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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
602KNew |
$32.8M - $36.1M
|
602K
$41.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
427K+ 20.7% |
$23.2M - $25.6M
|
2.49M
$170M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
371K+ 175.89% |
$20.2M - $22.2M
|
582K
$39.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
224K+ 69.47% |
$12.2M - $13.4M
|
547K
$37.3M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
208K+ 1233.86% |
$11.3M - $12.4M
|
225K
$15.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
130K+ 21.04% |
$7.04M - $7.76M
|
745K
$50.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
125KNew |
$6.77M - $7.46M
|
125K
$8.49M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
117K+ 816.67% |
$6.36M - $7M
|
131K
$8.95M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 100.49% |
$5.53M - $6.09M
|
203K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77.8K+ 12.25% |
$4.23M - $4.66M
|
713K
$48.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.7K+ 403.45% |
$4.17M - $4.59M
|
95.7K
$6.52M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
73.7KNew |
$4.01M - $4.42M
|
73.7K
$5.03M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.6K+ 8.68% |
$3.52M - $3.87M
|
809K
$55.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.6K+ 8.68% |
$3.52M - $3.87M
|
809K
$55.2M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
60.1K+ 27.91% |
$3.27M - $3.6M
|
276K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
52.6KNew |
$2.86M - $3.15M
|
52.6K
$3.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.2K+ 19.28% |
$2.51M - $2.77M
|
286K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42K+ 26.0% |
$2.28M - $2.51M
|
203K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.4K+ 11.83% |
$1.76M - $1.94M
|
307K
$20.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.4K+ 7.15% |
$1.76M - $1.94M
|
485K
$33.1M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
29.7KNew |
$1.61M - $1.78M
|
29.7K
$2.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
27.5K+ 18.0% |
$1.49M - $1.65M
|
180K
$12.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
23.6K+ 19.89% |
$1.28M - $1.41M
|
142K
$9.69M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21K+ 69.71% |
$1.14M - $1.26M
|
51.2K
$3.49M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 352.91% |
$1.12M - $1.24M
|
26.5K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.8K+ 50.05% |
$913K - $1.01M
|
50.3K
$3.43M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
16.4K+ 7.72% |
$890K - $980K
|
228K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1K+ 4.18% |
$766K - $843K
|
351K
$23.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
13.9K+ 65.02% |
$754K - $830K
|
35.2K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
13KNew |
$707K - $778K
|
13K
$886K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.9KNew |
$704K - $775K
|
12.9K
$883K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 53.34% |
$703K - $774K
|
37.2K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.9K+ 4.56% |
$648K - $714K
|
273K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11KNew |
$599K - $660K
|
11K
$751K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11K+ 14.63% |
$599K - $659K
|
86.3K
$5.88M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.47KNew |
$461K - $507K
|
8.47K
$578K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
8.33K+ 7.7% |
$453K - $499K
|
117K
$7.95M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
8KNew |
$435K - $479K
|
8K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.23K+ 58.36% |
$393K - $433K
|
19.6K
$1.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.06K+ 2.41% |
$329K - $363K
|
257K
$17.5M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.04K+ 82.27% |
$328K - $362K
|
13.4K
$912K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.83K+ 19.12% |
$317K - $349K
|
36.3K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.76K+ 6.58% |
$313K - $345K
|
93.3K
$6.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
5.58K+ 66.04% |
$303K - $334K
|
14K
$957K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.52K+ 92.3% |
$300K - $331K
|
11.5K
$785K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.04K+ 89.21% |
$274K - $302K
|
10.7K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.9K+ 10.29% |
$266K - $293K
|
52.5K
$3.58M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.8K+ 7.29% |
$261K - $287K
|
70.6K
$4.81M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.69K+ 16.09% |
$255K - $281K
|
33.8K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.26KNew |
$232K - $255K
|
4.26K
$291K
|