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Disclosery

JAVA J P MORGAN EXCHANGE TRADED F

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ACTIVE VALUE ETF (fund)

205 managers (207 13F filers) reported a position in JAVA shares at 2025-03-31, 49,646,865 shares in all. 29 filers opened a position and 9 filers sold out during the quarter.

Managers
205
13F filers
207
New
29
Added
115
Reduced
40
Sold out
9
Shares held by filers
49,646,865

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,430,674$853M0.06%+3,199,39913F-HRTimelineGroup
LPL Financial LLC3,877,878$246M0.1%+1,046,44813F-HRTimeline
Dynasty Wealth Management, LLC3,095,605$197M3.28%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,803,939$178M4.5%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,162,672$137M0.04%+730,43613F-HRTimelineGroup
Janney Montgomery Scott LLC1,477,361$93.9M0.27%+51,00213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,375,763$87.4M0.01%+85,88613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,196,230$76M+985,733Timeline
Cetera Investment Advisers1,125,791$71.5M0.14%+152,76213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,032,555$65.6M0.03%+944,38413F-HRTimelineGroup
Avior Wealth Management, LLC1,014,047$64.4M2.45%+53,95813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC966,182$61.4M0.09%+205,82613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC909,109$57.8M0.02%+388,72113F-HRTimelineGroup
UBS Group AGin group UBS Group AG730,686$46.4M0.01%+98,79213F-HRTimelineGroup
STEPH & CO723,153$45.9M16.52%-8,34913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC605,828$38.5M9.16%+519,32513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…567,703$36.1M0.78%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA548,240$34.8M0.01%+230,85213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/540,326$34.3M<0.01%+345,30813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.536,166$34.1M0.88%-23,73913F-HRTimeline
Americana Partners, LLC531,445$33.8M1.31%+373,32613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC470,341$29.9M0.14%+70,75513F-HRTimelineGroup
Intellus Advisors LLC449,842$28.6M4.99%+7,85813F-HRTimeline
WNY Asset Management, LLC437,826$27.8M3.31%-57013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.432,289$27.5M0.06%+112,24913F-HRTimelineGroup
WCG Wealth Advisors LLC412,633$26.2M1.99%+61,57713F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.380,168$24.2M0.1%-13,55013F-HRTimelineGroup
FSM Wealth Advisors, LLC368,658$23.4M5.27%+10,39313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC366,672$23.3M1%-15,74113F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth361,064$22.9M0.06%+37,28413F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP343,345$21.6M0.02%+158,53013F-HR/ATimelineGroup
Convergence Financial, LLC312,592$19.9M3.9%+5,19513F-HRTimeline
Arlington Financial Advisors, LLC311,189$19.8M3.48%+47,98613F-HRTimeline
Sanctuary Advisors, LLC245,465$15.6M0.11%+80113F-HRTimeline
Triangle Securities Wealth Management237,946$15.1M3.89%+3,22113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prism Advisors, Inc.233,182$14.8M4.56%new13F-HRTimeline
UNIQUE WEALTH, LLC216,219$13.7M2.6%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP214,168$13.6M0.01%+36,55313F-HRTimelineGroup
Tyler-Stone Wealth Management196,597$12.5M2.24%+13,17713F-HRTimeline
KEYVANTAGE WEALTH, LLC194,874$12.4M6.03%+180,26013F-HRTimeline
Resolute Wealth Strategies, LLC166,610$10.6M5.91%+104,24513F-HRTimeline
ARQ WEALTH ADVISORS, LLC156,817$9.96M3.7%+6,15413F-HRTimeline
CWM, LLCin group CWM, LLC153,413$9.75M0.04%+29,24713F-HRTimelineGroup
Private Advisor Group, LLC148,440$9.43M0.06%+27,10413F-HRTimeline
BCGM Wealth Management, LLC135,471$8.61M2.64%+40,65013F-HRTimeline
MN Wealth Advisors, LLC123,706$7.86M4.62%-9,62513F-HRTimeline
GILL CAPITAL PARTNERS, LLC112,968$7.18M2.49%+94,35313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN105,564$6.71M<0.01%+30,66113F-HRTimelineGroup
Commonwealth Financial Services, LLC103,246$6.56M1.34%+2,04513F-HRTimeline
Integrated Wealth Concepts LLC101,354$6.44M0.08%-49613F-HRTimeline
Cambridge Investment Research Advisors,…100,834$6.41M0.02%+78,54713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC96,354$6.12M0.11%+4,24213F-HRTimeline
SIMA Wealth Partners, LLC95,686$6.08M5.05%+3,26813F-HRTimeline
GGM Financial LLC85,016$5.4M3.69%+1,03313F-HRTimeline
Denver PWM, LLC83,872$5.33M1.92%+18,12513F-HRTimeline
DAVENPORT & Co LLC82,921$5.27M0.03%+45,84013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS82,628$5.25M0.01%-2,46513F-HRTimeline
Gemmer Asset Management LLC78,925$5.01M0.5%+18313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,834$4.82M0.01%+6,80013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC71,263$4.53M0.02%-3,08513F-HRTimeline
Crumly & Associates Inc.69,841$4.44M1.23%-138,98813F-HRTimeline
Weil Company, Inc.63,888$4.06M1.21%+36,47313F-HRTimeline
HARBOUR INVESTMENTS, INC.62,776$3.99M0.11%+1,41113F-HRTimeline
HighTower Advisors, LLC59,869$3.8M0.01%+5,84513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,295$3.45M0.01%-12,05113F-HR/ATimelineGroup
Perigon Wealth Management, LLC53,328$3.39M0.09%+2,14613F-HRTimeline
FAGAN ASSOCIATES, INC.50,952$3.24M0.54%+4,49113F-HRTimeline
5T Wealth, LLC49,165$3.12M1.78%-5,38213F-HRTimeline
Cyndeo Wealth Partners, LLC45,494$2.89M0.19%new13F-HRTimeline
CMH Wealth Management LLC43,806$2.78M0.7%-41213F-HRTimeline
Blue Oak Capital, LLC39,437$2.51M1.38%-5,40613F-HRTimeline
Western Wealth Management, LLC38,081$2.42M0.16%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,730$2.27M0.02%-73,67513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,571$2.26M0.07%-7,26013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP34,598$2.2M0.03%+6813F-HRTimeline
Kingsview Wealth Management, LLC34,593$2.2M0.04%+8,65213F-HRTimeline
Priebe Wealth Holdings LLC34,513$2.19M1.37%+6,70013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34,460$2.19M0.6%-82,05013F-HRTimeline
D.A. DAVIDSON & CO.33,482$2.13M0.02%+49013F-HRTimeline
Atria Wealth Solutions, Inc.33,292$2.12M0.03%+11,27513F-HRTimeline
Arkadios Wealth Advisors32,635$2.07M0.08%+4,99713F-HRTimeline
COUNTRY CLUB BANK32,490$2.05M0.14%+5,03913F-HRTimeline
3Chopt Investment Partners, LLC31,517$2M0.52%+6,67613F-HRTimeline
Atria Investments, Inc30,757$1.95M0.03%+3,25213F-HRTimeline
STRATEGIC PLANNING GROUP, LLC29,423$1.87M0.37%-22,27813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,068$1.85M<0.01%+50913F-HRTimeline
MassMutual Private Wealth & Trust, FSB27,685$1.76M0.05%-6,08313F-HRTimeline
Sugar Maple Asset Management, LLC27,264$1.73M1.36%+8,87513F-HRTimeline
Mascagni Wealth Management, Inc.27,068$1.72M1.71%013F-HR/ATimeline
Gladstone Institutional Advisory LLC26,071$1.66M0.08%+14,89513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.22,238$1.41M0.08%+3,57413F-HR/ATimelineGroup
Quotient Wealth Partners, LLC20,722$1.32M0.04%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC20,492$1.3M0.06%+5,81413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,040$1.27M0.02%-3,53713F-HRTimelineGroup
Triad Wealth Partners, LLC19,536$1.24M0.39%+11,07013F-HRTimeline
LRI Investments, LLC18,350$1.17M0.11%+9,35013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,347$1.17M<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED18,284$1.15M0.11%+3713F-HR/ATimeline
Heritage Wealth Management, Inc.17,939$1.14M0.39%+4,70613F-HRTimeline
Wayfinding Financial, LLC16,823$1.07M0.47%-55613F-HRTimeline
Beaumont Financial Advisors, LLC16,765$1.07M0.08%013F-HRTimeline
Frontier Asset Management, LLC16,154$1.03M0.3%new13F-HRTimeline
Kuhn & Co Investment Counsel15,559$989K0.83%+1,24513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC14,988$952K0.16%-1,81013F-HRTimeline
NewEdge Advisors, LLC14,684$933K0.01%+24513F-HRTimeline
Atlanta Consulting Group Advisors, LLC14,270$907K0.26%+6,26813F-HRTimeline
Northwest Capital Management Inc14,133$898K0.37%+1513F-HRTimeline
Perennial Investment Advisors, LLC13,975$888K0.1%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.13,199$839K0.03%+2,88613F-HRTimeline
SUTTON PLACE INVESTORS LLC13,172$837K0.56%+14413F-HRTimeline
Private Wealth Partners, LLC13,150$836K0.07%+5,65013F-HRTimeline
Clear Creek Financial Management, LLC13,079$831K0.09%new13F-HRTimeline
Litman Gregory Wealth Management LLC12,996$826K0.07%-2,86013F-HRTimeline
Advisory Services Network, LLC12,989$825K0.02%+5,44113F-HRTimeline
Good Life Advisors, LLC12,505$795K0.06%+1,16313F-HRTimeline
IFG Advisory, LLC12,493$794K0.04%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC12,476$793K0.42%-155,35013F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.12,458$792K<0.01%-3,79013F-HRTimeline
Krilogy Financial LLC11,494$730K0.05%+79213F-HRTimeline
Farther Finance Advisors, LLC10,843$688K0.02%+2,61313F-HRTimeline
IFP Advisors, Inc10,675$678K0.02%+27913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,645$676K+984Timeline
Mutual Advisors, LLC10,978$668K0.02%-63,03713F-HRTimeline
M.E. ALLISON & CO., INC.10,516$668K0.66%+2,37513F-HRTimeline
Fairvoy Private Wealth, LLC10,305$655K0.18%new13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…10,000$635K0.27%013F-HRTimeline
Financial Connections Group, Inc.10,386$621K0.28%+2,31113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10,083$607K0.28%+5,51113F-HRTimeline
Gateway Wealth Partners, LLC9,527$605K0.14%+2,06113F-HRTimeline
OneDigital Investment Advisors LLC9,354$594K0.01%+2513F-HRTimeline
Visionary Wealth Advisors8,956$569K0.03%-23,88013F-HRTimeline
Alliance Wealth Advisors, LLC8,950$569K0.33%-38,16813F-HRTimeline
Worth Financial Advisory Group, LLC8,930$567K0.36%+1,57813F-HRTimeline
MONECO ADVISORS, LLC8,915$566K0.06%+1,31513F-HR/ATimeline
Clear Point Advisors Inc.8,704$553K0.5%-44913F-HRTimeline
Belpointe Asset Management LLC8,603$547K0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.8,481$539K0.02%+3,39813F-HRTimeline
Obermeyer Wealth Partners8,372$532K0.03%013F-HRTimeline
Ignite Planners, LLC8,369$516K0.1%+3,60113F-HRTimeline
Quantum Portfolio Management LLC8,038$511K0.26%new13F-HRTimeline
NVWM, LLC8,003$509K0.14%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,764$493K0.03%+113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,187$457K0.22%+52313F-HRTimeline
Geneos Wealth Management Inc.7,007$445K0.01%+4,41213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,942$441K0.02%+3,74713F-HRTimelineGroup
GeoWealth Management, LLC6,820$433K0.02%-2,13213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,754$429K0.01%+24113F-HRTimelineGroup
PUREfi Wealth, LLC6,673$424K0.42%new13F-HRTimeline
GPS Wealth Strategies Group, LLC6,414$408K0.05%-1,89413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,260$398K0.01%013F-HRTimelineGroup
HMV Wealth Advisors, LLC6,209$395K0.31%013F-HRTimeline
AdvisorNet Financial, Inc6,090$387K0.03%+42013F-HRTimeline
COMERICA BANK6,067$385K<0.01%+20313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,597$355K0.01%+80913F-HRTimelineGroup
NWAM LLC5,369$341K0.03%-1,52713F-HRTimeline
SeaCrest Wealth Management, LLC5,266$335K0.04%+46813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,211$331K0.03%+1,07013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,169$328K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT4,850$308K0.02%+3,50013F-HRTimeline
Independence Asset Advisors, LLC4,699$299K0.97%new13F-HRTimeline
MBA Advisors LLC4,657$296K0.15%new13F-HRTimeline
Westside Investment Management, Inc.4,631$294K0.06%+62613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,533$288K<0.01%+3,69413F-HRTimelineGroup
Strategic Financial Concepts, LLC4,431$282K0.05%+53213F-HRTimeline
LANDAAS & CO /WI /ADV4,368$278K0.08%+1,20013F-HRTimeline
Cordgrass Capital Advisors, LLC3,995$254K0.07%+23313F-HRTimeline
Prospera Financial Services Inc3,560$226K0.01%new13F-HRTimeline
Capital Advisors Wealth Management, LLC3,428$218K0.04%-9413F-HRTimeline
PRIVATE TRUST CO NA3,380$215K0.02%+6513F-HRTimeline
CRA Financial Services, LLC3,336$212K0.04%+10613F-HRTimeline
IHT Wealth Management, LLC3,334$211K0.01%-1,06913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,178$202K0.06%new13F-HRTimeline
Olde Wealth Management, LLC2,861$181K0.06%new13F-HRTimeline
AE Wealth Management LLC2,808$178K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,781$177K<0.01%+68913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,893$120K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,840$117K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,717$109K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,446$91.9K<0.01%+81013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,280$81.3K0.01%new13F-HRTimeline
LGT Financial Advisors LLC1,128$71.7K0.22%-13113F-HRTimeline
N.E.W. Advisory Services LLC800$50.8K<0.01%new13F-HRTimeline
NorthRock Partners, LLC722$45.9K<0.01%new13F-HRTimeline
Centricity Wealth Management, LLC610$38.8K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.588$37.4K0.01%+10513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC564$35.8K<0.01%-41213F-HRTimelineGroup
Rosenberg Matthew Hamilton440$28K0.01%-13513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC375$23.7K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management358$22.8K<0.01%+14213F-HRTimelineGroup
AMERIFLEX GROUP, INC.314$20K0.01%+113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC267$17K<0.01%-32,23913F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…239$15.2K<0.01%-16113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/237$15.1K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC187$11.9K<0.01%013F-HRTimeline
WealthShield Partners, LLC159$10.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC140$8.9K<0.01%013F-HRTimeline
Rossby Financial, LCC122$7.43K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC100$6.35K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…94$6.01K0.01%013F-HRTimeline
Sound Income Strategies, LLC63$4K<0.01%013F-HRTimeline