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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$66.88 +0.57 (+0.86%)
As of 01:53 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)
169
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$143.88M
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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
7/9/2025MassMutual Private Wealth & Trust FSB25,229$1.65M0.0%-8.9%0.045%
7/8/2025 Prism Advisors Inc.221,610$14.52M4.1%-5.0%0.394%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.25,877$1.70M0.2%+1,921.6%0.046%
7/2/2025 Crumly & Associates Inc.40,571$2.66M0.6%-41.9%0.072%
7/1/2025 Harbor Investment Advisory LLC5,816$381K0.0%+11.6%0.010%
6/6/2025Blue Oak Capital LLC39,437$2.51M1.4%-12.1%0.073%
5/21/2025Geneos Wealth Management Inc.2,950$187K0.0%+13.7%0.006%
5/20/2025Belpointe Asset Management LLC8,603$547K0.0%N/A0.016%
5/20/2025Focus Partners Wealth361,064$22.94M0.1%+11.5%0.681%
5/19/2025Jane Street Group LLC54,295$3.45M0.0%-18.2%0.102%
5/16/2025Ascent Group LLC20,492$1.30M0.1%+39.6%0.039%
5/16/2025Jones Financial Companies Lllp18,457$1.17M0.0%-90.0%0.035%
5/16/2025NewEdge Advisors LLC14,684$933K0.0%+1.7%0.028%
5/16/2025Integrated Wealth Concepts LLC101,354$6.44M0.1%-0.5%0.191%
5/15/2025Royal Bank of Canada548,240$34.84M0.0%+72.7%1.034%
5/14/2025Triad Wealth Partners LLC19,536$1.24M0.4%+130.8%0.037%
5/14/2025CreativeOne Wealth LLC35,571$2.26M0.1%-17.0%0.067%
5/14/2025WCG Wealth Advisors LLC412,633$26.22M2.0%+17.5%0.778%
5/14/2025Comerica Bank6,067$385K0.0%+3.5%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.4,533$288K0.0%+440.3%0.009%
5/14/2025Kestra Advisory Services LLC470,341$29.89M0.1%+17.7%0.887%
5/14/2025Ameriprise Financial Inc.2,162,672$137.41M0.0%+51.0%4.078%
5/14/2025Capital Analysts LLC6,942$441K0.0%+117.3%0.013%
5/13/2025Tyler Stone Wealth Management196,597$12.49M2.2%+7.2%0.371%
5/13/2025Raymond James Financial Inc.909,109$57.77M0.0%+74.7%1.714%
5/13/2025Vestmark Advisory Solutions Inc.536,166$34.07M0.9%-4.2%1.011%
5/13/2025HighTower Advisors LLC59,869$3.80M0.0%+10.8%0.113%
5/12/2025Benjamin Edwards Inc.20,040$1.27M0.0%-15.0%0.038%
5/12/2025JPMorgan Chase & Co.13,430,674$853.39M0.1%+31.3%25.327%
5/9/2025Commonwealth Financial Services LLC103,246$6.56M1.3%+2.0%0.195%
5/9/2025Ritter Daniher Financial Advisory LLC DE34,460$2.19M0.6%-70.4%0.065%
5/9/2025Financial Connections Group Inc.10,386$621K0.3%+28.6%0.020%
5/9/2025Cary Street Partners Investment Advisory LLC9,045$575K0.3%+12.2%0.017%
5/9/2025Atria Wealth Solutions Inc.33,292$2.12M0.0%+51.2%0.063%
5/9/2025Gill Capital Partners LLC112,968$7.18M2.5%+506.9%0.213%
5/9/2025Commonwealth Equity Services LLC966,182$61.39M0.1%+27.1%1.822%
5/9/2025PNC Financial Services Group Inc.1,032,555$65.61M0.0%+1,071.1%1.947%
5/8/2025IFG Advisory LLC12,493$794K0.0%N/A0.024%
5/8/2025MONECO Advisors LLC8,915$566K0.1%+17.3%0.017%
5/8/2025BCGM Wealth Management LLC135,471$8.61M2.6%+42.9%0.255%
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5/8/2025Harbour Investments Inc.62,776$3.99M0.1%+2.3%0.118%
5/8/2025NorthRock Partners LLC722$46K0.0%N/A0.001%
5/8/2025Arkadios Wealth Advisors32,635$2.07M0.1%+18.1%0.062%
5/7/2025N.E.W. Advisory Services LLC800$51K0.0%N/A0.002%
5/7/2025Frontier Asset Management LLC16,154$1.03M0.3%N/A0.030%
5/7/2025LPL Financial LLC3,877,878$246.40M0.1%+37.0%7.313%
5/7/2025Keyvantage Wealth LLC194,874$12.38M6.0%+1,233.5%0.367%
5/7/2025Resolute Wealth Strategies LLC166,610$10.59M5.9%+167.2%0.314%
5/7/2025Intellus Advisors LLC449,842$28.58M5.0%+1.8%0.848%
5/7/2025Denver PWM LLC83,872$5.33M1.9%+27.6%0.158%
5/6/2025Assetmark Inc.564$36K0.0%-42.2%0.001%
5/6/2025Cetera Investment Advisers1,125,791$71.53M0.1%+15.7%2.123%
5/6/2025Avantax Advisory Services Inc.12,458$792K0.0%-23.3%0.023%
5/6/2025Ignite Planners LLC8,369$516K0.1%+75.5%0.016%
5/6/2025Fagan Associates Inc.50,952$3.24M0.5%+9.7%0.096%
5/5/2025Summit Wealth & Retirement Planning Inc.3,178$202K0.1%N/A0.006%
5/5/2025WNY Asset Management LLC437,826$27.82M3.3%-0.1%0.826%
5/5/2025IFP Advisors Inc10,675$678K0.0%+2.7%0.020%
5/5/2025ARQ Wealth Advisors LLC156,817$9.96M3.7%+4.1%0.296%
5/5/2025Private Advisor Group LLC148,440$9.43M0.1%+22.3%0.280%
5/5/2025Nwam LLC5,369$341K0.0%-22.1%0.010%
5/2/2025Kingsview Wealth Management LLC34,593$2.20M0.0%+33.4%0.068%
5/2/2025Dynasty Wealth Management LLC3,095,605$196.70M2.8%N/A6.124%
5/2/2025Litman Gregory Wealth Management LLC12,996$826K0.1%-18.0%0.026%
5/2/2025Landaas & Co. WI ADV4,368$278K0.1%+37.9%0.009%
5/1/2025LRI Investments LLC18,350$1.17M0.1%+103.9%0.036%
5/1/2025CWM LLC153,413$9.75M0.0%+23.6%0.303%
5/1/2025 Prism Advisors Inc.233,182$14.82M4.6%N/A0.461%
5/1/2025Gateway Wealth Partners LLC9,527$605K0.1%+27.6%0.019%
5/1/2025Country Club Bank32,490$2.05M0.1%+18.4%0.064%
4/30/2025Weil Company Inc.63,888$4.06M1.2%+133.0%0.126%
4/30/2025Quotient Wealth Partners LLC20,722$1.32M0.0%N/A0.041%
4/30/2025Stratos Wealth Partners LTD.6,754$429K0.0%+3.7%0.013%
4/29/2025Heritage Wealth Management Inc.17,939$1.14M0.4%+35.6%0.035%
4/29/2025Envestnet Asset Management Inc.1,189,600$75.59M0.0%+465.1%2.353%
4/29/2025Concurrent Investment Advisors LLC5,597$355K0.0%+16.9%0.011%
4/29/2025Wayfinding Financial LLC16,823$1.07M0.5%-3.2%0.033%
4/29/2025Olde Wealth Management LLC2,861$181K0.1%N/A0.006%
4/29/2025MBA Advisors LLC4,657$296K0.1%N/A0.009%
4/28/2025D.A. Davidson & CO.33,482$2.13M0.0%+1.5%0.066%
4/28/2025Mutual Advisors LLC10,978$668K0.0%-85.2%0.022%
4/28/2025Strategic Financial Concepts LLC4,431$282K0.1%+13.6%0.009%
4/28/2025FSM Wealth Advisors LLC368,658$23.43M5.3%+2.9%0.729%
4/28/2025DAVENPORT & Co LLC82,921$5.27M0.0%+123.6%0.164%
4/28/2025Clear Creek Financial Management LLC13,079$831K0.1%N/A0.026%
4/25/2025Westside Investment Management Inc.4,631$294K0.1%+15.6%0.009%
4/25/2025Albion Financial Group UT4,850$308K0.0%+259.3%0.010%
4/25/2025Convergence Financial LLC312,592$19.86M3.9%+1.7%0.618%
4/24/20253Chopt Investment Partners LLC31,517$2.00M0.5%+26.9%0.062%
4/23/2025Western Wealth Management LLC38,081$2.42M0.2%N/A0.075%
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4/23/2025Perigon Wealth Management LLC53,328$3.39M0.1%+4.2%0.105%
4/23/2025Daymark Wealth Partners LLC366,672$23.30M1.0%-4.1%0.725%
4/23/2025Steph & Co.723,153$45.95M16.5%-1.1%1.431%
4/23/2025Independence Asset Advisors LLC4,699$299K1.0%N/A0.009%
4/23/2025Mascagni Wealth Management Inc.29,040$1.84M1.8%+7.3%0.057%
4/23/2025Oppenheimer & Co. Inc.5,169$328K0.0%N/A0.010%
4/22/20255T Wealth LLC49,165$3.12M1.7%-9.9%0.097%
4/22/2025Cambridge Investment Research Advisors Inc.100,834$6.41M0.0%+352.4%0.199%
4/22/2025 Crumly & Associates Inc.69,841$4.44M1.2%-66.6%0.138%
4/22/2025Worth Financial Advisory Group LLC8,930$567K0.4%+21.5%0.018%
(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, 205 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($853.39M), LPL Financial LLC ($246.40M), Dynasty Wealth Management LLC ($196.70M), Sagespring Wealth Partners LLC ($178.16M), Ameriprise Financial Inc. ($137.41M), Janney Montgomery Scott LLC ($93.87M), and Envestnet Asset Management Inc. ($75.59M).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 196 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. ($12.72M), Dynasty Wealth Management LLC ($3.10M), Sagespring Wealth Partners LLC ($2.80M), LPL Financial LLC ($2.49M), Raymond James Financial Inc. ($1.43M), Envestnet Asset Management Inc. ($1.08M), and Cetera Investment Advisers ($1.02M).

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

Institutional investors have bought a total of 32,786,961 shares in the last 24 months. This purchase volume represents approximately $2.07B in transactions.

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

Of the 57 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: Citadel Advisors LLC ($922.59K), Crumly & Associates Inc. ($220.69K), Ritter Daniher Financial Advisory LLC DE ($205.34K), Strategic Planning Group LLC ($167.16K), Jones Financial Companies Lllp ($166.36K), Avaii Wealth Management LLC ($155.35K), and Mutual Advisors LLC ($64.04K).

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

Institutional investors have sold a total of 2,269,178 shares in the last 24 months. This volume of shares sold represents approximately $143.88M in transactions.


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This page (NYSEARCA:JAVA) was last updated on 7/10/2025 by MarketBeat.com Staff
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