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Disclosery

JAVA J P MORGAN EXCHANGE TRADED F

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ACTIVE VALUE ETF (fund)

253 managers (254 13F filers) reported a position in JAVA shares at 2025-12-31, 69,067,271 shares in all. 30 filers opened a position and 10 filers sold out during the quarter.

Managers
253
13F filers
254
New
30
Added
116
Reduced
63
Sold out
10
Shares held by filers
69,067,271

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MBA Advisors LLC4,066$292K0.12%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,065$292K0.05%new13F-HRTimeline
CIBC WORLD MARKET INC.3,625$260K<0.01%new13F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.3,622$260K0.22%+72013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,447$247K<0.01%new13F-HRTimelineGroup
Private Wealth Partners, LLC3,200$230K0.02%-2,50013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,178$228K0.05%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,100$222K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd3,022$217K<0.01%+1,62513F-HRTimeline
Capital Advisors Wealth Management, LLC2,983$214K0.03%-41813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,927$210K<0.01%new13F-HRTimelineGroup
Aegis Wealth Management, Inc.2,867$206K0.16%13F-HRTimeline
Kelly Financial Services LLC2,839$204K0.05%new13F-HRTimeline
Cornerstone Wealth Management, LLC2,803$201K0.01%new13F-HRTimeline
Shared Vision Wealth Group LLC2,681$201K0.08%-29013F-HRTimeline
Empirical Asset Management, LLC2,791$200K0.06%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,219$165K<0.01%+17413F-HRTimeline
Parallel Advisors, LLC1,840$132K<0.01%013F-HRTimeline
Triumph Capital Management1,803$129K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC1,522$109K<0.01%-2413F-HRTimeline
Pinnacle Bancorp, Inc.1,438$103K0.03%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,014$72.7K0.03%new13F-HRTimeline
Root Financial Partners, LLC800$57.4K<0.01%-813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/737$52.9K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC688$49.3K0.3%-1113F-HRTimeline
Greenline Wealth Management LLC626$44.9K0.05%13F-HRTimeline
GPS Wealth Strategies Group, LLC624$44.7K0.04%-9,53013F-HRTimeline
Fairway Wealth LLC509$36.5K0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC453$32.5K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…446$32K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management429$30.8K<0.01%+3413F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …334$24K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton311$22.3K<0.01%013F-HRTimeline
Allworth Financial LP298$21.4K<0.01%+113F-HRTimeline
Key Capital Management, INC292$20.9K0.02%13F-HRTimeline
IFC & Insurance Marketing, Inc.261$19K0.02%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…239$17.1K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.187$13.4K0.01%new13F-HRTimeline
WealthShield Partners, LLC159$11.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC140$10K<0.01%013F-HRTimeline
Rossby Financial, LCC122$8.75K<0.01%013F-HRTimeline
BAYBAN115$8.25K0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…95$6.86K<0.01%013F-HRTimeline
Sound Income Strategies, LLC63$4.7K<0.01%013F-HRTimeline
Stone House Investment Management, LLC64$4.61K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC62$4.45K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.62$4.45K<0.01%+813F-HRTimeline
Essential Investment Partners LLC47$3.35K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC39$2.8K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC36$2.56K<0.01%013F-HRTimeline
CoreCap Advisors, LLC34$2.44K<0.01%-12913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC31$2.22K<0.01%013F-HRTimelineGroup
Motiv8 Investments LLC22$2K<0.01%new13F-HRTimeline