JPMORGAN ACTIVE VALUE ETF (JAVA) Institutional Shareholders
JPMORGAN ACTIVE VALUE ETF (JAVA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.16B in JAVA holdings during the latest filing period.
Dynasty Wealth Management, Llc is currently the largest disclosed institutional shareholder of JAVA tracked by InsiderSet, reporting ownership valued at approximately $588.19M in its March 31, 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 $668.61M, representing an estimated gain of +13.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed JAVA value among the investors covered in this analysis. Major shareholders include Dynasty Wealth Management, Llc, Lpl Financial Llc, Sagespring Wealth Partners, 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
261
Total Reported Value
$4.16B
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$588.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, Llc | 5.13% | 8,197,776 | $588,190,447 | $668,610,611 | +$80,420,164 | +13.67% | |
| Lpl Financial Llc | 0.13% | 6,687,339 | $479,816,542 | $545,419,369 | +$65,602,827 | +13.67% | |
| Sagespring Wealth Partners, Llc | 6.23% | 4,765,340 | $341,913,168 | $388,661,130 | +$46,747,962 | +13.67% | |
| Ameriprise Financial Inc | 0.05% | 2,741,557 | $196,613,303 | $223,601,389 | +$26,988,086 | +13.73% | |
| Openarc Corporate Advisory, Llc | 2.40% | 2,337,591 | $167,722,169 | $190,653,922 | +$22,931,753 | +13.67% | |
| Morgan Stanley | 0.01% | 1,869,602 | $134,143,959 | $152,484,739 | +$18,340,780 | +13.67% | |
| Cetera Investment Advisers | 0.14% | 1,788,286 | $128,309,510 | $145,852,606 | +$17,543,096 | +13.67% | |
| Bank Of America Corp | 0.01% | 1,771,693 | $127,118,991 | $144,499,281 | +$17,380,290 | +13.67% | |
| Royal Bank Of Canada | 0.02% | 1,200,108 | $86,107,000 | $97,880,808 | +$11,773,808 | +13.67% | |
| Envestnet Asset Management Inc | 0.02% | 1,200,038 | $86,102,759 | $97,875,099 | +$11,772,340 | +13.67% | |
| Vestmark Advisory Solutions, Inc. | 0.87% | 1,098,170 | $78,793,716 | $89,566,745 | +$10,773,029 | +13.67% | |
| Avior Wealth Management, Llc | 2.00% | 956,185 | $75,930,648 | $77,986,449 | +$2,055,801 | +2.71% | |
| Steph & Co | 18.35% | 912,599 | $72,469,487 | $74,431,574 | +$1,962,087 | +2.71% | |
| Pnc Financial Services Group, Inc. | 0.04% | 973,671 | $69,860,916 | $79,412,607 | +$9,551,691 | +13.67% | |
| Orrstown Financial Services Inc | 10.19% | 864,654 | $68,662,174 | $70,521,180 | +$1,859,006 | +2.71% | |
| Jones Financial Companies Lllp | 0.03% | 884,672 | $62,192,417 | $72,153,848 | +$9,961,431 | +16.02% | |
| Great Valley Advisor Group, Inc. | 1.03% | 790,724 | $56,734,274 | $64,491,449 | +$7,757,175 | +13.67% | |
| Kestra Advisory Services, Llc | 0.17% | 658,701 | $52,307,469 | $53,723,654 | +$1,416,185 | +2.71% | |
| Commonwealth Equity Services, Llc | 0.06% | 620,924 | $49,307,596 | $50,642,561 | +$1,334,965 | +2.71% | |
| Private Advisor Group, Llc | 0.22% | 591,136 | $46,942,068 | $48,213,052 | +$1,270,984 | +2.71% | |
| Northwest Financial Advisors | 5.99% | 567,601 | $45,073,168 | $46,293,538 | +$1,220,370 | +2.71% | |
| Fsm Wealth Advisors, Llc | 4.69% | 550,530 | $43,717,611 | $44,901,227 | +$1,183,616 | +2.71% | |
| Ci Investments Inc. | 0.19% | 547,918 | $39,313,117 | $44,688,192 | +$5,375,075 | +13.67% | |
| Raymond James Financial Inc | 0.01% | 543,980 | $39,030,612 | $44,367,009 | +$5,336,397 | +13.67% | |
| Unique Wealth, Llc | 4.35% | 470,589 | $37,369,504 | $38,381,239 | +$1,011,735 | +2.71% | |
| Elevation Point Wealth Partners, Llc | 0.85% | 495,706 | $35,566,923 | $40,429,781 | +$4,862,858 | +13.67% | |
| Intellus Advisors Llc | 4.72% | 481,617 | $34,556,000 | $39,280,683 | +$4,724,683 | +13.67% | |
| Daymark Wealth Partners, Llc | 0.78% | 404,169 | $32,095,046 | $32,964,024 | +$868,978 | +2.71% | |
| Wcg Wealth Advisors Llc | 0.88% | 438,902 | $31,491,309 | $35,796,847 | +$4,305,538 | +13.67% | |
| Focus Partners Wealth | 0.03% | 432,764 | $31,050,864 | $35,296,232 | +$4,245,368 | +13.67% | |
| Wealthplan Investment Management, Llc | 1.50% | 380,934 | $30,249,966 | $31,068,977 | +$819,011 | +2.71% | |
| Arlington Financial Advisors, Llc | 3.77% | 374,162 | $29,712,170 | $30,516,653 | +$804,483 | +2.71% | |
| Osaic Holdings, Inc. | 0.04% | 409,336 | $29,378,308 | $33,385,444 | +$4,007,136 | +13.64% | |
| Stifel Financial Corp | 0.03% | 394,384 | $28,297,098 | $32,165,959 | +$3,868,861 | +13.67% | |
| Americana Partners, Llc | 0.71% | 380,521 | $27,302,382 | $31,035,293 | +$3,732,911 | +13.67% | |
| Convergence Financial, Llc | 3.48% | 351,999 | $25,336,066 | $28,709,038 | +$3,372,972 | +13.31% | |
| Rockefeller Capital Management L.P. | 0.04% | 341,958 | $24,535,518 | $27,890,094 | +$3,354,576 | +13.67% | |
| Centerline Wealth Advisors, Llc | 7.60% | 305,286 | $24,242,769 | $24,899,126 | +$656,357 | +2.71% | |
| Ubs Group Ag | 0.00% | 307,671 | $22,075,394 | $25,093,647 | +$3,018,253 | +13.67% | |
| Triangle Securities Wealth Management | 3.99% | 253,006 | $20,091,225 | $20,635,169 | +$543,944 | +2.71% | |
| Confluence Wealth Services, Inc. | 0.56% | 246,308 | $19,559,310 | $20,088,880 | +$529,570 | +2.71% | |
| Prism Advisors, Inc. | 4.69% | 242,984 | $19,295,359 | $19,817,775 | +$522,416 | +2.71% | |
| Storen Legacy Partners, Llc | 5.24% | 242,201 | $19,233,149 | $19,753,914 | +$520,765 | +2.71% | |
| Davenport & Co Llc | 0.10% | 240,777 | $19,120,085 | $19,637,772 | +$517,687 | +2.71% | |
| Integrated Wealth Concepts Llc | 0.15% | 263,344 | $18,894,966 | $21,478,337 | +$2,583,371 | +13.67% | |
| Cwm, Llc | 0.05% | 245,014 | $17,579,790 | $19,983,342 | +$2,403,552 | +13.67% | |
| Wells Fargo & Company/Mn | 0.00% | 231,975 | $16,644,194 | $18,919,881 | +$2,275,687 | +13.67% | |
| Bcgm Wealth Management, Llc | 3.76% | 208,721 | $14,975,737 | $17,023,285 | +$2,047,548 | +13.67% | |
| Arq Wealth Advisors, Llc | 1.78% | 179,615 | $14,378,181 | $14,649,399 | +$271,218 | +1.89% | |
| Concurrent Investment Advisors, Llc | 0.12% | 177,120 | $14,065,129 | $14,445,907 | +$380,778 | +2.71% |
Frequently asked questions about JAVA
Who owns the most JAVA stock?
The largest holders of JAVA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN ACTIVE VALUE ETF (JAVA).
Is JAVA widely held by superinvestors?
Many widely followed stocks like JAVA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JAVA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.