JAVA Institutional Ownership
JPMorgan Active Value ETF
1W: -0.9%
1M: -3.0%
3M: -0.4%
YTD: +10.5%
1Y: +16.5%
3Y: +61.7%
$80.20
+0.50 (+0.63%)
Weekly Expected Move ±1.3%
$78
$79
$80
$81
$82
Overview
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Institutional Ownership — JAVA
299
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
37
New Positions
117
Increased
112
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (313 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 20,570,939 | 1.6B | -1,008,507 | -4.7% | 19Q | SEC ↗ |
| 2 | Dynasty Wealth Management, LLC | 9,053,209 | $726M | +855,433 | +10.4% | 6Q | SEC ↗ |
| 3 | LPL Financial LLC | 7,226,489 | $580M | +539,150 | +8.1% | 15Q | SEC ↗ |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | 5,187,608 | $416M | +422,268 | +8.9% | 6Q | SEC ↗ |
| 5 | OpenArc Corporate Advisory, LLC | 2,660,580 | $213M | +322,989 | +13.8% | 3Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 2,539,213 | $204M | -202,344 | -7.4% | 9Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 1,879,375 | $151M | +91,089 | +5.1% | 15Q | SEC ↗ |
| 8 | MORGAN STANLEY | 1,688,045 | $135M | -181,557 | -9.7% | 15Q | SEC ↗ |
| 9 | Janney Montgomery Scott LLC NEW | 1,458,706 | $117M | — | +0.0% | 1Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 1,306,578 | $105M | +106,470 | +8.9% | 15Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1,121,325 | $90M | -78,713 | -6.6% | 15Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 1,054,640 | $85M | +169,968 | +19.2% | 10Q | SEC ↗ |
| 13 | Avior Wealth Management, LLC | 956,185 | $77M | -21,954 | -2.2% | 16Q | SEC ↗ |
| 14 | PNC Financial Services Group, Inc. | 930,344 | $75M | -43,327 | -4.4% | 9Q | SEC ↗ |
| 15 | STEPH & CO | 912,599 | $73M | -1,790 | -0.2% | 10Q | SEC ↗ |
| 16 | ORRSTOWN FINANCIAL SERVICES INC | 864,654 | $69M | +15,813 | +1.9% | 7Q | SEC ↗ |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | 827,129 | $66M | +36,405 | +4.6% | 6Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 735,629 | $59M | +191,649 | +35.2% | 7Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 730,947 | $59M | -1,040,746 | -58.7% | 10Q | SEC ↗ |
| 20 | Vestmark Advisory Solutions, Inc. | 703,546 | $56M | -394,624 | -35.9% | 15Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 658,701 | $53M | +42,273 | +6.9% | 18Q | SEC ↗ |
| 22 | CI INVESTMENTS INC. | 634,876 | $51M | +86,958 | +15.9% | 15Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 620,924 | $50M | -216,129 | -25.8% | 17Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 591,136 | $47M | +119,083 | +25.2% | 12Q | SEC ↗ |
| 25 | Northwest Financial Advisors NEW | 567,601 | $46M | — | +0.0% | 1Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 561,090 | $45M | +151,754 | +37.1% | 17Q | SEC ↗ |
| 27 | Convergence Financial, LLC | 552,018 | $44M | +200,019 | +56.8% | 11Q | SEC ↗ |
| 28 | FSM Wealth Advisors, LLC | 550,530 | $44M | +25,638 | +4.9% | 16Q | SEC ↗ |
| 29 | Intellus Advisors LLC | 490,286 | $39M | +8,669 | +1.8% | 7Q | SEC ↗ |
| 30 | UNIQUE WEALTH, LLC | 470,589 | $38M | +71,532 | +17.9% | 6Q | SEC ↗ |
| 31 | WNY Asset Management, LLC | 455,055 | $36M | +816 | +0.2% | 2Q | SEC ↗ |
| 32 | Focus Partners Wealth | 428,827 | $34M | -3,937 | -0.9% | 7Q | SEC ↗ |
| 33 | DAYMARK WEALTH PARTNERS, LLC | 404,169 | $32M | -28,327 | -6.5% | 15Q | SEC ↗ |
| 34 | STIFEL FINANCIAL CORP | 394,605 | $32M | +221 | +0.1% | 15Q | SEC ↗ |
| 35 | WealthPlan Investment Management, LLC | 380,934 | $31M | +55,039 | +16.9% | 5Q | SEC ↗ |
| 36 | Americana Partners, LLC | 378,711 | $30M | -1,810 | -0.5% | 12Q | SEC ↗ |
| 37 | Arlington Financial Advisors, LLC | 374,162 | $30M | +5,846 | +1.6% | 12Q | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 344,898 | $28M | +2,940 | +0.9% | 4Q | SEC ↗ |
| 39 | UBS Group AG | 308,402 | $25M | +731 | +0.2% | 14Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 307,626 | $25M | +56,151 | +22.3% | 18Q | SEC ↗ |
| 41 | Centerline Wealth Advisors, LLC | 305,286 | $24M | +15,684 | +5.4% | 5Q | SEC ↗ |
| 42 | Triangle Securities Wealth Management | 253,006 | $20M | +4,814 | +1.9% | 12Q | SEC ↗ |
| 43 | Confluence Wealth Services, Inc. | 246,308 | $20M | +33,109 | +15.5% | 3Q | SEC ↗ |
| 44 | CWM, LLC | 245,014 | $20M | -15,857 | -6.1% | 14Q | SEC ↗ |
| 45 | Prism Advisors, Inc. | 242,984 | $19M | -1,894 | -0.8% | 6Q | SEC ↗ |
| 46 | Storen Legacy Partners, LLC | 242,201 | $19M | +18,932 | +8.5% | 2Q | SEC ↗ |
| 47 | DAVENPORT & Co LLC | 240,777 | $19M | +104,870 | +77.2% | 13Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 239,863 | $19M | +7,888 | +3.4% | 12Q | SEC ↗ |
| 49 | Integrated Wealth Concepts LLC | 237,042 | $19M | -26,302 | -10.0% | 13Q | SEC ↗ |
| 50 | Sanctuary Advisors, LLC | 207,083 | $17M | +25,034 | +13.8% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 1,458,706 | $117M |
| Northwest Financial Advisors | 567,601 | $46M |
| MARSHALL WACE, LLP | 84,252 | $7M |
| Worth Financial Advisory Group, LLC | 45,661 | $4M |
| Bluespring Wealth Management, LLC | 41,552 | $3M |
| Global Retirement Partners, LLC | 34,310 | $3M |
| IFG Advisory, LLC | 18,578 | $1M |
| Providence First Trust Co | 14,562 | $1M |
| Oak Barrel Wealth Advisory LLC | 10,083 | $809K |
| Clear Point Advisors Inc. | 7,767 | $623K |
| Vise Technologies, Inc. | 6,345 | $509K |
| Trexquant Investment LP | 5,029 | $403K |
| Quantinno Capital Management LP | 4,527 | $363K |
| Fisher Asset Management, LLC | 4,362 | $350K |
| AXXCESS WEALTH MANAGEMENT, LLC | 3,940 | $316K |
| Beacon Capital Management, LLC | 3,775 | $303K |
| HRT FINANCIAL LP | 3,329 | $267K |
| TWO SIGMA SECURITIES, LLC | 2,841 | $228K |
| Lido Advisors, LLC | 2,770 | $222K |
| Shared Vision Wealth Group LLC | 2,623 | $210K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Commonwealth Financial Services, LL | 132,576 | $11M |
| Independent Advisor Alliance | 49,251 | $4M |
| Fortis Group Advisors, LLC | 34,758 | $3M |
| JANE STREET GROUP, LLC | 28,097 | $2M |
| RFG Advisory, LLC | 23,524 | $2M |
| Ascentis Independent Advisors | 23,398 | $2M |
| Bay Colony Advisory Group, Inc d/b/ | 19,688 | $2M |
| Strategic Financial Concepts, LLC | 9,150 | $734K |
| XTX Topco Ltd | 8,992 | $721K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 8,653 | $694K |
| NVWM, LLC | 8,003 | $642K |
| INTEGRITY ALLIANCE, LLC. | 5,908 | $474K |
| ATTICUS WEALTH MANAGEMENT, LLC | 5,834 | $468K |
| Qube Research & Technologies Ltd | 5,374 | $431K |
| Waverly Advisors, LLC | 4,429 | $355K |
| Orion Porfolio Solutions, LLC | 3,044 | $244K |
| FLOW TRADERS U.S. LLC | 2,987 | $240K |
| MAI Capital Management | 1,791 | $144K |
| Root Financial Partners, LLC | 800 | $64K |
| Greenline Wealth Management LLC | 626 | $50K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Dynasty Wealth Management, LLC | +855,433 | +10.4% | 9,053,209 |
| LPL Financial LLC | +539,150 | +8.1% | 7,226,489 |
| SAGESPRING WEALTH PARTNERS, LLC | +422,268 | +8.9% | 5,187,608 |
| OpenArc Corporate Advisory, LLC | +322,989 | +13.8% | 2,660,580 |
| Convergence Financial, LLC | +200,019 | +56.8% | 552,018 |
| RAYMOND JAMES FINANCIAL INC | +191,649 | +35.2% | 735,629 |
| JONES FINANCIAL COMPANIES LLLP | +169,968 | +19.2% | 1,054,640 |
| OSAIC HOLDINGS, INC. | +151,754 | +37.1% | 561,090 |
| Private Advisor Group, LLC | +119,083 | +25.2% | 591,136 |
| ROYAL BANK OF CANADA | +106,470 | +8.9% | 1,306,578 |
| DAVENPORT & Co LLC | +104,870 | +77.2% | 240,777 |
| Cetera Investment Advisers | +91,089 | +5.1% | 1,879,375 |
| CI INVESTMENTS INC. | +86,958 | +15.9% | 634,876 |
| UNIQUE WEALTH, LLC | +71,532 | +17.9% | 470,589 |
| Cambridge Investment Research Advis | +56,151 | +22.3% | 307,626 |
| WealthPlan Investment Management, L | +55,039 | +16.9% | 380,934 |
| Kestra Advisory Services, LLC | +42,273 | +6.9% | 658,701 |
| CIBC WORLD MARKET INC. | +36,967 | +210.6% | 54,520 |
| GREAT VALLEY ADVISOR GROUP, INC. | +36,405 | +4.6% | 827,129 |
| Confluence Wealth Services, Inc. | +33,109 | +15.5% | 246,308 |