Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.2M+ 31.27% |
$198M - $214M
|
13.4M
$845M
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.1MNew |
$192M - $207M
|
3.1M
$195M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.8MNew |
$174M - $188M
|
2.8M
$177M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05M+ 36.96% |
$64.8M - $70M
|
3.88M
$244M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
979K+ 465.14% |
$60.6M - $65.5M
|
1.19M
$74.9M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
944K+ 1071.08% |
$58.5M - $63.2M
|
1.03M
$65M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
730K+ 51.0% |
$45.2M - $48.9M
|
2.16M
$136M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
568KNew |
$35.1M - $38M
|
568K
$35.7M
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
519K+ 600.35% |
$32.1M - $34.7M
|
606K
$38.1M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
389K+ 74.7% |
$24.1M - $26M
|
909K
$57.2M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
373K+ 236.1% |
$23.1M - $25M
|
531K
$33.5M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
345K+ 177.06% |
$21.4M - $23.1M
|
540K
$34M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
325K+ 1760.24% |
$20.1M - $21.7M
|
343K
$21.6M
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
233KNew |
$14.4M - $15.6M
|
233K
$14.7M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
231K+ 72.73% |
$14.3M - $15.4M
|
548K
$34.5M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
216KNew |
$13.4M - $14.5M
|
216K
$13.6M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
206K+ 27.07% |
$12.7M - $13.8M
|
966K
$60.8M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
180K+ 1233.47% |
$11.2M - $12.1M
|
195K
$12.3M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 15.7% |
$9.46M - $10.2M
|
1.13M
$70.9M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
151K+ 53.67% |
$9.35M - $10.1M
|
432K
$27.2M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
104K+ 167.15% |
$6.45M - $6.97M
|
167K
$10.5M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
98.8K+ 15.63% |
$6.12M - $6.61M
|
731K
$46M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
94.4K+ 506.87% |
$5.84M - $6.31M
|
113K
$7.11M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.9K+ 6.66% |
$5.32M - $5.74M
|
1.38M
$86.6M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
78.5K+ 352.43% |
$4.86M - $5.25M
|
101K
$6.35M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
70.8K+ 17.71% |
$4.38M - $4.73M
|
470K
$29.6M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
61.6K+ 17.54% |
$3.81M - $4.12M
|
413K
$26M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54K+ 5.62% |
$3.34M - $3.61M
|
1.01M
$63.8M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51K+ 3.58% |
$3.16M - $3.41M
|
1.48M
$93M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
48K+ 18.23% |
$2.97M - $3.21M
|
311K
$19.6M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
45.8K+ 123.62% |
$2.84M - $3.07M
|
82.9K
$5.22M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
45.5KNew |
$2.82M - $3.04M
|
45.5K
$2.86M
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
40.7K+ 42.87% |
$2.52M - $2.72M
|
135K
$8.53M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
38.1KNew |
$2.36M - $2.55M
|
38.1K
$2.4M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.6K+ 20.58% |
$2.26M - $2.45M
|
214K
$13.5M
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
36.5K+ 133.04% |
$2.26M - $2.44M
|
63.9K
$4.02M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.7K+ 40.93% |
$1.9M - $2.05M
|
106K
$6.65M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
29.2K+ 23.55% |
$1.81M - $1.96M
|
153K
$9.66M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27.1K+ 22.34% |
$1.68M - $1.81M
|
148K
$9.34M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.7KNew |
$1.28M - $1.39M
|
20.7K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.3KNew |
$1.14M - $1.23M
|
18.3K
$1.15M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.3KNew |
$1.13M - $1.22M
|
18.3K
$1.15M
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
18.1K+ 27.57% |
$1.12M - $1.21M
|
83.9K
$5.28M
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
16.2KNew |
$1M - $1.08M
|
16.2K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.9K+ 133.28% |
$922K - $996K
|
26.1K
$1.64M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14KNew |
$865K - $935K
|
14K
$880K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.2K+ 7.18% |
$816K - $881K
|
197K
$12.4M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.1KNew |
$810K - $875K
|
13.1K
$823K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.5KNew |
$773K - $836K
|
12.5K
$786K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.3K+ 51.21% |
$698K - $754K
|
33.3K
$2.1M
|