JPMorgan Active Value ETF (JAVA)

• Market cap: $2.66B
• 1 day: -0.45%
• 5 days: 1.66%
• 1 month: 3.33%
• 3 months: 1.71%
• 6 months: 8.08%
• Year to date: 4.44%
• 1 year: 19.42%
• 5 years: 32.20%
• 10 years: 32.20%

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

27% more capital invested

Capital invested by funds: $1.14B [Q2] → $1.45B (+$312M) [Q3]

7% more funds holding in top 10

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

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1.5% less ownership

Funds ownership: 91.12% [Q2] → 89.62% (-1.5%) [Q3]

3% less funds holding

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