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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$60.19 -0.13 (-0.22%)
As of 04/15/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$99.90M
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JAVA Institutional Buying and Selling by Quarter

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JPMorgan Active Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025GPS Wealth Strategies Group LLC6,414$408K0.1%-22.8%0.013%
4/14/2025 Farther Finance Advisors LLC10,843$688K0.0%+31.7%0.021%
4/14/2025 Daymark Wealth Partners LLC366,672$23.30M0.8%-4.1%0.725%
4/14/2025 CMH Wealth Management LLC43,806$2.78M0.7%-0.9%0.087%
4/14/2025 Priebe Wealth Holdings LLC34,513$2.19M1.4%+24.1%0.068%
4/14/2025 Orrstown Financial Services Inc.605,828$38.49M9.2%+600.4%1.198%
4/14/2025 Gemmer Asset Management LLC78,925$5.02M0.5%+0.2%0.156%
4/11/2025 GGM Financials LLC85,016$5.40M3.7%+1.2%0.172%
4/11/2025 Alliance Wealth Advisors LLC8,950$569K0.3%-81.0%0.018%
4/11/2025 SeaCrest Wealth Management LLC5,266$335K0.0%+9.8%0.011%
4/11/2025 Unique Wealth LLC216,219$13.74M2.6%N/A0.436%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,280$81K0.0%N/A0.003%
4/10/2025 Lake Street Private Wealth LLC14,988$952K0.2%-10.8%0.030%
4/10/2025 Sugar Maple Asset Management LLC27,264$1.73M1.4%+48.3%0.055%
4/10/2025 Firethorn Wealth Partners LLC7,187$457K0.2%+7.8%0.015%
4/10/2025 Strategic Planning Group LLC29,423$1.87M0.4%-43.1%0.059%
4/10/2025 Triangle Securities Wealth Management237,946$15.12M3.9%+1.4%0.480%
4/9/2025 Harbor Investment Advisory LLC5,211$331K0.0%+25.8%0.011%
4/9/2025 Arlington Financial Advisors LLC311,189$19.77M3.5%+18.2%0.628%
4/7/2025 AdvisorNet Financial Inc6,090$387K0.0%+7.4%0.012%
4/1/2025 MassMutual Private Wealth & Trust FSB27,685$1.76M0.1%-18.0%0.056%
3/24/2025Mascagni Wealth Management Inc.29,040$1.84M1.6%N/A0.064%
3/17/2025Wealth Enhancement Advisory Services LLC28,559$1.81M0.0%+7.4%0.063%
2/25/2025B. Riley Wealth Advisors Inc.10,313$653K0.0%+91.9%0.023%
2/21/2025Ascent Group LLC14,678$929K0.1%+4.6%0.033%
2/21/2025WNY Asset Management LLC438,396$27.75M3.4%+3.6%0.994%
2/19/2025ARQ Wealth Advisors LLC150,663$9.54M3.6%-0.6%0.342%
2/19/2025WCG Wealth Advisors LLC351,056$22.22M1.5%+179.1%0.796%
2/18/2025First Heartland Consultants Inc.39,913$2.53M0.2%N/A0.209%
2/17/2025Visionary Wealth Advisors32,836$2.08M0.1%-46.3%0.172%
2/17/2025Royal Bank of Canada317,388$20.09M0.0%+41.3%1.662%
2/17/2025LRI Investments LLC9,000$570K0.0%N/A0.047%
2/17/2025Focus Partners Wealth323,780$20.50M0.1%N/A1.695%
2/17/2025Cetera Investment Advisers973,029$61.59M0.1%+7.0%5.094%
2/17/2025Captrust Financial Advisors85,093$5.39M0.0%-4.7%0.446%
2/17/2025Citadel Advisors LLC32,506$2.06M0.0%-96.6%0.170%
2/17/2025Cary Street Partners Financial LLC1,600$101K0.0%N/A0.008%
2/17/2025Bank of America Corp DE195,018$12.35M0.0%+1,969.2%1.021%
2/17/2025Benjamin Edwards Inc.23,577$1.49M0.0%-0.9%0.123%
2/17/2025Ameriprise Financial Inc.1,432,236$90.66M0.0%+0.0%7.499%
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2/14/2025Jane Street Group LLC66,346$4.20M0.0%N/A0.347%
2/14/2025Keyvantage Wealth LLC14,614$925K0.7%N/A0.077%
2/14/2025Integrated Wealth Concepts LLC101,850$6.45M0.1%+0.2%0.533%
2/14/2025Susquehanna International Group LLP69,034$4.37M0.0%+197.3%0.361%
2/14/2025IHT Wealth Management LLC4,403$279K0.0%-72.2%0.023%
2/14/2025Stifel Financial Corp177,615$11.24M0.0%+5.1%0.930%
2/14/2025MML Investors Services LLC74,348$4.71M0.0%-3.2%0.389%
2/14/2025GeoWealth Management LLC8,952$567K0.0%-3.3%0.047%
2/13/2025CreativeOne Wealth LLC42,831$2.71M0.1%+12.0%0.224%
2/13/20253Chopt Investment Partners LLC24,841$1.57M0.5%+11.7%0.130%
2/13/2025Synovus Financial Corp34,530$2.19M0.0%-50.9%0.181%
2/13/2025Raymond James Financial Inc.520,388$32.94M0.0%N/A2.725%
2/13/2025Advisory Services Network LLC7,548$478K0.0%N/A0.040%
2/13/2025Ritter Daniher Financial Advisory LLC DE116,510$7.38M2.1%-51.4%0.610%
2/13/2025Envestnet Asset Management Inc.210,497$13.32M0.0%+46.0%1.102%
2/13/2025Wells Fargo & Company MN74,903$4.74M0.0%+226.3%0.392%
2/13/2025Smith Moore & CO.3,449$218K0.0%N/A0.018%
2/12/2025Thoroughbred Financial Services LLC7,763$491K0.0%+22.8%0.041%
2/12/2025StoneX Group Inc.18,663$1.18M0.1%N/A0.098%
2/12/2025Riggs Capital Management LLC7,099$449K0.4%N/A0.037%
2/12/2025JPMorgan Chase & Co.10,231,275$647.64M0.0%+641.1%53.567%
2/12/2025Worth Financial Advisory Group LLC7,352$465K0.3%+9.9%0.038%
2/12/2025Tyler Stone Wealth Management183,420$11.61M2.1%+15.2%0.960%
2/11/2025LPL Financial LLC2,831,430$179.23M0.1%+9.1%14.824%
2/11/2025Intellus Advisors LLC441,984$27.98M4.8%N/A2.314%
2/11/2025Wayfinding Financial LLC17,379$1.10M0.6%+15.4%0.091%
2/10/2025Harbour Investments Inc.61,365$3.88M0.1%+68.2%0.321%
2/10/2025Greenwich Wealth Management LLC8,408$532K0.0%N/A0.044%
2/10/2025HMV Wealth Advisors LLC6,209$393K0.4%N/A0.033%
2/10/2025Commonwealth Equity Services LLC760,356$48.13M0.1%+21.3%3.981%
2/10/2025Avantax Advisory Services Inc.16,248$1.03M0.0%-18.7%0.085%
2/10/2025 Farther Finance Advisors LLC8,230$521K0.0%-15.6%0.043%
2/7/2025HighTower Advisors LLC54,024$3.42M0.0%+2.0%0.283%
2/7/2025Oak Harbor Wealth Partners LLC3,762$238K0.1%N/A0.020%
2/7/2025PNC Financial Services Group Inc.88,171$5.58M0.0%+41.9%0.462%
2/6/2025Vestmark Advisory Solutions Inc.559,905$35.44M1.2%+23.4%2.931%
2/6/2025Raymond James Financial Inc.520,388$32.94M0.0%N/A2.725%
2/6/2025Atria Investments Inc27,505$1.74M0.0%N/A0.144%
2/6/2025Assetmark Inc.976$62K0.0%+2,402.6%0.005%
2/6/2025Triad Wealth Partners LLC8,466$536K0.2%N/A0.044%
2/6/2025Steward Partners Investment Advisory LLC2,092$132K0.0%+32.7%0.011%
2/6/2025Resolute Wealth Strategies LLC62,365$3.95M2.0%+1.1%0.327%
2/6/2025Jones Financial Companies Lllp184,815$11.70M0.0%+113.5%0.968%
2/5/2025Heritage Wealth Management Inc.13,233$838K0.3%N/A0.069%
2/5/2025WR Wealth Planners LLC1,822$115K0.0%N/A0.010%
2/5/2025Private Trust Co. NA3,315$210K0.0%+11.8%0.017%
2/5/2025Convergence Financial LLC307,397$19.46M3.9%+6.3%1.609%
2/5/2025Nwam LLC6,896$437K0.0%+13.9%0.036%
2/5/2025Siligmueller & Norvid Wealth Advisors LLC10,000$633K0.3%N/A0.052%
2/5/2025Weil Company Inc.27,415$1.74M0.6%+82.7%0.144%
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2/4/2025Twin Peaks Wealth Advisors LLC4,572$289K0.1%N/A0.024%
2/4/2025IFP Advisors Inc10,396$658K0.0%+5.9%0.054%
2/4/2025BCGM Wealth Management LLC94,821$6.00M1.9%+8.6%0.496%
2/4/2025MONECO Advisors LLC7,600$481K0.1%+29.3%0.040%
2/4/2025Denver PWM LLC65,747$4.16M1.6%+62.8%0.344%
2/3/2025Crumly & Associates Inc.208,829$13.22M3.6%+19.2%1.093%
2/3/2025 Centricity Wealth Management LLC610$39K0.0%N/A0.003%
2/3/2025Concurrent Investment Advisors LLC4,788$303K0.0%+44.0%0.025%
2/3/2025Unionview LLC134,443$8.52M6.2%+2.5%0.704%
2/3/2025Private Wealth Partners LLC7,500$475K0.0%N/A0.039%
(Data available from 1/1/2016 forward)

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JAVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JAVA shares?

During the previous two years, 181 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($647.64M), LPL Financial LLC ($179.23M), Ameriprise Financial Inc. ($90.66M), Janney Montgomery Scott LLC ($90.29M), Cetera Investment Advisers ($61.59M), Avior Wealth Management LLC ($60.77M), and Commonwealth Equity Services LLC ($48.13M).Learn more on JAVA's institutional investors.

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

Of the 174 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: JPMorgan Chase & Co. ($9.52M), LPL Financial LLC ($1.45M), Raymond James Financial Inc. ($1.04M), Janney Montgomery Scott LLC ($1.00M), Cetera Investment Advisers ($869.92K), Steph & Co. ($654.61K), and Orrstown Financial Services Inc. ($605.83K).

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

Institutional investors have bought a total of 23,983,016 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

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

Of the 63 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: Citadel Advisors LLC ($922.59K), Beaumont Financial Advisors LLC ($288.61K), Financial Connections Group Inc. ($278.90K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($172.89K), Strategic Planning Group LLC ($167.16K), Ritter Daniher Financial Advisory LLC DE ($123.29K), and CMH Wealth Management LLC ($57.80K).

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

Institutional investors have sold a total of 2,525,976 shares in the last 24 months. This volume of shares sold represents approximately $149.19M in transactions.



This page (NYSEARCA:JAVA) was last updated on 4/16/2025 by MarketBeat.com Staff
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