Who owns JPMorgan Active Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JAVA from SEC Form 13F filings across 276 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 276 institutions disclosed 80.3M shares of JPMorgan Active Value ETF worth $6.38B — about 98% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
276
13F holders
$6.38B
value, 2026 filers
98%
of shares outstanding (80.3M sh)
40
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JAVA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 20.6M | $1.64B | 0.1% | 25.1% | -4.7% |
| 2 | Dynasty Wealth Management, LLC | 9.1M | $718.9M | 5.3% | 11% | +10.4% |
| 3 | LPL Financial LLC | 7.2M | $573.9M | 0.1% | 8.8% | +8.1% |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | 5.2M | $411.9M | 6.3% | 6.3% | +8.9% |
| 5 | OpenArc Corporate Advisory, LLC | 2.7M | $211.3M | 2.5% | 3.2% | +13.8% |
| 6 | AMERIPRISE FINANCIAL INC | 2.5M | $201.7M | 0.0% | 3.1% | -7.4% |
| 7 | Cetera Investment Advisers | 1.9M | $149.2M | 0.1% | 2.3% | +5.1% |
| 8 | MORGAN STANLEY | 1.7M | $134.0M | 0.0% | 2.1% | -9.7% |
| 9 | Janney Montgomery Scott LLCNEW | 1.5M | $115.8M | 0.2% | 1.8% | new |
| 10 | ROYAL BANK OF CANADA | 1.3M | $103.8M | 0.0% | 1.6% | +8.9% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $89.0M | 0.0% | 1.4% | -6.6% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 1.1M | $83.3M | 0.0% | 1.3% | +19.2% |
| 13 | Avior Wealth Management, LLC | 956,185 | $75.9M | 2.0% | 1.2% | -2.2% |
| 14 | PNC Financial Services Group, Inc. | 930,344 | $73.9M | 0.0% | 1.1% | -4.4% |
| 15 | STEPH & CO | 912,599 | $72.5M | 18.3% | 1.1% | -0.2% |
| 16 | ORRSTOWN FINANCIAL SERVICES INC | 864,654 | $68.7M | 10.2% | 1.1% | +1.9% |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | 827,129 | $65.7M | 1.0% | 1% | +4.6% |
| 18 | RAYMOND JAMES FINANCIAL INC | 735,629 | $58.4M | 0.0% | 0.9% | +35.2% |
| 19 | BANK OF AMERICA CORP /DE/ | 730,947 | $58.0M | 0.0% | 0.9% | -58.7% |
| 20 | Vestmark Advisory Solutions, Inc. | 703,546 | $55.9M | 0.5% | 0.9% | -35.9% |
| 21 | Kestra Advisory Services, LLC | 658,701 | $52.3M | 0.2% | 0.8% | +6.9% |
| 22 | CI INVESTMENTS INC. | 634,876 | $50.4M | 0.2% | 0.8% | +15.9% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 620,924 | $49.3M | 0.1% | 0.8% | -25.8% |
| 24 | Private Advisor Group, LLC | 591,136 | $46.9M | 0.2% | 0.7% | +25.2% |
| 25 | Northwest Financial AdvisorsNEW | 567,601 | $45.1M | 6.0% | 0.7% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.