JPMorgan Active Value ETFJAVAETF
13F holders, Q2 2025 (June 30)227holders +21
29new positions
10sold out
2famous investors
$65.50avg. 13F price*
At the end of Q2 2025, 227 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings, up 21 from Q1 2025. 29 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($908.2M), LPL Financial LLC ($325.7M) and Sagespring Wealth Partners, LLC ($201.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Active Value ETF
- CUSIP
- 46641Q167
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $33.7M |
| Exits | 10 | $5.5M |
All 13F filers, Q1 2025 → Q2 2025: 5,329,691 shares bought and 768,153 shares sold, net +4,561,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| JPMorgan Chase & Co. | 0.06% | Add +3.2% | 13,865,481 | $908.2M |
| LPL Financial LLC | 0.11% | Add +28.2% | 4,972,206 | $325.7M |
| Sagespring Wealth Partners, LLC | 4.33% | Add +9.5% | 3,069,729 | $201.1M |
| Dynasty Wealth Management, LLC | 3.33% | Reduce -3.6% | 2,983,626 | $195.4M |
| Ameriprise Financial Inc. | 0.04% | Add +13.3% | 2,449,480 | $160.5M |
| Morgan Stanley | 0.01% | Add +13.0% | 1,555,179 | $101.9M |
| Janney Montgomery Scott LLC | 0.25% | Add +0.0% | 1,477,592 | $96.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.1% | 1,203,193 | $78.8M |
| Cetera Investment Advisers | 0.13% | Add +5.9% | 1,192,349 | $78.1M |
| Vestmark Advisory Solutions, Inc. | 1.09% | Add +115.4% | 1,155,023 | $75.7M |
| Avior Wealth Management, LLC | 2.40% | Add +4.7% | 1,061,689 | $69.5M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.2% | 1,030,558 | $67.5M |
| Commonwealth Equity Services, LLC | 0.09% | Add +6.1% | 1,025,317 | $67.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -15.4% | 768,996 | $50.4M |
| UBS Group AG | 0.01% | Add +1.9% | 744,703 | $48.8M |
| Steph & Co. | 15.57% | Add +1.3% | 732,726 | $48.0M |
| Great Valley Advisor Group, Inc. | 1.00% | Add +21.5% | 689,583 | $45.2M |
| Bank of America Corp. | 0.00% | Add +23.3% | 666,072 | $43.6M |
| Orrstown Financial Services Inc. | 8.82% | Add +5.5% | 639,323 | $41.9M |
| Royal Bank of Canada | 0.01% | Add +4.4% | 572,371 | $37.5M |
| Kestra Advisory Services, LLC | 0.17% | Add +15.4% | 542,816 | $35.6M |
| Americana Partners, LLC | 1.21% | Add +1.2% | 537,843 | $35.2M |
| Jones Financial Companies LLLP | 0.02% | Add +42.5% | 489,254 | $32.0M |
| Osaic Holdings, Inc. | 0.05% | Add +8.9% | 470,924 | $30.9M |
| Intellus Advisors LLC | 4.50% | Add +2.5% | 460,972 | $30.2M |
| FSM Wealth Advisors, LLC | 4.58% | Add +15.3% | 425,087 | $28.2M |
| WCG Wealth Advisors LLC | 1.82% | Add +4.0% | 429,236 | $28.1M |
| CI Investments Inc. | 0.10% | Add +12.2% | 426,368 | $27.9M |
| WNY Asset Management, LLC | 2.88% | Reduce -8.8% | 399,217 | $26.1M |
| Focus Partners Wealth | 0.05% | Add +6.2% | 383,578 | $25.1M |
| Daymark Wealth Partners, LLC | 0.87% | Reduce -5.0% | 348,530 | $22.8M |
| Arlington Financial Advisors, LLC | 3.59% | Add +7.5% | 334,644 | $21.9M |
| Convergence Financial, LLC | 3.72% | Add +5.6% | 330,056 | $21.6M |
| Cwm, LLC | 0.07% | Add +91.7% | 294,055 | $19.3M |
| Triangle Securities Wealth Management | 3.87% | Add +1.0% | 240,257 | $15.7M |
| Stifel Financial Corp. | 0.01% | Add +8.5% | 232,309 | $15.2M |
| Prism Advisors, Inc. | 4.13% | Reduce -5.0% | 221,610 | $14.5M |
| Keyvantage Wealth, LLC | 5.93% | Add +3.5% | 201,693 | $13.2M |
| Unique Wealth, LLC | 2.12% | Reduce -7.5% | 200,067 | $13.1M |
| Wells Fargo & Company | 0.00% | Add +84.6% | 194,890 | $12.8M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -24.8% | 184,710 | $12.1M |
| Tyler-Stone Wealth Management | 1.95% | Reduce -6.1% | 184,536 | $12.1M |
| Private Advisor Group, LLC | 0.06% | Add +23.3% | 183,071 | $12.0M |
| Resolute Wealth Strategies, LLC | 6.02% | Add +3.0% | 171,641 | $11.2M |
| Arq Wealth Advisors, LLC | 3.42% | No change | 156,817 | $10.0M |
| BCGM Wealth Management, LLC | 2.76% | Add +10.4% | 149,549 | $9.8M |
| Weil Company, Inc. | 2.52% | Add +128.7% | 146,126 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +38.0% | 139,197 | $9.1M |
| Gill Capital Partners, LLC | 2.73% | Add +14.6% | 129,507 | $8.5M |
| Centerline Wealth Advisors, LLC | 4.09% | New | 127,225 | $8.3M |
| Exchange Traded Concepts, LLC | 0.10% | Add +24.5% | 119,988 | $7.9M |
| MN Wealth Advisors, LLC | 4.56% | Reduce -3.2% | 119,706 | $7.8M |
| Commonwealth Financial Services, LLC | 1.42% | Add +8.7% | 112,198 | $7.3M |
| SIMA Wealth Partners, LLC | 5.29% | Add +4.5% | 99,983 | $6.5M |
| Composition Wealth, LLC | 0.11% | New | 98,789 | $6.5M |
| DAVENPORT & Co LLC | 0.03% | Add +6.8% | 88,564 | $5.8M |
| GGM Financial LLC | 3.22% | Reduce -0.3% | 84,736 | $5.6M |
| Denver PWM, LLC | 1.73% | Add +0.8% | 84,580 | $5.5M |
| Benjamin Edwards Inc. | 0.07% | Add +317.3% | 83,618 | $5.5M |
| Gemmer Asset Management LLC | 0.47% | Add +3.1% | 81,380 | $5.3M |
| MML Investors Services, LLC | 0.01% | Add +9.4% | 77,973 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -6.0% | 77,662 | $5.1M |
| Compass Wealth Management, LLC | 2.62% | — | 74,815 | $4.9M |
| NewEdge Advisors, LLC | 0.02% | Add +394.4% | 72,593 | $4.8M |
| Global Retirement Partners, LLC | 0.11% | — | 66,093 | $4.3M |
| Harbour Investments, Inc. | 0.11% | Add +4.2% | 65,427 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Add +6.5% | 63,749 | $4.2M |
| Perigon Wealth Management, LLC | 0.09% | Add +12.5% | 60,011 | $3.9M |
| Fagan Associates, Inc. | 0.55% | Add +5.6% | 53,807 | $3.5M |
| Perennial Investment Advisors, LLC | 0.34% | Add +282.2% | 53,410 | $3.5M |
| Arkadios Wealth Advisors | 0.09% | Add +47.2% | 48,031 | $3.1M |
| Financial Advocates Investment Management | 0.24% | New | 45,433 | $3.0M |
| Cyndeo Wealth Partners, LLC | 0.17% | Reduce -1.7% | 44,708 | $2.9M |
| Synovus Financial Corp. | 0.04% | Add +28.4% | 44,414 | $2.9M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +69.2% | 44,123 | $2.9M |
| 5T Wealth, LLC | 1.46% | Reduce -11.0% | 43,752 | $2.9M |
| CMH Wealth Management LLC | 0.66% | Reduce -1.9% | 42,995 | $2.8M |
| First Heartland Consultants, Inc. | 0.25% | New | 42,523 | $2.8M |
| Atria Investments, Inc | 0.03% | Add +36.5% | 41,973 | $2.7M |
| Crumly & Associates Inc. | 0.65% | Reduce -41.9% | 40,571 | $2.7M |
| Blue Oak Capital, LLC | 1.33% | Reduce -2.2% | 38,569 | $2.5M |
| Western Wealth Management, LLC | 0.15% | Reduce -0.3% | 37,959 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +534.2% | 35,495 | $2.3M |
| Country Club Bank | 0.14% | Add +8.3% | 35,173 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.2% | 34,672 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -5.0% | 33,935 | $2.2M |
| Triad Wealth Partners, LLC | 0.44% | Add +71.3% | 33,467 | $2.2M |
| Priebe Wealth Holdings LLC | 1.85% | Reduce -5.6% | 32,577 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -9.9% | 32,037 | $2.1M |
| Capital Analysts, LLC | 0.07% | Add +355.7% | 31,637 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.0% | 30,535 | $2.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.48% | Reduce -12.8% | 30,062 | $2.0M |
| Citadel Advisors | 0.00% | Add +10970.8% | 29,559 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -11.5% | 29,469 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -19.0% | 27,113 | $1.8M |
| Sugar Maple Asset Management, LLC | 1.35% | Reduce -3.3% | 26,357 | $1.7M |
| Strategic Planning Group, LLC | 0.28% | Reduce -11.6% | 26,010 | $1.7M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.22% | Add +1921.6% | 25,877 | $1.7M |
| Heritage Wealth Management, Inc. | 0.54% | Add +41.4% | 25,358 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -8.9% | 25,229 | $1.7M |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.