JPMorgan Active Value ETFJAVAETF
13F holders, Q4 2025 (December 31)254holders +32
30new positions
10sold out
3famous investors
$71.11avg. 13F price*
At the end of Q4 2025, 254 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings, up 32 from Q3 2025. 30 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($1.5B), LPL Financial LLC ($449.2M) and Dynasty Wealth Management, LLC ($342.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Active Value ETF
- CUSIP
- 46641Q167
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $28.3M |
| Exits | 10 | $3.7M |
All 13F filers, Q3 2025 → Q4 2025: 8,716,236 shares bought and 702,645 shares sold, net +8,013,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| JPMorgan Chase & Co. | 0.10% | Add +27.8% | 20,401,214 | $1.5B |
| LPL Financial LLC | 0.12% | Add +9.3% | 6,262,663 | $449.2M |
| Dynasty Wealth Management, LLC | 3.36% | Add +27.0% | 4,776,468 | $342.6M |
| Sagespring Wealth Partners, LLC | 4.70% | Add +9.2% | 4,199,747 | $258.8M |
| Ameriprise Financial Inc. | 0.04% | Add +4.1% | 2,636,157 | $189.1M |
| Morgan Stanley | 0.01% | Add +9.9% | 1,793,105 | $128.6M |
| OpenArc Corporate Advisory, LLC | 1.93% | — | 1,624,457 | $116.5M |
| Janney Montgomery Scott LLC | 0.26% | Add +2.0% | 1,589,943 | $114.0M |
| Cetera Investment Advisers | 0.11% | Add +8.0% | 1,385,185 | $99.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -0.1% | 1,222,684 | $87.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +0.7% | 1,035,606 | $74.3M |
| Avior Wealth Management, LLC | 2.28% | Reduce -4.4% | 1,020,642 | $73.2M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.6% | 1,012,384 | $72.6M |
| Steph & Co. | 17.00% | Add +9.4% | 822,317 | $59.0M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 816,619 | $58.6M |
| Orrstown Financial Services Inc. | 9.74% | Add +4.5% | 814,884 | $58.4M |
| Great Valley Advisor Group, Inc. | 1.06% | Add +6.1% | 771,979 | $55.4M |
| UBS Group AG | 0.01% | Add +0.3% | 755,860 | $54.2M |
| Jones Financial Companies LLLP | 0.03% | Add +20.2% | 708,677 | $50.8M |
| Royal Bank of Canada | 0.01% | Add +11.1% | 653,515 | $46.9M |
| Vestmark Advisory Solutions, Inc. | 0.61% | Add +10.0% | 625,136 | $44.8M |
| Kestra Advisory Services, LLC | 0.18% | Add +5.5% | 595,496 | $42.7M |
| Americana Partners, LLC | 1.07% | Reduce -0.3% | 545,212 | $39.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.0% | 479,698 | $34.4M |
| Intellus Advisors LLC | 4.54% | Add +1.6% | 476,628 | $34.2M |
| FSM Wealth Advisors, LLC | 4.62% | Add +4.3% | 471,363 | $33.8M |
| Private Advisor Group, LLC | 0.16% | Add +2.7% | 467,909 | $33.6M |
| Osaic Holdings, Inc. | 0.05% | Reduce -11.0% | 437,072 | $31.4M |
| WCG Wealth Advisors LLC | 0.86% | Reduce -5.5% | 429,845 | $30.8M |
| CI Investments Inc. | 0.13% | Add +5.5% | 428,318 | $30.7M |
| Stifel Financial Corp. | 0.03% | Add +13.9% | 425,260 | $30.5M |
| Focus Partners Wealth | 0.03% | Add +3.8% | 423,996 | $30.4M |
| Daymark Wealth Partners, LLC | 0.93% | Add +9.5% | 406,818 | $29.2M |
| Arlington Financial Advisors, LLC | 3.72% | Add +3.0% | 362,453 | $26.0M |
| Convergence Financial, LLC | 3.78% | Add +1.2% | 361,450 | $25.9M |
| Unique Wealth, LLC | 2.85% | Add +18.6% | 284,617 | $20.4M |
| Cwm, LLC | 0.05% | Reduce -16.9% | 260,871 | $18.7M |
| Prism Advisors, Inc. | 4.87% | Add +5.1% | 254,861 | $18.3M |
| Triangle Securities Wealth Management | 3.64% | Reduce -0.0% | 240,658 | $17.3M |
| Centerline Wealth Advisors, LLC | 5.76% | Add +70.6% | 221,884 | $15.9M |
| Wells Fargo & Company | 0.00% | Add +8.6% | 219,272 | $15.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +38.6% | 219,067 | $15.7M |
| BCGM Wealth Management, LLC | 3.85% | Add +33.7% | 210,296 | $15.1M |
| Confluence Wealth Services, Inc. | 0.59% | New | 200,000 | $14.3M |
| Sanctuary Advisors, LLC | 0.07% | Add +1.4% | 189,098 | $13.6M |
| WealthPlan Investment Management, LLC | 0.82% | Add +43.2% | 178,725 | $12.8M |
| Gill Capital Partners, LLC | 3.67% | Add +14.6% | 168,758 | $12.1M |
| Arq Wealth Advisors, LLC | 2.91% | Add +10.4% | 150,472 | $10.8M |
| NewEdge Advisors, LLC | 0.04% | Add +99.3% | 150,283 | $10.8M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +111.9% | 144,833 | $10.4M |
| Keyvantage Wealth, LLC | 4.26% | Reduce -32.3% | 138,849 | $10.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.18% | — | 135,877 | $9.7M |
| Commonwealth Financial Services, LLC | 1.57% | Add +5.7% | 132,576 | $9.5M |
| Weil Company, Inc. | 2.14% | Reduce -2.9% | 129,860 | $9.3M |
| MN Wealth Advisors, LLC | 4.46% | Add +0.1% | 123,097 | $8.8M |
| Exchange Traded Concepts, LLC | 0.07% | Add +2.0% | 121,806 | $8.7M |
| MML Investors Services, LLC | 0.02% | Add +42.7% | 119,851 | $8.6M |
| DAVENPORT & Co LLC | 0.05% | Add +17.2% | 119,139 | $8.5M |
| Capital Analysts, LLC | 0.23% | Add +2.6% | 116,375 | $8.3M |
| Resolute Wealth Strategies, LLC | 3.34% | Add +6.2% | 106,360 | $7.6M |
| Geneos Wealth Management Inc. | 0.18% | Add +1779.3% | 102,137 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.1% | 98,110 | $7.0M |
| SIMA Wealth Partners, LLC | 5.21% | Reduce -4.5% | 95,454 | $6.8M |
| Global Retirement Partners, LLC | 0.11% | Add +9.8% | 87,835 | $6.3M |
| Perigon Wealth Management, LLC | 0.10% | Add +4.3% | 81,198 | $5.8M |
| Perennial Investment Advisors, LLC | 0.45% | Add +33.3% | 79,594 | $5.7M |
| Benjamin Edwards Inc. | 0.06% | Reduce -5.5% | 78,628 | $5.6M |
| Denver PWM, LLC | 1.85% | No change | 84,580 | $5.5M |
| GGM Financial LLC | 2.60% | Reduce -7.5% | 74,481 | $5.3M |
| Gemmer Asset Management LLC | 0.40% | Reduce -2.6% | 73,248 | $5.3M |
| Composition Wealth, LLC | 0.07% | Reduce -13.7% | 72,368 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +6.1% | 69,240 | $5.0M |
| Captrust Financial Advisors | 0.01% | Reduce -6.8% | 65,412 | $4.7M |
| Fagan Associates, Inc. | 0.62% | Add +6.9% | 65,170 | $4.7M |
| Harbour Investments, Inc. | 0.09% | Reduce -1.3% | 64,991 | $4.7M |
| Cyndeo Wealth Partners, LLC | 0.25% | Add +35.2% | 63,926 | $4.6M |
| 5T Wealth, LLC | 1.77% | Add +17.4% | 61,851 | $4.4M |
| Triad Wealth Partners, LLC | 0.42% | Add +52.3% | 61,469 | $4.4M |
| Arkadios Wealth Advisors | 0.09% | Add +13.0% | 61,255 | $4.4M |
| Compass Wealth Management, LLC | 1.69% | Reduce -21.6% | 57,326 | $4.1M |
| Ascent Group, LLC | 0.13% | Add +7.1% | 51,131 | $3.7M |
| Western Wealth Management, LLC | 0.16% | Add +24.2% | 48,205 | $3.5M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +1.9% | 46,629 | $3.3M |
| CMH Wealth Management LLC | 0.69% | Add +2.7% | 44,745 | $3.2M |
| Fortis Group Advisors, LLC | 0.54% | New | 42,603 | $3.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 43,513 | $3.1M |
| First Heartland Consultants, Inc. | 0.23% | Add +3.9% | 41,884 | $3.0M |
| First National Bank of Omaha | 0.08% | New | 37,916 | $2.7M |
| Crumly & Associates Inc. | 0.56% | Reduce -2.4% | 37,097 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +18.4% | 36,219 | $2.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +126.6% | 35,213 | $2.5M |
| Hopwood Nicholas Hunter | 0.80% | — | 34,215 | $2.5M |
| Mgo One Seven LLC | 0.05% | Add +14.1% | 33,099 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.1% | 30,889 | $2.3M |
| Cauble & Harre Wealth Management, Inc. | 1.92% | — | 31,916 | $2.3M |
| WBH Advisory Inc. | 0.16% | Add +24.0% | 30,614 | $2.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +4.2% | 28,984 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +247.4% | 28,097 | $2.0M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -9.4% | 27,346 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +2.3% | 27,225 | $2.0M |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.