JPMorgan Active Value ETF (JAVA) Institutional Ownership

$60.48
+0.21 (+0.35%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for JPMorgan Active Value ETF (NYSEARCA:JAVA)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$338.00M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$33.05M
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JAVA Institutional Buying and Selling by Quarter

JPMorgan Active Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank3,536$212K0.0%+11.5%0.019%
5/16/2024 Sugar Maple Asset Management LLC12,991$778K0.8%N/A0.068%
5/15/2024 Kestra Advisory Services LLC306,736$18.37M0.1%+11.8%1.606%
5/14/2024 CreativeOne Wealth LLC26,853$1.61M0.1%-2.6%0.141%
5/14/2024 Commonwealth Financial Services LLC70,408$3.92M1.0%-0.3%0.369%
5/13/2024 Atlanta Consulting Group Advisors LLC8,002$479K0.2%N/A0.042%
5/10/2024 Osaic Holdings Inc.202,889$12.15M0.0%+100.5%1.115%
5/10/2024 Nwam LLC4,763$281K0.0%-6.7%0.026%
5/9/2024 Kingsview Wealth Management LLC3,626$217K0.0%N/A0.020%
5/8/2024 Avantax Advisory Services Inc.17,818$1.07M0.0%+2.0%0.098%
5/7/2024 WNY Asset Management LLC405,350$24.28M3.7%-1.5%2.227%
5/7/2024 BCGM Wealth Management LLC80,131$4.80M1.7%-16.6%0.440%
5/4/2024 Financial Connections Group Inc.9,427$565K0.6%-55.9%0.052%
5/4/2024 Geneos Wealth Management Inc.1,585$95K0.0%N/A0.009%
5/3/2024 Whittier Trust Co. of Nevada Inc.2,351$141K0.0%+91.8%0.013%
5/2/2024 Mutual Advisors LLC70,595$4.23M0.1%+7.3%0.388%
5/1/2024 Janney Montgomery Scott LLC745,094$44.62M0.1%+21.0%4.094%
5/1/2024 Avior Wealth Management LLC739,404$44.28M2.1%-2.2%4.063%
5/1/2024 Worth Financial Advisory Group LLC3,500$210K0.1%N/A0.019%
4/30/2024 Private Advisor Group LLC13,838$829K0.0%-1.9%0.076%
4/30/2024 MN Wealth Advisors LLC81,258$4.87M3.0%-9.7%0.446%
4/30/2024 Perigon Wealth Management LLC37,166$2.23M0.1%+53.3%0.204%
4/30/2024 Unionview LLC124,513$7.46M6.2%N/A0.684%
4/29/2024Commonwealth Equity Services LLC546,577$32.74M0.1%+69.5%3.003%
4/29/2024 Benjamin F. Edwards & Company Inc.22,972$1.38M0.0%+13.0%0.126%
4/24/2024 Krilogy Financial LLC11,802$707K0.1%-8.6%0.066%
4/23/2024 Raymond James Financial Services Advisors Inc.285,778$17.12M0.0%+19.3%1.592%
4/23/2024 StoneCrest Wealth Management Inc.28,653$1.72M1.5%-1.7%0.160%
4/23/2024 Sutton Place Investors LLC6,572$394K0.2%+21.9%0.037%
4/22/2024 Raymond James & Associates485,005$29.05M0.0%+7.2%2.702%
4/19/2024 Westside Investment Management Inc.3,731$223K0.1%N/A0.021%
4/19/2024 Lake Street Private Wealth LLC12,783$766K0.1%+2.6%0.071%
4/18/2024 Arlington Financial Advisors LLC257,113$15.40M3.4%+2.4%1.432%
4/16/2024 Firethorn Wealth Partners LLC3,370$202K0.1%N/A0.019%
4/16/2024 Wealth Enhancement Advisory Services LLC24,186$1.45M0.0%+7.8%0.135%
4/13/2024 Priebe Wealth Holdings LLC14,513$869K0.7%+12.8%0.081%
4/12/2024 Capital Advisors Wealth Management LLC3,394$203K0.0%N/A0.019%
4/12/2024 Strategic Planning Group LLC180,152$10.79M2.6%+18.0%1.004%
4/12/2024 Ignite Planners LLC3,385$202K0.1%N/A0.019%
4/12/2024 CMH Wealth Management LLC48,655$2.91M0.7%+2.5%0.271%
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4/12/2024 Steph & Co.602,285$36.07M12.4%N/A3.355%
4/11/2024 Security Financial Services INC.6,342$380K0.1%-13.3%0.035%
4/11/2024 RDA Financial Network3,457$207K0.1%N/A0.019%
4/10/2024 Daymark Wealth Partners LLC260,561$15.61M0.6%-0.2%1.452%
4/10/2024 Triangle Securities Wealth Management35,188$2.11M0.6%+65.0%0.196%
4/9/2024 Massmutual Trust Co. FSB ADV26,794$1.61M0.0%-17.6%0.306%
2/27/2024ARQ Wealth Advisors LLC108,248$6.02M3.6%+127.4%1.234%
2/21/2024 WNY Asset Management LLC411,723$22.90M3.9%-1.1%4.695%
2/14/2024 Visionary Wealth Advisors69,986$3.89M0.3%-2.1%0.798%
2/12/2024 Stifel Financial Corp337,052$18.75M0.0%+18.7%3.843%
2/12/2024 Steward Partners Investment Advisory LLC4,109$229K0.0%+559.6%0.047%
2/12/2024 3Chopt Investment Partners LLC14,915$830K0.3%N/A0.170%
2/9/2024 CreativeOne Wealth LLC27,561$1.53M0.1%-18.7%0.314%
2/9/2024 Thoroughbred Financial Services LLC5,249$292K0.0%-11.0%0.060%
2/9/2024 Gladstone Institutional Advisory LLC4,573$254K0.0%-11.3%0.052%
2/9/2024 UBS Group AG210,868$11.73M0.0%+8.2%2.404%
2/8/2024 BCGM Wealth Management LLC96,036$5.34M2.2%N/A1.095%
2/8/2024Wade G W & Inc.154,518$8.59M0.3%+246.4%1.762%
2/8/2024 Janney Montgomery Scott LLC615,571$34.24M0.1%+33.2%7.019%
2/7/2024 Avantax Advisory Services Inc.17,477$972K0.0%+27.8%0.199%
2/6/2024 Lincoln National Corp29,148$1.62M0.0%+23.2%0.332%
2/6/2024 Private Advisor Group LLC14,112$785K0.0%+172.5%0.161%
2/6/2024 Vestmark Advisory Solutions Inc.261,431$14.54M0.7%+9.2%2.981%
2/6/2024 Benjamin F. Edwards & Company Inc.20,335$1.13M0.0%-15.4%0.232%
2/5/2024 Avaii Wealth Management LLC118,581$6.60M4.3%+19.0%1.352%
2/5/2024 Silver Oak Securities Incorporated5,985$333K0.0%-12.0%0.068%
2/5/2024 Transcend Capital Advisors LLC5,826$324K0.0%+7.8%0.066%
2/2/2024 Atria Wealth Solutions Inc.17,795$990K0.0%+27.6%0.203%
2/1/2024 Northwest Capital Management Inc14,177$789K0.3%N/A0.162%
2/1/2024 CWM LLC76,460$4.25M0.0%+94.2%0.872%
1/31/2024 Litman Gregory Wealth Management LLC11,305$629K0.1%-4.2%0.129%
1/31/2024 Beaumont Financial Advisors LLC18,430$1.03M0.1%+16.4%0.210%
1/30/2024 Avior Wealth Management LLC756,031$42.05M2.5%+26.1%8.621%
1/30/2024 SFI Advisors LLC87,520$4.87M4.2%+274.9%0.998%
1/29/2024 Crumly & Associates Inc.16,841$937K0.3%N/A0.192%
1/29/2024 Perigon Wealth Management LLC24,238$1.35M0.0%N/A0.276%
1/29/2024 Sutton Place Investors LLC5,391$300K0.2%+8.1%0.061%
1/26/2024 Priebe Wealth Holdings LLC12,863$715K0.6%N/A0.147%
1/26/2024 Krilogy Financial LLC12,911$718K0.1%-15.8%0.147%
1/26/2024 Financial Connections Group Inc.21,396$1.19M0.8%-33.0%0.244%
1/25/2024 Americana Partners LLC153,927$8.56M0.8%+1.6%1.755%
1/24/2024 Stratos Wealth Partners LTD.6,157$342K0.0%+14.4%0.070%
1/24/2024 Private Trust Co. NA2,375$132K0.0%+59.7%0.027%
1/23/2024 DAVENPORT & Co LLC9,568$532K0.0%+40.1%0.109%
1/22/2024 Country Club Bank GFN8,450$472K0.0%N/A0.096%
1/22/2024 StoneCrest Wealth Management Inc.29,142$1.62M1.6%N/A0.332%
1/19/2024 CMH Wealth Management LLC47,486$2.64M0.6%+4.3%0.541%
1/18/2024 Global Retirement Partners LLC6,851$375K0.0%-17.2%0.078%
1/16/2024 Raymond James Financial Services Advisors Inc.239,576$13.33M0.0%-0.8%2.732%
1/16/2024 Security Financial Services INC.7,311$407K0.1%-2.9%0.083%
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1/16/2024 Raymond James & Associates452,635$25.18M0.0%+7.5%5.161%
1/16/2024 Rosenberg Matthew Hamilton707$39K0.0%N/A0.008%
1/16/2024 Cooper Financial Group11,801$656K0.1%-38.2%0.135%
1/12/2024 Mutual Advisors LLC65,800$3.66M0.1%+3.0%0.750%
1/12/2024 GPS Wealth Strategies Group LLC9,109$507K0.1%+55.4%0.104%
1/11/2024 Whittier Trust Co. of Nevada Inc.1,226$68K0.0%N/A0.014%
1/11/2024 Raymond James Trust N.A.4,970$276K0.0%N/A0.057%
1/11/2024 Triangle Securities Wealth Management21,323$1.19M0.4%+377.9%0.243%
1/11/2024 Alliance Wealth Advisors LLC37,866$2.11M1.4%+6.8%0.432%
1/10/2024 Wayfinding Financial LLC11,962$665K0.5%+12.7%0.136%
(Data available from 1/1/2016 forward)

JAVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JAVA shares?

During the previous two years, 108 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were LPL Financial LLC ($82.23M), Janney Montgomery Scott LLC ($44.62M), Avior Wealth Management LLC ($44.28M), Steph & Co. ($36.07M), Commonwealth Equity Services LLC ($32.74M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($31.97M), and Raymond James & Associates ($29.05M).Learn more on JAVA's institutional investors.

Which institutional investors have been buying JPMorgan Active Value ETF stock?

Of the 102 institutional investors that purchased JPMorgan Active Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.60M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($1.04M), Janney Montgomery Scott LLC ($745.09K), Commonwealth Equity Services LLC ($608.99K), Steph & Co. ($602.29K), Raymond James & Associates ($485.01K), and WNY Asset Management LLC ($416.16K).

How much institutional buying is happening at JPMorgan Active Value ETF?

Institutional investors have bought a total of 10,556,677 shares in the last 24 months. This purchase volume represents approximately $553.50M in transactions.

Which JPMorgan Active Value ETF major shareholders have been selling company stock?

Of the 33 institutional investors that sold JPMorgan Active Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Nelson Van Denburg & Campbell Wealth Management Group LLC ($436.36K), Beaumont Financial Advisors LLC ($287.65K), Financial Connections Group Inc. ($277.63K), CMH Wealth Management LLC ($52.72K), Commonwealth Equity Services LLC ($50.44K), Masso Torrence Wealth Management Inc. ($46.02K), and Massmutual Trust Co. FSB ADV ($20.37K).

How much institutional selling is happening at JPMorgan Active Value ETF?

Institutional investors have sold a total of 1,290,031 shares in the last 24 months. This volume of shares sold represents approximately $67.53M in transactions.


This page (NYSEARCA:JAVA) was last updated on 5/19/2024 by MarketBeat.com Staff

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