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 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-496- 0.49% |
$30.7K - $33.2K
|
101K
$6.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-556- 3.2% |
$34.4K - $37.2K
|
16.8K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-570- 0.13% |
$35.3K - $38.1K
|
438K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 24.28% |
$66.2K - $71.5K
|
3.33K
$210K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.11K- 27.29% |
$68.5K - $74K
|
2.95K
$186K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.53K- 22.14% |
$94.5K - $102K
|
5.37K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.81K- 10.78% |
$112K - $121K
|
15K
$943K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.89K- 22.8% |
$117K - $127K
|
6.41K
$404K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.97K- 6.79% |
$122K - $132K
|
27.1K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 23.82% |
$132K - $143K
|
6.82K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.47K- 2.9% |
$153K - $165K
|
82.6K
$5.2M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.86K- 18.04% |
$177K - $191K
|
13K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.09K- 4.15% |
$191K - $206K
|
71.3K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.54K- 15.0% |
$219K - $237K
|
20K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.79K- 23.33% |
$235K - $254K
|
12.5K
$784K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.38K- 9.87% |
$333K - $360K
|
49.2K
$3.09M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.41K- 12.06% |
$335K - $362K
|
39.4K
$2.48M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.08K- 18.01% |
$377K - $407K
|
27.7K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.26K- 16.95% |
$449K - $486K
|
35.6K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-8.35K- 1.14% |
$517K - $558K
|
723K
$45.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.63K- 7.22% |
$596K - $644K
|
124K
$7.79M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10K- 99.65% |
$621K - $672K
|
35
$2.2K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.1K- 18.16% |
$746K - $806K
|
54.3K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-13.6K- 3.44% |
$839K - $906K
|
380K
$23.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-15.7K- 4.12% |
$974K - $1.05M
|
367K
$23.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-22.3K- 43.09% |
$1.38M - $1.49M
|
29.4K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-23.7K- 4.24% |
$1.47M - $1.59M
|
536K
$33.8M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-23.9K- 72.73% |
$1.48M - $1.6M
|
8.96K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.2K- 99.18% |
$2M - $2.16M
|
267
$16.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-38.2K- 81.01% |
$2.36M - $2.55M
|
8.95K
$563K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-63K- 85.17% |
$3.9M - $4.22M
|
11K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-73.7K- 67.34% |
$4.56M - $4.93M
|
35.7K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-82.1K- 70.42% |
$5.08M - $5.49M
|
34.5K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-139K- 66.56% |
$8.6M - $9.3M
|
69.8K
$4.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-155K- 92.57% |
$9.62M - $10.4M
|
12.5K
$785K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-166K- 90.01% |
$10.3M - $11.1M
|
18.5K
$1.16M
|