JPMorgan Active Value ETFJAVAETF
13F holders, Q2 2026 (June 30)276holders +11
31new positions
22sold out
6famous investors
$79.44avg. 13F price*
At the end of Q2 2026, 276 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings, up 11 from Q1 2026. 31 opened new positions and 22 sold out. The largest holders were JPMorgan Chase & Co. ($1.6B), Dynasty Wealth Management, LLC ($718.9M) and LPL Financial LLC ($573.9M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Active Value ETF
- CUSIP
- 46641Q167
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $181.9M |
| Exits | 22 | $15.3M |
All 13F filers, Q1 2026 → Q2 2026: 6,484,184 shares bought and 4,701,365 shares sold, net +1,782,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| JPMorgan Chase & Co. | 0.10% | Reduce -4.7% | 20,570,939 | $1.6B |
| Dynasty Wealth Management, LLC | 5.34% | Add +10.4% | 9,053,209 | $718.9M |
| LPL Financial LLC | 0.13% | Add +8.1% | 7,226,489 | $573.9M |
| Sagespring Wealth Partners, LLC | 6.33% | Add +8.9% | 5,187,608 | $411.9M |
| OpenArc Corporate Advisory, LLC | 2.51% | Add +13.8% | 2,660,580 | $211.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -7.4% | 2,539,213 | $201.7M |
| Cetera Investment Advisers | 0.14% | Add +5.1% | 1,879,375 | $149.2M |
| Morgan Stanley | 0.01% | Reduce -9.7% | 1,688,045 | $134.0M |
| Janney Montgomery Scott LLC | 0.22% | New | 1,458,706 | $115.8M |
| Royal Bank of Canada | 0.02% | Add +8.9% | 1,306,578 | $103.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -6.6% | 1,121,325 | $89.0M |
| Jones Financial Companies LLLP | 0.03% | Add +19.2% | 1,054,640 | $83.3M |
| Avior Wealth Management, LLC | 2.00% | Reduce -2.2% | 956,185 | $75.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -4.5% | 930,344 | $73.9M |
| Steph & Co. | 18.35% | Reduce -0.2% | 912,599 | $72.5M |
| Orrstown Financial Services Inc. | 10.19% | Add +1.9% | 864,654 | $68.7M |
| Great Valley Advisor Group, Inc. | 1.04% | Add +4.6% | 827,129 | $65.7M |
| Raymond James Financial Inc. | 0.02% | Add +35.2% | 735,629 | $58.4M |
| Bank of America Corp. | 0.00% | Reduce -58.7% | 730,947 | $58.0M |
| Vestmark Advisory Solutions, Inc. | 0.52% | Reduce -35.9% | 703,546 | $55.9M |
| Kestra Advisory Services, LLC | 0.17% | Add +6.9% | 658,701 | $52.3M |
| CI Investments Inc. | 0.16% | Add +15.9% | 634,876 | $50.4M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -25.8% | 620,924 | $49.3M |
| Private Advisor Group, LLC | 0.21% | Add +25.2% | 591,136 | $46.9M |
| Northwest Financial Advisors | 5.99% | New | 567,601 | $45.1M |
| Osaic Holdings, Inc. | 0.05% | Add +37.1% | 561,090 | $44.6M |
| Convergence Financial, LLC | 3.49% | Add +56.8% | 552,018 | $43.8M |
| FSM Wealth Advisors, LLC | 4.69% | Add +4.9% | 550,530 | $43.7M |
| Intellus Advisors LLC | 4.73% | Add +1.8% | 490,286 | $38.9M |
| Unique Wealth, LLC | 4.35% | Add +17.9% | 470,589 | $37.4M |
| WNY Asset Management, LLC | 3.24% | Add +0.2% | 455,055 | $36.1M |
| Focus Partners Wealth | 0.03% | Reduce -0.9% | 428,827 | $34.1M |
| Daymark Wealth Partners, LLC | 0.78% | Reduce -6.5% | 404,169 | $32.1M |
| Stifel Financial Corp. | 0.03% | Add +0.1% | 394,605 | $31.3M |
| WealthPlan Investment Management, LLC | 1.50% | Add +16.9% | 380,934 | $30.2M |
| Americana Partners, LLC | 0.68% | Reduce -0.5% | 378,711 | $30.1M |
| Arlington Financial Advisors, LLC | 3.77% | Add +1.6% | 374,162 | $29.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.9% | 344,898 | $27.4M |
| UBS Group AG | 0.00% | Add +0.2% | 308,402 | $24.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +22.3% | 307,626 | $24.4M |
| Centerline Wealth Advisors, LLC | 7.60% | Add +5.4% | 305,286 | $24.2M |
| Triangle Securities Wealth Management | 3.99% | Add +1.9% | 253,006 | $20.1M |
| Confluence Wealth Services, Inc. | 0.56% | Add +15.5% | 246,308 | $19.6M |
| Prism Advisors, Inc. | 4.69% | Reduce -0.8% | 242,984 | $19.3M |
| Storen Legacy Partners, LLC | 5.24% | Add +8.5% | 242,201 | $19.2M |
| DAVENPORT & Co LLC | 0.10% | Add +77.2% | 240,777 | $19.1M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 239,863 | $19.0M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -10.0% | 237,042 | $18.8M |
| Sanctuary Advisors, LLC | 0.08% | Add +13.8% | 207,083 | $16.4M |
| Gill Capital Partners, LLC | 3.83% | Add +1.3% | 182,052 | $14.5M |
| Arq Wealth Advisors, LLC | 1.78% | Add +17.1% | 179,615 | $14.4M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +6.7% | 177,120 | $14.1M |
| BCGM Wealth Management, LLC | 2.93% | Reduce -16.3% | 174,732 | $13.9M |
| NewEdge Advisors, LLC | 0.04% | Add +6.5% | 164,361 | $13.1M |
| Keyvantage Wealth, LLC | 4.71% | Add +7.9% | 156,919 | $12.5M |
| Exchange Traded Concepts, LLC | 0.06% | Add +7.9% | 155,601 | $12.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 142,735 | $11.3M |
| Rehmann Capital Advisory Group | 0.51% | Add +12.4% | 138,442 | $11.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.06% | Reduce -5.2% | 133,932 | $10.5M |
| Capital Analysts, LLC | 0.24% | Add +6.1% | 131,393 | $10.4M |
| Geneos Wealth Management Inc. | 0.21% | Add +1.6% | 129,247 | $10.3M |
| Benjamin Edwards Inc. | 0.09% | Add +2.1% | 119,711 | $9.5M |
| MML Investors Services, LLC | 0.02% | Add +3.6% | 119,394 | $9.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.3% | 118,452 | $9.4M |
| Resolute Wealth Strategies, LLC | 3.59% | Add +4.0% | 116,560 | $9.3M |
| MN Wealth Advisors, LLC | 3.52% | Reduce -12.8% | 104,126 | $8.3M |
| Elevation Point Wealth Partners, LLC | 0.15% | Reduce -79.9% | 99,492 | $7.9M |
| Cyndeo Wealth Partners, LLC | 0.35% | Add +11.3% | 93,194 | $7.4M |
| SIMA Wealth Partners, LLC | 5.22% | Reduce -2.0% | 92,826 | $7.4M |
| Marshall Wace, LLP | 0.01% | New | 84,252 | $6.7M |
| Perigon Wealth Management, LLC | 0.10% | Add +3.3% | 82,266 | $6.5M |
| Triad Wealth Partners, LLC | 0.36% | Add +4.9% | 72,757 | $6.0M |
| Summitpoint Capital Management | 6.33% | Add +21.1% | 73,974 | $5.9M |
| Gemmer Asset Management LLC | 0.39% | Reduce -1.5% | 72,368 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Add +1.3% | 72,051 | $5.7M |
| Harbour Investments, Inc. | 0.08% | Add +7.4% | 72,035 | $5.7M |
| Arkadios Wealth Advisors | 0.09% | Add +2.3% | 71,999 | $5.7M |
| WCG Wealth Advisors LLC | 0.13% | Reduce -83.9% | 70,588 | $5.6M |
| Composition Wealth, LLC | 0.07% | Reduce -1.7% | 69,783 | $5.5M |
| Perennial Investment Advisors, LLC | 0.36% | Reduce -17.5% | 68,416 | $5.4M |
| GGM Financial LLC | 1.97% | Reduce -2.5% | 65,487 | $5.2M |
| Fagan Associates, Inc. | 0.64% | Reduce -0.2% | 65,108 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -37.1% | 60,005 | $4.8M |
| 5T Wealth, LLC | 1.76% | Reduce -3.3% | 59,413 | $4.7M |
| Merited Wealth, LLC | 3.33% | Add +90.0% | 59,352 | $4.7M |
| Captrust Financial Advisors | 0.01% | Reduce -7.4% | 59,303 | $4.7M |
| Western Wealth Management, LLC | 0.15% | Reduce -5.9% | 57,447 | $4.6M |
| Cibc World Market Inc. | 0.01% | Add +210.6% | 54,520 | $4.3M |
| WealthPLAN Partners, LLC | 0.81% | Add +94.1% | 53,155 | $4.2M |
| Denver PWM, LLC | 1.38% | Reduce -4.5% | 50,176 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +7.5% | 52,961 | $4.2M |
| CMH Wealth Management LLC | 0.62% | Add +8.5% | 51,550 | $4.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -39.8% | 49,835 | $4.0M |
| Ascent Group, LLC | 0.12% | Reduce -2.9% | 48,460 | $3.8M |
| First National Bank of Omaha | 0.10% | Add +14.8% | 45,866 | $3.6M |
| Worth Financial Advisory Group, LLC | 1.51% | New | 45,661 | $3.6M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -4.6% | 41,775 | $3.3M |
| Bluespring Wealth Management, LLC | 0.06% | New | 41,552 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +65.0% | 39,953 | $3.2M |
| Quotient Wealth Partners, LLC | 0.07% | Add +12.1% | 38,040 | $3.0M |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.