JPMorgan Active Value ETF (JAVA)

• Market cap: $1.75B
• 1 day: -0.80%
• 5 days: 0.41%
• 1 month: 2.31%
• 3 months: 11.90%
• 6 months: 11.86%
• Year to date: 19.80%
• 1 year: 31.44%
• 5 years: 33.70%
• 10 years: 33.70%

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

137% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 35

14% more funds holding

Funds holding: 138 [Q1] → 158 (+20) [Q2]

13% more capital invested

Capital invested by funds: $964M [Q1] → $1.09B (+$127M) [Q2]

7% more funds holding in top 10

Funds holding in top 10: 14 [Q1] → 15 (+1) [Q2]

2.47% less ownership

Funds ownership: 89.6% [Q1] → 87.13% (-2.47%) [Q2]