JPMorgan Active Value ETFJAVAETF
13F holders, Q3 2025 (September 30)222holders −5
17new positions
16sold out
1famous investor
$68.26avg. 13F price*
At the end of Q3 2025, 222 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings, down 5 from Q2 2025. 17 opened new positions and 16 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), LPL Financial LLC ($395.2M) and Dynasty Wealth Management, LLC ($259.4M). One famous investor held it 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.2M |
| Exits | 16 | $11.0M |
All 13F filers, Q2 2025 → Q3 2025: 6,915,349 shares bought and 1,350,924 shares sold, net +5,564,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| JPMorgan Chase & Co. | 0.07% | Add +15.1% | 15,963,524 | $1.1B |
| LPL Financial LLC | 0.12% | Add +15.3% | 5,731,202 | $395.2M |
| Dynasty Wealth Management, LLC | 3.46% | Add +26.1% | 3,761,884 | $259.4M |
| Sagespring Wealth Partners, LLC | 4.39% | Add +25.3% | 3,844,734 | $224.4M |
| Ameriprise Financial Inc. | 0.04% | Add +3.3% | 2,531,360 | $174.5M |
| Morgan Stanley | 0.01% | Add +4.9% | 1,631,457 | $112.5M |
| Janney Montgomery Scott LLC | 0.26% | Add +5.5% | 1,559,314 | $107.5M |
| Cetera Investment Advisers | 0.10% | Add +7.6% | 1,283,159 | $88.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.7% | 1,223,471 | $84.4M |
| Avior Wealth Management, LLC | 2.37% | Add +0.5% | 1,067,427 | $73.6M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.2% | 1,028,952 | $71.0M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -1.8% | 1,006,824 | $69.4M |
| Bank of America Corp. | 0.00% | Add +25.2% | 833,848 | $57.5M |
| Orrstown Financial Services Inc. | 9.20% | Add +22.0% | 780,052 | $53.8M |
| UBS Group AG | 0.01% | Add +1.2% | 753,600 | $52.0M |
| Steph & Co. | 15.83% | Add +2.6% | 751,859 | $51.8M |
| Great Valley Advisor Group, Inc. | 1.01% | Add +5.5% | 727,513 | $50.2M |
| Royal Bank of Canada | 0.01% | Add +2.7% | 588,022 | $40.5M |
| Jones Financial Companies LLLP | 0.03% | Add +20.5% | 589,581 | $40.4M |
| Vestmark Advisory Solutions, Inc. | 0.75% | Reduce -50.8% | 568,473 | $39.2M |
| Kestra Advisory Services, LLC | 0.18% | Add +4.0% | 564,296 | $38.9M |
| Americana Partners, LLC | 1.13% | Add +1.6% | 546,561 | $37.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -35.7% | 494,809 | $34.1M |
| Osaic Holdings, Inc. | 0.05% | Add +4.3% | 491,041 | $33.6M |
| Intellus Advisors LLC | 4.42% | Add +1.8% | 469,239 | $32.4M |
| Private Advisor Group, LLC | 0.15% | Add +148.9% | 455,729 | $31.4M |
| WCG Wealth Advisors LLC | 1.97% | Add +5.9% | 454,623 | $31.4M |
| FSM Wealth Advisors, LLC | 4.41% | Add +6.3% | 451,701 | $31.1M |
| WNY Asset Management, LLC | 2.78% | Add +5.0% | 418,977 | $28.9M |
| Focus Partners Wealth | 0.05% | Add +6.5% | 408,401 | $28.2M |
| CI Investments Inc. | 0.10% | Reduce -4.8% | 406,118 | $28.0M |
| Stifel Financial Corp. | 0.02% | Add +60.6% | 373,210 | $25.7M |
| Daymark Wealth Partners, LLC | 0.87% | Add +6.6% | 371,570 | $25.6M |
| Convergence Financial, LLC | 3.70% | Add +8.2% | 357,032 | $24.6M |
| Arlington Financial Advisors, LLC | 3.57% | Add +5.2% | 351,972 | $24.3M |
| Cwm, LLC | 0.07% | Add +6.8% | 313,939 | $21.6M |
| Integrated Wealth Concepts LLC | 0.16% | Add +3615.3% | 255,839 | $17.6M |
| Prism Advisors, Inc. | 4.52% | Add +9.4% | 242,489 | $16.7M |
| Triangle Securities Wealth Management | 3.76% | Add +0.2% | 240,720 | $16.6M |
| Unique Wealth, LLC | 2.43% | Add +20.0% | 239,998 | $16.6M |
| Keyvantage Wealth, LLC | 5.93% | Add +1.7% | 205,114 | $14.1M |
| Wells Fargo & Company | 0.00% | Add +3.6% | 201,911 | $13.9M |
| Sanctuary Advisors, LLC | 0.07% | Add +1.0% | 186,493 | $12.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +13.6% | 158,103 | $10.9M |
| BCGM Wealth Management, LLC | 2.82% | Add +5.2% | 157,291 | $10.8M |
| Gill Capital Partners, LLC | 3.10% | Add +13.8% | 147,320 | $10.2M |
| Arq Wealth Advisors, LLC | 2.78% | Reduce -13.1% | 136,285 | $9.4M |
| Weil Company, Inc. | 2.22% | Reduce -8.4% | 133,785 | $9.2M |
| Centerline Wealth Advisors, LLC | 3.90% | Add +2.2% | 130,044 | $9.0M |
| Commonwealth Financial Services, LLC | 1.48% | Add +11.8% | 125,377 | $8.6M |
| WealthPlan Investment Management, LLC | 0.57% | Add +481.7% | 124,843 | $8.6M |
| MN Wealth Advisors, LLC | 4.53% | Add +2.7% | 122,919 | $8.5M |
| Exchange Traded Concepts, LLC | 0.08% | Reduce -0.5% | 119,382 | $8.2M |
| Capital Analysts, LLC | 0.23% | Add +258.4% | 113,395 | $7.8M |
| DAVENPORT & Co LLC | 0.04% | Add +14.8% | 101,668 | $7.0M |
| Resolute Wealth Strategies, LLC | 3.16% | Reduce -41.7% | 100,116 | $6.9M |
| SIMA Wealth Partners, LLC | 5.27% | Reduce -0.1% | 99,895 | $6.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +557.0% | 93,353 | $6.4M |
| MML Investors Services, LLC | 0.02% | Add +7.7% | 84,007 | $5.8M |
| Composition Wealth, LLC | 0.09% | Reduce -15.1% | 83,870 | $5.8M |
| Benjamin Edwards Inc. | 0.06% | Reduce -0.5% | 83,237 | $5.7M |
| GGM Financial LLC | 2.80% | Reduce -5.0% | 80,536 | $5.6M |
| Denver PWM, LLC | 1.73% | No change | 84,580 | $5.5M |
| Global Retirement Partners, LLC | 0.12% | Add +21.1% | 80,018 | $5.5M |
| Perigon Wealth Management, LLC | 0.11% | Add +29.8% | 77,872 | $5.4M |
| NewEdge Advisors, LLC | 0.02% | Add +3.9% | 75,417 | $5.2M |
| Gemmer Asset Management LLC | 0.42% | Reduce -7.6% | 75,180 | $5.2M |
| Compass Wealth Management, LLC | 2.23% | Reduce -2.2% | 73,151 | $5.0M |
| Captrust Financial Advisors | 0.01% | Reduce -9.6% | 70,199 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +92.6% | 68,363 | $4.7M |
| Harbour Investments, Inc. | 0.10% | Add +0.6% | 65,828 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +2.3% | 65,242 | $4.5M |
| Fagan Associates, Inc. | 0.58% | Add +13.3% | 60,948 | $4.2M |
| Perennial Investment Advisors, LLC | 0.34% | Add +11.8% | 59,700 | $4.1M |
| Arkadios Wealth Advisors | 0.09% | Add +12.9% | 54,218 | $3.7M |
| 5T Wealth, LLC | 1.58% | Add +20.4% | 52,676 | $3.6M |
| Ascent Group, LLC | 0.12% | Add +122.6% | 47,740 | $3.3M |
| Cyndeo Wealth Partners, LLC | 0.18% | Add +5.7% | 47,273 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +3.7% | 45,761 | $3.2M |
| CMH Wealth Management LLC | 0.64% | Add +1.3% | 43,568 | $3.0M |
| Synovus Financial Corp. | 0.03% | Reduce -3.4% | 42,906 | $3.0M |
| Triad Wealth Partners, LLC | 0.36% | Add +20.6% | 40,351 | $2.8M |
| First Heartland Consultants, Inc. | 0.22% | Reduce -5.2% | 40,318 | $2.8M |
| Western Wealth Management, LLC | 0.14% | Add +2.3% | 38,819 | $2.7M |
| Crumly & Associates Inc. | 0.57% | Reduce -6.3% | 38,000 | $2.6M |
| Country Club Bank | 0.15% | Add +3.1% | 36,267 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -9.9% | 30,590 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -5.8% | 30,183 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.9% | 29,945 | $2.1M |
| Mgo One Seven LLC | 0.05% | Add +26.3% | 28,998 | $2.0M |
| Heritage Wealth Management, Inc. | 0.58% | Add +12.6% | 28,549 | $2.0M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -19.8% | 27,824 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.9% | 26,602 | $1.8M |
| WBH Advisory Inc. | 0.13% | Add +18.7% | 24,697 | $1.7M |
| Mariner, LLC | 0.00% | Add +2.3% | 24,647 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.29% | Reduce -20.2% | 23,982 | $1.7M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -1.0% | 23,971 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -5.4% | 23,860 | $1.6M |
| StoneX Group Inc. | 0.07% | Add +2.7% | 23,703 | $1.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | New | 23,650 | $1.6M |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.