JPMorgan Active Value ETF (JAVA)

• Market cap: $2.4B
• 1 day: 1.24%
• 5 days: -3.20%
• 1 month: -4.20%
• 3 months: 0.28%
• 6 months: 7.35%
• Year to date: 14.32%
• 1 year: 16.64%
• 5 years: 27.58%
• 10 years: 27.58%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

165% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 34

25% more capital invested

Capital invested by funds: $1.09B [Q2] → $1.37B (+$274M) [Q3]

7% more funds holding in top 10

Funds holding in top 10: 15 [Q2] → 16 (+1) [Q3]

3% less funds holding

Funds holding: 157 [Q2] → 153 (-4) [Q3]

2.96% less ownership

Funds ownership: 87.13% [Q2] → 84.17% (-2.96%) [Q3]

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17