Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
4.17KNew |
$227K - $250K
|
4.17K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.81K+ 3.59% |
$207K - $228K
|
110K
$7.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.73KNew |
$203K - $223K
|
3.73K
$247K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.66K+ 33.74% |
$199K - $219K
|
14.5K
$961K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.63KNew |
$197K - $217K
|
3.63K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.5KNew |
$190K - $210K
|
3.5K
$232K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
3.46KNew |
$188K - $207K
|
3.46K
$229K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$185K - $203K
|
3.39K
$225K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.39KNew |
$184K - $203K
|
3.39K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.37KNew |
$183K - $202K
|
3.37K
$223K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 7.79% |
$160K - $177K
|
40.8K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.8K+ 197.32% |
$152K - $168K
|
4.22K
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.64K+ 12.97% |
$143K - $158K
|
23K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.42K+ 21.41% |
$132K - $145K
|
13.7K
$910K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.35K+ 53.03% |
$128K - $141K
|
6.78K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.33K+ 2330.0% |
$127K - $140K
|
2.43K
$161K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.16K+ 22.56% |
$117K - $129K
|
11.7K
$778K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 2.29% |
$95.3K - $105K
|
78.2K
$5.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.74K+ 7.76% |
$94.7K - $104K
|
24.2K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.65K+ 12.83% |
$89.7K - $98.8K
|
14.5K
$963K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.59KNew |
$86.2K - $94.9K
|
1.59K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 6.01% |
$74.9K - $82.5K
|
24.3K
$1.61M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2K+ 15.35% |
$65K - $71.6K
|
8.98K
$596K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.18K+ 21.91% |
$64.2K - $70.7K
|
6.57K
$436K
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.17K+ 2.46% |
$63.6K - $70K
|
48.7K
$3.23M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.13K+ 91.76% |
$61.2K - $67.4K
|
2.35K
$156K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
805New |
$43.8K - $48.2K
|
805
$53.4K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
780+ 14.22% |
$42.4K - $46.7K
|
6.27K
$415K
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
724+ 4.85% |
$39.4K - $43.4K
|
15.6K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
628+ 26.44% |
$34.2K - $37.6K
|
3K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
611+ 0.87% |
$33.2K - $36.6K
|
70.6K
$4.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
605+ 12.17% |
$32.9K - $36.2K
|
5.58K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
364+ 11.48% |
$19.8K - $21.8K
|
3.54K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
341+ 1.95% |
$18.5K - $20.4K
|
17.8K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
329+ 2.64% |
$17.9K - $19.7K
|
12.8K
$848K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
328+ 0.21% |
$17.8K - $19.6K
|
154K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
237New |
$12.9K - $14.2K
|
237
$15.7K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
232New |
$12.6K - $13.9K
|
232
$15.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
210New |
$11.4K - $12.6K
|
210
$13.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
159New |
$8.65K - $9.52K
|
159
$10.5K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
147+ 1.24% |
$8K - $8.8K
|
12K
$797K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
115+ 1.68% |
$6.25K - $6.89K
|
6.97K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
89+ 0.68% |
$4.84K - $5.33K
|
13.1K
$868K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 1.2% |
$4.57K - $5.03K
|
7.07K
$469K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
64New |
$3.48K - $3.83K
|
64
$4.24K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59New |
$3.21K - $3.53K
|
59
$3.91K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41+ 0.22% |
$2.23K - $2.46K
|
18.5K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 7.92% |
$1.47K - $1.62K
|
368
$24.4K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 0.29% |
$490 - $539
|
3.16K
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|