Skip to content
Disclosery

JAVA J P MORGAN EXCHANGE TRADED F

Follow

ACTIVE VALUE ETF (fund)

227 managers (228 13F filers) reported a position in JAVA shares at 2025-06-30, 54,354,081 shares in all. 29 filers opened a position and 10 filers sold out during the quarter.

Managers
227
13F filers
228
New
29
Added
113
Reduced
64
Sold out
10
Shares held by filers
54,354,081

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO13,865,481$908M0.06%+434,80713F-HRTimelineGroup
LPL Financial LLC4,972,206$326M0.11%+1,094,32813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,069,729$201M4.33%+265,79013F-HRTimeline
Dynasty Wealth Management, LLC2,983,626$195M3.33%-111,97913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,449,480$160M0.04%+286,80813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,555,179$102M0.01%+179,41613F-HRTimelineGroup
Janney Montgomery Scott LLC1,477,592$96.8M0.25%+23113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,203,193$78.8M+6,963Timeline
Cetera Investment Advisers1,192,349$78.1M0.13%+66,55813F-HRTimeline
Vestmark Advisory Solutions, Inc.1,155,023$75.7M1.09%+618,85713F-HRTimeline
Avior Wealth Management, LLC1,061,689$69.5M2.4%+47,64213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,030,558$67.5M0.04%-1,99713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,025,317$67.2M0.09%+59,13513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC768,996$50.4M0.02%-140,11313F-HRTimelineGroup
UBS Group AGin group UBS Group AG744,703$48.8M0.01%+14,01713F-HRTimelineGroup
STEPH & CO732,726$48M15.57%+9,57313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…689,583$45.2M1%+121,88013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/666,072$43.6M<0.01%+125,74613F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC639,323$41.9M8.82%+33,49513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA572,371$37.5M0.01%+24,13113F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC542,816$35.6M0.17%+72,47513F-HRTimelineGroup
Americana Partners, LLC537,843$35.2M1.21%+6,39813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP489,254$32M0.02%+145,90913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.470,924$30.9M0.05%+38,63513F-HR/ATimelineGroup
Intellus Advisors LLC460,972$30.2M4.5%+11,13013F-HRTimeline
FSM Wealth Advisors, LLC425,087$28.2M4.58%+56,42913F-HRTimeline
WCG Wealth Advisors LLC429,236$28.1M1.82%+16,60313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.426,368$27.9M0.1%+46,20013F-HRTimelineGroup
WNY Asset Management, LLC399,217$26.1M2.88%-38,60913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth383,578$25.1M0.05%+22,51413F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC348,530$22.8M0.87%-18,14213F-HRTimeline
Arlington Financial Advisors, LLC334,644$21.9M3.59%+23,45513F-HRTimeline
Convergence Financial, LLC330,056$21.6M3.72%+17,46413F-HRTimeline
CWM, LLCin group CWM, LLC294,055$19.3M0.07%+140,64213F-HRTimelineGroup
Triangle Securities Wealth Management240,257$15.7M3.87%+2,31113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP232,309$15.2M0.01%+18,14113F-HRTimelineGroup
Prism Advisors, Inc.221,610$14.5M4.13%-11,57213F-HRTimeline
KEYVANTAGE WEALTH, LLC201,693$13.2M5.93%+6,81913F-HRTimeline
UNIQUE WEALTH, LLC200,067$13.1M2.12%-16,15213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN194,890$12.8M<0.01%+89,32613F-HRTimelineGroup
Sanctuary Advisors, LLC184,710$12.1M0.07%-60,75513F-HRTimeline
Tyler-Stone Wealth Management184,536$12.1M1.95%-12,06113F-HRTimeline
Private Advisor Group, LLC183,071$12M0.06%+34,63113F-HRTimeline
Resolute Wealth Strategies, LLC171,641$11.2M6.02%+5,03113F-HRTimeline
ARQ WEALTH ADVISORS, LLC156,817$9.96M3.42%013F-HRTimeline
BCGM Wealth Management, LLC149,549$9.8M2.76%+14,07813F-HRTimeline
Weil Company, Inc.146,126$9.57M2.52%+82,23813F-HRTimeline
Cambridge Investment Research Advisors,…139,197$9.12M0.03%+38,36313F-HRTimeline
GILL CAPITAL PARTNERS, LLC129,507$8.48M2.73%+16,53913F-HRTimeline
Centerline Wealth Advisors, LLC127,225$8.33M4.09%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC119,988$7.86M0.1%+23,63413F-HRTimeline
MN Wealth Advisors, LLC119,706$7.84M4.56%-4,00013F-HRTimeline
Commonwealth Financial Services, LLC112,198$7.35M1.42%+8,95213F-HRTimeline
SIMA Wealth Partners, LLC99,983$6.55M5.29%+4,29713F-HRTimeline
Composition Wealth, LLC98,789$6.47M0.11%new13F-HRTimeline
DAVENPORT & Co LLC88,564$5.8M0.03%+5,64313F-HRTimeline
GGM Financial LLC84,736$5.55M3.22%-28013F-HR/ATimeline
Denver PWM, LLC84,580$5.54M1.73%+70813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC83,618$5.48M0.07%+63,57813F-HRTimelineGroup
Gemmer Asset Management LLC81,380$5.33M0.47%+2,45513F-HRTimeline
MML INVESTORS SERVICES, LLC77,973$5.11M0.01%+6,71013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS77,662$5.09M0.01%-4,96613F-HRTimeline
Compass Wealth Management, LLC/GA74,815$4.9M2.62%13F-HRTimeline
NewEdge Advisors, LLC72,593$4.75M0.02%+57,90913F-HRTimeline
Global Retirement Partners, LLC66,093$4.33M0.11%13F-HRTimeline
HARBOUR INVESTMENTS, INC.65,427$4.29M0.11%+2,65113F-HRTimeline
HighTower Advisors, LLC63,749$4.18M0.01%+3,88013F-HRTimeline
Perigon Wealth Management, LLC60,011$3.93M0.09%+6,68313F-HRTimeline
FAGAN ASSOCIATES, INC.53,807$3.52M0.55%+2,85513F-HRTimeline
Perennial Investment Advisors, LLC53,410$3.5M0.34%+39,43513F-HRTimeline
Arkadios Wealth Advisors48,031$3.15M0.09%+15,39613F-HRTimeline
Financial Advocates Investment Manageme…45,433$2.98M0.24%new13F-HRTimeline
Cyndeo Wealth Partners, LLC44,708$2.93M0.17%-78613F-HRTimeline
SYNOVUS FINANCIAL CORP44,414$2.91M0.04%+9,81613F-HRTimeline
Gladstone Institutional Advisory LLC44,123$2.89M0.12%+18,05213F-HRTimeline
5T Wealth, LLC43,752$2.87M1.46%-5,41313F-HRTimeline
CMH Wealth Management LLC42,995$2.82M0.66%-81113F-HRTimeline
First Heartland Consultants, Inc.42,523$2.79M0.25%new13F-HRTimeline
Atria Investments, Inc41,973$2.75M0.03%+11,21613F-HRTimeline
Crumly & Associates Inc.40,571$2.66M0.65%-29,27013F-HRTimeline
Blue Oak Capital, LLC38,569$2.53M1.33%-86813F-HRTimeline
Western Wealth Management, LLC37,959$2.49M0.15%-12213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,495$2.32M0.05%+29,89813F-HRTimelineGroup
COUNTRY CLUB BANK35,173$2.3M0.14%+2,68313F-HRTimeline
Kingsview Wealth Management, LLC34,672$2.27M0.04%+7913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,935$2.22M0.02%-1,79513F-HRTimelineGroup
Triad Wealth Partners, LLC33,467$2.19M0.44%+13,93113F-HRTimeline
Priebe Wealth Holdings LLC32,577$2.13M1.85%-1,93613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,037$2.1M0.05%-3,53413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC31,637$2.07M0.07%+24,69513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,535$2.04M<0.01%+1,46713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…30,062$1.97M0.48%-4,39813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,559$1.94M<0.01%+29,29213F-HRTimelineGroup
Atria Wealth Solutions, Inc.29,469$1.93M0.04%-3,82313F-HRTimeline
D.A. DAVIDSON & CO.27,113$1.78M0.01%-6,36913F-HRTimeline
Sugar Maple Asset Management, LLC26,357$1.73M1.35%-90713F-HRTimeline
STRATEGIC PLANNING GROUP, LLC26,010$1.7M0.28%-3,41313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…25,877$1.69M0.22%+24,59713F-HRTimeline
Heritage Wealth Management, Inc.25,358$1.66M0.54%+7,41913F-HRTimeline
MassMutual Private Wealth & Trust, FSB25,229$1.65M0.04%-2,45613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,809$1.62M<0.01%-51,02513F-HRTimelineGroup
Mascagni Wealth Management, Inc.24,676$1.62M1.38%-2,39213F-HRTimeline
Quotient Wealth Partners, LLC24,223$1.59M0.05%+3,50113F-HRTimeline
Mariner, LLCin group Mariner, LLC24,096$1.58M<0.01%+5,74913F-HRTimelineGroup
Compound Planning, Inc.23,982$1.57M0.06%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,072$1.51M0.07%+83413F-HRTimelineGroup
MGO ONE SEVEN LLC22,956$1.5M0.05%new13F-HRTimeline
3Chopt Investment Partners, LLC21,818$1.43M0.34%-9,69913F-HRTimeline
WealthPlan Investment Management, LLC21,463$1.41M0.1%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,450$1.4M0.05%+95813F-HRTimelineGroup
LRI Investments, LLC21,350$1.4M0.12%+3,00013F-HRTimeline
WBH ADVISORY INC20,812$1.36M0.12%new13F-HRTimeline
IFP Advisors, Inc18,664$1.22M0.03%+7,98913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,660$1.22M0.01%+6,20213F-HRTimeline
LANDAAS & CO /WI /ADV18,068$1.18M0.28%+13,70013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,971$1.18M0.1%-31313F-HRTimeline
ORG Partners LLC17,585$1.17M0.25%new13F-HRTimeline
Beaumont Financial Advisors, LLC16,606$1.09M0.08%-15913F-HRTimeline
Wayfinding Financial, LLC16,312$1.06M0.48%-51113F-HRTimeline
Atlanta Consulting Group Advisors, LLC15,924$1.04M0.29%+1,65413F-HRTimeline
Frontier Asset Management, LLC15,911$1.04M0.28%-24313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC15,233$998K0.14%+24513F-HRTimeline
IFG Advisory, LLC15,048$986K0.05%+2,55513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,208$931K<0.01%+9,67513F-HRTimelineGroup
Kuhn & Co Investment Counsel13,562$888K0.67%-1,99713F-HRTimeline
Clear Creek Financial Management, LLC13,369$876K0.08%+29013F-HRTimeline
Private Wealth Partners, LLC13,150$861K0.07%013F-HRTimeline
PRIVATE TRUST CO NA12,663$829K0.08%+9,28313F-HRTimeline
SUTTON PLACE INVESTORS LLC12,635$828K0.5%-53713F-HRTimeline
PUREfi Wealth, LLC11,696$766K0.61%+5,02313F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO11,688$766K0.19%13F-HRTimeline
Good Life Advisors, LLC11,601$760K0.05%-90413F-HRTimeline
Krilogy Financial LLC11,385$746K0.04%-10913F-HRTimeline
Litman Gregory Wealth Management LLC11,385$746K0.06%-1,61113F-HRTimeline
Advisory Services Network, LLC11,205$736K0.01%-1,78413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…11,029$728K0.28%+1,02913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10,511$695K0.23%+42813F-HRTimeline
Mutual Advisors, LLC10,371$695K0.02%-60713F-HRTimeline
M.E. ALLISON & CO., INC.10,365$679K0.55%-15113F-HRTimeline
Fairvoy Private Wealth, LLC10,169$666K0.17%-13613F-HRTimeline
Farther Finance Advisors, LLC9,923$650K0.01%-92013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,715$636K-930Timeline
Worth Financial Advisory Group, LLC9,465$620K0.38%+53513F-HRTimeline
Ignite Planners, LLC9,311$617K0.11%+94213F-HR/ATimeline
OneDigital Investment Advisors LLC9,389$615K0.01%+3513F-HRTimeline
Belpointe Asset Management LLC9,197$602K0.03%+59413F-HRTimeline
MONECO ADVISORS, LLC8,967$587K0.05%+5213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,813$577K0.01%new13F-HRTimelineGroup
Clear Point Advisors Inc.8,736$572K0.48%+3213F-HRTimeline
Independence Asset Advisors, LLC8,404$550K0.34%+3,70513F-HRTimeline
Obermeyer Wealth Partners8,372$548K0.03%013F-HRTimeline
Northwest Capital Management Inc8,331$546K0.3%-5,80213F-HRTimeline
NVWM, LLC8,003$524K0.13%013F-HRTimeline
Merit Financial Group, LLC7,990$523K0.01%new13F-HRTimeline
HUB Investment Partners, LLC7,881$516K0.02%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,871$516K0.22%+68413F-HRTimeline
Alliance Wealth Advisors, LLC7,852$514K0.28%-1,09813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,841$514K0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC7,712$506K0.09%new13F-HRTimeline
J.W. COLE ADVISORS, INC.7,609$498K0.01%-87213F-HRTimeline
Quantum Portfolio Management LLC7,598$498K0.24%-44013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,548$494K<0.01%new13F-HRTimelineGroup
Financial Connections Group, Inc.7,437$487K0.2%-2,94913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,156$468K0.03%-60813F-HRTimeline
Bill Few Associates, Inc.6,949$455K0.13%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,939$455K<0.01%+5,04613F-HRTimeline
GeoWealth Management, LLC6,887$451K0.02%+6713F-HRTimeline
Integrated Wealth Concepts LLC6,886$451K<0.01%-94,46813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,860$449K0.01%+10613F-HRTimelineGroup
Gateway Wealth Partners, LLC6,716$440K0.08%-2,81113F-HRTimeline
AdvisorNet Financial, Inc6,713$440K0.03%+62313F-HRTimeline
IHT Wealth Management, LLC6,639$435K0.01%+3,30513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,568$430K0.01%+1,39913F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,422$421K0.05%+813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,260$410K0.01%013F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC6,214$407K0.18%-6,26213F-HRTimeline
SeaCrest Wealth Management, LLC6,175$404K0.04%+90913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,816$381K0.03%+60513F-HRTimeline
Visionary Wealth Advisors5,731$375K0.02%-3,22513F-HRTimeline
COMERICA BANK5,675$372K<0.01%-39213F-HRTimeline
Boyce & Associates Wealth Consulting, I…5,122$336K0.31%new13F-HRTimeline
Cordgrass Capital Advisors, LLC5,106$334K0.09%+1,11113F-HRTimeline
FLOW TRADERS U.S. LLC4,950$324K0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT4,850$318K0.02%013F-HRTimeline
First PREMIER Bank4,718$309K0.07%new13F-HRTimeline
Prospera Financial Services Inc4,682$307K0.01%+1,12213F-HRTimeline
Westside Investment Management, Inc.4,631$307K0.06%013F-HRTimeline
MBA Advisors LLC4,566$299K0.14%-9113F-HRTimeline
NWAM LLC4,541$298K0.02%-82813F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC4,332$284K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning4,113$269K<0.01%new13F-HRTimelineGroup
CRA Financial Services, LLC4,061$266K0.04%+72513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,800$249K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.3,564$233K0.01%-3,44313F-HRTimeline
Capital Advisors Wealth Management, LLC3,390$222K0.03%-3813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,178$208K0.06%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,100$203K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC2,808$184K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,704$177K<0.01%-7713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,311$151K<0.01%new13F-HRTimelineGroup