J P MORGAN EXCHANGE TRADED F (JAVA): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

J P MORGAN EXCHANGE TRADED F (JAVA)

232 + Investors. Track Smart Money conviction in JAVA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — JAVA

Based on 232 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added JAVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

232 hedge funds hold JAVA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q

+57 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 66% buying

142 buying74 selling

Last quarter: 142 funds were net buyers (34 opened a brand new position + 108 added to an existing one). Only 74 were sellers (62 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new JAVA position: 25 → 30 → 21 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 34% medium ■ 25% new

96 out of 232 hedge funds have held JAVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~34 new funds/quarter

36 → 25 → 30 → 21 → 34 new funds/Q

New funds entering each quarter: 25 → 30 → 21 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 40% of holders stayed 2+ years

■ 40% veterans ■ 19% 1-2yr ■ 41% new

Of 232 current holders: 93 (40%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds

14 of 232 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in JAVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	232	211	9.95%
13F Shares	64M	55M	16.38%
Total Value	$4.58B	$3.78B	21.06%
New Positions	34	21	+13
Increased Positions	109	105	+4
Closed Positions	12	19	-7
Reduced Positions	62	64	-2
Total Calls	0	1	-100.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

232

211

9.95%

13F Shares

64M

55M

16.38%

Total Value

$4.58B

$3.78B

21.06%

New Positions

+13

Increased Positions

109

105

Closed Positions

-7

Reduced Positions

-2

Total Calls

-100.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q1)

232 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JAVA. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of JAVA — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	STEPH & CO	18.72%	914,389	$65.6M
2	ORRSTOWN FINANCIAL SERVICES INC	10.19%	848,841	$60.9M
3	Centerline Wealth Advisors, LLC	7.47%	289,602	$20.8M
4	Storen Legacy Partners, LLC	5.02%	223,269	$16.0M
5	FSM Wealth Advisors, LLC	4.84%	524,892	$37.7M
6	Prism Advisors, Inc.	4.69%	244,878	$17.6M
7	MN Wealth Advisors, LLC	4.17%	119,388	$8.6M
8	Triangle Securities Wealth Management	4.04%	248,192	$17.8M
9	UNIQUE WEALTH, LLC	3.96%	399,057	$28.6M
10	Arlington Financial Advisors, LLC	3.76%	368,316	$26.4M
11	GILL CAPITAL PARTNERS, LLC	3.71%	179,750	$12.9M
12	Weil Company, Inc.	2.07%	128,234	$9.2M
13	Avior Wealth Management, LLC	1.99%	978,139	$70.2M
14	ARQ WEALTH ADVISORS, LLC	1.98%	153,392	$11.0M
15	Merited Wealth, LLC	1.86%	31,233	$2.2M
16	5T Wealth, LLC	1.74%	61,458	$4.4M
17	WealthPlan Investment Management, LLC	1.30%	325,895	$23.4M
18	PUREfi Wealth, LLC	0.95%	20,227	$1.5M
19	Heritage Wealth Management, Inc.	0.91%	25,705	$1.8M
20	ELEVATION POINT WEALTH PARTNERS, LLC	0.82%	495,706	$35.6M
21	Sugar Maple Asset Management, LLC	0.78%	17,808	$1.3M
22	Independence Asset Advisors, LLC	0.59%	22,711	$1.6M
23	CMH Wealth Management LLC	0.59%	47,520	$3.4M
24	Traveka Wealth, LLC	0.53%	19,260	$1.4M
25	SUTTON PLACE INVESTORS LLC	0.51%	12,872	$924K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — J P MORGAN EXCHANGE TRADED F (JAVA)

What does the Smart Money Trend signal show for JAVA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added JAVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JAVA?

More buyers than sellers — 66% buying: Last quarter: 142 funds were net buyers (34 opened a brand new position + 108 added to an existing one). Only 74 were sellers (62 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JAVA holders?

Elite ownership — 57% AUM from top-100 funds: 14 of 232 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in JAVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JAVA?

41% of holders stayed for 2+ years: 96 out of 232 hedge funds have held JAVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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J P MORGAN EXCHANGE TRADED F (JAVA)

Smart Money Signals — JAVA

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

More buyers than sellers — 66% buying

More new buyers each quarter (+13 vs last Q)

41% of holders stayed for 2+ years

Steady discovery — ~34 new funds/quarter

Deep conviction — 40% of holders stayed 2+ years

Elite ownership — 57% AUM from top-100 funds

Hedge Fund Ownership: JAVA

Market Analysis: JAVA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JAVA

Hedge Fund Positioning: JAVA

Statistics: JAVA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — J P MORGAN EXCHANGE TRADED F (JAVA)

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