Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.79K+ 2.98% |
$223K - $243K
|
131K
$8.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.62KNew |
$212K - $232K
|
3.62K
$240K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.56K+ 9.65% |
$209K - $228K
|
40.4K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.49K+ 18.6% |
$205K - $223K
|
22.2K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.33KNew |
$195K - $213K
|
3.33K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.19K+ 91.2% |
$188K - $205K
|
6.69K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.17KNew |
$186K - $203K
|
3.17K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3.17K+ 5.41% |
$186K - $203K
|
61.7K
$4.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 45.55% |
$179K - $196K
|
9.75K
$646K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3K+ 17.9% |
$176K - $192K
|
19.8K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.69K+ 21.85% |
$158K - $172K
|
15K
$995K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 6.34% |
$155K - $169K
|
44.4K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.51K+ 67.97% |
$147K - $161K
|
6.2K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.31K+ 65.27% |
$136K - $148K
|
5.84K
$387K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.07K+ 8.45% |
$122K - $133K
|
26.6K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.96K+ 16.73% |
$115K - $125K
|
13.6K
$904K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.95K+ 17.49% |
$115K - $125K
|
13.1K
$869K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.93K+ 2.09% |
$113K - $123K
|
94K
$6.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.74K+ 17.3% |
$102K - $111K
|
11.8K
$780K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.7K+ 35.39% |
$99.8K - $109K
|
6.5K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 21.09% |
$94.8K - $103K
|
9.26K
$614K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.47K+ 4.89% |
$86.3K - $94.1K
|
31.5K
$2.09M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.36K+ 33.85% |
$79.8K - $87.1K
|
5.37K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.22K+ 9.89% |
$71.7K - $78.2K
|
13.6K
$899K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09K+ 0.22% |
$64.2K - $70K
|
492K
$32.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.08K+ 22.51% |
$63.5K - $69.2K
|
5.88K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 15.3% |
$61.5K - $67.1K
|
7.89K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 7.03% |
$61K - $66.6K
|
15.8K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
915+ 1.76% |
$53.8K - $58.6K
|
53K
$3.51M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
788+ 8.73% |
$46.3K - $50.5K
|
9.82K
$651K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
703+ 12.04% |
$41.3K - $45K
|
6.54K
$434K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
480+ 2.74% |
$28.2K - $30.8K
|
18K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
433+ 1.49% |
$25.4K - $27.7K
|
29.4K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
403+ 53.88% |
$23.7K - $25.8K
|
1.15K
$76.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
400New |
$23.5K - $25.6K
|
400
$26.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
294+ 7.32% |
$17.3K - $18.8K
|
4.31K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
275New |
$16.2K - $17.6K
|
275
$18.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
226+ 10.2% |
$13.3K - $14.5K
|
2.44K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
212+ 1.07% |
$12.5K - $13.6K
|
20K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
203+ 5.62% |
$11.9K - $13K
|
3.82K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
126+ 0.91% |
$7.4K - $8.07K
|
14K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
125+ 2.31% |
$7.34K - $8.01K
|
5.55K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
122+ 0.15% |
$7.17K - $7.82K
|
81.8K
$5.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
108+ 15.19% |
$6.35K - $6.92K
|
819
$54.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
99+ 2.9% |
$5.82K - $6.34K
|
3.51K
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 8.53% |
$2.94K - $3.2K
|
636
$42.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
39+ 0.4% |
$2.29K - $2.5K
|
9.74K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
39+ 0.08% |
$2.29K - $2.5K
|
48.9K
$3.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
38+ 0.41% |
$2.23K - $2.43K
|
9.29K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27New |
$1.59K - $1.73K
|
27
$1.79K
|