JPMorgan Active Value ETFJAVAETF
13F holders, Q2 2024 (June 30)157holders +21
25new positions
6sold out
1famous investor
$59.14avg. 13F price*
At the end of Q2 2024, 157 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings, up 21 from Q1 2024. 25 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($149.5M), Janney Montgomery Scott LLC ($56.7M) and Morgan Stanley ($55.2M). One famous investor held it 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $39.8M |
| Exits | 6 | $9.3M |
All 13F filers, Q1 2024 → Q2 2024: 3,224,645 shares bought and 487,341 shares sold, net +2,737,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| LPL Financial LLC | 0.07% | Add +1.2% | 2,522,801 | $149.5M |
| Janney Montgomery Scott LLC | 0.17% | Add +28.3% | 956,087 | $56.7M |
| Morgan Stanley | 0.00% | Add +15.2% | 931,868 | $55.2M |
| Avior Wealth Management, LLC | 2.27% | Add +20.7% | 892,673 | $52.9M |
| JPMorgan Chase & Co. | 0.00% | Add +18.7% | 845,905 | $50.1M |
| Cetera Investment Advisers | 0.11% | Add +2965.2% | 811,564 | $48.1M |
| Steph & Co. | 13.56% | Add +11.4% | 671,084 | $39.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +15.1% | 628,997 | $37.3M |
| UBS Group AG | 0.01% | Add +3.7% | 603,419 | $35.8M |
| WNY Asset Management, LLC | 4.22% | Add +32.8% | 538,314 | $31.9M |
| Raymond James & Associates | 0.02% | Add +1.1% | 490,487 | $29.1M |
| Ameriprise Financial Inc. | 0.01% | New | 421,993 | $25.0M |
| Kestra Advisory Services, LLC | 0.11% | Add +8.5% | 332,917 | $19.7M |
| Vestmark Advisory Solutions, Inc. | 0.78% | Add +14.7% | 313,452 | $18.6M |
| FSM Wealth Advisors, LLC | 5.85% | Add +6.9% | 294,641 | $17.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.6% | 287,462 | $17.0M |
| CI Investments Inc. | 0.06% | Add +10.3% | 277,771 | $16.5M |
| Royal Bank of Canada | 0.00% | Add +30.4% | 265,088 | $15.7M |
| Osaic Holdings, Inc. | 0.04% | Add +28.3% | 260,368 | $15.4M |
| Convergence Financial, LLC | 4.04% | Add +12.9% | 257,771 | $15.3M |
| Arlington Financial Advisors, LLC | 3.33% | Reduce -0.3% | 256,408 | $15.2M |
| Focus Partners Wealth | 0.05% | Add +21.4% | 239,245 | $14.6M |
| Daymark Wealth Partners, LLC | 0.66% | Reduce -6.7% | 243,245 | $14.4M |
| Crumly & Associates Inc. | 3.88% | Add +1.4% | 227,681 | $13.5M |
| Sanctuary Advisors, LLC | 0.10% | — | 229,002 | $13.4M |
| Ritter Daniher Financial Advisory LLC / DE | 4.01% | Add +62.0% | 212,583 | $12.6M |
| Strategic Planning Group, LLC | 2.47% | Add +6.1% | 191,072 | $11.3M |
| Americana Partners, LLC | 0.78% | Add +7.9% | 166,510 | $9.9M |
| Stifel Financial Corp. | 0.01% | Reduce -54.1% | 161,231 | $9.6M |
| Avaii Wealth Management, LLC | 4.97% | Add +6.5% | 151,418 | $9.0M |
| Arq Wealth Advisors, LLC | 3.58% | Add +19.8% | 139,710 | $8.3M |
| Unionview, LLC | 6.16% | Add +2.2% | 127,306 | $7.5M |
| SIMA Wealth Partners, LLC | 6.47% | — | 114,573 | $6.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +25.7% | 108,428 | $6.4M |
| Equitable Holdings, Inc. | 0.07% | Reduce -2.2% | 107,544 | $6.4M |
| Captrust Financial Advisors | 0.02% | Reduce -15.8% | 104,034 | $6.2M |
| SFI Advisors, LLC | 4.40% | Add +3.4% | 96,460 | $5.7M |
| Commonwealth Financial Services, LLC | 1.12% | Add +30.7% | 92,042 | $5.4M |
| Cwm, LLC | 0.03% | Add +17.4% | 91,847 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +75.2% | 88,170 | $5.2M |
| BCGM Wealth Management, LLC | 1.79% | Add +8.9% | 87,299 | $5.2M |
| MN Wealth Advisors, LLC | 2.89% | Add +3.3% | 83,944 | $5.0M |
| Gemmer Asset Management LLC | 0.52% | New | 81,700 | $4.8M |
| GGM Financial LLC | 4.36% | — | 80,030 | $4.7M |
| Mutual Advisors, LLC | 0.14% | Add +4.7% | 73,899 | $4.5M |
| Visionary Wealth Advisors | 0.28% | Add +1.9% | 71,920 | $4.3M |
| Tyler-Stone Wealth Management | 1.56% | Add +24.9% | 63,941 | $3.8M |
| Resolute Wealth Strategies, LLC | 2.00% | Add +11.3% | 58,498 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +437.1% | 52,057 | $3.1M |
| Triangle Securities Wealth Management | 0.84% | Add +43.4% | 50,454 | $3.0M |
| MML Investors Services, LLC | 0.01% | Reduce -4.5% | 50,111 | $3.0M |
| CMH Wealth Management LLC | 0.71% | Add +0.4% | 48,849 | $2.9M |
| Alliance Wealth Advisors, LLC | 1.56% | Add +2.2% | 41,722 | $2.5M |
| Perigon Wealth Management, LLC | 0.07% | Add +5.3% | 39,129 | $2.3M |
| Denver PWM, LLC | 0.87% | New | 36,835 | $2.2M |
| Synovus Financial Corp. | 0.03% | Reduce -1.1% | 35,943 | $2.1M |
| Arkadios Wealth Advisors | 0.14% | New | 35,665 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +129.5% | 30,028 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +112.4% | 29,390 | $1.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.3% | 28,992 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +521.5% | 26,489 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +97.8% | 26,454 | $1.6M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -3.1% | 26,027 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -3.9% | 25,753 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.3% | 24,583 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.4% | 24,526 | $1.5M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +5.2% | 24,170 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | New | 22,879 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.9% | 19,769 | $1.2M |
| 3Chopt Investment Partners, LLC | 0.34% | Add +19.9% | 18,750 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Add +69.4% | 18,665 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -4.0% | 17,725 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.9% | 17,542 | $1.0M |
| Priebe Wealth Holdings LLC | 0.79% | Add +15.5% | 16,763 | $993K |
| Sugar Maple Asset Management, LLC | 0.90% | Add +21.0% | 15,715 | $931K |
| WCG Wealth Advisors LLC | 0.07% | New | 15,585 | $924K |
| Country Club Bank | 0.06% | Add +10.4% | 15,496 | $916K |
| IHT Wealth Management, LLC | 0.03% | Reduce -39.2% | 14,776 | $886K |
| NewEdge Advisors, LLC | 0.01% | No change | 14,488 | $859K |
| Northwest Capital Management Inc | 0.31% | Reduce -0.4% | 14,118 | $837K |
| Ascent Group, LLC | 0.07% | Add +15.7% | 13,904 | $824K |
| DAVENPORT & Co LLC | 0.01% | Add +15.8% | 13,574 | $804K |
| Silver Oak Securities, Incorporated | 0.12% | Add +13.6% | 13,068 | $774K |
| Kuhn & Co Investment Counsel | 0.66% | Add +15.5% | 12,339 | $731K |
| Weil Company, Inc. | 0.27% | Add +195.5% | 12,314 | $730K |
| Litman Gregory Wealth Management LLC | 0.06% | Reduce -14.8% | 11,689 | $693K |
| Wayfinding Financial, LLC | 0.38% | Reduce -0.6% | 11,260 | $667K |
| Krilogy Financial LLC | 0.05% | Reduce -4.7% | 11,248 | $667K |
| Relative Value Partners Group, LLC | 0.09% | New | 11,160 | $661K |
| Lake Street Private Wealth, LLC | 0.09% | Reduce -12.7% | 11,160 | $661K |
| Sutton Place Investors LLC | 0.40% | Add +52.6% | 10,030 | $594K |
| Clear Point Advisors Inc. | 0.47% | Reduce -2.9% | 9,705 | $575K |
| OneDigital Investment Advisors LLC | 0.01% | New | 9,255 | $548K |
| Wells Fargo & Company | 0.00% | Add +117.2% | 9,164 | $543K |
| IFP Advisors, Inc | 0.02% | Add +0.5% | 9,028 | $535K |
| Obermeyer Wealth Partners | 0.03% | New | 8,372 | $496K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +0.1% | 8,266 | $490K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -36.9% | 8,175 | $484K |
| Financial Connections Group, Inc. | 0.25% | Reduce -13.5% | 8,157 | $483K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | No change | 8,002 | $474K |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.