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 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.94K+ 48.96% |
$99.4K - $107K
|
5.9K
$387K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.84KNew |
$94.3K - $101K
|
1.84K
$121K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.79K+ 35.48% |
$91.7K - $98.6K
|
6.83K
$448K
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 4.7% |
$81.6K - $87.7K
|
35.5K
$2.33M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.35K+ 2.81% |
$69.1K - $74.3K
|
49.4K
$3.24M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.34K+ 33.16% |
$68.7K - $73.8K
|
5.38K
$353K
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.27K+ 13.53% |
$64.8K - $69.7K
|
10.6K
$696K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.05K+ 84.26% |
$53.8K - $57.8K
|
2.29K
$150K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
938+ 6.46% |
$48.1K - $51.7K
|
15.4K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
829+ 12.37% |
$42.5K - $45.7K
|
7.53K
$494K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
630+ 4.73% |
$32.3K - $34.7K
|
14K
$915K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
574+ 22.45% |
$29.4K - $31.6K
|
3.13K
$205K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
497+ 7.89% |
$25.5K - $27.4K
|
6.8K
$446K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
468+ 0.64% |
$24K - $25.8K
|
73.1K
$4.79M
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
420+ 9.19% |
$21.5K - $23.1K
|
4.99K
$327K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
412+ 9.57% |
$21.1K - $22.7K
|
4.72K
$309K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
379+ 2.85% |
$19.4K - $20.9K
|
13.7K
$897K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
379+ 5.43% |
$19.4K - $20.9K
|
7.37K
$483K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
378New |
$19.4K - $20.8K
|
378
$24.8K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
341New |
$17.5K - $18.8K
|
341
$22.4K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$10.3K - $11K
|
200
$13.1K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
161+ 1.82% |
$8.25K - $8.87K
|
9K
$590K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
121+ 2.01% |
$6.2K - $6.67K
|
6.16K
$404K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$5.13K - $5.51K
|
100
$6.56K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
55+ 8.01% |
$2.82K - $3.03K
|
742
$48.7K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
52+ 88.14% |
$2.67K - $2.86K
|
111
$7.28K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
39New |
$2K - $2.15K
|
39
$2.56K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13New |
$666 - $716
|
13
$853
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$51.3 - $55.1
|
203
$13.3K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-17- 1.13% |
$871 - $937
|
1.49K
$97.5K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-110- 2.69% |
$5.64K - $6.06K
|
3.98K
$261K
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-148- 0.88% |
$7.59K - $8.15K
|
16.7K
$1.09M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-213- 2.51% |
$10.9K - $11.7K
|
8.28K
$543K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-215- 1.11% |
$11K - $11.8K
|
19.1K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-395- 0.26% |
$20.2K - $21.8K
|
153K
$10M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-961- 35.58% |
$49.3K - $52.9K
|
1.74K
$114K
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.27K- 2.71% |
$65K - $69.9K
|
45.5K
$2.99M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.57K- 4.42% |
$80.4K - $86.4K
|
33.9K
$2.22M
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.78K- 10.4% |
$91.2K - $98K
|
15.3K
$1.01M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.89K- 0.31% |
$96.9K - $104K
|
600K
$39.3M
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-196K- 85.99% |
$10.1M - $10.8M
|
32K
$2.1M
|