JPMORGAN ACTIVE VALUE ETF JAVA
$80.18
+0.4% 52w: $62.99 – $80.18
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data62.9971.5880.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
262
+11 QoQ
13F value
$5.62B
+14.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.7×
$276K calls / $414K puts
Institutional value by quarter
Number of holders
Who owns JAVA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 21.6M | $1.53B | 0.1% | +5.8% |
| Dynasty Wealth Management, LLC | Wealth advisor | 8.2M | $588.2M | 5.1% | +71.6% |
| LPL Financial LLC | Bank broker | 6.7M | $479.8M | 0.1% | +6.8% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 4.8M | $341.9M | 6.2% | +13.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.7M | $196.6M | 0.0% | +4.0% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 2.3M | $167.7M | 2.4% | +43.9% |
| MORGAN STANLEY | Bank broker | 1.9M | $134.1M | 0.0% | +4.3% |
| Cetera Investment Advisers | Wealth advisor | 1.8M | $128.3M | 0.1% | +29.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.8M | $127.1M | 0.0% | +117.0% |
| ROYAL BANK OF CANADA | Bank broker | 1.2M | $86.1M | 0.0% | +83.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $86.1M | 0.0% | -1.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.1M | $78.8M | 0.9% | +75.7% |
| Avior Wealth Management, LLC | Wealth advisor | 978.1K | $70.2M | 2.0% | -4.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 973.7K | $69.9M | 0.0% | -6.0% |
| STEPH & CO | Wealth advisor | 914.4K | $65.6M | 18.7% | +11.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 884.7K | $62.2M | 0.0% | +24.8% |
| ORRSTOWN FINANCIAL SERVICES INC | Wealth advisor | 848.8K | $60.9M | 10.2% | +4.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 837.1K | $60.1M | 0.1% | -17.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 790.7K | $56.7M | 1.0% | +2.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 616.4K | $44.2M | 0.2% | +3.5% |
| CI INVESTMENTS INC. | Diversified mechanical | 547.9K | $39.3M | 0.2% | +27.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 544.0K | $39.0M | 0.0% | +13.4% |
| FSM Wealth Advisors, LLC | Wealth advisor | 524.9K | $37.7M | 4.8% | +11.4% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 495.7K | $35.6M | 0.8% | New |
| Intellus Advisors LLC | Wealth advisor | 481.6K | $34.6M | 4.7% | +1.0% |
| Private Advisor Group, LLC | Wealth advisor | 472.1K | $33.9M | 0.2% | +0.9% |
| WNY Asset Management, LLC | Wealth advisor | 454.2K | $32.6M | 3.4% | — |
| WCG Wealth Advisors LLC | Wealth advisor | 438.9K | $31.5M | 0.9% | +2.1% |
| Focus Partners Wealth | Wealth advisor | 432.8K | $31.1M | 0.0% | +2.1% |
| DAYMARK WEALTH PARTNERS, LLC | Other | 432.5K | $31.0M | 1.0% | +6.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 409.3K | $29.4M | 0.0% | -6.3% |
| UNIQUE WEALTH, LLC | Wealth advisor | 399.1K | $28.6M | 4.0% | +40.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 394.4K | $28.3M | 0.0% | -7.3% |
| Americana Partners, LLC | Other | 380.5K | $27.3M | 0.7% | -30.2% |
| Arlington Financial Advisors, LLC | Wealth advisor | 368.3K | $26.4M | 3.8% | +1.6% |
| Convergence Financial, LLC | Wealth advisor | 352.0K | $25.3M | 2.7% | -2.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 342.0K | $24.5M | 0.0% | +871.1% |
| WealthPlan Investment Management, LLC | Wealth advisor | 325.9K | $23.4M | 1.3% | +82.3% |
| UBS Group AG | Bank broker | 307.7K | $22.1M | 0.0% | -59.3% |
| Centerline Wealth Advisors, LLC | Wealth advisor | 289.6K | $20.8M | 7.5% | +30.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 263.3K | $18.9M | 0.2% | +6038.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 251.5K | $18.0M | 0.0% | +14.8% |
| Triangle Securities Wealth Management | Other | 248.2K | $17.8M | 4.0% | +3.1% |
| CWM, LLC | Wealth advisor | 245.0K | $17.6M | 0.0% | -6.1% |
| Prism Advisors, Inc. | Wealth advisor | 244.9K | $17.6M | 4.7% | -3.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 232.0K | $16.6M | 0.0% | +5.8% |
| Storen Legacy Partners, LLC | Wealth advisor | 223.3K | $16.0M | 5.0% | New |
| Confluence Wealth Services, Inc. | Wealth advisor | 213.2K | $15.3M | 0.6% | +6.6% |
| BCGM Wealth Management, LLC | Wealth advisor | 208.7K | $15.0M | 3.8% | -0.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 182.0K | $13.1M | 0.1% | -3.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.