1/29/2024Perigon Wealth Management LLC24,238$1.35M0.0%N/A0.276%
1/29/2024Sutton Place Investors LLC5,391$300K0.2%+8.1%0.061%
1/26/2024 Priebe Wealth Holdings LLC12,863$715K0.6%N/A0.147%
1/26/2024Krilogy Financial LLC12,911$718K0.1%-15.8%0.147%
1/26/2024Financial Connections Group Inc.21,396$1.19M0.8%-33.0%0.244%
1/25/2024Americana Partners LLC153,927$8.56M0.8%+1.6%1.755%
1/24/2024Stratos Wealth Partners LTD.6,157$342K0.0%+14.4%0.070%
1/24/2024Private Trust Co. NA2,375$132K0.0%+59.7%0.027%
1/23/2024DAVENPORT & Co LLC9,568$532K0.0%+40.1%0.109%
1/22/2024Country Club Bank GFN8,450$472K0.0%N/A0.096%
1/22/2024StoneCrest Wealth Management Inc.29,142$1.62M1.6%N/A0.332%
1/19/2024 CMH Wealth Management LLC47,486$2.64M0.6%+4.3%0.541%
1/18/2024Global Retirement Partners LLC6,851$375K0.0%-17.2%0.078%
1/16/2024Raymond James Financial Services Advisors Inc.239,576$13.33M0.0%-0.8%2.732%
1/16/2024 Security Financial Services INC.7,311$407K0.1%-2.9%0.083%
1/16/2024Raymond James & Associates452,635$25.18M0.0%+7.5%5.161%
1/16/2024Rosenberg Matthew Hamilton707$39K0.0%N/A0.008%
1/16/2024 Cooper Financial Group11,801$656K0.1%-38.2%0.135%
1/12/2024Mutual Advisors LLC65,800$3.66M0.1%+3.0%0.750%
1/12/2024GPS Wealth Strategies Group LLC9,109$507K0.1%+55.4%0.104%
1/11/2024Whittier Trust Co. of Nevada Inc.1,226$68K0.0%N/A0.014%
1/11/2024Raymond James Trust N.A.4,970$276K0.0%N/A0.057%
1/11/2024 Triangle Securities Wealth Management21,323$1.19M0.4%+377.9%0.243%
1/11/2024Alliance Wealth Advisors LLC37,866$2.11M1.4%+6.8%0.432%
1/10/2024Wayfinding Financial LLC11,962$665K0.5%+12.7%0.136%
1/9/2024 Daymark Wealth Partners LLC261,007$14.52M0.7%+38.3%2.976%
1/9/2024Arlington Financial Advisors LLC251,055$13.96M4.2%+2.5%2.863%
1/3/2024 Massmutual Trust Co. FSB ADV32,499$1.81M0.1%-4.2%0.371%
12/14/2023WNY Asset Management LLC416,157$21.33M4.2%+9.2%4.745%
11/30/2023ARQ Wealth Advisors LLC47,594$2.44M1.8%N/A0.543%
11/21/2023Comerica Bank3,163$162K0.0%N/A0.036%
11/20/2023Silver Oak Securities Incorporated6,798$348K0.1%+7.9%0.078%
11/16/2023Morgan Stanley772,065$39.58M0.0%+38.3%8.803%
11/15/2023Integrated Wealth Concepts LLC73,094$3.75M0.1%+0.6%0.833%
11/15/2023Royal Bank of Canada128,461$6.59M0.0%+48.7%1.465%
11/15/2023JPMorgan Chase & Co.540,731$27.72M0.0%+36.8%6.166%
11/15/2023KPP Advisory Services LLC30,008$1.54M0.5%N/A0.342%
11/14/2023Tyler Stone Wealth Management4,309$221K0.1%+218.5%0.049%
11/14/2023Synovus Financial Corp30,496$1.56M0.0%+27.9%0.348%
11/14/2023Mutual Advisors LLC63,869$3.27M0.1%+104.7%0.728%
11/13/2023Stifel Financial Corp284,030$14.56M0.0%+117.0%3.239%
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11/13/2023Visionary Wealth Advisors71,492$3.67M0.3%N/A0.815%
11/13/2023LPL Financial LLC1,604,146$82.23M0.1%+102.0%18.291%
11/13/2023CI Investments Inc.254,071$13.02M0.1%+5.2%2.897%
11/13/2023Envestnet Asset Management Inc.22,970$1.18M0.0%+18.6%0.262%
11/13/2023Kestra Advisory Services LLC257,340$13.19M0.1%+8.1%2.934%
11/9/2023UBS Group AG194,864$9.99M0.0%+210.7%2.222%
11/8/2023Wade G W & Inc.44,611$2.29M0.1%+386.0%0.509%
11/8/2023Janney Montgomery Scott LLC462,260$23.70M0.1%+40.6%5.271%
11/8/2023Atria Wealth Solutions Inc.13,951$715K0.0%+4.7%0.159%
11/8/2023Avantax Advisory Services Inc.13,676$701K0.0%+2.9%0.156%
(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, 110 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were LPL Financial LLC ($82.23M), Avior Wealth Management LLC ($42.05M), Morgan Stanley ($39.58M), Steph & Co. ($36.07M), Janney Montgomery Scott LLC ($34.24M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($31.97M), and JPMorgan Chase & Co. ($27.72M).Learn more on JAVA's institutional investors.

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

Of the 107 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 ($615.57K), Steph & Co. ($602.29K), Morgan Stanley ($597.23K), Raymond James & Associates ($452.64K), 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 11,224,688 shares in the last 24 months. This purchase volume represents approximately $581.37M in transactions.

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

Of the 33 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. ($265.66K), JPMorgan Chase & Co. ($210.54K), CMH Wealth Management LLC ($52.72K), Commonwealth Equity Services LLC ($50.44K), and Masso Torrence Wealth Management Inc. ($46.02K).

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

Institutional investors have sold a total of 1,515,987 shares in the last 24 months. This volume of shares sold represents approximately $78.85M in transactions.


This page (NYSEARCA:JAVA) was last updated on 4/15/2024 by MarketBeat.com Staff

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