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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,579,446$1.53B0.1%+1,178,23213F-HR/ATimelineGroup
Dynasty Wealth Management, LLC8,197,776$588M5.13%+3,421,30813F-HRTimeline
LPL Financial LLC6,687,339$480M0.13%+424,67613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,765,340$342M6.23%+565,59313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,741,557$197M0.05%+105,40013F-HR/ATimelineGroup
OpenArc Corporate Advisory, LLC2,337,591$168M2.4%+713,13413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,869,602$134M0.01%+76,49713F-HRTimelineGroup
Cetera Investment Advisers1,788,286$128M0.14%+403,10113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,771,693$127M0.01%+955,07413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,200,108$86.1M0.02%+546,59313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,200,038$86.1M0.02%-22,64613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,098,170$78.8M0.87%+473,03413F-HRTimeline
Avior Wealth Management, LLC978,139$70.2M1.99%-42,50313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…973,671$69.9M0.04%-61,93513F-HRTimelineGroup
STEPH & CO914,389$65.6M18.72%+92,07213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP884,672$62.2M0.03%+175,99513F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC848,841$60.9M10.19%+33,95713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC837,053$60.1M0.08%-175,33113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…790,724$56.7M1.03%+18,74513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC616,428$44.2M0.17%+20,93213F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.547,918$39.3M0.19%+119,60013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC543,980$39M0.01%+64,28213F-HRTimelineGroup
FSM Wealth Advisors, LLC524,892$37.7M4.84%+53,52913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC495,706$35.6M0.85%new13F-HRTimeline
Intellus Advisors LLC481,617$34.6M4.72%+4,98913F-HRTimeline
Private Advisor Group, LLC472,053$33.9M0.16%+4,14413F-HRTimeline
WNY Asset Management, LLC454,239$32.6M3.37%13F-HRTimeline
UBS Group AGgroup of 2 filers holding450,406$32.3M-305,454Timeline
WCG Wealth Advisors LLC438,902$31.5M0.88%+9,05713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth432,764$31.1M0.03%+8,76813F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC432,496$31M0.98%+25,67813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.409,336$29.4M0.04%-27,73613F-HRTimelineGroup
UNIQUE WEALTH, LLC399,057$28.6M3.96%+114,44013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP394,384$28.3M0.03%-30,87613F-HRTimelineGroup
Americana Partners, LLC380,521$27.3M0.71%-164,69113F-HRTimeline
Arlington Financial Advisors, LLC368,316$26.4M3.76%+5,86313F-HRTimeline
Convergence Financial, LLC351,999$25.3M2.69%-9,45113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…341,958$24.5M0.04%+306,74513F-HRTimelineGroup
WealthPlan Investment Management, LLC325,895$23.4M1.3%+147,17013F-HRTimeline
Centerline Wealth Advisors, LLC289,602$20.8M7.47%+67,71813F-HRTimeline
Integrated Wealth Concepts LLC263,344$18.9M0.15%+259,05413F-HRTimeline
Cambridge Investment Research Advisors,…251,475$18M0.05%+32,40813F-HRTimeline
Triangle Securities Wealth Management248,192$17.8M4.04%+7,53413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CWM, LLCin group CWM, LLC245,014$17.6M0.05%-15,85713F-HRTimelineGroup
Prism Advisors, Inc.244,878$17.6M4.69%-9,98313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN231,975$16.6M<0.01%+12,70313F-HR/ATimelineGroup
Storen Legacy Partners, LLC223,269$16M5.02%new13F-HRTimeline
Confluence Wealth Services, Inc.213,199$15.3M0.59%+13,19913F-HRTimeline
BCGM Wealth Management, LLC208,721$15M3.76%-1,57513F-HRTimeline
Sanctuary Advisors, LLC182,049$13.1M0.07%-7,04913F-HRTimeline
GILL CAPITAL PARTNERS, LLC179,750$12.9M3.71%+10,99213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…166,008$11.9M0.13%+21,17513F-HRTimelineGroup
NewEdge Advisors, LLC154,407$11.1M0.04%+4,12413F-HR/ATimeline
ARQ WEALTH ADVISORS, LLC153,392$11M1.98%+2,92013F-HRTimeline
KEYVANTAGE WEALTH, LLC145,467$10.4M4.6%+6,61813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC144,182$10.3M0.08%+22,37613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…141,284$10.2M1.18%+5,40713F-HRTimeline
DAVENPORT & Co LLC135,907$9.75M0.05%+16,76813F-HRTimeline
Weil Company, Inc.128,234$9.2M2.07%-1,62613F-HRTimeline
Geneos Wealth Management Inc.127,226$9.13M0.21%+25,08913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC123,849$8.89M0.23%+7,47413F-HRTimelineGroup
Rehmann Capital Advisory Group123,130$8.83M0.46%+113,06413F-HRTimeline
MN Wealth Advisors, LLC119,388$8.57M4.17%-3,70913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC117,289$8.42M0.08%+38,66113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC115,202$8.27M0.02%-4,64913F-HRTimeline
Resolute Wealth Strategies, LLC112,106$8.04M3.47%+5,74613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…109,423$7.85M<0.01%+11,31313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,426$6.87M0.02%+64,53713F-HRTimeline
SIMA Wealth Partners, LLC94,742$6.8M5.18%-71213F-HRTimeline
Mariner, LLCin group Mariner, LLC90,356$6.48M0.01%+65,05713F-HRTimelineGroup
Cyndeo Wealth Partners, LLC83,758$6.01M0.32%+19,83213F-HRTimeline
Perennial Investment Advisors, LLC82,970$5.95M0.48%+3,37613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.82,817$5.94M0.04%+46,59813F-HRTimelineGroup
Perigon Wealth Management, LLC79,635$5.71M0.1%-1,56313F-HRTimeline
Gemmer Asset Management LLC73,487$5.27M0.42%+23913F-HRTimeline
HighTower Advisors, LLC71,134$5.1M0.01%+1,89413F-HRTimeline
Composition Wealth, LLC70,998$5.09M0.07%-1,37013F-HRTimeline
Arkadios Wealth Advisors70,372$5.05M0.08%+9,11713F-HRTimeline
Triad Wealth Partners, LLC69,375$4.98M0.39%+7,90613F-HRTimeline
GGM Financial LLC67,176$4.82M2.22%-7,30513F-HRTimeline
HARBOUR INVESTMENTS, INC.67,077$4.81M0.07%+2,08613F-HRTimeline
FAGAN ASSOCIATES, INC.65,239$4.68M0.65%+6913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS64,050$4.6M0.01%-1,36213F-HRTimeline
5T Wealth, LLC61,458$4.41M1.74%-39313F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT61,090$4.38M5.56%13F-HRTimeline
Western Wealth Management, LLC61,050$4.38M0.17%+12,84513F-HR/ATimeline
Denver PWM, LLC52,531$4.01M1.38%-32,04913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC49,921$3.58M0.12%-1,21013F-HRTimelineGroup
Gladstone Institutional Advisory LLC49,280$3.54M0.13%+2,65113F-HRTimeline
Independent Advisor Alliance49,251$3.53M0.04%new13F-HRTimeline
CMH Wealth Management LLC47,520$3.41M0.59%+2,77513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …43,796$3.14M0.02%+28313F-HRTimelineGroup
First Heartland Consultants, Inc.39,279$2.82M0.22%-2,60513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA39,939$2.81M0.09%+2,02313F-HRTimelineGroup
Fortis Group Advisors, LLC34,758$2.65M0.44%-7,84513F-HRTimeline
Compass Wealth Management, LLC/GA36,560$2.62M1.12%-20,76613F-HRTimeline
Hopwood Nicholas Hunter35,462$2.54M0.81%+1,24713F-HRTimeline
Quotient Wealth Partners, LLC33,922$2.43M0.06%+9,75313F-HRTimeline
Crumly & Associates Inc.33,440$2.4M0.5%-3,65713F-HRTimeline
WBH ADVISORY INC33,324$2.4M0.18%+2,71013F-HRTimeline
Cauble & Harre Wealth Management, Inc.30,313$2.31M1.84%-1,60313F-HRTimeline
Merited Wealth, LLC31,233$2.24M1.86%+16,70713F-HRTimeline
MGO ONE SEVEN LLC30,326$2.18M0.04%-2,77313F-HRTimeline
Kingsview Wealth Management, LLC29,498$2.12M0.03%+51413F-HRTimeline
WealthPLAN Partners, LLC27,388$1.97M0.38%+21,58713F-HRTimeline
D.A. DAVIDSON & CO.27,191$1.95M0.01%-3413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,793$1.92M0.04%-55313F-HRTimelineGroup
Heritage Wealth Management, Inc.25,705$1.84M0.91%-17113F-HRTimeline
IFP Advisors, Inc25,344$1.82M0.04%+1,72113F-HRTimeline
RFG Advisory, LLC23,524$1.74M0.03%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,218$1.74M<0.01%+5,24013F-HRTimelineGroup
Elevation Wealth Management LLC24,049$1.73M1.59%-1,39513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…23,398$1.68M0.13%new13F-HRTimelineGroup
Independence Asset Advisors, LLC22,711$1.63M0.59%+12,81513F-HRTimeline
3Chopt Investment Partners, LLC22,704$1.63M0.37%-6713F-HRTimeline
Atlanta Consulting Group Advisors, LLC22,305$1.6M0.34%+20713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,184$1.59M<0.01%+11,71013F-HRTimelineGroup
Merit Financial Group, LLC21,483$1.54M0.01%+12,98313F-HRTimeline
MassMutual Private Wealth & Trust, FSB21,367$1.53M0.04%-1,07413F-HRTimeline
Curry Webb Wealth Management LLC21,202$1.52M0.72%-3,62713F-HRTimeline
Atria Investments, Inc20,999$1.51M0.02%-3,45913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…20,797$1.49M0.25%-3,18513F-HRTimeline
Fairvoy Private Wealth, LLC20,762$1.49M0.36%+6,83113F-HRTimeline
PUREfi Wealth, LLC20,227$1.45M0.95%+7,49513F-HRTimeline
Ignite Planners, LLC19,504$1.43M0.22%+4,36513F-HRTimeline
Mascagni Wealth Management, Inc.19,778$1.42M1.01%-1,80213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…19,688$1.41M0.17%-2,43113F-HRTimeline
Traveka Wealth, LLC19,260$1.38M0.53%+3,56613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,878$1.28M0.01%+3,92813F-HRTimeline
Sugar Maple Asset Management, LLC17,808$1.28M0.78%-52113F-HRTimeline
LANDAAS & CO /WI /ADV17,768$1.27M0.28%013F-HRTimeline
CIBC WORLD MARKET INC.17,553$1.26M<0.01%+13,92813F-HRTimeline
Belpointe Asset Management LLC17,513$1.26M0.05%+2,14513F-HRTimeline
Wayfinding Financial, LLC17,414$1.25M0.54%+23813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC17,259$1.24M0.31%-3113F-HRTimeline
Advisory Services Network, LLC16,575$1.19M0.02%+1,11213F-HRTimeline
Clear Creek Financial Management, LLC16,558$1.19M0.09%-43213F-HRTimeline
Beaumont Financial Advisors, LLC15,747$1.13M0.08%-16113F-HRTimeline
Krilogy Financial LLC15,031$1.12M0.04%-81213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC15,132$1.09M0.14%-46013F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC14,846$1.07M0.39%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,584$1.05M0.08%-43913F-HRTimeline
Frontier Asset Management, LLC13,982$1M0.21%-21513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…13,792$990K0.41%+1,19013F-HRTimeline
Compound Planning, Inc.12,956$930K0.03%-1,44713F-HRTimeline
SUTTON PLACE INVESTORS LLC12,872$924K0.51%-46313F-HRTimeline
HUB Investment Partners, LLC12,392$889K0.02%-69113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,213$876K0.01%+80413F-HRTimelineGroup
Bill Few Associates, Inc.12,161$873K0.21%+1,30213F-HRTimeline
Rothschild Wealth LLC12,101$868K0.08%013F-HRTimeline
PRIVATE TRUST CO NA12,073$866K0.08%-56113F-HRTimeline
Kuhn & Co Investment Counsel11,795$846K0.55%013F-HRTimeline
Procyon Advisors, LLC11,480$824K0.04%+5,58613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO11,469$823K0.09%-21913F-HRTimeline
Gateway Wealth Partners, LLC11,390$817K0.03%+5,81713F-HRTimeline
Mutual Advisors, LLC10,875$780K0.02%+1,13213F-HRTimeline
M.E. ALLISON & CO., INC.10,365$744K0.49%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,276$737K+1,158Timeline
Verity Asset Management, Inc.10,229$734K0.31%+43013F-HRTimeline
OneDigital Investment Advisors LLC9,591$688K0.01%+12913F-HRTimeline
MONECO ADVISORS, LLC9,590$688K0.05%+29013F-HRTimeline
Strategic Financial Concepts, LLC9,150$657K0.16%+2,87913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,992$645K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,843$634K<0.01%+3,01313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,829$633K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,653$621K0.01%-3813F-HRTimelineGroup
Beacon Pointe Advisors, LLC8,381$601K<0.01%new13F-HRTimeline
Obermeyer Wealth Partners8,372$601K0.03%013F-HRTimeline
AdvisorNet Financial, Inc8,241$591K0.03%+1,14813F-HRTimeline
NVWM, LLC8,003$574K0.13%013F-HRTimeline
Apella Capital, LLC7,360$556K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.7,700$552K0.02%-4613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,452$535K0.2%-17113F-HRTimeline
Financial Connections Group, Inc.7,360$528K0.18%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,620$475K0.01%+10013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC6,588$473K0.04%+5713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,548$469K0.03%+64213F-HRTimeline
Farther Finance Advisors, LLC6,514$469K<0.01%-43613F-HRTimeline
IHT Wealth Management, LLC6,187$444K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,170$443K0.01%-11813F-HRTimelineGroup
Global Wealth Strategies & Associates5,995$430K0.11%-1,48513F-HRTimeline
Emergent Wealth Advisors, LLC5,990$430K0.25%new13F-HRTimeline
SeaCrest Wealth Management, LLC5,985$429K0.05%+113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,909$424K0.15%+26813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,892$423K0.01%+20013F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC5,834$419K0.11%-28713F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…5,671$407K0.24%new13F-HRTimeline
GeoWealth Management, LLC5,664$406K0.01%+10013F-HRTimeline
Gotham Asset Management, LLC5,659$406K<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC5,523$396K0.09%+70713F-HRTimeline
Total Clarity Wealth Management, Inc.5,378$386K0.09%-1,66613F-HRTimeline
Qube Research & Technologies Ltd5,374$386K<0.01%+2,35213F-HRTimeline
Creative Planningin group Creative Planning5,118$367K<0.01%-19213F-HRTimelineGroup
Visionary Wealth Advisors5,086$365K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,865$349K<0.01%+1,93813F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT4,850$348K0.02%013F-HRTimeline
Plan Group Financial, LLC4,736$340K0.08%-1713F-HRTimeline
First PREMIER Bank4,718$339K0.08%013F-HRTimeline
Westside Investment Management, Inc.4,631$333K0.05%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,599$330K<0.01%+11513F-HRTimelineGroup