Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
290K+ 57.41% |
$14.5M - $15.4M
|
794K
$50.2M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
223K+ 181.86% |
$11.2M - $11.8M
|
345K
$21.8M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
205K+ 4971.42% |
$10.3M - $10.9M
|
209K
$13.2M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 53.07% |
$6.88M - $7.29M
|
395K
$25M
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
108K+ 315.1% |
$5.44M - $5.76M
|
143K
$9.03M
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
91KNew |
$4.57M - $4.84M
|
91K
$5.76M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75.8K+ 29.97% |
$3.8M - $4.03M
|
329K
$20.8M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
72.6KNew |
$3.64M - $3.86M
|
72.6K
$4.6M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.1K+ 12.98% |
$3.22M - $3.41M
|
558K
$35.3M
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
62.3K+ 19.53% |
$3.12M - $3.31M
|
381K
$24.1M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
56.6K+ 65.25% |
$2.84M - $3.01M
|
143K
$9.07M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
41.9K+ 200.57% |
$2.1M - $2.22M
|
62.7K
$3.97M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29.4K+ 486.89% |
$1.48M - $1.56M
|
35.5K
$2.24M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.3K+ 120.42% |
$1.32M - $1.4M
|
48.1K
$3.04M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.8K+ 35.96% |
$1.15M - $1.21M
|
86.4K
$5.47M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.7K+ 10.55% |
$1.14M - $1.21M
|
238K
$15.1M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$728K - $771K
|
14.5K
$918K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.3K+ 10.26% |
$670K - $709K
|
143K
$9.08M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.3KNew |
$667K - $707K
|
13.3K
$842K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13K+ 120.39% |
$653K - $692K
|
23.8K
$1.51M
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.8KNew |
$592K - $627K
|
11.8K
$747K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.5K+ 12.08% |
$525K - $556K
|
97.1K
$6.15M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
10.4K+ 592.57% |
$520K - $551K
|
12.1K
$767K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9.18KNew |
$461K - $488K
|
9.18K
$581K
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
8.49K+ 33.48% |
$426K - $451K
|
33.9K
$2.14M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.13K+ 115.2% |
$358K - $379K
|
13.3K
$843K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.04KNew |
$303K - $321K
|
6.04K
$382K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.04KNew |
$253K - $268K
|
5.04K
$319K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.31KNew |
$216K - $229K
|
4.31K
$273K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.04KNew |
$203K - $215K
|
4.04K
$256K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.96KNew |
$199K - $210K
|
3.96K
$251K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.69K+ 2.9% |
$185K - $196K
|
131K
$8.28M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.9KNew |
$146K - $154K
|
2.9K
$184K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.58K+ 33.19% |
$129K - $137K
|
10.4K
$655K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.08K+ 3.34% |
$105K - $111K
|
64.5K
$4.08M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.82K+ 15.42% |
$91.5K - $96.9K
|
13.7K
$864K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.73K+ 177.6% |
$86.7K - $91.8K
|
2.7K
$171K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.35KNew |
$67.9K - $71.9K
|
1.35K
$85.6K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.07K+ 21.65% |
$53.9K - $57.1K
|
6.03K
$382K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
670New |
$33.6K - $35.6K
|
670
$42.4K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
582+ 7.96% |
$29.2K - $30.9K
|
7.89K
$499K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
434+ 27.78% |
$21.8K - $23.1K
|
2K
$126K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
404+ 36.73% |
$20.3K - $21.5K
|
1.5K
$95.2K
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
349+ 8.27% |
$17.5K - $18.5K
|
4.57K
$289K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
304+ 32.31% |
$15.3K - $16.2K
|
1.25K
$78.8K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
215New |
$10.8K - $11.4K
|
215
$13.6K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
204+ 117.92% |
$10.2K - $10.8K
|
377
$23.9K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
76+ 0.9% |
$3.81K - $4.04K
|
8.49K
$537K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30+ 0.48% |
$1.51K - $1.59K
|
6.3K
$399K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 0.47% |
$602 - $638
|
2.56K
$162K
|