JPMORGAN ACTIVE VALUE ETF (JAVA) Institutional Ownership Changes & 13F Activity

JPMORGAN ACTIVE VALUE ETF (JAVA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Wny Asset Management, Llc, Vestmark Advisory Solutions, Inc., and Wcg Wealth Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-78,713-6.6%1,121,325$89.04MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+2,589—2,589$205.59KQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+5,351+94.4%11,022$875.26KQ2 2026Sep 18, 2026
Security National Bank Of So DakBuy+716+16.5%5,059$401.74KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcSell-26,302-10.0%237,042$18.82MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+8,882+231.1%12,726$1.01MQ2 2026Sep 02, 2026
Rehmann Capital Advisory GroupBuy+15,312+12.4%138,442$11.25MQ2 2026Aug 20, 2026
Gill Capital Partners, LlcBuy+2,302+1.3%182,052$14.46MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+1,679+5.7%31,177$2.48MQ2 2026Aug 19, 2026
Denver Pwm, LlcSell-2,355-4.5%50,176$4.21MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+138+1.6%8,519$676.48KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+455,055—455,055$36.14MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-32,982-39.8%49,835$3.96MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,539,213—2,539,213$201.65MQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,040,746-58.7%730,947$58.04MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-394,624-35.9%703,546$55.87MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-368,314-83.9%70,588$5.61MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+191,649+35.2%735,629$58.42MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+169,968+19.2%1,054,640$83.32MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+151,754+37.1%561,090$44.58MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+106,470+8.9%1,306,578$103.75MQ2 2026Aug 14, 2026
Merited Wealth, LlcBuy+28,119+90.0%59,352$4.71MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+18,578—18,578$1.48MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+15,735+65.0%39,953$3.17MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcSell-14,554-17.5%68,416$5.43MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-10,566-47.6%11,618$922.59KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+7,888+3.4%239,863$19.05MQ2 2026Aug 14, 2026
Trexquant Investment LpBuy+5,029—5,029$399.35KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-3,603-5.9%57,447$4.56MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+3,329—3,329$264.00KQ2 2026Aug 14, 2026
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Frequently asked questions about JAVA activity

  • Which institutional owners are buying JAVA?

    Institutional owners buying JAVA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JAVA activity?

    "Buy" means an investor increased their reported position in JAVA compared to the prior reporting period. This reflects growing exposure to JPMORGAN ACTIVE VALUE ETF (JAVA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JAVA increasing?

    Institutional interest in JAVA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.