JPMorgan Active Value ETFJAVAETF
13F holders, Q2 2026 (June 30)276holders +11
31new positions
22sold out
6famous investors
$79.44avg. 13F price*
At the end of Q2 2026, 276 institutions reported holding JPMorgan Active Value ETF (JAVA) in their 13F filings, up 11 from Q1 2026. 31 opened new positions and 22 sold out. The largest holders were JPMorgan Chase & Co. ($1.6B), Dynasty Wealth Management, LLC ($718.9M) and LPL Financial LLC ($573.9M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Active Value ETF
- CUSIP
- 46641Q167
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $181.9M |
| Exits | 22 | $15.3M |
All 13F filers, Q1 2026 → Q2 2026: 6,484,184 shares bought and 4,701,365 shares sold, net +1,782,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| JPMorgan Chase & Co. | 0.10% | Reduce -4.7% | 20,570,939 | $1.6B |
| Dynasty Wealth Management, LLC | 5.34% | Add +10.4% | 9,053,209 | $718.9M |
| LPL Financial LLC | 0.13% | Add +8.1% | 7,226,489 | $573.9M |
| Sagespring Wealth Partners, LLC | 6.33% | Add +8.9% | 5,187,608 | $411.9M |
| OpenArc Corporate Advisory, LLC | 2.51% | Add +13.8% | 2,660,580 | $211.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -7.4% | 2,539,213 | $201.7M |
| Cetera Investment Advisers | 0.14% | Add +5.1% | 1,879,375 | $149.2M |
| Morgan Stanley | 0.01% | Reduce -9.7% | 1,688,045 | $134.0M |
| Janney Montgomery Scott LLC | 0.22% | New | 1,458,706 | $115.8M |
| Royal Bank of Canada | 0.02% | Add +8.9% | 1,306,578 | $103.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -6.6% | 1,121,325 | $89.0M |
| Jones Financial Companies LLLP | 0.03% | Add +19.2% | 1,054,640 | $83.3M |
| Avior Wealth Management, LLC | 2.00% | Reduce -2.2% | 956,185 | $75.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -4.5% | 930,344 | $73.9M |
| Steph & Co. | 18.35% | Reduce -0.2% | 912,599 | $72.5M |
| Orrstown Financial Services Inc. | 10.19% | Add +1.9% | 864,654 | $68.7M |
| Great Valley Advisor Group, Inc. | 1.04% | Add +4.6% | 827,129 | $65.7M |
| Raymond James Financial Inc. | 0.02% | Add +35.2% | 735,629 | $58.4M |
| Bank of America Corp. | 0.00% | Reduce -58.7% | 730,947 | $58.0M |
| Vestmark Advisory Solutions, Inc. | 0.52% | Reduce -35.9% | 703,546 | $55.9M |
| Kestra Advisory Services, LLC | 0.17% | Add +6.9% | 658,701 | $52.3M |
| CI Investments Inc. | 0.16% | Add +15.9% | 634,876 | $50.4M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -25.8% | 620,924 | $49.3M |
| Private Advisor Group, LLC | 0.21% | Add +25.2% | 591,136 | $46.9M |
| Northwest Financial Advisors | 5.99% | New | 567,601 | $45.1M |
| Osaic Holdings, Inc. | 0.05% | Add +37.1% | 561,090 | $44.6M |
| Convergence Financial, LLC | 3.49% | Add +56.8% | 552,018 | $43.8M |
| FSM Wealth Advisors, LLC | 4.69% | Add +4.9% | 550,530 | $43.7M |
| Intellus Advisors LLC | 4.73% | Add +1.8% | 490,286 | $38.9M |
| Unique Wealth, LLC | 4.35% | Add +17.9% | 470,589 | $37.4M |
| WNY Asset Management, LLC | 3.24% | Add +0.2% | 455,055 | $36.1M |
| Focus Partners Wealth | 0.03% | Reduce -0.9% | 428,827 | $34.1M |
| Daymark Wealth Partners, LLC | 0.78% | Reduce -6.5% | 404,169 | $32.1M |
| Stifel Financial Corp. | 0.03% | Add +0.1% | 394,605 | $31.3M |
| WealthPlan Investment Management, LLC | 1.50% | Add +16.9% | 380,934 | $30.2M |
| Americana Partners, LLC | 0.68% | Reduce -0.5% | 378,711 | $30.1M |
| Arlington Financial Advisors, LLC | 3.77% | Add +1.6% | 374,162 | $29.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.9% | 344,898 | $27.4M |
| UBS Group AG | 0.00% | Add +0.2% | 308,402 | $24.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +22.3% | 307,626 | $24.4M |
| Centerline Wealth Advisors, LLC | 7.60% | Add +5.4% | 305,286 | $24.2M |
| Triangle Securities Wealth Management | 3.99% | Add +1.9% | 253,006 | $20.1M |
| Confluence Wealth Services, Inc. | 0.56% | Add +15.5% | 246,308 | $19.6M |
| Prism Advisors, Inc. | 4.69% | Reduce -0.8% | 242,984 | $19.3M |
| Storen Legacy Partners, LLC | 5.24% | Add +8.5% | 242,201 | $19.2M |
| DAVENPORT & Co LLC | 0.10% | Add +77.2% | 240,777 | $19.1M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 239,863 | $19.0M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -10.0% | 237,042 | $18.8M |
| Sanctuary Advisors, LLC | 0.08% | Add +13.8% | 207,083 | $16.4M |
| Gill Capital Partners, LLC | 3.83% | Add +1.3% | 182,052 | $14.5M |
| Arq Wealth Advisors, LLC | 1.78% | Add +17.1% | 179,615 | $14.4M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +6.7% | 177,120 | $14.1M |
| BCGM Wealth Management, LLC | 2.93% | Reduce -16.3% | 174,732 | $13.9M |
| NewEdge Advisors, LLC | 0.04% | Add +6.5% | 164,361 | $13.1M |
| Keyvantage Wealth, LLC | 4.71% | Add +7.9% | 156,919 | $12.5M |
| Exchange Traded Concepts, LLC | 0.06% | Add +7.9% | 155,601 | $12.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 142,735 | $11.3M |
| Rehmann Capital Advisory Group | 0.51% | Add +12.4% | 138,442 | $11.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.06% | Reduce -5.2% | 133,932 | $10.5M |
| Capital Analysts, LLC | 0.24% | Add +6.1% | 131,393 | $10.4M |
| Geneos Wealth Management Inc. | 0.21% | Add +1.6% | 129,247 | $10.3M |
| Benjamin Edwards Inc. | 0.09% | Add +2.1% | 119,711 | $9.5M |
| MML Investors Services, LLC | 0.02% | Add +3.6% | 119,394 | $9.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.3% | 118,452 | $9.4M |
| Resolute Wealth Strategies, LLC | 3.59% | Add +4.0% | 116,560 | $9.3M |
| MN Wealth Advisors, LLC | 3.52% | Reduce -12.8% | 104,126 | $8.3M |
| Elevation Point Wealth Partners, LLC | 0.15% | Reduce -79.9% | 99,492 | $7.9M |
| Cyndeo Wealth Partners, LLC | 0.35% | Add +11.3% | 93,194 | $7.4M |
| SIMA Wealth Partners, LLC | 5.22% | Reduce -2.0% | 92,826 | $7.4M |
| Marshall Wace, LLP | 0.01% | New | 84,252 | $6.7M |
| Perigon Wealth Management, LLC | 0.10% | Add +3.3% | 82,266 | $6.5M |
| Triad Wealth Partners, LLC | 0.36% | Add +4.9% | 72,757 | $6.0M |
| Summitpoint Capital Management | 6.33% | Add +21.1% | 73,974 | $5.9M |
| Gemmer Asset Management LLC | 0.39% | Reduce -1.5% | 72,368 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Add +1.3% | 72,051 | $5.7M |
| Harbour Investments, Inc. | 0.08% | Add +7.4% | 72,035 | $5.7M |
| Arkadios Wealth Advisors | 0.09% | Add +2.3% | 71,999 | $5.7M |
| WCG Wealth Advisors LLC | 0.13% | Reduce -83.9% | 70,588 | $5.6M |
| Composition Wealth, LLC | 0.07% | Reduce -1.7% | 69,783 | $5.5M |
| Perennial Investment Advisors, LLC | 0.36% | Reduce -17.5% | 68,416 | $5.4M |
| GGM Financial LLC | 1.97% | Reduce -2.5% | 65,487 | $5.2M |
| Fagan Associates, Inc. | 0.64% | Reduce -0.2% | 65,108 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -37.1% | 60,005 | $4.8M |
| 5T Wealth, LLC | 1.76% | Reduce -3.3% | 59,413 | $4.7M |
| Merited Wealth, LLC | 3.33% | Add +90.0% | 59,352 | $4.7M |
| Captrust Financial Advisors | 0.01% | Reduce -7.4% | 59,303 | $4.7M |
| Western Wealth Management, LLC | 0.15% | Reduce -5.9% | 57,447 | $4.6M |
| Cibc World Market Inc. | 0.01% | Add +210.6% | 54,520 | $4.3M |
| WealthPLAN Partners, LLC | 0.81% | Add +94.1% | 53,155 | $4.2M |
| Denver PWM, LLC | 1.38% | Reduce -4.5% | 50,176 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +7.5% | 52,961 | $4.2M |
| CMH Wealth Management LLC | 0.62% | Add +8.5% | 51,550 | $4.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -39.8% | 49,835 | $4.0M |
| Ascent Group, LLC | 0.12% | Reduce -2.9% | 48,460 | $3.8M |
| First National Bank of Omaha | 0.10% | Add +14.8% | 45,866 | $3.6M |
| Worth Financial Advisory Group, LLC | 1.51% | New | 45,661 | $3.6M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -4.6% | 41,775 | $3.3M |
| Bluespring Wealth Management, LLC | 0.06% | New | 41,552 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +65.0% | 39,953 | $3.2M |
| Quotient Wealth Partners, LLC | 0.07% | Add +12.1% | 38,040 | $3.0M |
| Compass Wealth Management, LLC | 1.13% | Reduce -2.4% | 35,667 | $2.8M |
| WBH Advisory Inc. | 0.18% | Add +3.7% | 34,565 | $2.7M |
| Global Retirement Partners, LLC | 0.04% | — | 34,310 | $2.7M |
| Hopwood Nicholas Hunter | 0.68% | Reduce -12.0% | 31,220 | $2.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +5.7% | 31,177 | $2.5M |
| Crumly & Associates Inc. | 0.47% | Reduce -7.8% | 30,838 | $2.4M |
| Mgo One Seven LLC | 0.04% | Add +0.0% | 30,331 | $2.4M |
| Cauble & Harre Wealth Management, Inc. | 1.93% | Reduce -0.1% | 30,299 | $2.4M |
| Independence Asset Advisors, LLC | 0.61% | Add +30.8% | 29,710 | $2.4M |
| IFP Advisors, Inc | 0.04% | Add +13.7% | 28,824 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -69.9% | 27,230 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.0% | 26,648 | $2.1M |
| Fairvoy Private Wealth, LLC | 0.42% | Add +25.7% | 26,099 | $2.1M |
| Heritage Wealth Management, Inc. | 0.51% | Reduce -0.2% | 25,646 | $2.0M |
| Atlanta Consulting Group Advisors, LLC | 0.29% | Add +4.9% | 23,395 | $1.9M |
| PUREfi Wealth, LLC | 1.02% | Add +15.6% | 23,382 | $1.9M |
| Ignite Planners, LLC | 0.25% | Add +18.6% | 23,140 | $1.8M |
| First Heartland Consultants, Inc. | 0.12% | Reduce -42.5% | 22,603 | $1.8M |
| Farther Finance Advisors, LLC | 0.01% | Add +244.2% | 22,422 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +690.3% | 22,152 | $1.8M |
| Elevation Wealth Management LLC | 1.29% | Reduce -9.8% | 21,695 | $1.7M |
| Landaas & Co. /Wi | 0.31% | Add +20.7% | 21,441 | $1.7M |
| Traveka Wealth, LLC | 0.56% | Add +9.3% | 21,049 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.25% | Reduce -0.1% | 20,776 | $1.6M |
| 3Chopt Investment Partners, LLC | 0.31% | Reduce -9.9% | 20,449 | $1.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.59% | Add +46.9% | 20,255 | $1.6M |
| Belpointe Asset Management LLC | 0.05% | Add +15.0% | 20,134 | $1.6M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -26.8% | 19,623 | $1.6M |
| Mascagni Wealth Management, Inc. | 0.95% | Reduce -2.2% | 19,351 | $1.5M |
| IFG Advisory, LLC | 0.05% | New | 18,578 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +11.5% | 18,474 | $1.5M |
| Sugar Maple Asset Management, LLC | 0.93% | Add +2.1% | 18,176 | $1.4M |
| Clear Creek Financial Management, LLC | 0.09% | Add +3.1% | 17,075 | $1.4M |
| Twin Peaks Wealth Advisors, LLC | 0.30% | Reduce -3.6% | 16,631 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -25.0% | 16,109 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -9.9% | 16,102 | $1.3M |
| Curry Webb Wealth Management LLC | 0.53% | Reduce -24.3% | 16,046 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -4.2% | 15,089 | $1.2M |
| Providence First Trust Co | 0.32% | New | 14,562 | $1.2M |
| Frontier Asset Management, LLC | 0.20% | Add +0.4% | 14,043 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -35.3% | 13,835 | $1.1M |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -5.6% | 13,766 | $1.1M |
| Krilogy Financial LLC | 0.03% | Reduce -9.1% | 13,658 | $1.1M |
| Private Trust Co. NA | 0.09% | Add +11.7% | 13,484 | $1.1M |
| Essex Financial Services, Inc. | 0.05% | Add +284.5% | 13,247 | $1.1M |
| Bill Few Associates, Inc. | 0.22% | Add +7.8% | 13,108 | $1.0M |
| Sutton Place Investors LLC | 0.50% | Add +0.5% | 12,941 | $1.0M |
| Citadel Advisors | 0.00% | Add +231.1% | 12,726 | $1.0M |
| Wayfinding Financial, LLC | 0.38% | Reduce -28.2% | 12,509 | $993K |
| Rothschild Wealth LLC | 0.08% | No change | 12,101 | $961K |
| Kuhn & Co Investment Counsel | 0.54% | Reduce -0.7% | 11,710 | $930K |
| Renaissance Technologies | 0.00% | Add +225.0% | 11,700 | $929K |
| Summit Wealth Group LLC / Co. | 0.08% | Add +1.9% | 11,685 | $928K |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.6% | 11,618 | $923K |
| Procyon Advisors, LLC | 0.04% | Add +0.7% | 11,558 | $918K |
| Lake Street Private Wealth, LLC | 0.10% | Reduce -25.1% | 11,329 | $900K |
| Security National Bank of Sioux City Iowa | 0.36% | Add +94.4% | 11,022 | $875K |
| Verity Asset Management, Inc. | 0.32% | Add +5.0% | 10,743 | $853K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.4% | 10,617 | $843K |
| Weil Company, Inc. | 0.15% | Reduce -91.8% | 10,470 | $831K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +17.2% | 10,364 | $823K |
| M.E. Allison & Co., Inc. | 0.47% | Reduce -1.5% | 10,210 | $811K |
| Oak Barrel Wealth Advisory LLC | 0.35% | — | 10,083 | $801K |
| Fifth Third Bancorp | 0.00% | Add +11.8% | 9,874 | $784K |
| HUB Investment Partners, LLC | 0.01% | Reduce -22.0% | 9,669 | $768K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 9,619 | $764K |
| Moneco Advisors, LLC | 0.05% | Add +0.0% | 9,594 | $762K |
| AdvisorNet Financial, Inc | 0.03% | Add +13.4% | 9,345 | $742K |
| Compound Planning, Inc. | 0.02% | Reduce -29.7% | 9,108 | $723K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Add +0.4% | 8,959 | $711K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.6% | 8,519 | $676K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -30.7% | 8,464 | $672K |
| Obermeyer Wealth Partners | 0.03% | No change | 8,372 | $665K |
| TritonPoint Partners, LLC | 0.05% | Reduce -45.1% | 8,151 | $647K |
| Clear Point Advisors Inc. | 0.55% | New | 7,767 | $617K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +24.8% | 7,466 | $593K |
| Apella Capital, LLC | 0.01% | No change | 7,360 | $592K |
| Cordgrass Capital Advisors, LLC | 0.21% | Add +28.9% | 7,119 | $565K |
| Stephens Inc. | 0.01% | No change | 6,620 | $526K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 6,588 | $523K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -14.7% | 6,567 | $521K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,548 | $519K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.1% | 6,486 | $515K |
| Vise Technologies, Inc. | 0.01% | New | 6,345 | $504K |
| Global Wealth Strategies & Associates | 0.09% | Reduce -0.0% | 5,993 | $476K |
| Emergent Wealth Advisors, LLC | 0.25% | Reduce -0.8% | 5,939 | $472K |
| Independent Financial Group, LLC | 0.01% | No change | 5,892 | $468K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.8% | 5,889 | $468K |
| Avaii Wealth Management, LLC | 0.13% | Reduce -2.3% | 5,774 | $459K |
| Gotham Asset Management | 0.00% | No change | 5,659 | $449K |
| Truist Financial Corp. | 0.00% | Add +22.2% | 5,619 | $446K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +3.6% | 5,572 | $442K |
| Firethorn Wealth Partners, LLC | 0.13% | Reduce -29.3% | 5,267 | $418K |
| Creative Planning | 0.00% | Reduce -0.2% | 5,107 | $406K |
| Security National Bank of So Dak | 0.19% | Add +16.5% | 5,059 | $402K |
| Trexquant Investment LP | 0.00% | New | 5,029 | $399K |
| Visionary Wealth Advisors | 0.02% | Reduce -1.8% | 4,993 | $396K |
| AQR Capital Management | 0.00% | No change | 4,865 | $386K |
| Albion Financial Group | 0.02% | No change | 4,850 | $385K |
| First PREMIER Bank | 0.06% | No change | 4,718 | $375K |
| Westside Investment Management, Inc. | 0.05% | No change | 4,631 | $368K |
| Plan Group Financial, LLC | 0.08% | Reduce -2.8% | 4,602 | $365K |
| Quantinno Capital Management LP | 0.00% | New | 4,527 | $360K |
| AE Wealth Management LLC | 0.00% | Reduce -1.3% | 4,491 | $357K |
| Fisher Asset Management | 0.00% | New | 4,362 | $346K |
| Regal Investment Advisors LLC | 0.02% | Add +12.4% | 4,186 | $332K |
| GeoWealth Management, LLC | 0.01% | Reduce -26.2% | 4,179 | $332K |
| Pathstone Holdings, LLC | 0.00% | Add +0.5% | 4,145 | $329K |
| Alliance Wealth Advisors, LLC | 0.13% | Reduce -9.8% | 4,003 | $318K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,940 | $313K |
| Luts & Greenleigh Group, Inc. | 0.23% | Reduce -0.1% | 3,866 | $307K |
| Sequent Planning LLC | 0.07% | Add +30.7% | 3,836 | $305K |
| Beacon Capital Management, LLC | 0.04% | New | 3,775 | $300K |
| Summit Financial, LLC | 0.00% | Add +4.1% | 3,694 | $293K |
| Eclectic Associates Inc. | 0.03% | Reduce -10.9% | 3,622 | $288K |
| Atria Investments, Inc | 0.00% | Reduce -82.9% | 3,592 | $285K |
| Apollon Wealth Management, LLC | 0.00% | Add +10.0% | 3,409 | $271K |
| StoneX Group Inc. | 0.01% | Add +7.7% | 3,400 | $270K |
| MBA Advisors LLC | 0.09% | Reduce -10.1% | 3,346 | $266K |
| HRT Financial LP | 0.00% | New | 3,329 | $264K |
| Private Wealth Partners, LLC | 0.02% | No change | 3,200 | $254K |
| Capital Advisors Wealth Management, LLC | 0.03% | Add +0.8% | 3,014 | $239K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -73.5% | 3,014 | $239K |
| Kelly Financial Services LLC | 0.05% | Add +0.1% | 2,990 | $237K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 2,907 | $231K |
| Two Sigma Securities, LLC | 0.02% | New | 2,841 | $226K |
| Empirical Asset Management, LLC | 0.05% | Reduce -0.3% | 2,814 | $223K |
| Lido Advisors, LLC | 0.00% | New | 2,770 | $220K |
| Aegis Wealth Management, Inc. | 0.14% | Reduce -11.6% | 2,763 | $219K |
| Shared Vision Wealth Group LLC | 0.07% | New | 2,623 | $208K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 2,611 | $207K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,589 | $206K |
| Financial Partners Group, Inc | 0.02% | New | 2,581 | $205K |
| D. E. Shaw & Co. | 0.00% | New | 2,576 | $205K |
| Triumph Capital Management | 0.04% | No change | 2,524 | $200K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -6.7% | 2,070 | $167K |
| Tripletail Wealth Management, LLC | 0.19% | Reduce -0.6% | 2,051 | $164K |
| Parallel Advisors, LLC | 0.00% | No change | 1,840 | $146K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.3% | 1,652 | $131K |
| Cary Street Partners Financial LLC | 0.00% | Add +17.6% | 1,593 | $127K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,484 | $118K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,438 | $114K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,432 | $114K |
| Compass Financial Management LLC | 0.01% | — | 1,239 | $103K |
| BlackRock, Inc. | 0.00% | No change | 1,242 | $99K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 1,014 | $81K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -45.4% | 941 | $75K |
| Bank of Montreal | 0.00% | No change | 737 | $59K |
| LGT Financial Advisors LLC | 0.31% | Add +7.5% | 729 | $58K |
| Main Street Group, LTD | 0.01% | New | 534 | $42K |
| International Assets Investment Management, LLC | 0.00% | No change | 446 | $36K |
| Spire Wealth Management | 0.00% | Add +0.2% | 433 | $34K |
| Allworth Financial LP | 0.00% | Add +0.3% | 300 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 239 | $19K |
| Synergy Investment Management, LLC | 0.00% | Add +27.1% | 239 | $19K |
| Register Financial Advisors LLC | 0.01% | No change | 228 | $18K |
| TOWER TRUST & INVESTMENT Co | 0.01% | New | 145 | $12K |
| Signaturefd, LLC | 0.00% | No change | 140 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 122 | $10K |
| Comprehensive Financial Planning, Inc. | 0.00% | Add +1.1% | 96 | $8K |
| Vanguard Advisers Inc. | 0.00% | No change | 88 | $7K |
| McDonald Partners LLC | 0.00% | New | 77 | $6K |
| Trust Co. of Vermont | 0.00% | — | 68 | $5K |
| Clearstead Advisors, LLC | 0.00% | No change | 63 | $5K |
| Abound Wealth Management | 0.00% | Reduce -80.8% | 63 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -18.5% | 53 | $4K |
| Essential Investment Partners LLC | 0.00% | No change | 47 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 45 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 43 | $3K |
| Assetmark, Inc. | 0.00% | No change | 39 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 34 | $3K |
| Security National Bank | 0.00% | New | 30 | $2K |
| Asset Dedication, LLC | 0.00% | New | 25 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 20 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 18 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 3 | $238 |
"% of holder's portfolio" is JAVA's weight in each manager's 13F, not the share of JPMorgan Active Value ETF the manager owns.