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 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-5- 0.05% |
$272 - $299
|
9.99K
$663K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-12- 14.81% |
$653 - $719
|
69
$4.58K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-28- 3.86% |
$1.52K - $1.68K
|
698
$46.3K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-55- 8.57% |
$2.99K - $3.29K
|
587
$38.9K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-80- 1.7% |
$4.35K - $4.79K
|
4.62K
$306K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-96- 1.65% |
$5.22K - $5.75K
|
5.73K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-100- 0.56% |
$5.44K - $5.99K
|
17.7K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-117- 2.23% |
$6.36K - $7.01K
|
5.13K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-201- 0.28% |
$10.9K - $12K
|
70.4K
$4.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-274- 1.94% |
$14.9K - $16.4K
|
13.8K
$918K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-344- 6.74% |
$18.7K - $20.6K
|
4.76K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-398- 6.37% |
$21.6K - $23.8K
|
5.85K
$388K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-430- 2.59% |
$23.4K - $25.8K
|
16.2K
$1.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-446- 0.17% |
$24.3K - $26.7K
|
261K
$17.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-489- 1.68% |
$26.6K - $29.3K
|
28.7K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-632- 5.28% |
$34.4K - $37.9K
|
11.3K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-708- 2.57% |
$38.5K - $42.4K
|
26.9K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-746- 16.31% |
$40.6K - $44.7K
|
3.83K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-852- 9.35% |
$46.3K - $51K
|
8.26K
$548K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-969- 13.25% |
$52.7K - $58K
|
6.34K
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.11K- 8.59% |
$60.3K - $66.4K
|
11.8K
$783K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 14.27% |
$87.7K - $96.6K
|
9.69K
$643K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.13K- 34.51% |
$116K - $127K
|
4.03K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.48K- 84.69% |
$189K - $208K
|
629
$41.7K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.34K- 40.94% |
$290K - $320K
|
7.71K
$511K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.71K- 17.55% |
$310K - $342K
|
26.8K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.37K- 1.55% |
$347K - $382K
|
405K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.71KClosed |
$419K - $461K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.69K- 9.66% |
$473K - $520K
|
81.3K
$5.39M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-12K- 55.94% |
$651K - $717K
|
9.43K
$625K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-15.9K- 16.56% |
$865K - $953K
|
80.1K
$5.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16.6K- 2.2% |
$904K - $996K
|
739K
$49M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.3K- 16.99% |
$1.38M - $1.52M
|
124K
$8.2M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-36.1K- 12.52% |
$1.96M - $2.16M
|
252K
$16.7M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61.8K- 23.3% |
$3.36M - $3.7M
|
203K
$13.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 13.17% |
$6.68M - $7.35M
|
809K
$53.7M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-668K- 48.36% |
$36.3M - $40M
|
713K
$47.3M
|