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
19 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
91.3%
+63.8 pts
Top 5
100.0%
+44.0 pts
Top 10
100.0%
+32.6 pts
HHI
8,415
Highly concentrated+7,380
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
1
Sold Out
259
Unchanged
0
Holder count:
-259
Institutional value:
-99.8%
Shares held:
-99.8%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +8,882 | 12,726 |
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, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JPMORGAN CHASE & CO | 21,579,446 | $1,548,325,246 | |
| Mid Dynasty Wealth Management, LLC | 8,197,776 | $588,190,428 | |
| Mega LPL Financial LLC | 6,687,339 | $479,816,573 | |
| Mid SAGESPRING WEALTH PARTNERS, LLC | 4,765,340 | $341,913,145 | |
| Mega AMERIPRISE FINANCIAL INC | 2,741,557 | $196,706,714 |
| 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 |