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 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.1K+ 130.76% |
$685K - $740K
|
19.5K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.4K+ 2.9% |
$643K - $695K
|
369K
$23.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$638K - $689K
|
10.3K
$649K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.35K+ 103.89% |
$579K - $625K
|
18.4K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
8.88K+ 48.26% |
$549K - $594K
|
27.3K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.65K+ 33.35% |
$536K - $579K
|
34.6K
$2.18M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.6KNew |
$533K - $575K
|
8.6K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.04KNew |
$498K - $538K
|
8.04K
$506K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
7.86K+ 1.78% |
$486K - $526K
|
450K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.8K+ 9.85% |
$421K - $455K
|
75.8K
$4.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.7K+ 24.09% |
$415K - $448K
|
34.5K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.68K+ 26.87% |
$413K - $447K
|
31.5K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
6.67KNew |
$413K - $446K
|
6.67K
$420K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.63KNew |
$410K - $443K
|
6.63K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.27K+ 78.33% |
$388K - $419K
|
14.3K
$898K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.15K+ 4.08% |
$381K - $412K
|
157K
$9.87M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.85K+ 10.82% |
$362K - $391K
|
59.9K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.81K+ 39.61% |
$360K - $389K
|
20.5K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
5.65K+ 75.33% |
$350K - $378K
|
13.2K
$828K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.51K+ 120.54% |
$341K - $369K
|
10.1K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.44K+ 72.09% |
$337K - $364K
|
13K
$818K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.2K+ 1.69% |
$322K - $347K
|
313K
$19.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.17KNew |
$320K - $346K
|
5.17K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
5.04K+ 18.36% |
$312K - $337K
|
32.5K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5K+ 18.08% |
$309K - $334K
|
32.6K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.71K+ 35.56% |
$291K - $315K
|
17.9K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
4.7KNew |
$291K - $314K
|
4.7K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.66KNew |
$288K - $312K
|
4.66K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
4.49K+ 9.67% |
$278K - $300K
|
51K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.24K+ 4.61% |
$263K - $284K
|
96.4K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.75K+ 117.28% |
$232K - $251K
|
6.94K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.69K+ 440.29% |
$229K - $247K
|
4.53K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.6K+ 75.52% |
$223K - $241K
|
8.37K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.58K+ 19.16% |
$221K - $239K
|
22.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.56KNew |
$220K - $238K
|
3.56K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
3.5K+ 259.26% |
$217K - $234K
|
4.85K
$305K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.4K+ 66.85% |
$210K - $227K
|
8.48K
$534K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 11.82% |
$201K - $218K
|
30.8K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.22K+ 1.37% |
$199K - $215K
|
238K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.18KNew |
$197K - $213K
|
3.18K
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.86KNew |
$177K - $191K
|
2.86K
$180K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.61K+ 31.75% |
$162K - $175K
|
10.8K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.38K+ 29.17% |
$147K - $159K
|
10.5K
$662K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.31K+ 28.62% |
$143K - $155K
|
10.4K
$654K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 4.19% |
$133K - $144K
|
53.3K
$3.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.06K+ 27.61% |
$128K - $138K
|
9.53K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.05K+ 2.02% |
$127K - $137K
|
103K
$6.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.97K+ 7.29% |
$122K - $132K
|
29K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.89KNew |
$117K - $127K
|
1.89K
$119K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 21.46% |
$97.7K - $106K
|
8.93K
$562K
|