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 $6.34B in JAVA holdings during the latest filing period.
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 $1.67B, representing an estimated gain of +2.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
267
Total Reported Value
$6.34B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$1.64B
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 |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.10% | 20,570,939 | $1,635,595,493 | $1,672,211,631 | +$36,616,138 | +2.24% | |
| Dynasty Wealth Management, Llc | 5.34% | 9,053,209 | $718,915,303 | $735,935,360 | +$17,020,057 | +2.37% | |
| Lpl Financial Llc | 0.13% | 7,226,489 | $573,855,431 | $587,441,291 | +$13,585,860 | +2.37% | |
| Sagespring Wealth Partners, Llc | 6.33% | 5,187,608 | $411,947,970 | $421,700,654 | +$9,752,684 | +2.37% | |
| Openarc Corporate Advisory, Llc | 2.51% | 2,660,580 | $211,276,679 | $216,278,548 | +$5,001,869 | +2.37% | |
| Ameriprise Financial Inc | 0.04% | 2,539,213 | $201,654,463 | $206,412,625 | +$4,758,162 | +2.36% | |
| Cetera Investment Advisers | 0.14% | 1,879,375 | $149,241,236 | $152,774,394 | +$3,533,158 | +2.37% | |
| Morgan Stanley | 0.01% | 1,688,045 | $134,047,696 | $137,221,178 | +$3,173,482 | +2.37% | |
| Janney Montgomery Scott Llc | 0.22% | 1,458,706 | $115,836,000 | $118,578,211 | +$2,742,211 | +2.37% | |
| Royal Bank Of Canada | 0.02% | 1,306,578 | $103,755,000 | $106,211,726 | +$2,456,726 | +2.37% | |
| Envestnet Asset Management Inc | 0.02% | 1,121,325 | $89,044,427 | $91,152,509 | +$2,108,082 | +2.37% | |
| Jones Financial Companies Lllp | 0.03% | 1,054,640 | $83,316,570 | $85,731,686 | +$2,415,116 | +2.90% | |
| Avior Wealth Management, Llc | 2.00% | 956,185 | $75,930,648 | $77,728,279 | +$1,797,631 | +2.37% | |
| Pnc Financial Services Group, Inc. | 0.04% | 930,344 | $73,878,604 | $75,627,664 | +$1,749,060 | +2.37% | |
| Steph & Co | 18.35% | 912,599 | $72,469,487 | $74,185,173 | +$1,715,686 | +2.37% | |
| Orrstown Financial Services Inc | 10.19% | 864,654 | $68,662,174 | $70,287,724 | +$1,625,550 | +2.37% | |
| Great Valley Advisor Group, Inc. | 1.04% | 827,129 | $65,682,549 | $67,237,316 | +$1,554,767 | +2.37% | |
| Raymond James Financial Inc | 0.02% | 735,629 | $58,416,279 | $59,799,281 | +$1,383,002 | +2.37% | |
| Bank Of America Corp | 0.00% | 730,947 | $58,044,509 | $59,418,682 | +$1,374,173 | +2.37% | |
| Vestmark Advisory Solutions, Inc. | 0.52% | 703,546 | $55,868,561 | $57,191,254 | +$1,322,693 | +2.37% | |
| Kestra Advisory Services, Llc | 0.17% | 658,701 | $52,307,469 | $53,545,804 | +$1,238,335 | +2.37% | |
| Ci Investments Inc. | 0.16% | 634,876 | $50,415,503 | $51,609,070 | +$1,193,567 | +2.37% | |
| Commonwealth Equity Services, Llc | 0.06% | 620,924 | $49,307,596 | $50,474,912 | +$1,167,316 | +2.37% | |
| Private Advisor Group, Llc | 0.22% | 591,136 | $46,942,068 | $48,053,445 | +$1,111,377 | +2.37% | |
| Northwest Financial Advisors | 5.99% | 567,601 | $45,073,168 | $46,140,285 | +$1,067,117 | +2.37% | |
| Osaic Holdings, Inc. | 0.05% | 561,090 | $44,576,128 | $45,611,006 | +$1,034,878 | +2.32% | |
| Convergence Financial, Llc | 3.49% | 552,018 | $43,835,613 | $44,873,543 | +$1,037,930 | +2.37% | |
| Fsm Wealth Advisors, Llc | 4.69% | 550,530 | $43,717,611 | $44,752,584 | +$1,034,973 | +2.37% | |
| Intellus Advisors Llc | 4.73% | 490,286 | $38,933,582 | $39,855,349 | +$921,767 | +2.37% | |
| Unique Wealth, Llc | 4.35% | 470,589 | $37,369,504 | $38,254,180 | +$884,676 | +2.37% | |
| Wny Asset Management, Llc | 3.24% | 455,055 | $36,135,907 | $36,991,421 | +$855,514 | +2.37% | |
| Focus Partners Wealth | 0.03% | 428,827 | $34,053,194 | $34,859,347 | +$806,153 | +2.37% | |
| Daymark Wealth Partners, Llc | 0.78% | 404,169 | $32,095,046 | $32,854,898 | +$759,852 | +2.37% | |
| Stifel Financial Corp | 0.03% | 394,605 | $31,335,880 | $32,077,440 | +$741,560 | +2.37% | |
| Wealthplan Investment Management, Llc | 1.50% | 380,934 | $30,249,966 | $30,966,125 | +$716,159 | +2.37% | |
| Americana Partners, Llc | 0.68% | 378,711 | $30,073,441 | $30,785,417 | +$711,976 | +2.37% | |
| Arlington Financial Advisors, Llc | 3.77% | 374,162 | $29,712,170 | $30,415,629 | +$703,459 | +2.37% | |
| Rockefeller Capital Management L.P. | 0.04% | 344,898 | $27,388,402 | $28,036,758 | +$648,356 | +2.37% | |
| Ubs Group Ag | 0.00% | 308,402 | $24,490,203 | $25,069,999 | +$579,796 | +2.37% | |
| Centerline Wealth Advisors, Llc | 7.60% | 305,286 | $24,242,769 | $24,816,699 | +$573,930 | +2.37% | |
| Triangle Securities Wealth Management | 3.99% | 253,006 | $20,091,225 | $20,566,858 | +$475,633 | +2.37% | |
| Confluence Wealth Services, Inc. | 0.56% | 246,308 | $19,559,310 | $20,022,377 | +$463,067 | +2.37% | |
| Prism Advisors, Inc. | 4.69% | 242,984 | $19,295,359 | $19,752,169 | +$456,810 | +2.37% | |
| Storen Legacy Partners, Llc | 5.24% | 242,201 | $19,233,149 | $19,688,519 | +$455,370 | +2.37% | |
| Davenport & Co Llc | 0.10% | 240,777 | $19,120,085 | $19,572,762 | +$452,677 | +2.37% | |
| Wells Fargo & Company/Mn | 0.00% | 239,863 | $19,047,498 | $19,498,463 | +$450,965 | +2.37% | |
| Integrated Wealth Concepts Llc | 0.12% | 237,042 | $18,823,542 | $19,269,144 | +$445,602 | +2.37% | |
| Cwm, Llc | 0.05% | 245,014 | $17,579,790 | $19,917,188 | +$2,337,398 | +13.30% | |
| Sanctuary Advisors, Llc | 0.08% | 207,083 | $16,444,498 | $16,833,777 | +$389,279 | +2.37% | |
| Gill Capital Partners, Llc | 3.83% | 182,052 | $14,456,711 | $14,799,007 | +$342,296 | +2.37% |
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.