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Disclosery

JAVA J P MORGAN EXCHANGE TRADED F

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ACTIVE VALUE ETF (fund)

221 managers (222 13F filers) reported a position in JAVA shares at 2025-09-30, 59,602,818 shares in all. 17 filers opened a position and 16 filers sold out during the quarter.

Managers
221
13F filers
222
New
17
Added
111
Reduced
66
Sold out
16
Shares held by filers
59,602,818

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO15,963,524$1.1B0.07%+2,098,04313F-HR/ATimelineGroup
LPL Financial LLC5,731,202$395M0.12%+758,99613F-HRTimeline
Dynasty Wealth Management, LLC3,761,884$259M3.46%+778,25813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,844,734$224M4.39%+775,00513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,531,360$175M0.04%+81,88013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,631,457$113M0.01%+76,27813F-HR/ATimelineGroup
Janney Montgomery Scott LLC1,559,314$108M0.25%+81,72213F-HRTimeline
Cetera Investment Advisers1,283,159$88.5M0.1%+90,81013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,223,471$84.4M0.02%+20,27813F-HRTimelineGroup
Avior Wealth Management, LLC1,067,427$73.6M2.37%+5,73813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,028,952$71M0.04%-1,60613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,006,824$69.4M0.09%-18,49313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/833,848$57.5M<0.01%+167,77613F-HR/ATimelineGroup
ORRSTOWN FINANCIAL SERVICES INC780,052$53.8M9.2%+140,72913F-HRTimeline
UBS Group AGin group UBS Group AG753,600$52M0.01%+8,89713F-HRTimelineGroup
STEPH & CO751,859$51.8M15.83%+19,13313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…727,513$50.2M1.01%+37,93013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA588,022$40.5M0.01%+15,65113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP589,581$40.4M0.03%+100,32713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.568,473$39.2M0.75%-586,55013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC564,296$38.9M0.18%+21,48013F-HRTimelineGroup
Americana Partners, LLC546,561$37.7M1.13%+8,71813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC494,809$34.1M0.01%-274,18713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.491,041$33.6M0.05%+20,11713F-HRTimelineGroup
Intellus Advisors LLC469,239$32.4M4.42%+8,26713F-HRTimeline
Private Advisor Group, LLC455,729$31.4M0.15%+272,65813F-HRTimeline
WCG Wealth Advisors LLC454,623$31.4M1.97%+25,38713F-HRTimeline
FSM Wealth Advisors, LLC451,701$31.1M4.41%+26,61413F-HRTimeline
WNY Asset Management, LLC418,977$28.9M2.78%+19,76013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth408,401$28.2M0.05%+24,82313F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.406,118$28M0.1%-20,25013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP373,210$25.7M0.02%+140,90113F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC371,570$25.6M0.87%+23,04013F-HRTimeline
Convergence Financial, LLC357,032$24.6M3.7%+26,97613F-HRTimeline
Arlington Financial Advisors, LLC351,972$24.3M3.57%+17,32813F-HRTimeline
CWM, LLCin group CWM, LLC313,939$21.6M0.07%+19,88413F-HRTimelineGroup
Integrated Wealth Concepts LLC255,839$17.6M0.16%+248,95313F-HRTimeline
Prism Advisors, Inc.242,489$16.7M4.52%+20,87913F-HRTimeline
Triangle Securities Wealth Management240,720$16.6M3.76%+46313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNIQUE WEALTH, LLC239,998$16.6M2.43%+39,93113F-HRTimeline
KEYVANTAGE WEALTH, LLC205,114$14.1M5.93%+3,42113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN201,911$13.9M<0.01%+7,02113F-HRTimelineGroup
Sanctuary Advisors, LLC186,493$12.9M0.07%+1,78313F-HR/ATimeline
Cambridge Investment Research Advisors,…158,103$10.9M0.03%+18,90613F-HRTimeline
BCGM Wealth Management, LLC157,291$10.8M2.82%+7,74213F-HRTimeline
GILL CAPITAL PARTNERS, LLC147,320$10.2M3.1%+17,81313F-HRTimeline
ARQ WEALTH ADVISORS, LLC136,285$9.4M2.78%-20,53213F-HRTimeline
Weil Company, Inc.133,785$9.23M2.22%-12,34113F-HRTimeline
Centerline Wealth Advisors, LLC130,044$8.97M3.9%+2,81913F-HRTimeline
Commonwealth Financial Services, LLC125,377$8.65M1.48%+13,17913F-HRTimeline
WealthPlan Investment Management, LLC124,843$8.61M0.57%+103,38013F-HRTimeline
MN Wealth Advisors, LLC122,919$8.48M4.53%+3,21313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC119,382$8.23M0.08%-60613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC113,395$7.82M0.23%+81,75813F-HRTimelineGroup
DAVENPORT & Co LLC101,668$7.01M0.04%+13,10413F-HRTimeline
Resolute Wealth Strategies, LLC100,116$6.9M3.16%-71,52513F-HRTimeline
SIMA Wealth Partners, LLC99,895$6.89M5.27%-8813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…93,353$6.44M<0.01%+79,14513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC84,007$5.79M0.02%+6,03413F-HRTimeline
Composition Wealth, LLC83,870$5.78M0.09%-14,91913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC83,237$5.74M0.06%-38113F-HRTimelineGroup
GGM Financial LLC80,536$5.55M2.8%-4,20013F-HRTimeline
Denver PWM, LLC84,580$5.54M1.73%013F-HRTimeline
Global Retirement Partners, LLC80,018$5.52M0.12%+13,92513F-HRTimeline
Perigon Wealth Management, LLC77,872$5.37M0.11%+17,86113F-HRTimeline
NewEdge Advisors, LLC75,417$5.2M0.02%+2,82413F-HRTimeline
Gemmer Asset Management LLC75,180$5.18M0.42%-6,20013F-HRTimeline
Compass Wealth Management, LLC/GA73,151$5.04M2.23%-1,66413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS70,199$4.84M0.01%-7,46313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…68,363$4.71M0.08%+32,86813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.65,828$4.54M0.1%+40113F-HRTimeline
HighTower Advisors, LLC65,242$4.5M0.01%+1,49313F-HRTimeline
FAGAN ASSOCIATES, INC.60,948$4.2M0.58%+7,14113F-HRTimeline
Perennial Investment Advisors, LLC59,700$4.12M0.34%+6,29013F-HRTimeline
Arkadios Wealth Advisors54,218$3.74M0.09%+6,18713F-HRTimeline
5T Wealth, LLC52,676$3.63M1.58%+8,92413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC47,740$3.29M0.12%+26,29013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC47,273$3.26M0.18%+2,56513F-HRTimeline
Gladstone Institutional Advisory LLC45,761$3.16M0.12%+1,63813F-HRTimeline
CMH Wealth Management LLC43,568$3M0.64%+57313F-HRTimeline
SYNOVUS FINANCIAL CORP42,906$2.96M0.03%-1,50813F-HRTimeline
Triad Wealth Partners, LLC40,351$2.78M0.36%+6,88413F-HRTimeline
First Heartland Consultants, Inc.40,318$2.78M0.22%-2,20513F-HRTimeline
Western Wealth Management, LLC38,819$2.68M0.14%+86013F-HRTimeline
Crumly & Associates Inc.38,000$2.62M0.57%-2,57113F-HRTimeline
COUNTRY CLUB BANK36,267$2.49M0.15%+1,09413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,590$2.11M0.02%-3,34513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,183$2.08M0.05%-1,85413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,945$2.07M<0.01%-59013F-HRTimeline
MGO ONE SEVEN LLC28,998$2M0.05%+6,04213F-HRTimeline
Heritage Wealth Management, Inc.28,549$1.97M0.58%+3,19113F-HRTimeline
Kingsview Wealth Management, LLC27,824$1.92M0.03%-6,84813F-HRTimeline
D.A. DAVIDSON & CO.26,602$1.83M0.01%-51113F-HRTimeline
WBH ADVISORY INC24,697$1.7M0.13%+3,88513F-HRTimeline
Mariner, LLCin group Mariner, LLC24,647$1.7M<0.01%+55113F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…23,982$1.65M0.29%-6,08013F-HRTimeline
Quotient Wealth Partners, LLC23,971$1.65M0.05%-25213F-HRTimeline
MassMutual Private Wealth & Trust, FSB23,860$1.65M0.04%-1,36913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,703$1.63M0.07%+63113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…23,650$1.63M0.19%new13F-HRTimeline
Mascagni Wealth Management, Inc.22,766$1.57M1.21%-1,91013F-HRTimeline
Atria Investments, Inc22,647$1.56M0.02%-19,32613F-HRTimeline
3Chopt Investment Partners, LLC22,328$1.54M0.35%+51013F-HRTimeline
IFP Advisors, Inc22,320$1.54M0.04%+3,65613F-HR/ATimeline
Atlanta Consulting Group Advisors, LLC19,728$1.36M0.33%+3,80413F-HRTimeline
Sugar Maple Asset Management, LLC18,454$1.27M0.91%-7,90313F-HRTimeline
LANDAAS & CO /WI /ADV18,068$1.25M0.28%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,885$1.23M0.01%+10,94613F-HRTimeline
ORG Partners LLC17,523$1.21M0.22%-6213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,419$1.2M0.09%-55213F-HRTimeline
von Borstel & Associates, Inc.17,085$1.2M0.18%new13F-HRTimeline
Wayfinding Financial, LLC17,046$1.18M0.51%+73413F-HRTimeline
Beaumont Financial Advisors, LLC16,503$1.14M0.08%-10313F-HRTimeline
Krilogy Financial LLC16,042$1.11M0.04%+4,65713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,539$1.07M<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.15,294$1.05M0.03%-8,68813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,266$1.05M<0.01%-9,54313F-HRTimelineGroup
IFG Advisory, LLC15,147$1.04M0.05%+9913F-HRTimeline
Frontier Asset Management, LLC14,295$986K0.25%-1,61613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC14,196$979K0.13%-1,03713F-HRTimeline
Clear Creek Financial Management, LLC13,369$922K0.08%013F-HRTimeline
SUTTON PLACE INVESTORS LLC13,286$916K0.52%+65113F-HRTimeline
HUB Investment Partners, LLC13,083$902K0.03%+5,20213F-HRTimeline
PUREfi Wealth, LLC12,871$888K0.68%+1,17513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,700$876K<0.01%+8,90013F-HRTimeline
PRIVATE TRUST CO NA12,485$861K0.08%-17813F-HRTimeline
Belpointe Asset Management LLC12,458$859K0.03%+3,26113F-HRTimeline
Kuhn & Co Investment Counsel11,795$813K0.64%-1,76713F-HRTimeline
Worth Financial Advisory Group, LLC11,101$766K0.43%+1,63613F-HRTimeline
Litman Gregory Wealth Management LLC10,710$739K0.05%-67513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10,682$737K0.25%+17113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,502$724K<0.01%new13F-HRTimelineGroup
Fairvoy Private Wealth, LLC10,375$715K0.16%+20613F-HRTimeline
M.E. ALLISON & CO., INC.10,365$715K0.5%013F-HRTimeline
GPS Wealth Strategies Group, LLC10,154$700K0.07%+3,73213F-HRTimeline
Mutual Advisors, LLC9,974$693K0.02%-39713F-HRTimeline
Ignite Planners, LLC9,994$689K0.11%+68313F-HRTimeline
Advisory Services Network, LLC9,976$688K0.01%-1,22913F-HRTimeline
Traveka Wealth, LLC9,553$659K0.29%new13F-HRTimeline
OneDigital Investment Advisors LLC9,423$650K0.01%+3413F-HRTimeline
Verity Asset Management, Inc.9,210$635K0.21%new13F-HRTimeline
MONECO ADVISORS, LLC9,157$631K0.05%+19013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,782$606K0.01%-3113F-HRTimelineGroup
Global Wealth Strategies & Associates8,778$605K0.16%new13F-HRTimeline
Clear Point Advisors Inc.8,769$605K0.47%+3313F-HRTimeline
Obermeyer Wealth Partners8,372$577K0.03%013F-HRTimeline
Northwest Capital Management Inc8,331$575K0.6%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,298$572K-1,417Timeline
Farther Finance Advisors, LLC8,151$562K0.01%-1,77213F-HRTimeline
Bill Few Associates, Inc.8,128$561K0.14%+1,17913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,088$558K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC8,033$554K0.01%+4313F-HR/ATimeline
NVWM, LLC8,003$552K0.12%013F-HRTimeline
Alliance Wealth Advisors, LLC7,893$544K0.27%+4113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,847$541K0.21%-2413F-HRTimeline
LRI Investments, LLC7,500$517K0.04%-13,85013F-HRTimeline
J.W. COLE ADVISORS, INC.7,480$516K0.01%-12913F-HRTimeline
Financial Connections Group, Inc.7,360$507K0.2%-7713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,156$493K0.03%013F-HRTimeline
AdvisorNet Financial, Inc6,970$481K0.03%+25713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC6,954$480K0.12%+4,74713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,873$474K0.01%-96813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,588$454K0.01%-27213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,583$454K0.01%+1513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,260$432K0.01%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC6,083$421K0.04%-9213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,002$414K0.16%-21213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,816$401K0.03%013F-HRTimeline
GeoWealth Management, LLC5,787$399K0.01%-1,10013F-HRTimeline
Private Wealth Partners, LLC5,700$393K0.03%-7,45013F-HRTimeline
COMERICA BANK5,675$391K<0.01%013F-HRTimeline
Prospera Financial Services Inc5,603$387K0.01%+92113F-HRTimeline
Independence Asset Advisors, LLC5,525$381K0.16%-2,87913F-HRTimeline
Creative Planningin group Creative Planning5,450$376K<0.01%+1,33713F-HRTimelineGroup
Geneos Wealth Management Inc.5,435$375K0.01%+1,87113F-HRTimeline
Visionary Wealth Advisors5,086$351K0.02%-64513F-HRTimeline
Visionary Horizons, LLC5,081$350K0.2%new13F-HRTimeline
Gateway Wealth Partners, LLC4,961$342K0.05%-1,75513F-HRTimeline
ALBION FINANCIAL GROUP /UT4,850$334K0.02%013F-HRTimeline
First PREMIER Bank4,718$325K0.07%013F-HRTimeline
Westside Investment Management, Inc.4,631$320K0.05%013F-HRTimeline
NWAM LLC4,572$317K0.02%+3113F-HR/ATimeline
Cordgrass Capital Advisors, LLC4,527$312K0.08%-57913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,333$299K0.01%+113F-HRTimeline
CRA Financial Services, LLC4,068$281K0.04%+713F-HRTimeline
MBA Advisors LLC4,066$280K0.12%-50013F-HRTimeline
Plan Group Financial, LLC3,437$237K0.06%new13F-HRTimeline
Capital Advisors Wealth Management, LLC3,401$235K0.03%+1113F-HRTimeline
AE Wealth Management LLC3,296$227K<0.01%+48813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,178$219K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…3,110$214K<0.01%+40613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,100$214K<0.01%013F-HRTimelineGroup
Shared Vision Wealth Group LLC2,971$205K0.09%new13F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.2,902$200K0.18%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,045$142K<0.01%-4913F-HRTimeline
Parallel Advisors, LLC1,840$127K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,546$107K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,438$99.2K0.03%+15013F-HRTimeline
Qube Research & Technologies Ltd1,397$96.3K<0.01%-54213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC937$64.6K<0.01%+1613F-HRTimelineGroup