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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$80.70 -0.40 (-0.49%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$80.75 +0.05 (+0.06%)
As of 07:39 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
184
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$137.33M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.2,589$206K0.0%N/A0.003%
9/23/2026 Envestnet Asset Management Inc.1,121,325$89.04M0.0%-6.6%1.305%
9/18/2026 Security National Bank of SO Dak5,059$402K0.2%+16.5%0.006%
9/18/2026 Security National Bank of Sioux City Iowa IA11,022$875K0.4%+94.4%0.013%
9/9/2026 Gemmer Asset Management LLC72,368$5.75M0.4%-1.5%0.085%
9/9/2026 Capital Analysts LLC131,393$10.43M0.2%+6.1%0.153%
9/9/2026 Integrated Wealth Concepts LLC237,042$18.82M0.1%-10.0%0.277%
9/9/2026 NewEdge Advisors LLC164,361$13.05M0.0%+6.4%0.192%
9/9/2026 IFP Advisors Inc28,824$2.29M0.0%+13.7%0.034%
9/9/2026 Centerline Wealth Advisors LLC305,286$24.24M7.6%+5.4%0.357%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group133,932$10.52M1.1%-5.2%0.156%
9/2/2026 Citadel Advisors LLC12,726$1.01M0.0%+231.1%0.015%
8/26/2026 HighTower Advisors LLC72,051$5.72M0.0%+1.3%0.084%
8/23/2026 Unique Wealth LLC470,589$37.37M4.3%+17.9%0.550%
8/22/2026 Compass Financial Management LLC1,239$103K0.0%N/A0.001%
8/22/2026 Hopwood Nicholas Hunter31,220$2.48M0.7%N/A0.036%
8/22/2026 Elevation Wealth Management LLC21,695$1.72M1.3%-9.8%0.025%
8/22/2026 Concurrent Investment Advisors LLC177,120$14.07M0.1%+6.7%0.207%
8/21/2026 Beacon Capital Management LLC3,775$300K0.0%N/A0.004%
8/21/2026 MBA Advisors LLC3,346$266K0.1%-10.1%0.004%
8/20/2026 Gill Capital Partners LLC182,052$14.46M3.8%+1.3%0.213%
8/20/2026 Rehmann Capital Advisory Group138,442$11.25M0.5%+12.4%0.162%
8/20/2026 CMH Wealth Management LLC51,550$4.09M0.6%+8.5%0.060%
8/20/2026 Denver PWM LLC50,176$4.21M1.2%-4.5%0.059%
8/20/2026 Susquehanna International Group LLP11,618$923K0.0%-47.6%0.014%
8/20/2026 Two Sigma Securities LLC2,841$226K0.0%N/A0.003%
8/20/2026 Benjamin Edwards Inc.119,711$9.51M0.1%+2.1%0.140%
8/20/2026 Northwestern Mutual Wealth Management Co.118,452$9.41M0.0%+8.3%0.138%
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%
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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%
6/18/2026 Western 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%
5/22/2026 WNY Asset Management LLC454,239$32.59M3.4%N/A0.516%
5/19/2026 Western 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%
5/19/2026 Bank 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%
5/18/2026 Royal 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%
5/15/2026 Waverly 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%
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%
4/24/2026 Merited 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%
4/21/2026 Sequent 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%
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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%


JAVA Institutional Ownership - Frequently Asked Questions

During the previous two years, 282 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 263 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 Bank of America Corp DE ($1.43M).

Institutional investors have bought a total of 20,804,637 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

Of the 87 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), Integrated Wealth Concepts LLC ($277.85K), Raymond James Financial Inc. ($274.19K), Envestnet Asset Management Inc. ($78.71K), Avior Wealth Management LLC ($68.74K), Keyvantage Wealth LLC ($66.27K), and PNC Financial Services Group Inc. ($63.54K).

Institutional investors have sold a total of 1,936,210 shares in the last 24 months. This volume of shares sold represents approximately $137.33M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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