JPMorgan Active Value ETFJAVAETF
13F holders, Q3 2024 (September 30)154holders −3
12new positions
13sold out
2famous investors
$64.10avg. 13F price*
At the end of Q3 2024, 154 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings, down 3 from Q2 2024. 12 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($166.2M), Ameriprise Financial Inc. ($91.7M) and JPMorgan Chase & Co. ($88.4M). 2 famous investors held it, including Ken Griffin (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $64.8M |
| Exits | 13 | $15.2M |
All 13F filers, Q2 2024 → Q3 2024: 4,430,380 shares bought and 623,255 shares sold, net +3,807,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| LPL Financial LLC | 0.07% | Add +2.9% | 2,594,688 | $166.2M |
| Ameriprise Financial Inc. | 0.02% | Add +239.3% | 1,431,867 | $91.7M |
| JPMorgan Chase & Co. | 0.01% | Add +63.2% | 1,380,466 | $88.4M |
| Janney Montgomery Scott LLC | 0.21% | Add +23.4% | 1,179,565 | $75.6M |
| Morgan Stanley | 0.01% | Add +14.8% | 1,069,976 | $68.6M |
| Avior Wealth Management, LLC | 2.46% | Add +8.2% | 966,128 | $61.9M |
| Citadel Advisors | 0.07% | New | 955,095 | $61.2M |
| Cetera Investment Advisers | 0.13% | Add +12.1% | 909,506 | $58.3M |
| Steph & Co. | 13.85% | Add +1.2% | 679,173 | $43.5M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.4% | 626,685 | $40.2M |
| UBS Group AG | 0.01% | Add +1.7% | 613,452 | $39.3M |
| Raymond James & Associates | 0.02% | Add +0.2% | 491,579 | $31.5M |
| Vestmark Advisory Solutions, Inc. | 1.08% | Add +44.7% | 453,705 | $29.1M |
| WNY Asset Management, LLC | 3.17% | Reduce -21.4% | 423,332 | $27.1M |
| Kestra Advisory Services, LLC | 0.12% | Add +2.7% | 341,845 | $21.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +18.3% | 339,919 | $21.8M |
| FSM Wealth Advisors, LLC | 5.62% | Add +12.2% | 330,597 | $21.2M |
| Daymark Wealth Partners, LLC | 0.89% | Add +34.1% | 326,323 | $20.9M |
| Convergence Financial, LLC | 3.94% | Add +12.2% | 289,252 | $18.5M |
| Osaic Holdings, Inc. | 0.04% | Add +7.7% | 280,373 | $18.0M |
| Arlington Financial Advisors, LLC | 3.43% | Add +1.5% | 260,323 | $16.7M |
| CI Investments Inc. | 0.06% | Reduce -8.3% | 254,811 | $16.3M |
| Ritter Daniher Financial Advisory LLC / DE | 4.47% | Add +12.8% | 239,803 | $15.4M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -1.4% | 225,864 | $15.3M |
| Triangle Securities Wealth Management | 3.77% | Add +350.9% | 227,471 | $14.6M |
| Royal Bank of Canada | 0.00% | Reduce -15.3% | 224,595 | $14.4M |
| Strategic Planning Group, LLC | 2.48% | Add +2.9% | 196,586 | $12.6M |
| Crumly & Associates Inc. | 3.10% | Reduce -23.0% | 175,245 | $11.2M |
| Stifel Financial Corp. | 0.01% | Add +4.9% | 169,063 | $10.8M |
| Avaii Wealth Management, LLC | 5.30% | Add +8.1% | 163,704 | $10.5M |
| Tyler-Stone Wealth Management | 1.93% | Add +149.0% | 159,193 | $10.2M |
| Americana Partners, LLC | 0.69% | Reduce -4.7% | 158,723 | $10.2M |
| Arq Wealth Advisors, LLC | 3.62% | Add +8.4% | 151,497 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +63.5% | 144,147 | $9.2M |
| Unionview, LLC | 6.54% | Add +3.0% | 131,100 | $8.4M |
| WCG Wealth Advisors LLC | 0.54% | Add +707.0% | 125,766 | $8.1M |
| Cwm, LLC | 0.03% | Add +30.1% | 119,488 | $7.7M |
| MN Wealth Advisors, LLC | 4.24% | Add +38.6% | 116,360 | $7.5M |
| SIMA Wealth Partners, LLC | 6.05% | Reduce -5.1% | 108,744 | $7.0M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -6.3% | 101,619 | $6.5M |
| SFI Advisors, LLC | 4.36% | Reduce -1.1% | 95,352 | $6.1M |
| Equitable Holdings, Inc. | 0.06% | Reduce -11.5% | 95,202 | $6.1M |
| Commonwealth Financial Services, LLC | 1.18% | Add +2.1% | 93,969 | $6.0M |
| Captrust Financial Advisors | 0.02% | Reduce -14.2% | 89,255 | $5.7M |
| BCGM Wealth Management, LLC | 1.81% | Reduce -0.0% | 87,274 | $5.6M |
| Jones Financial Companies LLLP | 0.01% | Add +226.8% | 86,560 | $5.5M |
| Gemmer Asset Management LLC | 0.52% | Add +0.1% | 81,822 | $5.2M |
| GGM Financial LLC | 4.41% | Reduce -0.3% | 79,753 | $5.1M |
| MML Investors Services, LLC | 0.02% | Add +53.3% | 76,842 | $4.9M |
| Mutual Advisors, LLC | 0.14% | Reduce -1.4% | 72,894 | $4.7M |
| Synovus Financial Corp. | 0.05% | Add +95.7% | 70,348 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +171.6% | 62,141 | $4.0M |
| Resolute Wealth Strategies, LLC | 2.05% | Add +5.4% | 61,663 | $4.0M |
| Visionary Wealth Advisors | 0.24% | Reduce -15.0% | 61,108 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Add +1.8% | 52,972 | $3.4M |
| CMH Wealth Management LLC | 0.74% | Add +0.1% | 48,888 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +61.3% | 47,411 | $3.0M |
| Alliance Wealth Advisors, LLC | 1.64% | Add +6.3% | 44,366 | $2.8M |
| Denver PWM, LLC | 0.98% | Add +9.7% | 40,391 | $2.6M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -0.2% | 39,067 | $2.5M |
| CreativeOne Wealth, LLC | 0.08% | Add +47.0% | 38,249 | $2.5M |
| Harbour Investments, Inc. | 0.07% | Add +37.9% | 36,478 | $2.3M |
| Arkadios Wealth Advisors | 0.12% | Reduce -3.6% | 34,363 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.9% | 31,497 | $2.0M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +19.6% | 30,788 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +1.5% | 29,425 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.4% | 26,598 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | New | 23,802 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.5% | 23,223 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +150.5% | 22,955 | $1.5M |
| 3Chopt Investment Partners, LLC | 0.51% | Add +18.6% | 22,238 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +52.0% | 20,633 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.1% | 19,981 | $1.3M |
| Priebe Wealth Holdings LLC | 0.92% | Add +17.9% | 19,763 | $1.3M |
| Country Club Bank | 0.08% | Add +26.6% | 19,620 | $1.3M |
| Silver Oak Securities, Incorporated | 0.13% | Add +43.6% | 18,772 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.7% | 18,022 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -5.4% | 16,765 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +7.0% | 15,815 | $1.1M |
| Sugar Maple Asset Management, LLC | 0.86% | Reduce -1.6% | 15,456 | $990K |
| Wayfinding Financial, LLC | 0.72% | Add +33.8% | 15,063 | $965K |
| Fagan Associates, Inc. | 0.16% | New | 15,060 | $965K |
| Weil Company, Inc. | 0.32% | Add +21.9% | 15,005 | $961K |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.3% | 14,439 | $925K |
| Northwest Capital Management Inc | 0.33% | No change | 14,118 | $905K |
| Ascent Group, LLC | 0.07% | Add +0.9% | 14,030 | $899K |
| Litman Gregory Wealth Management LLC | 0.07% | Add +16.7% | 13,645 | $874K |
| Kuhn & Co Investment Counsel | 0.74% | Add +9.9% | 13,559 | $869K |
| Lake Street Private Wealth, LLC | 0.14% | Add +17.5% | 13,112 | $840K |
| Sutton Place Investors LLC | 0.46% | Add +17.3% | 11,765 | $754K |
| Krilogy Financial LLC | 0.05% | Reduce -3.9% | 10,810 | $693K |
| IFP Advisors, Inc | 0.02% | Add +8.7% | 9,816 | $629K |
| Farther Finance Advisors, LLC | 0.02% | Add +45.5% | 9,752 | $625K |
| Clear Point Advisors Inc. | 0.48% | Add +0.4% | 9,744 | $624K |
| Bank of America Corp. | 0.00% | Add +966.2% | 9,425 | $604K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.4% | 9,293 | $595K |
| GeoWealth Management, LLC | 0.02% | Add +21.1% | 9,262 | $593K |
| Obermeyer Wealth Partners | 0.03% | No change | 8,372 | $536K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +0.1% | 8,275 | $530K |
| Financial Connections Group, Inc. | 0.25% | Reduce -0.8% | 8,091 | $518K |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.