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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.46K+ 56.34% |
$90.5K - $97.8K
|
4.06K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.41K+ 2.3% |
$87.3K - $94.4K
|
62.8K
$3.95M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.32K+ 17.3% |
$81.4K - $88K
|
8.92K
$561K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.28KNew |
$79.2K - $85.6K
|
1.28K
$80.6K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.25K+ 8.7% |
$77.1K - $83.3K
|
15.6K
$979K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.2K+ 37.88% |
$74.3K - $80.3K
|
4.37K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.16K+ 10.25% |
$72K - $77.8K
|
12.5K
$787K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.07K+ 25.84% |
$66.2K - $71.6K
|
5.21K
$328K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.03K+ 1.23% |
$63.9K - $69.1K
|
85K
$5.35M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
984+ 12.21% |
$60.9K - $65.8K
|
9.05K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
810+ 127.36% |
$50.1K - $54.2K
|
1.45K
$91K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
809+ 16.9% |
$50.1K - $54.1K
|
5.6K
$352K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
800New |
$49.5K - $53.5K
|
800
$50.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
792+ 7.4% |
$49K - $53K
|
11.5K
$724K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
722New |
$44.7K - $48.3K
|
722
$45.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
689+ 32.93% |
$42.6K - $46.1K
|
2.78K
$175K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
626+ 15.63% |
$38.7K - $41.9K
|
4.63K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
532+ 13.64% |
$32.9K - $35.6K
|
4.43K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
523+ 7.85% |
$32.4K - $35K
|
7.19K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
509+ 1.78% |
$31.5K - $34K
|
29.1K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
490+ 1.49% |
$30.3K - $32.8K
|
33.5K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
468+ 9.75% |
$29K - $31.3K
|
5.27K
$331K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
420+ 7.41% |
$26K - $28.1K
|
6.09K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
279+ 2.68% |
$17.3K - $18.7K
|
10.7K
$672K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
245+ 1.7% |
$15.2K - $16.4K
|
14.7K
$924K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
241+ 3.7% |
$14.9K - $16.1K
|
6.75K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
233+ 6.19% |
$14.4K - $15.6K
|
4K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
203+ 3.46% |
$12.6K - $13.6K
|
6.07K
$382K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
183+ 0.23% |
$11.3K - $12.2K
|
78.9K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
144+ 1.11% |
$8.91K - $9.63K
|
13.2K
$829K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
142+ 65.74% |
$8.79K - $9.5K
|
358
$22.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
122New |
$7.55K - $8.16K
|
122
$7.68K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
106+ 3.28% |
$6.56K - $7.09K
|
3.34K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
105+ 21.74% |
$6.5K - $7.02K
|
588
$37K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
68+ 0.2% |
$4.21K - $4.55K
|
34.6K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
65+ 1.96% |
$4.02K - $4.35K
|
3.38K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25+ 0.27% |
$1.55K - $1.67K
|
9.35K
$589K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
15+ 0.11% |
$929 - $1K
|
14.1K
$890K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2+ 5.13% |
$124 - $134
|
41
$2.58K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.32% |
$61.9 - $66.9
|
314
$19.8K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$61.9 - $66.9
|
7.76K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-94- 2.67% |
$5.82K - $6.29K
|
3.43K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-131- 10.41% |
$8.11K - $8.76K
|
1.13K
$71K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-135- 23.48% |
$8.36K - $9.03K
|
440
$27.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-146Closed |
$9.04K - $9.77K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-161- 40.25% |
$9.97K - $10.8K
|
239
$15K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-412- 42.21% |
$25.5K - $27.6K
|
564
$35.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-412- 0.93% |
$25.5K - $27.6K
|
43.8K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-449- 4.91% |
$27.8K - $30K
|
8.7K
$548K
|