JAVA Institutional Ownership & Shareholders
JPMORGAN ACTIVE VALUE ETF (JAVA) is currently held by 277 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.35B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JAVA tracked by InsiderSet, reporting ownership valued at approximately $1.64B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.71B, representing an estimated gain of +4.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed JAVA value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Dynasty Wealth Management, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JPMORGAN ACTIVE VALUE ETF (JAVA).
This page ranks the largest institutional JAVA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
277
Total Reported Value
$6.35B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$1.64B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.10% | 20,570,939 | $1,635,595,493 | $1,706,565,099 | +$70,969,606 | +4.34% | |
| Dynasty Wealth Management, Llc | 5.34% | 9,053,209 | $718,915,303 | $751,054,219 | +$32,138,916 | +4.47% | |
| Lpl Financial Llc | 0.13% | 7,226,489 | $573,855,431 | $599,509,527 | +$25,654,096 | +4.47% | |
| Sagespring Wealth Partners, Llc | 6.41% | 5,401,535 | $430,610,335 | $448,111,344 | +$17,501,009 | +4.06% | |
| Openarc Corporate Advisory, Llc | 2.55% | 2,834,245 | $225,946,045 | $235,128,965 | +$9,182,920 | +4.06% | |
| Ameriprise Financial Inc | 0.04% | 2,539,213 | $201,654,463 | $210,653,110 | +$8,998,647 | +4.46% | |
| Cetera Investment Advisers | 0.14% | 1,879,375 | $149,241,236 | $155,912,950 | +$6,671,714 | +4.47% | |
| Morgan Stanley | 0.01% | 1,688,045 | $134,047,696 | $140,040,213 | +$5,992,517 | +4.47% | |
| Janney Montgomery Scott Llc | 0.22% | 1,458,706 | $115,836,000 | $121,014,250 | +$5,178,250 | +4.47% | |
| Royal Bank Of Canada | 0.02% | 1,306,578 | $103,755,000 | $108,393,711 | +$4,638,711 | +4.47% | |
| Envestnet Asset Management Inc | 0.02% | 1,121,325 | $89,044,427 | $93,025,122 | +$3,980,695 | +4.47% | |
| Jones Financial Companies Lllp | 0.03% | 1,054,640 | $83,316,570 | $87,492,934 | +$4,176,364 | +5.01% | |
| Avior Wealth Management, Llc | 2.11% | 1,002,489 | $79,918,433 | $83,166,487 | +$3,248,054 | +4.06% | |
| Pnc Financial Services Group, Inc. | 0.04% | 930,344 | $73,878,604 | $77,181,338 | +$3,302,734 | +4.47% | |
| Orrstown Financial Services Inc | 10.27% | 859,042 | $68,482,829 | $71,266,124 | +$2,783,295 | +4.06% | |
| Steph & Co | 17.42% | 857,239 | $68,339,093 | $71,116,547 | +$2,777,454 | +4.06% | |
| Great Valley Advisor Group, Inc. | 1.04% | 827,129 | $65,682,549 | $68,618,622 | +$2,936,073 | +4.47% | |
| Raymond James Financial Inc | 0.02% | 735,629 | $58,416,279 | $61,027,782 | +$2,611,503 | +4.47% | |
| Bank Of America Corp | 0.00% | 730,947 | $58,044,509 | $60,639,363 | +$2,594,854 | +4.47% | |
| Vestmark Advisory Solutions, Inc. | 0.52% | 703,546 | $55,868,561 | $58,366,176 | +$2,497,615 | +4.47% | |
| Kestra Advisory Services, Llc | 0.16% | 686,505 | $54,728,184 | $56,952,455 | +$2,224,271 | +4.06% | |
| Ci Investments Inc. | 0.16% | 634,876 | $50,415,503 | $52,669,313 | +$2,253,810 | +4.47% | |
| Private Advisor Group, Llc | 0.22% | 591,136 | $46,942,068 | $49,040,643 | +$2,098,575 | +4.47% | |
| Fsm Wealth Advisors, Llc | 4.83% | 576,158 | $46,697,615 | $47,798,068 | +$1,100,453 | +2.36% | |
| Osaic Holdings, Inc. | 0.05% | 561,090 | $44,576,128 | $46,548,026 | +$1,971,898 | +4.42% | |
| Northwest Financial Advisors | 5.98% | 557,437 | $44,438,852 | $46,244,974 | +$1,806,122 | +4.06% | |
| Unique Wealth, Llc | 4.47% | 491,331 | $39,168,882 | $40,760,820 | +$1,591,938 | +4.06% | |
| Commonwealth Equity Services, Llc | 0.05% | 490,111 | $39,071,659 | $40,659,609 | +$1,587,950 | +4.06% | |
| Intellus Advisors Llc | 4.73% | 490,286 | $38,933,582 | $40,674,127 | +$1,740,545 | +4.47% | |
| Wny Asset Management, Llc | 3.24% | 455,055 | $36,135,907 | $37,751,363 | +$1,615,456 | +4.47% | |
| Focus Partners Wealth | 0.03% | 428,827 | $34,053,194 | $35,575,488 | +$1,522,294 | +4.47% | |
| Americana Partners, Llc | 0.69% | 403,635 | $32,177,795 | $33,485,560 | +$1,307,765 | +4.06% | |
| Daymark Wealth Partners, Llc | 0.78% | 404,169 | $32,095,046 | $33,529,860 | +$1,434,814 | +4.47% | |
| Stifel Financial Corp | 0.03% | 394,605 | $31,335,880 | $32,736,431 | +$1,400,551 | +4.47% | |
| Wealthplan Investment Management, Llc | 1.34% | 345,482 | $27,541,849 | $28,661,187 | +$1,119,338 | +4.06% | |
| Rockefeller Capital Management L.P. | 0.04% | 344,898 | $27,388,402 | $28,612,738 | +$1,224,336 | +4.47% | |
| Centerline Wealth Advisors, Llc | 7.69% | 309,239 | $24,652,542 | $25,654,467 | +$1,001,925 | +4.06% | |
| Ubs Group Ag | 0.00% | 308,402 | $24,490,203 | $25,585,030 | +$1,094,827 | +4.47% | |
| Davenport & Co Llc | 0.13% | 306,668 | $24,447,587 | $25,441,177 | +$993,590 | +4.06% | |
| Ifp Advisors, Inc | 0.40% | 293,835 | $23,424,526 | $24,376,552 | +$952,026 | +4.06% | |
| Convergence Financial, Llc | 3.20% | 286,365 | $22,829,013 | $23,756,840 | +$927,827 | +4.06% | |
| Triangle Securities Wealth Management | 3.91% | 256,282 | $20,430,787 | $21,261,155 | +$830,368 | +4.06% | |
| Confluence Wealth Services, Inc. | 0.56% | 246,308 | $19,559,310 | $20,433,712 | +$874,402 | +4.47% | |
| Storen Legacy Partners, Llc | 5.24% | 242,201 | $19,233,149 | $20,092,995 | +$859,846 | +4.47% | |
| Wells Fargo & Company/Mn | 0.00% | 239,863 | $19,047,498 | $19,899,034 | +$851,536 | +4.47% | |
| Integrated Wealth Concepts Llc | 0.12% | 237,042 | $18,823,542 | $19,665,004 | +$841,462 | +4.47% | |
| Cwm, Llc | 0.05% | 245,014 | $17,579,790 | $20,326,361 | +$2,746,571 | +15.62% | |
| Sanctuary Advisors, Llc | 0.08% | 207,083 | $16,444,498 | $17,179,606 | +$735,108 | +4.47% | |
| Gill Capital Partners, Llc | 4.28% | 196,247 | $15,644,777 | $16,280,651 | +$635,874 | +4.06% | |
| Concurrent Investment Advisors, Llc | 0.10% | 185,892 | $14,819,310 | $15,421,600 | +$602,290 | +4.06% |
Frequently asked questions about JAVA
Who are the largest institutional holders of JAVA?
The largest institutional holders of JAVA reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Dynasty Wealth Management, Llc, Lpl Financial Llc, Sagespring Wealth Partners, Llc, and Openarc Corporate Advisory, Llc. InsiderSet ranks institutional holders by their latest reported JAVA position.
What is JAVA institutional ownership?
This page tracks JAVA positions reported by institutional investment managers through SEC Form 13F. JPMORGAN ACTIVE VALUE ETF (JAVA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JAVA?
InsiderSet currently tracks 277 institutional managers reporting JAVA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JAVA shareholders.
How much JAVA stock do institutions own?
Institutional investment managers disclosed approximately $6.35B in JAVA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JAVA institutional ownership last updated?
The latest JAVA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JAVA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JAVA position after the reporting date.
Are institutions buying or selling JAVA?
Institutional buying and selling can be analyzed by comparing JAVA positions across consecutive 13F reporting periods. InsiderSet's JAVA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JAVA ownership changes.
How has JAVA institutional ownership changed over time?
InsiderSet tracks JAVA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.