JPMorgan Active Value ETFJAVAETF
13F holders, Q1 2024 (March 31)136holders
2famous investors
$59.84avg. 13F price*
At the end of Q1 2024, 136 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings. The largest holders were LPL Financial LLC ($149.3M), Morgan Stanley ($48.5M) and Janney Montgomery Scott LLC ($44.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- JPMorgan Active Value ETF
- CUSIP
- 46641Q167
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $68.3M |
| Exits | 5 | $752K |
Ownership 136 holders
| LPL Financial LLC | 0.08% | Add +20.7% | 2,492,192 | $149.3M |
| Morgan Stanley | 0.00% | Add +8.7% | 809,115 | $48.5M |
| Janney Montgomery Scott LLC | 0.13% | Add +21.0% | 745,094 | $44.6M |
| Avior Wealth Management, LLC | 2.06% | Reduce -2.2% | 739,404 | $44.3M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 712,804 | $42.7M |
| Steph & Co. | 12.42% | New | 602,285 | $36.1M |
| UBS Group AG | 0.01% | Add +175.9% | 581,766 | $34.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +69.5% | 546,577 | $32.7M |
| Raymond James & Associates | 0.02% | Add +7.2% | 485,005 | $29.0M |
| WNY Asset Management, LLC | 3.71% | Reduce -1.6% | 405,350 | $24.3M |
| Stifel Financial Corp. | 0.02% | Add +4.2% | 351,128 | $21.0M |
| Kestra Advisory Services, LLC | 0.12% | Add +11.8% | 306,736 | $18.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +19.3% | 285,778 | $17.1M |
| FSM Wealth Advisors, LLC | 5.86% | Add +27.9% | 275,604 | $16.5M |
| Vestmark Advisory Solutions, Inc. | 0.71% | Add +4.6% | 273,348 | $16.4M |
| Daymark Wealth Partners, LLC | 0.84% | Reduce -0.2% | 260,561 | $15.6M |
| Arlington Financial Advisors, LLC | 3.38% | Add +2.4% | 257,113 | $15.4M |
| CI Investments Inc. | 0.06% | Reduce -12.5% | 251,871 | $15.1M |
| Convergence Financial, LLC | 5.65% | Add +7.7% | 228,350 | $13.7M |
| Crumly & Associates Inc. | 3.54% | Add +1233.9% | 224,635 | $13.5M |
| Royal Bank of Canada | 0.00% | Add +26.0% | 203,331 | $12.2M |
| Osaic Holdings, Inc. | 0.03% | Add +100.5% | 202,889 | $12.2M |
| Focus Partners Wealth | 0.09% | New | 197,138 | $11.4M |
| Strategic Planning Group, LLC | 2.70% | Add +18.0% | 180,152 | $10.8M |
| Americana Partners, LLC | 0.77% | Add +0.2% | 154,255 | $9.2M |
| Avaii Wealth Management, LLC | 5.00% | Add +19.9% | 142,163 | $8.5M |
| Ritter Daniher Financial Advisory LLC / DE | 2.60% | Add +816.7% | 131,249 | $7.9M |
| Unionview, LLC | 6.17% | New | 124,513 | $7.5M |
| Captrust Financial Advisors | 0.03% | Reduce -17.0% | 123,590 | $7.4M |
| Arq Wealth Advisors, LLC | 3.03% | Add +7.7% | 116,579 | $7.0M |
| Equitable Holdings, Inc. | 0.07% | Add +3.6% | 109,945 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Add +403.4% | 95,660 | $5.7M |
| SFI Advisors, LLC | 4.38% | Add +6.6% | 93,278 | $5.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +14.6% | 86,286 | $5.2M |
| MN Wealth Advisors, LLC | 3.01% | Reduce -9.7% | 81,258 | $4.9M |
| BCGM Wealth Management, LLC | 1.72% | Reduce -16.6% | 80,131 | $4.8M |
| Cwm, LLC | 0.02% | Add +2.3% | 78,212 | $4.7M |
| Citadel Advisors | 0.00% | New | 73,730 | $4.4M |
| Visionary Wealth Advisors | 0.29% | Add +0.9% | 70,597 | $4.2M |
| Mutual Advisors, LLC | 0.14% | Add +7.3% | 70,595 | $4.2M |
| Commonwealth Financial Services, LLC | 0.92% | Reduce -0.3% | 70,408 | $3.9M |
| Resolute Wealth Strategies, LLC | 1.91% | New | 52,564 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +10.3% | 52,498 | $3.1M |
| Tyler-Stone Wealth Management | 1.36% | Add +69.7% | 51,185 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +50.0% | 50,341 | $3.0M |
| CMH Wealth Management LLC | 0.74% | Add +2.5% | 48,655 | $2.9M |
| Alliance Wealth Advisors, LLC | 1.55% | Add +7.8% | 40,814 | $2.4M |
| Perigon Wealth Management, LLC | 0.07% | Add +53.3% | 37,166 | $2.2M |
| Synovus Financial Corp. | 0.03% | Reduce -0.9% | 36,326 | $2.2M |
| Triangle Securities Wealth Management | 0.60% | Add +65.0% | 35,188 | $2.1M |
| Lincoln National Corp. | 0.03% | Add +16.1% | 33,838 | $2.0M |
| D.A. Davidson & Co. | 0.02% | New | 29,659 | $1.8M |
| StoneCrest Wealth Management, Inc. | 1.48% | Reduce -1.7% | 28,653 | $1.7M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -2.6% | 26,853 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -17.6% | 26,794 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +324.0% | 26,477 | $1.6M |
| IHT Wealth Management, LLC | 0.06% | Add +6.0% | 24,293 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.8% | 24,186 | $1.4M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +13.0% | 22,972 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +0.2% | 18,471 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.9% | 17,818 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.6% | 17,695 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.50% | Reduce -2.6% | 16,198 | $970K |
| 3Chopt Investment Partners, LLC | 0.38% | Add +4.8% | 15,639 | $937K |
| Priebe Wealth Holdings LLC | 0.68% | Add +12.8% | 14,513 | $869K |
| NewEdge Advisors, LLC | 0.01% | Add +33.7% | 14,488 | $868K |
| Northwest Capital Management Inc | 0.27% | No change | 14,177 | $849K |
| Country Club Bank | 0.06% | Add +66.0% | 14,030 | $840K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.9% | 13,838 | $829K |
| Litman Gregory Wealth Management LLC | 0.07% | Add +21.4% | 13,725 | $822K |
| Harbour Investments, Inc. | 0.03% | Add +82.3% | 13,375 | $801K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 13,086 | $784K |
| Sugar Maple Asset Management, LLC | 0.75% | — | 12,991 | $778K |
| Lake Street Private Wealth, LLC | 0.11% | Add +2.6% | 12,783 | $766K |
| Aveo Capital Partners, LLC | 0.08% | New | 12,948 | $757K |
| Ascent Group, LLC | 0.06% | Add +1.2% | 12,020 | $720K |
| Krilogy Financial LLC | 0.05% | Reduce -8.6% | 11,802 | $707K |
| DAVENPORT & Co LLC | 0.00% | Add +22.6% | 11,727 | $702K |
| Silver Oak Securities, Incorporated | 0.11% | Add +92.3% | 11,509 | $689K |
| Wayfinding Financial, LLC | 0.39% | Reduce -5.3% | 11,330 | $670K |
| D. E. Shaw & Co. | 0.00% | New | 11,017 | $660K |
| Kuhn & Co Investment Counsel | 0.60% | Add +89.2% | 10,679 | $640K |
| Clear Point Advisors Inc. | 0.49% | Reduce -0.1% | 9,991 | $598K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.3% | 9,693 | $580K |
| Financial Connections Group, Inc. | 0.62% | Reduce -55.9% | 9,427 | $565K |
| IFP Advisors, Inc | 0.02% | Add +15.3% | 8,980 | $538K |
| KPP Advisory Services LLC | 0.14% | New | 8,472 | $507K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -9.3% | 8,257 | $495K |
| Atlanta Consulting Group Advisors, LLC | 0.17% | — | 8,002 | $479K |
| GeoWealth Management, LLC | 0.02% | Reduce -40.9% | 7,705 | $462K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -6.5% | 7,070 | $422K |
| Global Retirement Partners, LLC | 0.02% | Add +1.7% | 6,966 | $417K |
| Gateway Wealth Partners, LLC | 0.15% | Add +53.0% | 6,776 | $406K |
| Sutton Place Investors LLC | 0.19% | Add +21.9% | 6,572 | $394K |
| Security Financial Services, INC. | 0.09% | Reduce -13.3% | 6,342 | $380K |
| Stephens Inc. | 0.01% | Add +14.2% | 6,265 | $375K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -1.6% | 5,730 | $343K |
| Raymond James Trust N.A. | 0.01% | Add +12.2% | 5,575 | $334K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -2.2% | 5,132 | $307K |
| Nwam LLC | 0.02% | Reduce -6.7% | 4,763 | $281K |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.