JPMorgan Active Value ETFJAVAETF
13F holders, Q1 2026 (March 31)265holders +11
32new positions
17sold out
4famous investors
$71.53avg. 13F price*
At the end of Q1 2026, 265 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings, up 11 from Q4 2025. 32 opened new positions and 17 sold out. The largest holders were JPMorgan Chase & Co. ($1.5B), Dynasty Wealth Management, LLC ($588.2M) and LPL Financial LLC ($479.8M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $76.6M |
| Exits | 17 | $129.3M |
All 13F filers, Q4 2025 → Q1 2026: 12,235,043 shares bought and 2,983,316 shares sold, net +9,251,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| JPMorgan Chase & Co. | 0.10% | Add +5.8% | 21,579,446 | $1.5B |
| Dynasty Wealth Management, LLC | 5.13% | Add +71.6% | 8,197,776 | $588.2M |
| LPL Financial LLC | 0.13% | Add +6.8% | 6,687,339 | $479.8M |
| Sagespring Wealth Partners, LLC | 6.23% | Add +13.5% | 4,765,340 | $341.9M |
| Ameriprise Financial Inc. | 0.05% | Add +4.0% | 2,741,557 | $196.6M |
| OpenArc Corporate Advisory, LLC | 2.40% | Add +43.9% | 2,337,591 | $167.7M |
| Morgan Stanley | 0.01% | Add +4.3% | 1,869,602 | $134.1M |
| Cetera Investment Advisers | 0.14% | Add +29.1% | 1,788,286 | $128.3M |
| Bank of America Corp. | 0.01% | Add +117.0% | 1,771,693 | $127.1M |
| Royal Bank of Canada | 0.02% | Add +83.6% | 1,200,108 | $86.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.9% | 1,200,038 | $86.1M |
| Vestmark Advisory Solutions, Inc. | 0.87% | Add +75.7% | 1,098,170 | $78.8M |
| Avior Wealth Management, LLC | 1.99% | Reduce -4.2% | 978,139 | $70.2M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -6.0% | 973,671 | $69.9M |
| Steph & Co. | 18.72% | Add +11.2% | 914,389 | $65.6M |
| Jones Financial Companies LLLP | 0.03% | Add +24.8% | 884,672 | $62.2M |
| Orrstown Financial Services Inc. | 10.19% | Add +4.2% | 848,841 | $60.9M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -17.3% | 837,053 | $60.1M |
| Great Valley Advisor Group, Inc. | 1.03% | Add +2.4% | 790,724 | $56.7M |
| Kestra Advisory Services, LLC | 0.17% | Add +3.5% | 616,428 | $44.2M |
| CI Investments Inc. | 0.19% | Add +27.9% | 547,918 | $39.3M |
| Raymond James Financial Inc. | 0.01% | Add +13.4% | 543,980 | $39.0M |
| FSM Wealth Advisors, LLC | 4.84% | Add +11.4% | 524,892 | $37.7M |
| Elevation Point Wealth Partners, LLC | 0.85% | New | 495,706 | $35.6M |
| Intellus Advisors LLC | 4.72% | Add +1.1% | 481,617 | $34.6M |
| Private Advisor Group, LLC | 0.16% | Add +0.9% | 472,053 | $33.9M |
| WNY Asset Management, LLC | 3.37% | — | 454,239 | $32.6M |
| WCG Wealth Advisors LLC | 0.88% | Add +2.1% | 438,902 | $31.5M |
| Focus Partners Wealth | 0.03% | Add +2.1% | 432,764 | $31.1M |
| Daymark Wealth Partners, LLC | 0.98% | Add +6.3% | 432,496 | $31.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -6.3% | 409,336 | $29.4M |
| Unique Wealth, LLC | 3.96% | Add +40.2% | 399,057 | $28.6M |
| Stifel Financial Corp. | 0.03% | Reduce -7.3% | 394,384 | $28.3M |
| Americana Partners, LLC | 0.71% | Reduce -30.2% | 380,521 | $27.3M |
| Arlington Financial Advisors, LLC | 3.76% | Add +1.6% | 368,316 | $26.4M |
| Convergence Financial, LLC | 2.69% | Reduce -2.6% | 351,999 | $25.3M |
| Rockefeller Capital Management L.P. | 0.04% | Add +871.1% | 341,958 | $24.5M |
| WealthPlan Investment Management, LLC | 1.30% | Add +82.3% | 325,895 | $23.4M |
| UBS Group AG | 0.00% | Reduce -59.3% | 307,671 | $22.1M |
| Centerline Wealth Advisors, LLC | 7.47% | Add +30.5% | 289,602 | $20.8M |
| Integrated Wealth Concepts LLC | 0.15% | Add +6038.6% | 263,344 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +14.8% | 251,475 | $18.0M |
| Triangle Securities Wealth Management | 4.04% | Add +3.1% | 248,192 | $17.8M |
| Cwm, LLC | 0.05% | Reduce -6.1% | 245,014 | $17.6M |
| Prism Advisors, Inc. | 4.69% | Reduce -3.9% | 244,878 | $17.6M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 231,975 | $16.6M |
| Storen Legacy Partners, LLC | 5.02% | New | 223,269 | $16.0M |
| Confluence Wealth Services, Inc. | 0.59% | Add +6.6% | 213,199 | $15.3M |
| BCGM Wealth Management, LLC | 3.76% | Reduce -0.8% | 208,721 | $15.0M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -3.7% | 182,049 | $13.1M |
| Gill Capital Partners, LLC | 3.71% | Add +6.5% | 179,750 | $12.9M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +14.6% | 166,008 | $11.9M |
| NewEdge Advisors, LLC | 0.04% | Add +2.7% | 154,407 | $11.1M |
| Arq Wealth Advisors, LLC | 1.98% | Add +1.9% | 153,392 | $11.0M |
| Keyvantage Wealth, LLC | 4.60% | Add +4.8% | 145,467 | $10.4M |
| Exchange Traded Concepts, LLC | 0.08% | Add +18.4% | 144,182 | $10.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 142,735 | $10.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.18% | Add +4.0% | 141,284 | $10.2M |
| DAVENPORT & Co LLC | 0.05% | Add +14.1% | 135,907 | $9.8M |
| Weil Company, Inc. | 2.07% | Reduce -1.3% | 128,234 | $9.2M |
| Geneos Wealth Management Inc. | 0.21% | Add +24.6% | 127,226 | $9.1M |
| Capital Analysts, LLC | 0.23% | Add +6.4% | 123,849 | $8.9M |
| Rehmann Capital Advisory Group | 0.46% | Add +1123.2% | 123,130 | $8.8M |
| MN Wealth Advisors, LLC | 4.17% | Reduce -3.0% | 119,388 | $8.6M |
| Benjamin Edwards Inc. | 0.08% | Add +49.2% | 117,289 | $8.4M |
| MML Investors Services, LLC | 0.02% | Reduce -3.9% | 115,202 | $8.3M |
| Resolute Wealth Strategies, LLC | 3.47% | Add +5.4% | 112,106 | $8.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.5% | 109,423 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +208.9% | 95,426 | $6.9M |
| SIMA Wealth Partners, LLC | 5.18% | Reduce -0.8% | 94,742 | $6.8M |
| Mariner, LLC | 0.01% | Add +257.1% | 90,356 | $6.5M |
| Cyndeo Wealth Partners, LLC | 0.32% | Add +31.0% | 83,758 | $6.0M |
| Perennial Investment Advisors, LLC | 0.48% | Add +4.2% | 82,970 | $6.0M |
| Equitable Holdings, Inc. | 0.04% | Add +128.7% | 82,817 | $5.9M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -1.9% | 79,635 | $5.7M |
| Gemmer Asset Management LLC | 0.42% | Add +0.3% | 73,487 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +2.7% | 71,134 | $5.1M |
| Composition Wealth, LLC | 0.07% | Reduce -1.9% | 70,998 | $5.1M |
| Arkadios Wealth Advisors | 0.08% | Add +14.9% | 70,372 | $5.0M |
| Triad Wealth Partners, LLC | 0.39% | Add +12.9% | 69,375 | $5.0M |
| GGM Financial LLC | 2.22% | Reduce -9.8% | 67,176 | $4.8M |
| Harbour Investments, Inc. | 0.07% | Add +3.2% | 67,077 | $4.8M |
| Fagan Associates, Inc. | 0.65% | Add +0.1% | 65,239 | $4.7M |
| Captrust Financial Advisors | 0.01% | Reduce -2.1% | 64,050 | $4.6M |
| 5T Wealth, LLC | 1.74% | Reduce -0.6% | 61,458 | $4.4M |
| Summitpoint Capital Management | 5.56% | — | 61,090 | $4.4M |
| Western Wealth Management, LLC | 0.17% | Add +26.6% | 61,050 | $4.4M |
| Denver PWM, LLC | 1.38% | Reduce -37.9% | 52,531 | $4.0M |
| Ascent Group, LLC | 0.12% | Reduce -2.4% | 49,921 | $3.6M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +5.7% | 49,280 | $3.5M |
| Independent Advisor Alliance | 0.04% | New | 49,251 | $3.5M |
| CMH Wealth Management LLC | 0.59% | Add +6.2% | 47,520 | $3.4M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +0.7% | 43,796 | $3.1M |
| First Heartland Consultants, Inc. | 0.22% | Reduce -6.2% | 39,279 | $2.8M |
| First National Bank of Omaha | 0.09% | Add +5.3% | 39,939 | $2.8M |
| Fortis Group Advisors, LLC | 0.44% | Reduce -18.4% | 34,758 | $2.7M |
| Compass Wealth Management, LLC | 1.12% | Reduce -36.2% | 36,560 | $2.6M |
| Hopwood Nicholas Hunter | 0.81% | Add +3.6% | 35,462 | $2.5M |
| Quotient Wealth Partners, LLC | 0.06% | Add +40.4% | 33,922 | $2.4M |
| Crumly & Associates Inc. | 0.50% | Reduce -9.9% | 33,440 | $2.4M |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.