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Disclosery

JAVA J P MORGAN EXCHANGE TRADED F

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ACTIVE VALUE ETF (fund)

270 managers (273 13F filers) reported a position in JAVA shares at 2026-06-30, 80,134,657 shares in all. 31 filers opened a position and 22 filers sold out during the quarter.

Managers
270
13F filers
273
New
31
Added
115
Reduced
89
Sold out
22
Shares held by filers
80,134,657

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,570,939$1.64B0.1%-1,008,50713F-HRTimelineGroup
Dynasty Wealth Management, LLC9,053,209$719M5.34%+855,43313F-HRTimeline
LPL Financial LLC7,226,489$574M0.13%+539,15013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,187,608$412M6.33%+422,26813F-HRTimeline
OpenArc Corporate Advisory, LLC2,660,580$211M2.51%+322,98913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,539,213$202M0.04%-202,34413F-HRTimelineGroup
Cetera Investment Advisers1,879,375$149M0.14%+91,08913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,688,045$134M0.01%-181,55713F-HRTimelineGroup
Janney Montgomery Scott LLC1,458,706$116M0.22%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,306,578$104M0.02%+106,47013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,123,914$89.3M-76,124Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,054,640$83.3M0.03%+169,96813F-HRTimelineGroup
Avior Wealth Management, LLC956,185$75.9M2%-21,95413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…930,344$73.9M0.04%-43,32713F-HRTimelineGroup
STEPH & CO912,599$72.5M18.35%-1,79013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC864,654$68.7M10.19%+15,81313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.827,129$65.7M1.04%+36,40513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC735,629$58.4M0.02%+191,64913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/730,947$58M<0.01%-1,040,74613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.703,546$55.9M0.52%-394,62413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC658,701$52.3M0.17%+42,27313F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.634,876$50.4M0.16%+86,95813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC620,924$49.3M0.06%-216,12913F-HRTimeline
Private Advisor Group, LLC591,136$46.9M0.22%+119,08313F-HRTimeline
Northwest Financial Advisors567,601$45.1M5.99%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.561,090$44.6M0.05%+151,75413F-HRTimelineGroup
Convergence Financial, LLC552,018$43.8M3.49%+200,01913F-HRTimeline
FSM Wealth Advisors, LLC550,530$43.7M4.69%+25,63813F-HRTimeline
Intellus Advisors LLC490,286$38.9M4.73%+8,66913F-HRTimeline
UNIQUE WEALTH, LLC470,589$37.4M4.35%+71,53213F-HRTimeline
WNY Asset Management, LLC455,055$36.1M3.24%+81613F-HRTimeline
UBS Group AGgroup of 2 filers holding451,137$35.8M+731Timeline
Focus Partners Wealthin group Focus Partners Wealth428,827$34.1M0.03%-3,93713F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC404,169$32.1M0.78%-28,32713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP394,605$31.3M0.03%+22113F-HRTimelineGroup
WealthPlan Investment Management, LLC380,934$30.2M1.5%+55,03913F-HRTimeline
Americana Partners, LLC378,711$30.1M0.68%-1,81013F-HRTimeline
Arlington Financial Advisors, LLC374,162$29.7M3.77%+5,84613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…344,898$27.4M0.04%+2,94013F-HRTimelineGroup
Cambridge Investment Research Advisors,…307,626$24.4M0.05%+56,15113F-HR/ATimeline
Centerline Wealth Advisors, LLC305,286$24.2M7.6%+15,68413F-HRTimeline
Triangle Securities Wealth Management253,006$20.1M3.99%+4,81413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Confluence Wealth Services, Inc.246,308$19.6M0.56%+33,10913F-HRTimeline
Integrated Wealth Concepts LLC245,853$19.5M0.1%-17,49113F-HRTimeline
Prism Advisors, Inc.242,984$19.3M4.69%-1,89413F-HRTimeline
Storen Legacy Partners, LLC242,201$19.2M5.24%+18,93213F-HRTimeline
DAVENPORT & Co LLC240,777$19.1M0.1%+104,87013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN239,863$19M<0.01%+7,88813F-HRTimelineGroup
Sanctuary Advisors, LLC207,083$16.4M0.08%+25,03413F-HRTimeline
GILL CAPITAL PARTNERS, LLC182,052$14.5M3.83%+2,30213F-HRTimeline
ARQ WEALTH ADVISORS, LLC179,615$14.4M1.78%+26,22313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…177,120$14.1M0.12%+11,11213F-HRTimelineGroup
BCGM Wealth Management, LLC174,732$13.9M2.93%-33,98913F-HRTimeline
NewEdge Advisors, LLC164,361$13.1M0.04%+9,95413F-HRTimeline
KEYVANTAGE WEALTH, LLC156,919$12.5M4.71%+11,45213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC155,601$12.4M0.06%+11,41913F-HR/ATimeline
Rehmann Capital Advisory Group138,442$11.2M0.51%+15,31213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC131,393$10.4M0.24%+7,54413F-HRTimelineGroup
Geneos Wealth Management Inc.129,247$10.3M0.21%+2,02113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC119,711$9.51M0.09%+2,42213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC119,394$9.48M0.02%+4,19213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…118,452$9.41M0.01%+9,02913F-HRTimelineGroup
Resolute Wealth Strategies, LLC116,560$9.26M3.59%+4,45413F-HRTimeline
MN Wealth Advisors, LLC104,126$8.27M3.52%-15,26213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC99,492$7.9M0.15%-396,21413F-HRTimeline
Cyndeo Wealth Partners, LLC93,194$7.4M0.35%+9,43613F-HRTimeline
SIMA Wealth Partners, LLC92,826$7.37M5.22%-1,91613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP84,252$6.69M0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC82,266$6.53M0.1%+2,63113F-HRTimeline
Triad Wealth Partners, LLC72,757$6.02M0.36%+3,38213F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT73,974$5.87M6.33%+12,88413F-HRTimeline
Gemmer Asset Management LLC72,368$5.75M0.39%-1,11913F-HRTimeline
HighTower Advisors, LLC72,051$5.72M0.01%+91713F-HRTimeline
HARBOUR INVESTMENTS, INC.72,035$5.72M0.08%+4,95813F-HRTimeline
Arkadios Wealth Advisors71,999$5.72M0.09%+1,62713F-HRTimeline
WCG Wealth Advisors LLC70,588$5.61M0.13%-368,31413F-HRTimeline
Composition Wealth, LLC69,783$5.54M0.07%-1,21513F-HRTimeline
Perennial Investment Advisors, LLC68,416$5.43M0.36%-14,55413F-HRTimeline
GGM Financial LLC65,487$5.2M1.97%-1,68913F-HRTimeline
FAGAN ASSOCIATES, INC.65,108$5.17M0.64%-13113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,005$4.82M0.01%-35,42113F-HRTimeline
5T Wealth, LLC59,413$4.72M1.76%-2,04513F-HRTimeline
Merited Wealth, LLC59,352$4.71M3.33%+28,11913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS59,303$4.71M0.01%-4,74713F-HRTimeline
Western Wealth Management, LLC57,447$4.56M0.15%-3,60313F-HRTimeline
CIBC WORLD MARKET INC.54,520$4.33M0.01%+36,96713F-HRTimeline
WealthPLAN Partners, LLC53,155$4.22M0.81%+25,76713F-HRTimeline
Denver PWM, LLC50,176$4.21M1.38%-2,35513F-HRTimeline
Gladstone Institutional Advisory LLC52,961$4.21M0.13%+3,68113F-HRTimeline
CMH Wealth Management LLC51,550$4.09M0.62%+4,03013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,835$3.96M0.02%-32,98213F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC48,460$3.85M0.12%-1,46113F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA45,866$3.65M0.1%+5,92713F-HRTimelineGroup
Worth Financial Advisory Group, LLC45,661$3.63M1.51%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …41,775$3.32M0.02%-2,02113F-HRTimelineGroup
Bluespring Wealth Management, LLC41,552$3.3M0.06%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers39,953$3.17M<0.01%+15,73513F-HRTimelineGroup
Quotient Wealth Partners, LLC38,040$3.02M0.07%+4,11813F-HRTimeline
Compass Wealth Management, LLC/GA35,667$2.83M1.13%-89313F-HRTimeline
WBH ADVISORY INC34,565$2.74M0.18%+1,24113F-HRTimeline
Global Retirement Partners, LLC34,310$2.72M0.04%13F-HRTimeline
Hopwood Nicholas Hunter31,220$2.48M0.68%-4,24213F-HRTimeline
Kingsview Wealth Management, LLC31,177$2.48M0.03%+1,67913F-HRTimeline
Crumly & Associates Inc.30,838$2.45M0.47%-2,60213F-HRTimeline
MGO ONE SEVEN LLC30,331$2.41M0.04%+513F-HRTimeline
Cauble & Harre Wealth Management, Inc.30,299$2.41M1.93%-1413F-HRTimeline
Independence Asset Advisors, LLC29,710$2.36M0.61%+6,99913F-HRTimeline
IFP Advisors, Inc28,824$2.29M0.04%+3,48013F-HRTimeline
Mariner, LLCin group Mariner, LLC27,230$2.16M<0.01%-63,12613F-HRTimelineGroup
D.A. DAVIDSON & CO.26,648$2.12M0.01%-54313F-HRTimeline
Fairvoy Private Wealth, LLC26,099$2.07M0.42%+5,33713F-HRTimeline
Heritage Wealth Management, Inc.25,646$2.04M0.51%-5913F-HRTimeline
Atlanta Consulting Group Advisors, LLC23,395$1.86M0.29%+1,09013F-HRTimeline
PUREfi Wealth, LLC23,382$1.86M1.02%+3,15513F-HRTimeline
Ignite Planners, LLC23,140$1.84M0.25%+3,63613F-HRTimeline
First Heartland Consultants, Inc.22,603$1.79M0.12%-16,67613F-HRTimeline
Farther Finance Advisors, LLC22,422$1.78M0.01%+15,90813F-HRTimeline
Cornerstone Wealth Management, LLC22,152$1.76M0.08%+19,34913F-HRTimeline
Elevation Wealth Management LLC21,695$1.72M1.29%-2,35413F-HRTimeline
LANDAAS & CO /WI /ADV21,441$1.7M0.31%+3,67313F-HRTimeline
Traveka Wealth, LLC21,049$1.67M0.56%+1,78913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…20,776$1.65M0.25%-2113F-HRTimeline
3Chopt Investment Partners, LLC20,449$1.62M0.31%-2,25513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…20,255$1.61M0.59%+6,46313F-HRTimeline
Belpointe Asset Management LLC20,134$1.6M0.05%+2,62113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,623$1.56M0.03%-7,17013F-HRTimelineGroup
Mascagni Wealth Management, Inc.19,351$1.54M0.95%-42713F-HRTimeline
IFG Advisory, LLC18,578$1.48M0.05%new13F-HRTimeline
Advisory Services Network, LLC18,474$1.47M0.02%+1,89913F-HRTimeline
Sugar Maple Asset Management, LLC18,176$1.44M0.93%+36813F-HRTimeline
Clear Creek Financial Management, LLC17,075$1.36M0.09%+51713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC16,631$1.32M0.3%-62813F-HRTimeline
Merit Financial Group, LLC16,109$1.28M0.01%-5,37413F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,102$1.28M0.01%-1,77613F-HRTimeline
Curry Webb Wealth Management LLC16,046$1.27M0.53%-5,15613F-HRTimeline
Beaumont Financial Advisors, LLC15,089$1.2M0.08%-65813F-HRTimeline
Providence First Trust Co14,562$1.16M0.32%new13F-HRTimeline
Frontier Asset Management, LLC14,043$1.12M0.2%+6113F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,835$1.1M0.03%-7,53213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,766$1.09M0.07%-81813F-HRTimeline
Krilogy Financial LLC13,658$1.08M0.03%-1,37313F-HRTimeline
PRIVATE TRUST CO NA13,484$1.07M0.09%+1,41113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,247$1.05M0.05%+9,80213F-HRTimelineGroup
Bill Few Associates, Inc.13,108$1.04M0.22%+94713F-HRTimeline
SUTTON PLACE INVESTORS LLC12,941$1.03M0.5%+6913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,726$1.01M<0.01%+8,88213F-HRTimelineGroup
Wayfinding Financial, LLC12,509$993K0.38%-4,90513F-HRTimeline
Rothschild Wealth LLC12,101$961K0.08%013F-HRTimeline
Kuhn & Co Investment Counsel11,710$930K0.54%-8513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,700$929K<0.01%+8,10013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO11,685$928K0.08%+21613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,618$923K<0.01%-10,56613F-HRTimelineGroup
Procyon Advisors, LLC11,558$918K0.04%+7813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,329$900K0.1%-3,80313F-HRTimeline
Verity Asset Management, Inc.10,743$853K0.32%+51413F-HRTimeline
Mutual Advisors, LLC10,617$843K0.02%-25813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,552$838K+276Timeline
Weil Company, Inc.10,470$831K0.15%-117,76413F-HRTimeline
Steward Partners Investment Advisory, L…10,364$823K<0.01%+1,52113F-HRTimeline
M.E. ALLISON & CO., INC.10,210$811K0.47%-15513F-HRTimeline
Oak Barrel Wealth Advisory LLC10,083$801K0.35%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,874$784K<0.01%+1,04513F-HRTimelineGroup
HUB Investment Partners, LLC9,669$768K0.01%-2,72313F-HRTimeline
OneDigital Investment Advisors LLC9,619$764K0.01%+2813F-HRTimeline
MONECO ADVISORS, LLC9,594$762K0.05%+413F-HRTimeline
AdvisorNet Financial, Inc9,345$742K0.03%+1,10413F-HRTimeline
Compound Planning, Inc.9,108$723K0.02%-3,84813F-HRTimeline
Beacon Pointe Advisors, LLC8,519$676K<0.01%+13813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,464$672K0.01%-3,74913F-HRTimelineGroup
Obermeyer Wealth Partners8,372$665K0.03%013F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC8,151$647K0.05%-6,69513F-HRTimelineGroup
Clear Point Advisors Inc.7,767$617K0.55%new13F-HRTimeline
SeaCrest Wealth Management, LLC7,466$593K0.07%+1,48113F-HRTimeline
Apella Capital, LLC7,360$592K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC7,119$565K0.21%+1,59613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,620$526K0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC6,588$523K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,567$521K0.01%-1,13313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,548$519K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,486$515K0.01%+31613F-HRTimelineGroup
Vise Technologies, Inc.6,345$504K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates5,993$476K0.09%-213F-HRTimeline
Emergent Wealth Advisors, LLC5,939$472K0.25%-5113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,892$468K0.01%013F-HRTimeline
IHT Wealth Management, LLC5,889$468K0.01%-29813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,774$459K0.13%-13513F-HRTimeline
Gotham Asset Management, LLC5,659$449K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,619$446K<0.01%+1,02013F-HRTimelineGroup
Total Clarity Wealth Management, Inc.5,572$442K0.09%+19413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,267$418K0.13%-2,18513F-HRTimeline
Creative Planningin group Creative Planning5,107$406K<0.01%-1113F-HRTimelineGroup
Trexquant Investment LP5,029$399K<0.01%new13F-HRTimeline
Visionary Wealth Advisors4,993$396K0.02%-9313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,865$386K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT4,850$385K0.02%013F-HRTimeline
First PREMIER Bank4,718$375K0.06%013F-HRTimeline
Westside Investment Management, Inc.4,631$368K0.05%013F-HRTimeline
Plan Group Financial, LLC4,602$365K0.08%-13413F-HRTimeline
Quantinno Capital Management LP4,527$360K<0.01%new13F-HRTimeline
AE Wealth Management LLC4,491$357K<0.01%-6013F-HRTimeline