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 |
| WBH Advisory Inc. | 0.18% | Add +8.8% | 33,324 | $2.4M |
| Cauble & Harre Wealth Management, Inc. | 1.84% | Reduce -5.0% | 30,313 | $2.3M |
| Merited Wealth, LLC | 1.86% | Add +115.0% | 31,233 | $2.2M |
| Mgo One Seven LLC | 0.04% | Reduce -8.4% | 30,326 | $2.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.8% | 29,498 | $2.1M |
| WealthPLAN Partners, LLC | 0.38% | Add +372.1% | 27,388 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 27,191 | $2.0M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -2.0% | 26,793 | $1.9M |
| Heritage Wealth Management, Inc. | 0.91% | Reduce -0.7% | 25,705 | $1.8M |
| IFP Advisors, Inc | 0.04% | Add +7.3% | 25,344 | $1.8M |
| RFG Advisory, LLC | 0.03% | New | 23,524 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +27.6% | 24,218 | $1.7M |
| Elevation Wealth Management LLC | 1.59% | Reduce -5.5% | 24,049 | $1.7M |
| Ascentis Independent Advisors | 0.13% | New | 23,398 | $1.7M |
| Independence Asset Advisors, LLC | 0.59% | Add +129.5% | 22,711 | $1.6M |
| 3Chopt Investment Partners, LLC | 0.37% | Reduce -0.3% | 22,704 | $1.6M |
| Atlanta Consulting Group Advisors, LLC | 0.34% | Add +0.9% | 22,305 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +111.8% | 22,184 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +152.7% | 21,483 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -4.8% | 21,367 | $1.5M |
| Curry Webb Wealth Management LLC | 0.72% | Reduce -14.6% | 21,202 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -14.1% | 20,999 | $1.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.25% | Reduce -13.3% | 20,797 | $1.5M |
| Fairvoy Private Wealth, LLC | 0.36% | Add +49.0% | 20,762 | $1.5M |
| PUREfi Wealth, LLC | 0.95% | Add +58.9% | 20,227 | $1.5M |
| Ignite Planners, LLC | 0.22% | Add +28.8% | 19,504 | $1.4M |
| Mascagni Wealth Management, Inc. | 1.01% | Reduce -8.3% | 19,778 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -11.0% | 19,688 | $1.4M |
| Traveka Wealth, LLC | 0.53% | Add +22.7% | 19,260 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +28.2% | 17,878 | $1.3M |
| Sugar Maple Asset Management, LLC | 0.78% | Reduce -2.8% | 17,808 | $1.3M |
| Landaas & Co. /Wi | 0.28% | No change | 17,768 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +384.2% | 17,553 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Add +14.0% | 17,513 | $1.3M |
| Wayfinding Financial, LLC | 0.54% | Add +1.4% | 17,414 | $1.2M |
| Twin Peaks Wealth Advisors, LLC | 0.31% | Reduce -0.2% | 17,259 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +7.2% | 16,575 | $1.2M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -2.5% | 16,558 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -1.0% | 15,747 | $1.1M |
| Krilogy Financial LLC | 0.04% | Reduce -5.1% | 15,031 | $1.1M |
| Lake Street Private Wealth, LLC | 0.14% | Reduce -3.0% | 15,132 | $1.1M |
| TritonPoint Partners, LLC | 0.39% | New | 14,846 | $1.1M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -2.9% | 14,584 | $1.0M |
| Frontier Asset Management, LLC | 0.21% | Reduce -1.5% | 13,982 | $1.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.41% | Add +9.4% | 13,792 | $990K |
| Compound Planning, Inc. | 0.03% | Reduce -10.1% | 12,956 | $930K |
| Sutton Place Investors LLC | 0.51% | Reduce -3.5% | 12,872 | $924K |
| HUB Investment Partners, LLC | 0.02% | Reduce -5.3% | 12,392 | $889K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.0% | 12,213 | $876K |
| Bill Few Associates, Inc. | 0.21% | Add +12.0% | 12,161 | $873K |
| Rothschild Wealth LLC | 0.08% | No change | 12,101 | $868K |
| Private Trust Co. NA | 0.08% | Reduce -4.4% | 12,073 | $866K |
| Kuhn & Co Investment Counsel | 0.55% | No change | 11,795 | $846K |
| Procyon Advisors, LLC | 0.04% | Add +94.8% | 11,480 | $824K |
| Summit Wealth Group LLC / Co. | 0.09% | Reduce -1.9% | 11,469 | $823K |
| Gateway Wealth Partners, LLC | 0.03% | Add +104.4% | 11,390 | $817K |
| Mutual Advisors, LLC | 0.02% | Add +11.6% | 10,875 | $780K |
| M.E. Allison & Co., Inc. | 0.49% | No change | 10,365 | $744K |
| Verity Asset Management, Inc. | 0.31% | Add +4.4% | 10,229 | $734K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.4% | 9,591 | $688K |
| Moneco Advisors, LLC | 0.05% | Add +3.1% | 9,590 | $688K |
| Strategic Financial Concepts, LLC | 0.16% | Add +45.9% | 9,150 | $657K |
| XTX Topco Ltd | 0.01% | New | 8,992 | $645K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Reduce -0.3% | 8,921 | $640K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +51.7% | 8,843 | $634K |
| Fifth Third Bancorp | 0.00% | New | 8,829 | $633K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.4% | 8,653 | $621K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 8,381 | $601K |
| Obermeyer Wealth Partners | 0.03% | No change | 8,372 | $601K |
| AdvisorNet Financial, Inc | 0.03% | Add +16.2% | 8,241 | $591K |
| Nvwm, LLC | 0.13% | No change | 8,003 | $574K |
| Apella Capital, LLC | 0.01% | New | 7,360 | $556K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.6% | 7,700 | $552K |
| Firethorn Wealth Partners, LLC | 0.20% | Reduce -2.2% | 7,452 | $535K |
| Financial Connections Group, Inc. | 0.18% | No change | 7,360 | $528K |
| Stephens Inc. | 0.01% | Add +1.5% | 6,620 | $475K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.9% | 6,588 | $473K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +10.9% | 6,548 | $469K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.3% | 6,514 | $469K |
| IHT Wealth Management, LLC | 0.01% | New | 6,187 | $444K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.9% | 6,170 | $443K |
| Global Wealth Strategies & Associates | 0.11% | Reduce -19.9% | 5,995 | $430K |
| Emergent Wealth Advisors, LLC | 0.25% | New | 5,990 | $430K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.0% | 5,985 | $429K |
| Avaii Wealth Management, LLC | 0.15% | Add +4.8% | 5,909 | $424K |
| Independent Financial Group, LLC | 0.01% | Add +3.5% | 5,892 | $423K |
| Atticus Wealth Management, LLC | 0.11% | Reduce -4.7% | 5,834 | $419K |
| Security National Bank of Sioux City Iowa | 0.24% | New | 5,671 | $407K |
| GeoWealth Management, LLC | 0.01% | Add +1.8% | 5,664 | $406K |
| Gotham Asset Management | 0.00% | New | 5,659 | $406K |
| Cordgrass Capital Advisors, LLC | 0.09% | Add +14.7% | 5,523 | $396K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -23.6% | 5,378 | $386K |
| Qube Research & Technologies Ltd | 0.00% | Add +77.8% | 5,374 | $386K |
| Creative Planning | 0.00% | Reduce -3.6% | 5,118 | $367K |
| Visionary Wealth Advisors | 0.02% | No change | 5,086 | $365K |
| AQR Capital Management | 0.00% | Add +66.2% | 4,865 | $349K |
| Albion Financial Group | 0.02% | No change | 4,850 | $348K |
| Plan Group Financial, LLC | 0.08% | Reduce -0.4% | 4,736 | $340K |
| First PREMIER Bank | 0.08% | No change | 4,718 | $339K |
| Westside Investment Management, Inc. | 0.05% | No change | 4,631 | $333K |
| Truist Financial Corp. | 0.00% | Add +2.6% | 4,599 | $330K |
| AE Wealth Management LLC | 0.00% | Add +7.8% | 4,551 | $327K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +4.3% | 4,436 | $318K |
| Waverly Advisors, LLC | 0.00% | New | 4,429 | $318K |
| Security National Bank of So Dak | 0.15% | New | 4,343 | $312K |
| Pathstone Holdings, LLC | 0.00% | Add +19.7% | 4,125 | $296K |
| Eclectic Associates Inc. | 0.04% | No change | 4,065 | $292K |
| Luts & Greenleigh Group, Inc. | 0.22% | Add +6.9% | 3,871 | $278K |
| Citadel Advisors | 0.00% | Reduce -63.1% | 3,844 | $276K |
| Regal Investment Advisors LLC | 0.02% | New | 3,723 | $267K |
| MBA Advisors LLC | 0.10% | Reduce -8.5% | 3,722 | $267K |
| Renaissance Technologies | 0.00% | Reduce -67.0% | 3,600 | $258K |
| Summit Financial, LLC | 0.00% | New | 3,547 | $254K |
| Essex Financial Services, Inc. | 0.01% | New | 3,445 | $247K |
| Private Wealth Partners, LLC | 0.02% | No change | 3,200 | $230K |
| StoneX Group Inc. | 0.01% | Reduce -70.0% | 3,158 | $227K |
| Aegis Wealth Management, Inc. | 0.18% | Add +9.0% | 3,126 | $224K |
| Apollon Wealth Management, LLC | 0.00% | No change | 3,100 | $222K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,044 | $218K |
| Capital Advisors Wealth Management, LLC | 0.03% | Add +0.2% | 2,990 | $215K |
| Kelly Financial Services LLC | 0.05% | Add +5.2% | 2,987 | $214K |
| Flow Traders U.S. LLC | 0.01% | New | 2,987 | $214K |
| Sequent Planning LLC | 0.05% | New | 2,935 | $211K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | Reduce -8.5% | 2,907 | $209K |
| Empirical Asset Management, LLC | 0.05% | Add +1.1% | 2,822 | $202K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 2,803 | $201K |
| Triumph Capital Management | 0.04% | Add +40.0% | 2,524 | $181K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,219 | $161K |
| Tripletail Wealth Management, LLC | 0.20% | New | 2,064 | $149K |
| Parallel Advisors, LLC | 0.00% | No change | 1,840 | $132K |
| MAI Capital Management | 0.00% | New | 1,791 | $129K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.6% | 1,722 | $124K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.7% | 1,512 | $108K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,484 | $106K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,438 | $103K |
| Cary Street Partners Financial LLC | 0.00% | Add +687.8% | 1,355 | $97K |
| BlackRock, Inc. | 0.00% | New | 1,242 | $89K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 1,014 | $73K |
| Root Financial Partners, LLC | 0.00% | No change | 800 | $57K |
| Bank of Montreal | 0.00% | No change | 737 | $53K |
| LGT Financial Advisors LLC | 0.25% | Reduce -1.4% | 678 | $49K |
| International Assets Investment Management, LLC | 0.00% | No change | 446 | $32K |
| Spire Wealth Management | 0.00% | Add +0.7% | 432 | $31K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +0.9% | 337 | $24K |
| Abound Wealth Management | 0.01% | New | 328 | $24K |
| Allworth Financial LP | 0.00% | Add +0.3% | 299 | $21K |
| FAS Wealth Partners, Inc. | 0.00% | New | 299 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 239 | $17K |
| Register Financial Advisors LLC | 0.01% | New | 228 | $16K |
| Synergy Investment Management, LLC | 0.00% | New | 188 | $14K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 187 | $13K |
| WealthShield Partners, LLC | 0.00% | No change | 159 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +138.1% | 150 | $11K |
| Signaturefd, LLC | 0.00% | No change | 140 | $10K |
| Rossby Financial, LCC | 0.00% | No change | 122 | $9K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 95 | $7K |
| Vanguard Advisers Inc. | 0.00% | — | 88 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.8% | 65 | $5K |
| Clearstead Advisors, LLC | 0.00% | Add +75.0% | 63 | $5K |
| Godsey & Gibb, Inc. | 0.00% | No change | 62 | $4K |
| Essential Investment Partners LLC | 0.00% | No change | 47 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -85.5% | 45 | $3K |
| Assetmark, Inc. | 0.00% | No change | 39 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 34 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 15 | $1K |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.