Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83+ 1.8% |
$4.72K - $5.02K
|
4.7K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70+ 29.54% |
$3.98K - $4.23K
|
307
$20.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
63New |
$3.58K - $3.81K
|
63
$4.17K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 0.53% |
$2.73K - $2.9K
|
9.03K
$597K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20New |
$1.14K - $1.21K
|
20
$1.32K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
15+ 0.44% |
$853 - $907
|
3.41K
$226K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
13+ 1.86% |
$739 - $786
|
711
$47K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.11% |
$512 - $544
|
8.27K
$547K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$56.9 - $60.5
|
206
$13.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-25- 39.06% |
$1.42K - $1.51K
|
39
$2.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56- 0.73% |
$3.19K - $3.39K
|
7.65K
$506K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-59- 0.42% |
$3.36K - $3.57K
|
14.1K
$934K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-60- 0.96% |
$3.41K - $3.63K
|
6.21K
$410K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-64- 1.85% |
$3.64K - $3.87K
|
3.39K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-70- 0.62% |
$3.98K - $4.23K
|
11.3K
$745K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 47.62% |
$5.69K - $6.05K
|
110
$7.28K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-103- 36.79% |
$5.86K - $6.23K
|
177
$11.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-153- 0.86% |
$8.7K - $9.25K
|
17.5K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-155- 2.78% |
$8.82K - $9.37K
|
5.42K
$359K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-212- 5.54% |
$12.1K - $12.8K
|
3.62K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-286- 2.86% |
$16.3K - $17.3K
|
9.71K
$642K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-370- 5.23% |
$21K - $22.4K
|
6.7K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-383- 1.05% |
$21.8K - $23.2K
|
35.9K
$2.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-554- 4.69% |
$31.5K - $33.5K
|
11.2K
$744K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-577- 8.28% |
$32.8K - $34.9K
|
6.39K
$423K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-634- 26.97% |
$36.1K - $38.3K
|
1.72K
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-667- 2.25% |
$37.9K - $40.3K
|
29K
$1.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-705- 0.27% |
$40.1K - $42.6K
|
256K
$17M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-746- 4.04% |
$42.4K - $45.1K
|
17.7K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-826- 3.08% |
$47K - $50K
|
26K
$1.72M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.04K- 3.89% |
$59.2K - $63K
|
25.8K
$1.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.27K- 13.47% |
$72.2K - $76.8K
|
8.16K
$540K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.62K- 12.7% |
$92.3K - $98.2K
|
11.2K
$738K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.84K- 75.88% |
$105K - $112K
|
586
$38.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.04K- 14.83% |
$116K - $123K
|
11.7K
$773K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.39K- 4.55% |
$136K - $144K
|
50.1K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.4K- 2.18% |
$137K - $145K
|
108K
$7.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.77K- 36.86% |
$271K - $289K
|
8.18K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.52K- 39.18% |
$541K - $576K
|
14.8K
$977K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-17.3K- 6.65% |
$985K - $1.05M
|
243K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.6K- 15.82% |
$1.11M - $1.18M
|
104K
$6.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-71.1K- 74.3% |
$4.04M - $4.3M
|
24.6K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-190K- 54.08% |
$10.8M - $11.5M
|
161K
$10.7M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-535K- 38.72% |
$30.4M - $32.3M
|
846K
$56M
|