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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$81.28 -0.48 (-0.59%)
As of 12:09 PM Eastern
This is a fair market value 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)
$1.48B
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$158.26M
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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
10/14/2026Krilogy Financial LLC14,328$1.17M0.0%+4.9%0.016%
10/13/2026Fagan Associates Inc.67,434$5.38M0.6%+3.6%0.077%
10/13/2026Avior Wealth Management LLC1,002,489$79.92M2.1%+4.8%1.151%
10/10/2026Prism Advisors Inc.39,517$3.20M0.8%-83.7%0.045%
10/9/2026Bill Few Associates Inc.14,385$1.15M0.2%+9.7%0.017%
10/9/2026Avaii Wealth Management LLC5,919$475K0.1%+2.5%0.007%
10/9/2026Emergent Wealth Advisors LLC4,039$322K0.2%-32.0%0.005%
10/9/2026First Heartland Consultants Inc.25,791$2.06M0.1%+14.1%0.030%
10/8/2026Farther Finance Advisors LLC20,875$1.66M0.0%-6.9%0.024%
10/7/2026Steph & Co.857,239$68.34M16.9%-6.1%0.974%
10/5/2026MassMutual Private Wealth & Trust FSB11,680$931K0.0%-15.6%0.013%
10/2/2026 Global Wealth Strategies & Associates5,523$440K0.1%-7.8%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.2,589$206K0.0%N/A0.003%
9/23/2026Envestnet Asset Management Inc.1,121,325$89.04M0.0%-6.6%1.305%
9/18/2026Security National Bank of SO Dak5,059$402K0.2%+16.5%0.006%
9/18/2026Security National Bank of Sioux City Iowa IA11,022$875K0.4%+94.4%0.013%
9/9/2026Gemmer Asset Management LLC72,368$5.75M0.4%-1.5%0.085%
9/9/2026Capital Analysts LLC131,393$10.43M0.2%+6.1%0.153%
9/9/2026Integrated Wealth Concepts LLC237,042$18.82M0.1%-10.0%0.277%
9/9/2026NewEdge Advisors LLC164,361$13.05M0.0%+6.4%0.192%
9/9/2026IFP Advisors Inc28,824$2.29M0.0%+13.7%0.034%
9/9/2026Centerline Wealth Advisors LLC305,286$24.24M7.6%+5.4%0.357%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group133,932$10.52M1.1%-5.2%0.156%
9/2/2026Citadel Advisors LLC12,726$1.01M0.0%+231.1%0.015%
8/26/2026HighTower Advisors LLC72,051$5.72M0.0%+1.3%0.084%
8/23/2026Unique Wealth LLC470,589$37.37M4.3%+17.9%0.550%
8/22/2026Compass Financial Management LLC1,239$103K0.0%N/A0.001%
8/22/2026Hopwood Nicholas Hunter31,220$2.48M0.7%N/A0.036%
8/22/2026Elevation Wealth Management LLC21,695$1.72M1.3%-9.8%0.025%
8/22/2026Concurrent Investment Advisors LLC177,120$14.07M0.1%+6.7%0.207%
8/21/2026Beacon Capital Management LLC3,775$300K0.0%N/A0.004%
8/21/2026MBA Advisors LLC3,346$266K0.1%-10.1%0.004%
8/20/2026Gill Capital Partners LLC182,052$14.46M3.8%+1.3%0.213%
8/20/2026Rehmann Capital Advisory Group138,442$11.25M0.5%+12.4%0.162%
8/20/2026CMH Wealth Management LLC51,550$4.09M0.6%+8.5%0.060%
8/20/2026Denver PWM LLC50,176$4.21M1.2%-4.5%0.059%
8/20/2026Susquehanna International Group LLP11,618$923K0.0%-47.6%0.014%
8/20/2026Two Sigma Securities LLC2,841$226K0.0%N/A0.003%
8/20/2026Benjamin Edwards Inc.119,711$9.51M0.1%+2.1%0.140%
8/20/2026Northwestern Mutual Wealth Management Co.118,452$9.41M0.0%+8.3%0.138%
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8/7/2026Perigon Wealth Management LLC82,266$6.53M0.1%+3.3%0.096%
8/7/2026Oak Barrel Wealth Advisory LLC10,083$801K0.4%N/A0.012%
8/6/2026Global Retirement Partners LLC34,310$2.73M0.0%N/A0.040%
8/6/2026Capital Analysts LLC131,393$10.43M0.2%+6.1%0.153%
8/5/2026Janney Montgomery Scott LLC1,458,706$115.84M0.2%N/A1.704%
8/5/2026Fifth Third Bancorp9,874$784K0.0%+11.8%0.012%
8/4/2026Ascent Group LLC48,460$3.85M0.1%-2.9%0.057%
7/10/2026Orrstown Financial Services Inc.864,654$68.66M10.2%+1.9%1.025%
7/9/2026Alliance Wealth Advisors LLC4,003$318K0.1%-9.8%0.005%
7/9/2026Crumly & Associates Inc.30,838$2.45M0.5%-7.8%0.037%
7/8/2026Thurston Springer Miller Herd & Titak Inc.20,255$1.61M0.6%+46.9%0.024%
7/8/2026First Heartland Consultants Inc.22,603$1.80M0.1%-42.5%0.027%
7/8/2026Eclectic Associates Inc. ADV3,622$288K0.0%-10.9%0.004%
7/7/2026Bill Few Associates Inc.13,108$1.04M0.2%+7.8%0.016%
7/7/2026M.E. Allison & CO. Inc.10,210$811K0.5%-1.5%0.012%
7/7/2026Avior Wealth Management LLC956,185$75.93M2.0%-2.2%1.134%
7/2/2026MassMutual 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%
5/6/2026Independent 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%
5/4/2026Procyon 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%
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%
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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%
4/22/2026Independence Asset Advisors LLC22,711$1.63M0.6%+129.5%0.027%
4/22/2026Traveka 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%
4/21/2026Unique Wealth LLC399,057$28.63M4.0%+40.2%0.478%


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 262 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 20,646,895 shares in the last 24 months. This purchase volume represents approximately $1.48B 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), Prism Advisors Inc. ($213.45K), Envestnet Asset Management Inc. ($78.71K), Avior Wealth Management LLC ($68.74K), and Keyvantage Wealth LLC ($66.27K).

Institutional investors have sold a total of 2,198,479 shares in the last 24 months. This volume of shares sold represents approximately $158.26M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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