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JPMorgan Active Value ETF (JAVA) Institutional Ownership

$66.40 +0.81 (+1.23%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$366.64M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$15.26M
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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
1/21/2025Avaii Wealth Management LLC167,826$10.62M5.2%+2.5%0.879%
1/21/2025Geneos Wealth Management Inc.2,595$164K0.0%+6.3%0.014%
1/21/2025Firethorn Wealth Partners LLC6,664$422K0.2%+7.5%0.035%
1/21/2025Exchange Traded Concepts LLC92,112$5.83M0.1%N/A0.482%
1/17/2025 Avior Wealth Management LLC960,089$60.77M2.2%-0.6%5.027%
1/17/2025 Mutual Advisors LLC74,015$4.83M0.1%+1.5%0.388%
1/17/2025 Janney Montgomery Scott LLC1,426,359$90.29M0.3%+20.9%7.468%
1/17/2025 Daymark Wealth Partners LLC382,413$24.21M0.8%+17.2%2.002%
1/16/2025 Sugar Maple Asset Management LLC18,389$1.16M0.9%+19.0%0.096%
1/16/2025 CMH Wealth Management LLC44,218$2.80M0.6%-9.6%0.232%
1/16/2025 Priebe Wealth Holdings LLC27,813$1.76M1.2%+40.7%0.146%
1/16/2025 Harbor Investment Advisory LLC4,141$262K0.0%+107.5%0.022%
1/16/2025 Gemmer Asset Management LLC78,742$4.98M0.5%-3.8%0.412%
1/16/2025 MassMutual Private Wealth & Trust FSB33,768$2.14M0.1%+9.7%0.177%
1/16/2025 M.E. Allison & CO. Inc.8,141$515K0.6%N/A0.043%
1/15/2025 Triangle Securities Wealth Management234,725$14.86M3.8%+3.2%1.229%
1/15/2025 Gill Capital Partners LLC18,615$1.18M0.4%N/A0.097%
1/15/2025 Arkadios Wealth Advisors27,638$1.75M0.1%-19.6%0.145%
1/15/2025 Lake Street Private Wealth LLC16,798$1.06M0.2%+28.1%0.088%
1/14/2025 Steph & Co.731,502$46.30M15.6%+7.7%3.830%
1/14/2025 SeaCrest Wealth Management LLC4,798$304K0.0%+32.7%0.025%
1/14/2025 Ignite Planners LLC4,768$305K0.1%+10.6%0.025%
1/13/2025 AdvisorNet Financial Inc5,670$359K0.0%N/A0.030%
12/26/2024JPMorgan Chase & Co.1,380,466$88.45M0.0%+63.2%7.228%
12/13/2024B. Riley Wealth Advisors Inc.5,374$342K0.0%+33.8%0.028%
12/3/2024Denver PWM LLC40,391$2.59M1.0%+9.7%0.211%
11/25/2024Synovus Financial Corp70,348$4.51M0.1%+95.7%0.368%
11/25/2024Sanctuary Advisors LLC225,864$15.34M0.1%-1.4%1.183%
11/22/2024Eaton Financial Holdings Company LLC4,820$309K0.1%N/A0.025%
11/15/20243Chopt Investment Partners LLC22,238$1.43M0.5%+18.6%0.116%
11/15/2024MML Investors Services LLC76,842$4.92M0.0%+53.3%0.402%
11/15/2024Stifel Financial Corp169,063$10.83M0.0%+4.9%0.885%
11/15/2024IHT Wealth Management LLC15,815$1.05M0.0%+7.0%0.083%
11/15/2024Integrated Wealth Concepts LLC101,619$6.51M0.1%-6.3%0.532%
11/15/2024HighTower Advisors LLC52,972$3.40M0.0%+1.8%0.277%
11/15/2024Benjamin Edwards Inc.23,802$1.53M0.0%N/A0.125%
11/14/2024Captrust Financial Advisors89,255$5.72M0.0%-14.2%0.467%
11/14/2024CreativeOne Wealth LLC38,249$2.45M0.1%+47.0%0.200%
11/13/2024D.A. Davidson & CO.29,425$1.89M0.0%+1.5%0.154%
11/12/2024Kingsview Wealth Management LLC5,629$361K0.0%-4.9%0.029%
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11/12/2024Nwam LLC6,054$388K0.0%N/A0.032%
11/9/2024LPL Financial LLC2,594,688$166.24M0.1%+2.8%13.585%
11/8/2024 Avior Wealth Management LLC966,128$61.89M2.5%+8.2%5.058%
11/8/2024PNC Financial Services Group Inc.62,141$3.98M0.0%+171.6%0.325%
11/7/2024 Sugar Maple Asset Management LLC15,456$990K0.9%-1.6%0.081%
11/7/2024Ritter Daniher Financial Advisory LLC DE239,803$15.36M4.5%+12.8%1.256%
11/6/2024Unionview LLC131,100$8.40M6.5%+3.0%0.686%
11/5/2024Harbour Investments Inc.36,478$2.34M0.1%+37.9%0.191%
11/4/2024Weil Company Inc.15,005$961K0.3%+21.9%0.079%
11/4/2024Tyler Stone Wealth Management159,193$10.20M1.9%+149.0%0.833%
11/1/2024Crumly & Associates Inc.175,245$11.23M3.1%-23.0%0.918%
10/31/2024GGM Financials LLC79,753$5.11M4.4%-0.3%0.418%
10/31/2024LGT Financial Advisors LLC1,151$74K0.2%+53.9%0.006%
10/31/2024Concurrent Investment Advisors LLC3,325$213K0.0%N/A0.017%
10/30/2024FSM Wealth Advisors LLC330,597$21.18M5.6%+12.2%1.731%
10/29/2024Nvwm LLC8,003$513K0.1%+100.1%0.042%
10/29/2024 Janney Montgomery Scott LLC1,179,565$75.58M0.2%+23.4%6.176%
10/29/2024Farther Finance Advisors LLC9,752$625K0.0%+45.6%0.051%
10/28/2024Americana Partners LLC158,723$10.17M0.7%-4.7%0.831%
10/28/2024Gladstone Institutional Advisory LLC3,818$245K0.0%+5.6%0.020%
10/25/2024 Mutual Advisors LLC72,894$4.71M0.1%-1.4%0.382%
10/25/2024MONECO Advisors LLC5,878$377K0.0%+22.5%0.031%
10/25/2024Gateway Wealth Partners LLC5,571$357K0.1%-26.9%0.029%
10/25/2024Worth Financial Advisory Group LLC6,692$429K0.3%+91.2%0.035%
10/24/2024 Wealth Enhancement Advisory Services LLC26,598$1.70M0.0%+8.4%0.139%
10/24/2024 Arkadios Wealth Advisors34,363$2.20M0.1%-3.7%0.180%
10/23/2024Convergence Financial LLC289,252$18.53M3.9%+12.2%1.514%
10/23/2024Country Club Bank19,620$1.25M0.1%+26.6%0.103%
10/23/2024Silver Oak Securities Incorporated18,772$1.20M0.1%+43.6%0.098%
10/23/2024Commonwealth Financial Services LLC93,969$6.00M1.2%+2.1%0.492%
10/22/2024 Lake Street Private Wealth LLC13,112$840K0.1%+17.5%0.069%
10/22/2024Litman Gregory Wealth Management LLC13,645$874K0.1%+16.7%0.071%
10/22/2024Private Advisor Group LLC47,411$3.04M0.0%+61.3%0.248%
10/18/2024Commonwealth Equity Services LLC626,685$40.15M0.1%-0.4%3.281%
10/18/2024Raymond James & Associates491,579$31.50M0.0%+0.2%2.574%
10/16/2024Good Life Advisors LLC6,496$416K0.0%+35.4%0.034%
10/16/2024Avaii Wealth Management LLC163,704$10.49M5.3%+8.1%0.857%
10/16/2024Alliance Wealth Advisors LLC44,366$2.84M1.6%+6.3%0.232%
10/16/2024Firethorn Wealth Partners LLC6,198$397K0.2%+68.0%0.032%
10/16/2024 SeaCrest Wealth Management LLC3,615$232K0.0%N/A0.019%
10/16/2024MN Wealth Advisors LLC116,360$7.46M4.3%+38.6%0.609%
10/10/2024 Priebe Wealth Holdings LLC19,763$1.27M0.9%+17.9%0.103%
10/9/2024 Beaumont Financial Advisors LLC16,765$1.07M0.1%-5.4%0.088%
10/9/2024 Albion Financial Group UT1,350$86K0.0%-72.2%0.007%
10/8/2024CWM LLC119,488$7.66M0.0%+30.1%0.626%
10/8/2024 Daymark Wealth Partners LLC326,323$20.91M0.7%+34.2%1.708%
10/8/2024 Ignite Planners LLC4,311$276K0.1%+7.3%0.023%
10/2/2024 Massmutual Trust Co. FSB ADV30,788$1.97M0.1%+19.6%0.161%
9/5/2024Sanctuary Advisors LLC229,002$13.35M0.1%N/A1.199%
8/22/2024Cetera Investment Advisers811,564$48.09M0.1%+2,965.2%4.249%
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8/22/20243Chopt Investment Partners LLC18,750$1.11M0.3%+19.9%0.098%
8/19/2024B. Riley Wealth Advisors Inc.4,015$238K0.0%N/A0.021%
8/16/2024Gateway Wealth Partners LLC7,626$452K0.1%+12.5%0.040%
8/16/2024Ascent Group LLC13,904$824K0.1%+15.7%0.073%
8/15/2024 Daymark Wealth Partners LLC243,245$14.42M0.5%-6.6%1.274%
8/14/2024Clear Point Advisors Inc.9,705$575K0.5%-2.9%0.051%
8/14/2024Commonwealth Financial Services LLC92,042$5.44M1.1%+30.7%0.482%
8/13/2024Benjamin F. Edwards & Company Inc.24,170$1.43M0.0%+5.2%0.127%
8/12/2024WCG Wealth Advisors LLC15,585$924K0.1%N/A0.082%
8/8/2024Envestnet Asset Management Inc.88,170$5.23M0.0%+75.1%0.462%
(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, 145 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were LPL Financial LLC ($166.24M), Janney Montgomery Scott LLC ($90.29M), JPMorgan Chase & Co. ($88.45M), Avior Wealth Management LLC ($60.77M), Cetera Investment Advisers ($48.09M), Steph & Co. ($46.30M), and Commonwealth Equity Services LLC ($40.15M).Learn more on JAVA's institutional investors.

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

Of the 140 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 ($1.71M), Janney Montgomery Scott LLC ($1.16M), Cetera Investment Advisers ($806.39K), JPMorgan Chase & Co. ($671.64K), Steph & Co. ($654.61K), Commonwealth Equity Services LLC ($610.39K), and Raymond James & Associates ($491.58K).

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

Institutional investors have bought a total of 12,582,445 shares in the last 24 months. This purchase volume represents approximately $703.59M in transactions.

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

Of the 49 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 ($288.61K), Financial Connections Group Inc. ($278.90K), CMH Wealth Management LLC ($57.39K), Commonwealth Equity Services LLC ($52.76K), Crumly & Associates Inc. ($52.44K), 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 1,426,326 shares in the last 24 months. This volume of shares sold represents approximately $76.29M in transactions.



This page (NYSEARCA:JAVA) was last updated on 1/21/2025 by MarketBeat.com Staff
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