Purchases and Sales Made in Q4 2024 in Jp Morgan ETF Fd Tr Active Val (JAVA)
This table provides information about the institutional ownership of Jp Morgan ETF Fd Tr Active Val (JAVA) during Q4 2024. The information is specifically focused on institutions that hold shares of JP MORGAN ETF FD TR ACTIVE VAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
247K+ 20.92% |
$15.6M - $16.9M
|
1.43M
$94.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
92.1KNew |
$5.8M - $6.31M
|
92.1K
$6.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
86.5KNew |
$5.45M - $5.93M
|
86.5K
$5.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
63.7KNew |
$4.01M - $4.36M
|
63.7K
$4.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
56.1K+ 17.19% |
$3.53M - $3.84M
|
382K
$25.3M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
54.5KNew |
$3.44M - $3.74M
|
54.5K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
52.3K+ 7.7% |
$3.3M - $3.59M
|
732K
$48.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
27.7K+ 8.37% |
$1.74M - $1.9M
|
358K
$23.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.3K+ 360.85% |
$1.28M - $1.39M
|
25.9K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.8K+ 8.32% |
$1.18M - $1.29M
|
245K
$16.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
18.6KNew |
$1.17M - $1.28M
|
18.6K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
17K+ 14.58% |
$1.07M - $1.16M
|
133K
$8.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
16.4K+ 79.72% |
$1.04M - $1.13M
|
37.1K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 31.01% |
$763K - $830K
|
51.2K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
8.14KNew |
$513K - $558K
|
8.14K
$538K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
8.05K+ 40.73% |
$507K - $552K
|
27.8K
$1.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
7.83K+ 39.91% |
$493K - $537K
|
27.5K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.36K+ 192.72% |
$464K - $504K
|
11.2K
$739K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.25K+ 3.19% |
$457K - $497K
|
235K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.23K+ 7.7% |
$456K - $496K
|
101K
$6.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.67KNew |
$357K - $389K
|
5.67K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
4.23K+ 5.3% |
$267K - $290K
|
84K
$5.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.12K+ 2.52% |
$260K - $283K
|
168K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4K+ 22.17% |
$252K - $274K
|
22K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3.69K+ 28.11% |
$232K - $253K
|
16.8K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.57K+ 12.12% |
$225K - $245K
|
33K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.23KNew |
$204K - $221K
|
3.23K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.98K+ 9.68% |
$188K - $204K
|
33.8K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.93K+ 18.98% |
$185K - $201K
|
18.4K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.88K+ 1.11% |
$181K - $197K
|
263K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 6.2% |
$173K - $189K
|
47.1K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.21K+ 16.2% |
$139K - $152K
|
15.9K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 107.46% |
$135K - $147K
|
4.14K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.9K+ 34.02% |
$119K - $130K
|
7.47K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.26K+ 10.74% |
$79.6K - $86.6K
|
13K
$861K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.18K+ 32.72% |
$74.5K - $81.1K
|
4.8K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.12K+ 1.54% |
$70.6K - $76.8K
|
74K
$4.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
755+ 5.57% |
$47.6K - $51.8K
|
14.3K
$946K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
466+ 7.52% |
$29.4K - $31.9K
|
6.66K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
457+ 10.6% |
$28.8K - $31.3K
|
4.77K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400New |
$25.2K - $27.4K
|
400
$26.4K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
379+ 8.06% |
$23.9K - $26K
|
5.08K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
298+ 1986.67% |
$18.8K - $20.4K
|
313
$20.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
153+ 6.27% |
$9.64K - $10.5K
|
2.6K
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
115+ 31.25% |
$7.25K - $7.88K
|
483
$31.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 36.36% |
$6.3K - $6.86K
|
375
$24.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
94New |
$5.92K - $6.44K
|
94
$6.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
55+ 0.89% |
$3.47K - $3.77K
|
6.26K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 0.4% |
$2.08K - $2.26K
|
8.31K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
14+ 0.4% |
$882 - $960
|
3.52K
$233K
|