JPMorgan Active Value ETFJAVAETF
13F holders, Q1 2025 (March 31)206holders +15
29new positions
9sold out
1famous investor
$63.53avg. 13F price*
At the end of Q1 2025, 206 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings, up 15 from Q4 2024. 29 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($853.4M), LPL Financial LLC ($246.4M) and Dynasty Wealth Management, LLC ($196.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $455.2M |
| Exits | 9 | $9.8M |
All 13F filers, Q4 2024 → Q1 2025: 18,033,834 shares bought and 930,059 shares sold, net +17,103,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| JPMorgan Chase & Co. | 0.07% | Add +31.3% | 13,430,674 | $853.4M |
| LPL Financial LLC | 0.10% | Add +37.0% | 3,877,878 | $246.4M |
| Dynasty Wealth Management, LLC | 3.28% | New | 3,095,605 | $196.7M |
| Sagespring Wealth Partners, LLC | 4.50% | New | 2,803,939 | $178.2M |
| Ameriprise Financial Inc. | 0.04% | Add +51.0% | 2,162,672 | $137.4M |
| Janney Montgomery Scott LLC | 0.27% | Add +3.6% | 1,477,361 | $93.9M |
| Morgan Stanley | 0.01% | Add +6.7% | 1,375,763 | $87.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +465.1% | 1,189,600 | $75.6M |
| Cetera Investment Advisers | 0.14% | Add +15.7% | 1,125,791 | $71.5M |
| PNC Financial Services Group, Inc. | 0.03% | Add +1071.1% | 1,032,555 | $65.6M |
| Avior Wealth Management, LLC | 2.45% | Add +5.6% | 1,014,047 | $64.4M |
| Commonwealth Equity Services, LLC | 0.09% | Add +27.1% | 966,182 | $61.4M |
| Raymond James Financial Inc. | 0.02% | Add +74.7% | 909,109 | $57.8M |
| UBS Group AG | 0.01% | Add +15.6% | 730,686 | $46.4M |
| Steph & Co. | 16.52% | Reduce -1.1% | 723,153 | $45.9M |
| Orrstown Financial Services Inc. | 9.16% | Add +600.4% | 605,828 | $38.5M |
| Great Valley Advisor Group, Inc. | 0.78% | New | 567,703 | $36.1M |
| Royal Bank of Canada | 0.01% | Add +72.7% | 548,240 | $34.8M |
| Bank of America Corp. | 0.00% | Add +177.1% | 540,326 | $34.3M |
| Vestmark Advisory Solutions, Inc. | 0.88% | Reduce -4.2% | 536,166 | $34.1M |
| Americana Partners, LLC | 1.31% | Add +236.1% | 531,445 | $33.8M |
| Kestra Advisory Services, LLC | 0.14% | Add +17.7% | 470,341 | $29.9M |
| Intellus Advisors LLC | 4.99% | Add +1.8% | 449,842 | $28.6M |
| WNY Asset Management, LLC | 3.31% | Reduce -0.1% | 437,826 | $27.8M |
| Osaic Holdings, Inc. | 0.06% | Add +35.1% | 432,289 | $27.5M |
| WCG Wealth Advisors LLC | 1.99% | Add +17.5% | 412,633 | $26.2M |
| CI Investments Inc. | 0.10% | Reduce -3.4% | 380,168 | $24.2M |
| FSM Wealth Advisors, LLC | 5.27% | Add +2.9% | 368,658 | $23.4M |
| Daymark Wealth Partners, LLC | 1.00% | Reduce -4.1% | 366,672 | $23.3M |
| Focus Partners Wealth | 0.06% | Add +11.5% | 361,064 | $22.9M |
| Jones Financial Companies LLLP | 0.02% | Add +85.8% | 343,345 | $21.6M |
| Convergence Financial, LLC | 3.90% | Add +1.7% | 312,592 | $19.9M |
| Arlington Financial Advisors, LLC | 3.48% | Add +18.2% | 311,189 | $19.8M |
| Sanctuary Advisors, LLC | 0.11% | Add +0.3% | 245,465 | $15.6M |
| Triangle Securities Wealth Management | 3.89% | Add +1.4% | 237,946 | $15.1M |
| Prism Advisors, Inc. | 4.56% | New | 233,182 | $14.8M |
| Unique Wealth, LLC | 2.60% | New | 216,219 | $13.7M |
| Stifel Financial Corp. | 0.01% | Add +20.6% | 214,168 | $13.6M |
| Tyler-Stone Wealth Management | 2.24% | Add +7.2% | 196,597 | $12.5M |
| Keyvantage Wealth, LLC | 6.03% | Add +1233.5% | 194,874 | $12.4M |
| Resolute Wealth Strategies, LLC | 5.91% | Add +167.2% | 166,610 | $10.6M |
| Arq Wealth Advisors, LLC | 3.70% | Add +4.1% | 156,817 | $10.0M |
| Cwm, LLC | 0.04% | Add +23.6% | 153,413 | $9.7M |
| Private Advisor Group, LLC | 0.06% | Add +22.3% | 148,440 | $9.4M |
| BCGM Wealth Management, LLC | 2.64% | Add +42.9% | 135,471 | $8.6M |
| MN Wealth Advisors, LLC | 4.62% | Reduce -7.2% | 123,706 | $7.9M |
| Gill Capital Partners, LLC | 2.49% | Add +506.9% | 112,968 | $7.2M |
| Wells Fargo & Company | 0.00% | Add +40.9% | 105,564 | $6.7M |
| Commonwealth Financial Services, LLC | 1.34% | Add +2.0% | 103,246 | $6.6M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -0.5% | 101,354 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +352.4% | 100,834 | $6.4M |
| Exchange Traded Concepts, LLC | 0.11% | Add +4.6% | 96,354 | $6.1M |
| SIMA Wealth Partners, LLC | 5.05% | Add +3.5% | 95,686 | $6.1M |
| GGM Financial LLC | 3.69% | Add +1.2% | 85,016 | $5.4M |
| Denver PWM, LLC | 1.92% | Add +27.6% | 83,872 | $5.3M |
| DAVENPORT & Co LLC | 0.03% | Add +123.6% | 82,921 | $5.3M |
| Captrust Financial Advisors | 0.01% | Reduce -2.9% | 82,628 | $5.3M |
| Gemmer Asset Management LLC | 0.50% | Add +0.2% | 78,925 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +9.8% | 75,834 | $4.8M |
| MML Investors Services, LLC | 0.02% | Reduce -4.2% | 71,263 | $4.5M |
| Crumly & Associates Inc. | 1.23% | Reduce -66.6% | 69,841 | $4.4M |
| Weil Company, Inc. | 1.21% | Add +133.0% | 63,888 | $4.1M |
| Harbour Investments, Inc. | 0.11% | Add +2.3% | 62,776 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Add +10.8% | 59,869 | $3.8M |
| Jane Street Group, LLC | 0.01% | Reduce -18.2% | 54,295 | $3.4M |
| Perigon Wealth Management, LLC | 0.09% | Add +4.2% | 53,328 | $3.4M |
| Fagan Associates, Inc. | 0.54% | Add +9.7% | 50,952 | $3.2M |
| 5T Wealth, LLC | 1.78% | Reduce -9.9% | 49,165 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.19% | New | 45,494 | $2.9M |
| CMH Wealth Management LLC | 0.70% | Reduce -0.9% | 43,806 | $2.8M |
| Blue Oak Capital, LLC | 1.38% | Reduce -12.1% | 39,437 | $2.5M |
| Western Wealth Management, LLC | 0.16% | New | 38,081 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Reduce -67.3% | 35,730 | $2.3M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -16.9% | 35,571 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +0.2% | 34,598 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +33.4% | 34,593 | $2.2M |
| Priebe Wealth Holdings LLC | 1.37% | Add +24.1% | 34,513 | $2.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.60% | Reduce -70.4% | 34,460 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Add +1.5% | 33,482 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +51.2% | 33,292 | $2.1M |
| Arkadios Wealth Advisors | 0.08% | Add +18.1% | 32,635 | $2.1M |
| Country Club Bank | 0.14% | Add +18.4% | 32,490 | $2.0M |
| 3Chopt Investment Partners, LLC | 0.52% | Add +26.9% | 31,517 | $2.0M |
| Atria Investments, Inc | 0.03% | Add +11.8% | 30,757 | $2.0M |
| Strategic Planning Group, LLC | 0.37% | Reduce -43.1% | 29,423 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 29,068 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -18.0% | 27,685 | $1.8M |
| Sugar Maple Asset Management, LLC | 1.36% | Add +48.3% | 27,264 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.71% | No change | 27,068 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +133.3% | 26,071 | $1.7M |
| StoneX Group Inc. | 0.08% | Add +19.1% | 22,238 | $1.4M |
| Quotient Wealth Partners, LLC | 0.04% | New | 20,722 | $1.3M |
| Ascent Group, LLC | 0.06% | Add +39.6% | 20,492 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Reduce -15.0% | 20,040 | $1.3M |
| Triad Wealth Partners, LLC | 0.39% | Add +130.8% | 19,536 | $1.2M |
| LRI Investments, LLC | 0.11% | Add +103.9% | 18,350 | $1.2M |
| Mariner, LLC | 0.00% | New | 18,347 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | Add +0.2% | 18,284 | $1.2M |
| Heritage Wealth Management, Inc. | 0.39% | Add +35.6% | 17,939 | $1.1M |
| Wayfinding Financial, LLC | 0.47% | Reduce -3.2% | 16,823 | $1.1M |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.