JPMorgan Active Value ETFJAVAETF
13F holders, Q4 2024 (December 31)191holders +37
25new positions
2sold out
1famous investor
$63.35avg. 13F price*
At the end of Q4 2024, 191 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings, up 37 from Q3 2024. 25 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($647.6M), LPL Financial LLC ($179.2M) and Ameriprise Financial Inc. ($90.7M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $48.5M |
| Exits | 2 | $720K |
All 13F filers, Q3 2024 → Q4 2024: 12,313,245 shares bought and 1,342,681 shares sold, net +10,970,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| JPMorgan Chase & Co. | 0.05% | Add +641.1% | 10,231,275 | $647.6M |
| LPL Financial LLC | 0.07% | Add +9.1% | 2,831,430 | $179.2M |
| Ameriprise Financial Inc. | 0.02% | Add +0.0% | 1,432,236 | $90.7M |
| Janney Montgomery Scott LLC | 0.25% | Add +20.9% | 1,426,359 | $90.3M |
| Morgan Stanley | 0.01% | Add +20.6% | 1,289,877 | $81.6M |
| Cetera Investment Advisers | 0.13% | Add +7.0% | 973,029 | $61.6M |
| Avior Wealth Management, LLC | 2.22% | Reduce -0.6% | 960,089 | $60.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +21.3% | 760,356 | $48.1M |
| Steph & Co. | 15.63% | Add +7.7% | 731,502 | $46.3M |
| UBS Group AG | 0.01% | Add +3.0% | 631,894 | $40.0M |
| Vestmark Advisory Solutions, Inc. | 1.22% | Add +23.4% | 559,905 | $35.4M |
| Raymond James Financial Inc. | 0.01% | — | 520,388 | $32.9M |
| Intellus Advisors LLC | 4.84% | — | 441,984 | $28.0M |
| WNY Asset Management, LLC | 3.44% | Add +3.6% | 438,396 | $27.8M |
| Kestra Advisory Services, LLC | 0.14% | Add +16.9% | 399,586 | $25.3M |
| CI Investments Inc. | 0.09% | Add +54.5% | 393,718 | $24.9M |
| Daymark Wealth Partners, LLC | 1.02% | Add +17.2% | 382,413 | $24.2M |
| FSM Wealth Advisors, LLC | 5.72% | Add +8.4% | 358,265 | $23.4M |
| WCG Wealth Advisors LLC | 1.47% | Add +179.1% | 351,056 | $22.2M |
| Focus Partners Wealth | 0.05% | New | 323,780 | $20.5M |
| Osaic Holdings, Inc. | 0.05% | Add +14.2% | 320,040 | $20.3M |
| Royal Bank of Canada | 0.00% | Add +41.3% | 317,388 | $20.1M |
| Convergence Financial, LLC | 3.88% | Add +6.3% | 307,397 | $19.5M |
| Arlington Financial Advisors, LLC | 3.31% | Add +1.1% | 263,203 | $16.7M |
| Sanctuary Advisors, LLC | 0.10% | Add +8.3% | 244,664 | $16.3M |
| Triangle Securities Wealth Management | 3.81% | Add +3.2% | 234,725 | $14.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.0% | 210,497 | $13.3M |
| Crumly & Associates Inc. | 3.60% | Add +19.2% | 208,829 | $13.2M |
| Bank of America Corp. | 0.00% | Add +1969.2% | 195,018 | $12.3M |
| Jones Financial Companies LLLP | 0.01% | Add +113.5% | 184,815 | $11.7M |
| Tyler-Stone Wealth Management | 2.07% | Add +15.2% | 183,420 | $11.6M |
| Stifel Financial Corp. | 0.01% | Add +5.1% | 177,615 | $11.2M |
| Avaii Wealth Management, LLC | 5.23% | Add +2.5% | 167,826 | $10.6M |
| Americana Partners, LLC | 0.41% | Reduce -0.4% | 158,119 | $10.0M |
| Arq Wealth Advisors, LLC | 3.63% | Reduce -0.6% | 150,663 | $9.5M |
| Unionview, LLC | 6.25% | Add +2.5% | 134,443 | $8.5M |
| MN Wealth Advisors, LLC | 4.75% | Add +14.6% | 133,331 | $8.4M |
| Cwm, LLC | 0.03% | Add +3.9% | 124,166 | $7.9M |
| Private Advisor Group, LLC | 0.04% | Add +155.9% | 121,336 | $7.7M |
| Ritter Daniher Financial Advisory LLC / DE | 2.08% | Reduce -51.4% | 116,510 | $7.4M |
| Equitable Holdings, Inc. | 0.07% | Add +14.9% | 109,405 | $6.9M |
| Integrated Wealth Concepts LLC | 0.07% | Add +0.2% | 101,850 | $6.4M |
| Commonwealth Financial Services, LLC | 1.26% | Add +7.7% | 101,201 | $6.4M |
| SFI Advisors, LLC | 4.22% | Reduce -0.4% | 94,992 | $6.0M |
| BCGM Wealth Management, LLC | 1.90% | Add +8.7% | 94,821 | $6.0M |
| SIMA Wealth Partners, LLC | 4.97% | Reduce -15.0% | 92,418 | $5.9M |
| Exchange Traded Concepts, LLC | 0.12% | New | 92,112 | $5.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +41.9% | 88,171 | $5.6M |
| Orrstown Financial Services Inc. | 1.47% | New | 86,503 | $5.5M |
| Captrust Financial Advisors | 0.02% | Reduce -4.7% | 85,093 | $5.4M |
| GGM Financial LLC | 5.66% | Add +5.3% | 83,983 | $5.3M |
| Gemmer Asset Management LLC | 0.49% | Reduce -3.8% | 78,742 | $5.0M |
| Mutual Advisors, LLC | 0.14% | Add +1.5% | 74,015 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +226.3% | 74,903 | $4.7M |
| MML Investors Services, LLC | 0.02% | Reduce -3.3% | 74,348 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +197.3% | 69,034 | $4.4M |
| Jane Street Group, LLC | 0.01% | New | 66,346 | $4.2M |
| Denver PWM, LLC | 1.61% | Add +62.8% | 65,747 | $4.2M |
| Resolute Wealth Strategies, LLC | 2.03% | Add +1.1% | 62,365 | $3.9M |
| Harbour Investments, Inc. | 0.11% | Add +68.2% | 61,365 | $3.9M |
| 5T Wealth, LLC | 1.89% | — | 54,547 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 54,024 | $3.4M |
| Perigon Wealth Management, LLC | 0.08% | Add +31.0% | 51,182 | $3.3M |
| Strategic Planning Group, LLC | 0.60% | Reduce -73.7% | 51,701 | $3.3M |
| Alliance Wealth Advisors, LLC | 1.71% | Add +6.2% | 47,118 | $3.0M |
| Fagan Associates, Inc. | 0.47% | Add +208.5% | 46,461 | $2.9M |
| Blue Oak Capital, LLC | 1.72% | — | 44,843 | $2.8M |
| CMH Wealth Management LLC | 0.64% | Reduce -9.6% | 44,218 | $2.8M |
| CreativeOne Wealth, LLC | 0.08% | Add +12.0% | 42,831 | $2.7M |
| First Heartland Consultants, Inc. | 0.26% | New | 39,913 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Add +79.7% | 37,081 | $2.3M |
| Synovus Financial Corp. | 0.03% | Reduce -50.9% | 34,530 | $2.2M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +9.7% | 33,768 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +12.1% | 32,992 | $2.1M |
| Visionary Wealth Advisors | 0.12% | Reduce -46.3% | 32,836 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -96.6% | 32,506 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.4% | 28,559 | $1.8M |
| Priebe Wealth Holdings LLC | 1.19% | Add +40.7% | 27,813 | $1.8M |
| Arkadios Wealth Advisors | 0.10% | Reduce -19.6% | 27,638 | $1.7M |
| Atria Investments, Inc | 0.02% | New | 27,505 | $1.7M |
| Weil Company, Inc. | 0.60% | Add +82.7% | 27,415 | $1.7M |
| Country Club Bank | 0.12% | Add +39.9% | 27,451 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.71% | — | 27,068 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +360.9% | 25,941 | $1.6M |
| 3Chopt Investment Partners, LLC | 0.54% | Add +11.7% | 24,841 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Reduce -0.9% | 23,577 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -29.2% | 22,287 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +22.2% | 22,017 | $1.4M |
| StoneX Group Inc. | 0.07% | New | 18,664 | $1.2M |
| Gill Capital Partners, LLC | 0.42% | New | 18,615 | $1.2M |
| Sugar Maple Asset Management, LLC | 0.89% | Add +19.0% | 18,389 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -2.8% | 18,247 | $1.2M |
| Wayfinding Financial, LLC | 0.59% | Add +15.4% | 17,379 | $1.1M |
| Lake Street Private Wealth, LLC | 0.17% | Add +28.1% | 16,798 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | No change | 16,765 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -18.7% | 16,248 | $1.0M |
| Litman Gregory Wealth Management LLC | 0.09% | Add +16.2% | 15,856 | $1.0M |
| Ascent Group, LLC | 0.07% | Add +4.6% | 14,678 | $929K |
| Keyvantage Wealth, LLC | 0.66% | — | 14,614 | $925K |
| NewEdge Advisors, LLC | 0.01% | No change | 14,439 | $914K |
| Kuhn & Co Investment Counsel | 0.77% | Add +5.6% | 14,314 | $906K |
| Northwest Capital Management Inc | 0.38% | No change | 14,118 | $894K |
| Heritage Wealth Management, Inc. | 0.28% | New | 13,233 | $838K |
| Sutton Place Investors LLC | 0.48% | Add +10.7% | 13,028 | $825K |
| Good Life Advisors, LLC | 0.05% | Add +74.6% | 11,342 | $718K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +192.7% | 11,176 | $707K |
| Krilogy Financial LLC | 0.05% | Reduce -1.0% | 10,702 | $677K |
| IFP Advisors, Inc | 0.02% | Add +5.9% | 10,396 | $658K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +91.9% | 10,313 | $653K |
| Clearstead Advisors, LLC | 0.01% | Add +50270.0% | 10,074 | $638K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.27% | — | 10,000 | $633K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.4% | 9,329 | $591K |
| Clear Point Advisors Inc. | 0.50% | Reduce -6.1% | 9,153 | $579K |
| LRI Investments, LLC | 0.05% | New | 9,000 | $570K |
| GeoWealth Management, LLC | 0.02% | Reduce -3.4% | 8,952 | $567K |
| Triad Wealth Partners, LLC | 0.19% | New | 8,466 | $536K |
| Greenwich Wealth Management LLC | 0.04% | New | 8,408 | $532K |
| Obermeyer Wealth Partners | 0.03% | No change | 8,372 | $530K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +0.4% | 8,308 | $526K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -15.6% | 8,230 | $521K |
| M.E. Allison & Co., Inc. | 0.57% | — | 8,141 | $515K |
| Financial Connections Group, Inc. | 0.25% | Reduce -0.2% | 8,075 | $511K |
| Cary Street Partners Investment Advisory LLC | 0.33% | New | 8,061 | $510K |
| Nvwm, LLC | 0.13% | No change | 8,003 | $507K |
| Atlanta Consulting Group Advisors, LLC | 0.19% | No change | 8,002 | $507K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +22.8% | 7,763 | $491K |
| Moneco Advisors, LLC | 0.05% | Add +29.3% | 7,600 | $481K |
| Advisory Services Network, LLC | 0.01% | New | 7,548 | $478K |
| Private Wealth Partners, LLC | 0.04% | New | 7,500 | $475K |
| Gateway Wealth Partners, LLC | 0.12% | Add +34.0% | 7,466 | $473K |
| Worth Financial Advisory Group, LLC | 0.29% | Add +9.9% | 7,352 | $465K |
| Riggs Capital Management LLC | 0.44% | — | 7,099 | $449K |
| Nwam LLC | 0.03% | Add +13.9% | 6,896 | $437K |
| Firethorn Wealth Partners, LLC | 0.21% | Add +7.5% | 6,664 | $422K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.4% | 6,513 | $412K |
| Stephens Inc. | 0.01% | Add +0.9% | 6,260 | $396K |
| HMV Wealth Advisors, LLC | 0.39% | — | 6,209 | $393K |
| Comerica Bank | 0.00% | Add +0.3% | 5,864 | $371K |
| AdvisorNet Financial, Inc | 0.03% | New | 5,670 | $359K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +8.1% | 5,083 | $322K |
| Eaton Financial Holdings Company, LLC | 0.12% | No change | 4,820 | $305K |
| Ignite Planners, LLC | 0.07% | Add +10.6% | 4,768 | $305K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +32.7% | 4,798 | $304K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +44.0% | 4,788 | $303K |
| Twin Peaks Wealth Advisors, LLC | 0.12% | New | 4,572 | $289K |
| IHT Wealth Management, LLC | 0.01% | Reduce -72.2% | 4,403 | $279K |
| Harbor Investment Advisory, LLC | 0.02% | Add +107.5% | 4,141 | $262K |
| Westside Investment Management, Inc. | 0.05% | No change | 4,005 | $254K |
| Strategic Financial Concepts, LLC | 0.05% | New | 3,899 | $247K |
| Cordgrass Capital Advisors, LLC | 0.07% | New | 3,762 | $238K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.4% | 3,522 | $223K |
| Smith, Moore & Co. | 0.02% | New | 3,449 | $218K |
| Private Trust Co. NA | 0.02% | Add +11.8% | 3,315 | $210K |
| Aveo Capital Partners, LLC | 0.02% | Reduce -51.8% | 3,248 | $206K |
| CRA Financial Services, LLC | 0.04% | New | 3,230 | $204K |
| Capital Analysts, LLC | 0.01% | Add +0.4% | 3,195 | $202K |
| Landaas & Co. /Wi | 0.06% | No change | 3,168 | $201K |
| AE Wealth Management LLC | 0.00% | New | 2,808 | $178K |
| Geneos Wealth Management Inc. | 0.01% | Add +6.3% | 2,595 | $164K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +32.7% | 2,092 | $132K |
| Parallel Advisors, LLC | 0.00% | No change | 1,840 | $116K |
| WR Wealth Planners, LLC | 0.04% | New | 1,822 | $115K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,717 | $109K |
| Cary Street Partners Financial LLC | 0.00% | — | 1,600 | $101K |
| Albion Financial Group | 0.01% | No change | 1,350 | $85K |
| LGT Financial Advisors LLC | 0.18% | Add +9.4% | 1,259 | $80K |
| Assetmark, Inc. | 0.00% | Add +2402.6% | 976 | $62K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3007.4% | 839 | $53K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 636 | $40K |
| Centricity Wealth Management, LLC | 0.04% | — | 610 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -18.7% | 575 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +31.3% | 483 | $31K |
| Quadrant Capital Group LLC | 0.00% | No change | 400 | $25K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 400 | $25K |
| Principal Securities, Inc. | 0.00% | Add +36.4% | 375 | $24K |
| Ameriflex Group, Inc. | 0.01% | — | 313 | $21K |
| Global Retirement Partners, LLC | 0.00% | Add +1986.7% | 313 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 300 | $18K |
| Bank of Montreal | 0.00% | No change | 237 | $15K |
| Spire Wealth Management | 0.00% | Add +0.5% | 216 | $14K |
| PSI Advisors, LLC | 0.00% | Add +0.5% | 208 | $13K |
| Synergy Investment Management, LLC | 0.01% | — | 187 | $12K |
| WealthShield Partners, LLC | 0.00% | No change | 159 | $10K |
| Principia Wealth Advisory, LLC | 0.01% | — | 146 | $9K |
| Signaturefd, LLC | 0.00% | New | 140 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 100 | $6K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 94 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 63 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 39 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 21 | $1K |
| EPG Wealth Management LLC | 0.00% | No change | 19 | $1K |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.