JAVA · JPMorgan Active Value ETF ETF
$82.84
-0.49 (-0.59%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $11,646,111
Total Shares: 146,658
Institutional Ownership Trend
10 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
91.3%
−8.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,415
Highly concentrated−1,585
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
+14.9%
Shares held:
+3.8%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −7,352 | 133,932 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 12,726 | $1,010,571 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group JAVA | $10,635,540 | 91.32% | 133,932 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC JAVA | $1,010,571 | 8.68% | 12,726 | Shares | 2026-09-02 |