Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
810K+ 102.04% |
$41.5M - $44.6M
|
1.6M
$102M
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
245KNew |
$12.6M - $13.5M
|
245K
$15.5M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
214K+ 38.32% |
$11M - $11.8M
|
772K
$48.9M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
153K+ 117.04% |
$7.85M - $8.44M
|
284K
$18M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
151KNew |
$7.76M - $8.34M
|
151K
$9.59M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
145K+ 36.77% |
$7.45M - $8.01M
|
541K
$34.2M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
133K+ 40.59% |
$6.84M - $7.35M
|
462K
$29.3M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
132K+ 210.7% |
$6.77M - $7.28M
|
195K
$12.3M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
95.9K+ 66.87% |
$4.92M - $5.28M
|
239K
$15.2M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.6K+ 21.91% |
$3.88M - $4.17M
|
421K
$26.6M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
71.5KNew |
$3.66M - $3.94M
|
71.5K
$4.52M
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
50.9K+ 35.53% |
$2.61M - $2.8M
|
194K
$12.3M
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
47.6KNew |
$2.44M - $2.62M
|
47.6K
$3.01M
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
46.1K+ 32.28% |
$2.36M - $2.54M
|
189K
$11.9M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.1K+ 48.71% |
$2.16M - $2.32M
|
128K
$8.13M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
41.3KNew |
$2.12M - $2.28M
|
41.3K
$2.62M
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
35.4K+ 386.01% |
$1.82M - $1.95M
|
44.6K
$2.82M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
35.1K+ 9.21% |
$1.8M - $1.93M
|
416K
$26.3M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.7K+ 15.67% |
$1.68M - $1.8M
|
241K
$15.3M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.7K+ 104.66% |
$1.67M - $1.8M
|
63.9K
$4.04M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.8K+ 10.15% |
$1.58M - $1.7M
|
334K
$21.2M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
30KNew |
$1.54M - $1.65M
|
30K
$1.9M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
27.3K+ 224.87% |
$1.4M - $1.5M
|
39.4K
$2.49M
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
23.3KNew |
$1.2M - $1.29M
|
23.3K
$1.48M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.3K+ 8.09% |
$987K - $1.06M
|
257K
$16.3M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.8KNew |
$911K - $979K
|
17.8K
$1.12M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13.3K+ 128.48% |
$682K - $733K
|
23.7K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12.6K+ 5.22% |
$646K - $694K
|
254K
$16.1M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.4K+ 75.96% |
$532K - $571K
|
24K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.38K+ 9.65% |
$481K - $517K
|
106K
$6.74M
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
8.94KNew |
$458K - $493K
|
8.94K
$566K
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8.65K+ 9.5% |
$443K - $476K
|
99.7K
$6.31M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.66K+ 27.92% |
$341K - $367K
|
30.5K
$1.93M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.81KNew |
$298K - $320K
|
5.81K
$368K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.4KNew |
$277K - $298K
|
5.4K
$342K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.18KNew |
$265K - $285K
|
5.18K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.16KNew |
$264K - $284K
|
5.16K
$326K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.84KNew |
$248K - $266K
|
4.84K
$306K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
4.69KNew |
$240K - $258K
|
4.69K
$297K
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.46KNew |
$229K - $246K
|
4.46K
$282K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.32K+ 37.56% |
$222K - $238K
|
15.8K
$1M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.97KNew |
$203K - $219K
|
3.97K
$251K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.6K+ 18.57% |
$184K - $198K
|
23K
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.21K+ 40.7% |
$165K - $177K
|
11.1K
$703K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.16KNew |
$162K - $174K
|
3.16K
$200K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.11K+ 4.82% |
$160K - $171K
|
67.7K
$4.28M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.96K+ 102.14% |
$152K - $163K
|
5.86K
$371K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.96K+ 218.48% |
$152K - $163K
|
4.31K
$273K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.71K+ 29.32% |
$139K - $149K
|
11.9K
$755K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.07K+ 6.51% |
$106K - $114K
|
33.9K
$2.15M
|