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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,401,214$1.46B0.1%+4,437,69013F-HRTimelineGroup
LPL Financial LLC6,262,663$449M0.12%+531,46113F-HRTimeline
Dynasty Wealth Management, LLC4,776,468$343M3.36%+1,014,58413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,199,747$259M4.7%+355,01313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,636,157$189M0.04%+104,79713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,793,105$129M0.01%+161,64813F-HR/ATimelineGroup
OpenArc Corporate Advisory, LLC1,624,457$117M1.93%13F-HRTimeline
Janney Montgomery Scott LLC1,589,943$114M0.26%+30,62913F-HRTimeline
Cetera Investment Advisers1,385,185$99.3M0.11%+102,02613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,222,684$87.7M0.03%-78713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,035,606$74.3M0.04%+6,65413F-HRTimelineGroup
Avior Wealth Management, LLC1,020,642$73.2M2.28%-46,78513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,012,384$72.6M0.1%+5,56013F-HRTimeline
STEPH & CO822,317$59M17%+70,45813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/816,619$58.6M<0.01%-17,22913F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC814,884$58.4M9.74%+34,83213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…771,979$55.4M1.06%+44,46613F-HRTimelineGroup
UBS Group AGin group UBS Group AG755,860$54.2M0.01%+2,26013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP708,677$50.8M0.03%+119,09613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA653,515$46.9M0.01%+65,49313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.625,136$44.8M0.61%+56,66313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC595,496$42.7M0.18%+31,20013F-HRTimelineGroup
Americana Partners, LLC545,212$39.1M1.07%-1,34913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC479,698$34.4M0.01%-15,11113F-HRTimelineGroup
Intellus Advisors LLC476,628$34.2M4.54%+7,38913F-HRTimeline
FSM Wealth Advisors, LLC471,363$33.8M4.62%+19,66213F-HRTimeline
Private Advisor Group, LLC467,909$33.6M0.16%+12,18013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.437,072$31.4M0.05%-53,96913F-HRTimelineGroup
WCG Wealth Advisors LLC429,845$30.8M0.86%-24,77813F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.428,318$30.7M0.13%+22,20013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP425,260$30.5M0.03%+52,05013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth423,996$30.4M0.03%+15,59513F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC406,818$29.2M0.93%+35,24813F-HRTimeline
Arlington Financial Advisors, LLC362,453$26M3.72%+10,48113F-HRTimeline
Convergence Financial, LLC361,450$25.9M3.78%+4,41813F-HRTimeline
UNIQUE WEALTH, LLC284,617$20.4M2.85%+44,61913F-HRTimeline
CWM, LLCin group CWM, LLC260,871$18.7M0.05%-53,06813F-HRTimelineGroup
Prism Advisors, Inc.254,861$18.3M4.87%+12,37213F-HRTimeline
Triangle Securities Wealth Management240,658$17.3M3.64%-6213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centerline Wealth Advisors, LLC221,884$15.9M5.76%+91,84013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN219,272$15.7M<0.01%+17,36113F-HRTimelineGroup
Cambridge Investment Research Advisors,…219,067$15.7M0.04%+60,96413F-HRTimeline
BCGM Wealth Management, LLC210,296$15.1M3.85%+53,00513F-HRTimeline
Confluence Wealth Services, Inc.200,000$14.3M0.59%new13F-HRTimeline
Sanctuary Advisors, LLC189,098$13.6M0.07%+2,60513F-HRTimeline
WealthPlan Investment Management, LLC178,725$12.8M0.82%+53,88213F-HRTimeline
GILL CAPITAL PARTNERS, LLC168,758$12.1M3.67%+21,43813F-HRTimeline
ARQ WEALTH ADVISORS, LLC150,472$10.8M2.91%+14,18713F-HRTimeline
NewEdge Advisors, LLC150,283$10.8M0.04%+74,86613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…144,833$10.4M0.12%+76,47013F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC138,849$9.96M4.26%-66,26513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…135,877$9.75M1.18%13F-HRTimeline
Commonwealth Financial Services, LLC132,576$9.51M1.57%+7,19913F-HRTimeline
Weil Company, Inc.129,860$9.31M2.14%-3,92513F-HRTimeline
MN Wealth Advisors, LLC123,097$8.83M4.46%+17813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC121,806$8.74M0.07%+2,42413F-HRTimeline
MML INVESTORS SERVICES, LLC119,851$8.6M0.02%+35,84413F-HRTimeline
DAVENPORT & Co LLC119,139$8.54M0.05%+17,47113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC116,375$8.35M0.23%+2,98013F-HR/ATimelineGroup
Resolute Wealth Strategies, LLC106,360$7.63M3.34%+6,24413F-HRTimeline
Geneos Wealth Management Inc.102,137$7.33M0.18%+96,70213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…98,110$7.04M<0.01%+4,75713F-HR/ATimelineGroup
SIMA Wealth Partners, LLC95,454$6.85M5.21%-4,44113F-HRTimeline
Global Retirement Partners, LLC87,835$6.3M0.11%+7,81713F-HRTimeline
Perigon Wealth Management, LLC81,198$5.82M0.1%+3,32613F-HRTimeline
Perennial Investment Advisors, LLC79,594$5.71M0.45%+19,89413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC78,628$5.64M0.06%-4,60913F-HRTimelineGroup
Denver PWM, LLC84,580$5.54M1.85%013F-HRTimeline
GGM Financial LLC74,481$5.34M2.6%-6,05513F-HRTimeline
Gemmer Asset Management LLC73,248$5.25M0.41%-1,93213F-HRTimeline
Composition Wealth, LLC72,368$5.19M0.07%-11,50213F-HRTimeline
HighTower Advisors, LLC69,240$4.97M0.01%+3,99813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS65,412$4.69M0.01%-4,78713F-HRTimeline
FAGAN ASSOCIATES, INC.65,170$4.67M0.62%+4,22213F-HRTimeline
HARBOUR INVESTMENTS, INC.64,991$4.66M0.09%-83713F-HRTimeline
Cyndeo Wealth Partners, LLC63,926$4.58M0.25%+16,65313F-HRTimeline
5T Wealth, LLC61,851$4.44M1.77%+9,17513F-HRTimeline
Triad Wealth Partners, LLC61,469$4.41M0.42%+21,11813F-HRTimeline
Arkadios Wealth Advisors61,255$4.39M0.09%+7,03713F-HRTimeline
Compass Wealth Management, LLC/GA57,326$4.11M1.69%-15,82513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC51,131$3.67M0.13%+3,39113F-HRTimelineGroup
Western Wealth Management, LLC48,205$3.46M0.16%+9,38613F-HRTimeline
Gladstone Institutional Advisory LLC46,629$3.34M0.13%+86813F-HRTimeline
CMH Wealth Management LLC44,745$3.21M0.69%+1,17713F-HRTimeline
Fortis Group Advisors, LLC42,603$3.19M0.54%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …43,513$3.12M0.02%13F-HR/ATimelineGroup
First Heartland Consultants, Inc.41,884$3M0.23%+1,56613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA37,916$2.74M0.08%new13F-HRTimelineGroup
Crumly & Associates Inc.37,097$2.66M0.56%-90313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,219$2.6M0.02%+5,62913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,213$2.53M<0.01%+19,67413F-HR/ATimelineGroup
Hopwood Nicholas Hunter34,215$2.45M0.8%13F-HRTimeline
MGO ONE SEVEN LLC33,099$2.37M0.05%+4,10113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,889$2.3M<0.01%+94413F-HRTimeline
Cauble & Harre Wealth Management, Inc.31,916$2.29M1.92%13F-HRTimeline
WBH ADVISORY INC30,614$2.2M0.16%+5,91713F-HRTimeline
Kingsview Wealth Management, LLC28,984$2.08M0.03%+1,16013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,097$2.02M<0.01%+20,00913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,346$1.96M0.05%-2,83713F-HRTimelineGroup
D.A. DAVIDSON & CO.27,225$1.95M0.01%+62313F-HRTimeline
Heritage Wealth Management, Inc.25,876$1.86M0.52%-2,67313F-HRTimeline
Elevation Wealth Management LLC25,444$1.82M1.75%13F-HRTimeline
Mariner, LLCin group Mariner, LLC25,299$1.81M<0.01%+65213F-HRTimelineGroup
Curry Webb Wealth Management LLC24,829$1.78M0.88%13F-HRTimeline
Atria Investments, Inc24,458$1.75M0.02%+1,81113F-HRTimeline
Quotient Wealth Partners, LLC24,169$1.73M0.05%+19813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…23,982$1.72M0.29%013F-HRTimeline
IFP Advisors, Inc23,623$1.69M0.04%+1,30313F-HRTimeline
3Chopt Investment Partners, LLC22,771$1.63M0.37%+44313F-HRTimeline
MassMutual Private Wealth & Trust, FSB22,441$1.61M0.04%-1,41913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…22,119$1.59M0.19%-1,53113F-HRTimeline
Atlanta Consulting Group Advisors, LLC22,098$1.58M0.36%+2,37013F-HRTimeline
Mascagni Wealth Management, Inc.21,580$1.55M1.15%-1,18613F-HRTimeline
ORG Partners LLC20,721$1.49M0.26%+3,19813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,978$1.36M<0.01%+8,47613F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC17,290$1.33M0.39%+6,60813F-HRTimeline
Sugar Maple Asset Management, LLC18,329$1.31M0.88%-12513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,309$1.31M0.03%+11,43613F-HRTimelineGroup
LANDAAS & CO /WI /ADV17,768$1.27M0.28%-30013F-HRTimeline
Wayfinding Financial, LLC17,176$1.23M0.52%+13013F-HRTimeline
Clear Creek Financial Management, LLC16,990$1.22M0.1%+3,62113F-HRTimeline
Krilogy Financial LLC15,843$1.19M0.04%-19913F-HRTimeline
Beaumont Financial Advisors, LLC15,908$1.14M0.08%-59513F-HRTimeline
Ignite Planners, LLC15,139$1.13M0.17%+5,14513F-HRTimeline
Traveka Wealth, LLC15,694$1.13M0.46%+6,14113F-HRTimeline
IFG Advisory, LLC15,654$1.12M0.05%+50713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC15,592$1.12M0.14%+1,39613F-HRTimeline
Advisory Services Network, LLC15,463$1.11M0.02%+5,48713F-HRTimeline
Belpointe Asset Management LLC15,368$1.1M0.04%+2,91013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,023$1.09M0.07%-2,39613F-HRTimeline
Merited Wealth, LLC14,526$1.04M0.97%13F-HRTimeline
Compound Planning, Inc.14,403$1.03M0.03%-89113F-HRTimeline
Frontier Asset Management, LLC14,197$1.02M0.24%-9813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,950$1M0.01%-3,93513F-HRTimeline
Fairvoy Private Wealth, LLC13,931$999K0.22%+3,55613F-HRTimeline
Worth Financial Advisory Group, LLC13,796$989K0.48%+2,69513F-HRTimeline
SUTTON PLACE INVESTORS LLC13,335$956K0.53%+4913F-HRTimeline
HUB Investment Partners, LLC13,083$938K0.03%013F-HRTimeline
PUREfi Wealth, LLC12,732$913K0.7%-13913F-HRTimeline
PRIVATE TRUST CO NA12,634$906K0.08%+14913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…12,602$904K0.32%+12,32513F-HRTimeline
Rothschild Wealth LLC12,101$868K0.08%new13F-HR/ATimeline
Kuhn & Co Investment Counsel11,795$846K0.56%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO11,688$838K0.11%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,409$818K0.01%+4,82613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC10,900$782K<0.01%-1,80013F-HRTimeline
Bill Few Associates, Inc.10,859$779K0.19%+2,73113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,524$755K0.03%-13,17913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,474$751K<0.01%-4,79213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,420$747K<0.01%new13F-HRTimelineGroup
M.E. ALLISON & CO., INC.10,365$743K0.51%013F-HRTimeline
Rehmann Capital Advisory Group10,066$722K0.04%new13F-HRTimeline
Oak Barrel Wealth Advisory LLC10,027$719K0.43%13F-HRTimeline
Independence Asset Advisors, LLC9,896$710K0.39%+4,37113F-HRTimeline
Litman Gregory Wealth Management LLC9,827$705K0.05%-88313F-HRTimeline
Verity Asset Management, Inc.9,799$703K0.3%+58913F-HRTimeline
Mutual Advisors, LLC9,743$699K0.01%-23113F-HRTimeline
OneDigital Investment Advisors LLC9,462$679K0.01%+3913F-HRTimeline
MONECO ADVISORS, LLC9,300$667K0.05%+14313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,118$654K+820Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,691$623K0.01%-9113F-HRTimelineGroup
Merit Financial Group, LLC8,500$610K<0.01%+46713F-HRTimeline
Obermeyer Wealth Partners8,372$600K0.03%013F-HRTimeline
NVWM, LLC8,003$574K0.12%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,746$556K0.01%+26613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,623$547K0.2%-22413F-HRTimeline
Clear Point Advisors Inc.7,497$538K0.42%-1,27213F-HRTimeline
Global Wealth Strategies & Associates7,480$536K0.13%-1,29813F-HRTimeline
Financial Connections Group, Inc.7,360$527K0.18%013F-HRTimeline
AdvisorNet Financial, Inc7,093$509K0.03%+12313F-HRTimeline
Total Clarity Wealth Management, Inc.7,044$505K0.12%new13F-HRTimeline
Farther Finance Advisors, LLC6,950$498K0.01%-1,20113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,531$468K0.04%+71513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,520$468K0.01%+26013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,288$451K0.01%-30013F-HRTimelineGroup
Strategic Financial Concepts, LLC6,271$450K0.41%new13F-HRTimeline
SeaCrest Wealth Management, LLC5,984$440K0.04%-9913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC6,121$439K0.11%-83313F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,908$424K0.02%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,906$423K0.03%-1,25013F-HRTimeline
Procyon Advisors, LLC5,894$423K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,830$418K<0.01%+2,72013F-HRTimeline
WealthPLAN Partners, LLC5,801$416K0.06%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,692$408K0.01%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,641$405K0.15%-36113F-HRTimeline
Gateway Wealth Partners, LLC5,573$400K0.04%+61213F-HRTimeline
GeoWealth Management, LLC5,564$399K0.01%-22313F-HRTimeline
COMERICA BANK5,311$381K<0.01%-36413F-HRTimeline
Creative Planningin group Creative Planning5,310$381K<0.01%-14013F-HRTimelineGroup
Visionary Wealth Advisors5,086$365K0.02%013F-HRTimeline
ALBION FINANCIAL GROUP /UT4,850$348K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC4,816$345K0.08%+28913F-HRTimeline
Plan Group Financial, LLC4,753$341K0.09%+1,31613F-HRTimeline
First PREMIER Bank4,718$338K0.08%013F-HRTimeline
Westside Investment Management, Inc.4,631$336K0.05%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,484$322K<0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC4,333$311K0.01%013F-HR/ATimeline
Integrated Wealth Concepts LLC4,290$308K<0.01%-251,54913F-HRTimeline
Alliance Wealth Advisors, LLC4,253$305K0.15%-3,64013F-HRTimeline
AE Wealth Management LLC4,222$303K<0.01%+92613F-HRTimeline