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Disclosery

JAVA J P MORGAN EXCHANGE TRADED F

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ACTIVE VALUE ETF (fund)

263 managers (265 13F filers) reported a position in JAVA shares at 2026-03-31, 78,700,048 shares in all. 32 filers opened a position and 17 filers sold out during the quarter.

Managers
263
13F filers
265
New
32
Added
124
Reduced
74
Sold out
17
Shares held by filers
78,700,048

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AE Wealth Management LLC4,551$327K<0.01%+32913F-HRTimeline
Alliance Wealth Advisors, LLC4,436$318K0.15%+18313F-HRTimeline
Waverly Advisors, LLC4,429$318K<0.01%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK4,343$312K0.15%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,125$296K<0.01%+67813F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV4,065$292K0.04%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.3,871$278K0.22%+24913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,844$276K<0.01%-6,57613F-HRTimelineGroup
Regal Investment Advisors LLC3,723$267K0.02%new13F-HRTimeline
MBA Advisors LLC3,722$267K0.1%-34413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,600$258K<0.01%-7,30013F-HRTimeline
Summit Financial, LLC3,547$254K<0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,445$247K0.01%new13F-HRTimelineGroup
Private Wealth Partners, LLC3,200$230K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,158$227K0.01%-7,36613F-HRTimelineGroup
Aegis Wealth Management, Inc.3,126$224K0.18%+25913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,100$222K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,044$218K<0.01%new13F-HRTimeline
Capital Advisors Wealth Management, LLC2,990$215K0.03%+713F-HRTimeline
Kelly Financial Services LLC2,987$214K0.05%+14813F-HRTimeline
FLOW TRADERS U.S. LLC2,987$214K0.01%new13F-HRTimeline
Sequent Planning LLC2,935$211K0.05%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,907$209K0.05%-27113F-HRTimeline
Empirical Asset Management, LLC2,822$202K0.05%+3113F-HRTimeline
Cornerstone Wealth Management, LLC2,803$201K0.01%013F-HRTimeline
Triumph Capital Management2,524$181K0.04%+72113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,219$161K<0.01%013F-HRTimeline
Tripletail Wealth Management, LLC2,064$149K0.2%new13F-HRTimeline
Parallel Advisors, LLC1,840$132K<0.01%013F-HR/ATimeline
MAI Capital Management1,791$129K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,722$124K<0.01%-16,58713F-HRTimelineGroup
Aptus Capital Advisors, LLC1,512$108K<0.01%-1013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,484$106K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,438$103K0.03%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,242$89.1K<0.01%new13F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.1,014$72.8K0.03%013F-HRTimeline
Root Financial Partners, LLC800$57.4K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/737$52.9K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC678$48.6K0.25%-1013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…446$32.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management432$31K<0.01%+313F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …337$24.2K<0.01%+313F-HRTimelineGroup
Abound Wealth Management328$23.5K0.01%new13F-HRTimeline
Allworth Financial LP299$21.5K<0.01%+113F-HRTimeline
FAS Wealth Partners, Inc.299$21.4K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…239$17.1K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC228$16.4K0.01%new13F-HRTimeline
Synergy Investment Management, LLC188$13.5K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.187$13.4K0.01%013F-HRTimeline
WealthShield Partners, LLC159$11.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC150$10.8K<0.01%+8713F-HRTimeline
SIGNATUREFD, LLC140$10K<0.01%013F-HRTimeline
Rossby Financial, LCC122$8.78K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…95$6.88K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC88$6.31K<0.01%13F-HRTimelineGroup
SBI Securities Co., Ltd.65$4.66K<0.01%+313F-HRTimeline
Clearstead Advisors, LLC63$4.51K<0.01%+2713F-HRTimeline
GODSEY & GIBB, INC62$4.45K<0.01%013F-HRTimeline
Essential Investment Partners LLC47$3.35K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton45$3.23K<0.01%-26613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC39$2.8K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC34$2.44K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC15$1.14K<0.01%new13F-HRTimeline