JAVA

JPMorgan Active Value ETF
$71.78-0.90 (-1.24%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$9.03000449000421e+250T

% of Float

Price History

$56.84$61.84$66.84$71.84$76.84Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO12,591,941$903.0M0.06%Share
2LPL Financial LLC6,262,663$449.0M0.12%Share
3JPMORGAN CHASE & CO5,875,447$421.0M0.03%Share
4Dynasty Wealth Management, LLC4,776,468$342.0M3.36%Share
5SAGESPRING WEALTH PARTNERS, LLC4,199,747$258.8M4.70%Share
6AMERIPRISE FINANCIAL INC2,624,108$188.0M0.04%Share
7JPMORGAN CHASE & CO1,819,985$130.0M0.01%Share
8MORGAN STANLEY1,793,104$128.0M0.01%Share
9OpenArc Corporate Advisory, LLC1,624,457$116.0M1.92%Share
10Janney Montgomery Scott LLC1,589,943$114.0M0.26%Share
11Cetera Investment Advisers1,385,185$99.0M0.11%Share
12ENVESTNET ASSET MANAGEMENT INC1,222,684$87.0M0.03%Share
13PNC FINANCIAL SERVICES GROUP, INC.1,035,070$74.0M0.04%Share
14Avior Wealth Management, LLC1,020,642$73.2M2.28%Share
15COMMONWEALTH EQUITY SERVICES, LLC1,012,384$72.0M0.10%Share
16STEPH & CO822,317$59.0M17.00%Share
17ORRSTOWN FINANCIAL SERVICES INC814,786$58.4M9.74%Share
18GREAT VALLEY ADVISOR GROUP, INC.771,979$55.0M1.06%Share
19UBS Group AG755,860$54.2M0.01%Share
20JONES FINANCIAL COMPANIES LLLP707,432$50.0M0.03%Share
21ROYAL BANK OF CANADA645,256$46.0M0.01%Share
22Vestmark Advisory Solutions, Inc.625,136$44.8M0.61%Share
23Kestra Advisory Services, LLC595,496$42.0M0.17%Share
24Americana Partners, LLC545,212$39.1M1.07%Share
25Intellus Advisors LLC476,628$34.2M4.54%Share
26FSM Wealth Advisors, LLC471,363$33.8M4.62%Share
27Private Advisor Group, LLC467,909$33.0M0.16%Share
28WCG Wealth Advisors LLC429,845$30.8M0.86%Share
29CI INVESTMENTS INC.428,318$30.0M0.13%Share
30OSAIC HOLDINGS, INC.425,857$30.0M0.04%Share
31BANK OF AMERICA CORP /DE/431,357$30.0M0.00%Share
32Focus Partners Wealth423,996$30.0M0.03%Share
33DAYMARK WEALTH PARTNERS, LLC406,818$29.2M0.93%Share
34RAYMOND JAMES FINANCIAL INC399,699$28.0M0.01%Share
35STIFEL FINANCIAL CORP388,825$27.0M0.02%Share
36BANK OF AMERICA CORP /DE/384,862$27.0M0.00%Share
37Arlington Financial Advisors, LLC362,453$26.0M3.72%Share
38Convergence Financial, LLC361,450$25.9M3.78%Share
39UNIQUE WEALTH, LLC284,617$20.4M2.85%Share
40CWM, LLC260,871$18.7M0.05%Share
41Prism Advisors, Inc.254,861$18.3M4.87%Share
42Triangle Securities Wealth Management240,658$17.3M3.64%Share
43Centerline Wealth Advisors, LLC221,884$15.9M5.76%Share
44Sanctuary Advisors, LLC245,465$15.6M0.10%Share
45Sanctuary Advisors, LLC245,465$15.6M0.11%Share
46BCGM Wealth Management, LLC210,296$15.1M3.85%Share
47Cambridge Investment Research Advisors, Inc.219,067$15.0M0.04%Share
48Confluence Wealth Services, Inc.200,000$14.3M0.59%Share
49Sanctuary Advisors, LLC189,098$13.6M0.07%Share
50WealthPlan Investment Management, LLC178,725$12.8M0.82%Share