Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.05% |
$100 - $106
|
4.09K
$271K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$50.2 - $53.2
|
202
$13.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-35- 0.38% |
$1.76K - $1.86K
|
9.23K
$611K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-82- 58.16% |
$4.11K - $4.36K
|
59
$3.91K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-118- 0.7% |
$5.92K - $6.27K
|
16.8K
$1.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-180- 20.76% |
$9.03K - $9.57K
|
687
$45.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-360- 1.14% |
$18.1K - $19.1K
|
31.2K
$2.07M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-381- 5.17% |
$19.1K - $20.3K
|
6.99K
$463K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-381- 5.17% |
$19.1K - $20.3K
|
6.99K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-512- 7.1% |
$25.7K - $27.2K
|
6.7K
$444K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-955- 9.27% |
$47.9K - $50.8K
|
9.35K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.8K- 16.91% |
$90.3K - $95.6K
|
8.84K
$586K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.1K- 21.23% |
$156K - $165K
|
11.5K
$763K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.36K- 14.83% |
$169K - $179K
|
19.3K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.24K- 14.12% |
$263K - $278K
|
31.8K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.38K- 89.63% |
$270K - $286K
|
623
$41.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.43K- 27.71% |
$373K - $395K
|
19.4K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-7.88K- 3.16% |
$395K - $419K
|
241K
$16M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-10.1K- 37.06% |
$505K - $535K
|
17.1K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.5K- 13.82% |
$1.23M - $1.3M
|
153K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.4K- 14.25% |
$2.53M - $2.68M
|
304K
$20.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-51.5K- 52.36% |
$2.58M - $2.73M
|
46.8K
$3.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-59K- 20.55% |
$2.96M - $3.14M
|
228K
$15.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-117K- 16.25% |
$5.86M - $6.2M
|
602K
$39.9M
|