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JPMorgan Active Value ETF (JAVA) Institutional Ownership

$67.47 +0.88 (+1.32%)
(As of 01:05 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$309.31M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$14.44M
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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
11/15/2024 3Chopt Investment Partners LLC22,238$1.43M0.5%+18.6%0.116%
11/15/2024 MML Investors Services LLC76,842$4.92M0.0%+53.3%0.402%
11/15/2024 Stifel Financial Corp169,063$10.83M0.0%+4.9%0.885%
11/15/2024 IHT Wealth Management LLC15,815$1.05M0.0%+7.0%0.083%
11/15/2024 Integrated Wealth Concepts LLC101,619$6.51M0.1%-6.3%0.532%
11/15/2024 HighTower Advisors LLC52,972$3.40M0.0%+1.8%0.277%
11/15/2024 Benjamin Edwards Inc.23,802$1.53M0.0%N/A0.125%
11/14/2024 Captrust Financial Advisors89,255$5.72M0.0%-14.2%0.467%
11/14/2024 CreativeOne Wealth LLC38,249$2.45M0.1%+47.0%0.200%
11/13/2024 D.A. Davidson & CO.29,425$1.89M0.0%+1.5%0.154%
11/12/2024 Kingsview Wealth Management LLC5,629$361K0.0%-4.9%0.029%
11/12/2024 Nwam LLC6,054$388K0.0%N/A0.032%
11/9/2024 LPL 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%
11/8/2024 PNC 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%
11/7/2024 Ritter Daniher Financial Advisory LLC DE239,803$15.36M4.5%+12.8%1.256%
11/6/2024 Unionview LLC131,100$8.40M6.5%+3.0%0.686%
11/5/2024 Harbour Investments Inc.36,478$2.34M0.1%+37.9%0.191%
11/4/2024 Weil Company Inc.15,005$961K0.3%+21.9%0.079%
11/4/2024 Tyler Stone Wealth Management159,193$10.20M1.9%+149.0%0.833%
11/1/2024 Crumly & Associates Inc.175,245$11.23M3.1%-23.0%0.918%
10/31/2024 GGM Financials LLC79,753$5.11M4.4%-0.3%0.418%
10/31/2024 LGT Financial Advisors LLC1,151$74K0.2%+53.9%0.006%
10/31/2024 Concurrent Investment Advisors LLC3,325$213K0.0%N/A0.017%
10/30/2024 FSM Wealth Advisors LLC330,597$21.18M5.6%+12.2%1.731%
10/29/2024 Nvwm LLC8,003$513K0.1%+100.1%0.042%
10/29/2024 Janney Montgomery Scott LLC1,179,565$75.58M0.2%+23.4%6.176%
10/29/2024 Farther Finance Advisors LLC9,752$625K0.0%+45.6%0.051%
10/28/2024 Americana Partners LLC158,723$10.17M0.7%-4.7%0.831%
10/28/2024 Gladstone Institutional Advisory LLC3,818$245K0.0%+5.6%0.020%
10/25/2024 Mutual Advisors LLC72,894$4.71M0.1%-1.4%0.382%
10/25/2024 MONECO Advisors LLC5,878$377K0.0%+22.5%0.031%
10/25/2024 Gateway Wealth Partners LLC5,571$357K0.1%-26.9%0.029%
10/25/2024 Worth 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%
10/23/2024 Convergence Financial LLC289,252$18.53M3.9%+12.2%1.514%
10/23/2024 Country Club Bank19,620$1.25M0.1%+26.6%0.103%
10/23/2024 Silver Oak Securities Incorporated18,772$1.20M0.1%+43.6%0.098%
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10/23/2024 Commonwealth 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%
10/22/2024 Litman Gregory Wealth Management LLC13,645$874K0.1%+16.7%0.071%
10/22/2024 Private 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%
10/16/2024 Good Life Advisors LLC6,496$416K0.0%+35.4%0.034%
10/16/2024 Avaii Wealth Management LLC163,704$10.49M5.3%+8.1%0.857%
10/16/2024 Alliance Wealth Advisors LLC44,366$2.84M1.6%+6.3%0.232%
10/16/2024 Firethorn Wealth Partners LLC6,198$397K0.2%+68.0%0.032%
10/16/2024 SeaCrest Wealth Management LLC3,615$232K0.0%N/A0.019%
10/16/2024 MN 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%
10/8/2024 CWM 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%
8/22/2024 Cetera Investment Advisers811,564$48.09M0.1%+2,965.2%4.249%
8/22/2024 3Chopt 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%
8/16/2024 Gateway Wealth Partners LLC7,626$452K0.1%+12.5%0.040%
8/16/2024 Ascent Group LLC13,904$824K0.1%+15.7%0.073%
8/15/2024 Daymark Wealth Partners LLC243,245$14.42M0.5%-6.6%1.274%
8/14/2024 Clear Point Advisors Inc.9,705$575K0.5%-2.9%0.051%
8/14/2024 Commonwealth 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%
8/12/2024 WCG Wealth Advisors LLC15,585$924K0.1%N/A0.082%
8/8/2024 Envestnet Asset Management Inc.88,170$5.23M0.0%+75.1%0.462%
8/8/2024 Thoroughbred Financial Services LLC6,317$374K0.0%+23.1%0.033%
8/8/2024 Kuhn & Co Investment Counsel12,339$731K0.7%+15.5%0.065%
8/8/2024 LPL Financial LLC2,522,801$149.50M0.1%+1.2%13.208%
8/7/2024 Ashton Thomas Private Wealth LLC1,390$82K0.0%N/A0.007%
8/6/2024 Strategic Financial Concepts LLC45,021$27K0.0%N/A0.236%
8/6/2024 Weil Company Inc.12,314$730K0.3%+195.5%0.064%
8/5/2024 Private Advisor Group LLC29,390$1.74M0.0%+112.4%0.154%
8/5/2024 Denver PWM LLC36,835$2.18M0.9%N/A0.193%
8/3/2024 Crumly & Associates Inc.227,681$13.49M3.9%+1.4%1.192%
8/2/2024 Aveo Capital Partners LLC8,175$484K0.1%-36.9%0.043%
8/1/2024 Obermeyer Wood Investment Counsel Lllp8,372$496K0.0%N/A0.044%
7/31/2024 Avaii Wealth Management LLC151,418$8.97M5.0%+6.5%0.793%
7/31/2024 Aptus Capital Advisors LLC586$35K0.0%-75.9%0.003%
7/31/2024 Farther Finance Advisors LLC6,700$394K0.0%-5.2%0.035%
7/31/2024Commonwealth Equity Services LLC628,997$37.27M0.1%+15.1%3.293%
7/31/2024 BCGM Wealth Management LLC87,299$5.17M1.8%+8.9%0.457%
7/31/2024 Americana Partners LLC166,510$9.87M0.8%+7.9%0.872%
7/30/2024 GGM Financials LLC80,030$4.74M4.4%N/A0.419%
7/30/2024 Litman Gregory Wealth Management LLC11,689$693K0.1%-14.8%0.061%
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7/29/2024 Arkadios Wealth Advisors35,665$2.11M0.1%N/A0.187%
7/29/2024 Whittier Trust Co. of Nevada Inc.1,717$102K0.0%-27.0%0.009%
7/26/2024Financial Connections Group Inc.8,157$483K0.3%-13.5%0.043%
7/26/2024 Harbour Investments Inc.26,454$1.57M0.1%+97.8%0.139%
7/26/2024 Cambridge Investment Research Advisors Inc.30,028$1.78M0.0%+129.5%0.157%
7/24/2024 MN Wealth Advisors LLC83,944$4.98M2.9%+3.3%0.439%
7/22/2024 Krilogy Financial LLC11,248$667K0.0%-4.7%0.059%
7/20/2024Raymond James Financial Services Advisors Inc.287,462$17.04M0.0%+0.6%1.505%
7/19/2024 MONECO Advisors LLC4,798$284K0.0%N/A0.025%
7/19/2024Raymond James & Associates490,487$29.07M0.0%+1.1%2.568%
(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, 141 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 ($75.58M), Avior Wealth Management LLC ($61.89M), Cetera Investment Advisers ($48.09M), Commonwealth Equity Services LLC ($40.15M), Steph & Co. ($36.07M), and Nelson Van Denburg & Campbell Wealth Management Group LLC ($31.97M).Learn more on JAVA's institutional investors.

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

Of the 136 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 ($908.46K), Cetera Investment Advisers ($806.39K), Commonwealth Equity Services LLC ($610.39K), Steph & Co. ($602.29K), Raymond James & Associates ($491.58K), and WNY Asset Management LLC ($408.54K).

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

Institutional investors have bought a total of 11,819,180 shares in the last 24 months. This purchase volume represents approximately $650.86M in transactions.

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

Of the 47 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), Commonwealth Equity Services LLC ($52.76K), CMH Wealth Management LLC ($52.72K), 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 1,402,674 shares in the last 24 months. This volume of shares sold represents approximately $74.79M in transactions.



This page (NYSEARCA:JAVA) was last updated on 11/21/2024 by MarketBeat.com Staff
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