Who Owns JPMorgan Active Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JPMorgan Active Value ETF.
Who crossed 5% of JAVA →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| STEPH & COACTIVE VALUE ETF857.2K shtrimmed | $68.3M |
| Prism Advisors, Inc.SH BEN INT39.5K shtrimmed | $3.2M |
| Crumly & Associates Inc.ACTIVE VALUE ETF30.8K shtrimmed | $2.5M |
| First Heartland Consultants, Inc.ACTIVE VALUE ETF25.8K shadded | $2.1M |
| Farther Finance Advisors, LLCETF20.9K shtrimmed | $1.7M |
| Bill Few Associates, Inc.ACTIVE VALUE ETF14.4K shadded | $1.1M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund11.7K shtrimmed | $931.1K |
| M.E. ALLISON & CO., INC.ACTIVE VALUE ETF10.2K shheld | $813.9K |
| Apella Capital, LLCACTIVE VALUE ETF7.4K shheld | $594.2K |
| AVAII WEALTH MANAGEMENT, LLCACTIVE VALUE ETF5.9K shadded | $474.7K |
| Emergent Wealth Advisors, LLCACTIVE VALUE ETF4K shtrimmed | $322K |
| ECLECTIC ASSOCIATES INC /ADVACTIVE VALUE ETF3.6K shheld | $288.7K |
| Capital Advisors Wealth Management, LLCACTIVE VALUE ETF3K shadded | $241.8K |
| Rosenberg Matthew HamiltonETF45 shheld | $3.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on JAVA
Follow JPMorgan Active Value ETF (JAVA) by email
New trades in JPMorgan Active Value ETF (JAVA) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.