Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
141K+ 22.01% |
$9.11M - $9.72M
|
780K
$53.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
103K+ 481.67% |
$6.69M - $7.14M
|
125K
$8.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81.7K+ 5.53% |
$5.29M - $5.64M
|
1.56M
$106M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
39.9K+ 19.96% |
$2.59M - $2.76M
|
240K
$16.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.9K+ 92.6% |
$2.13M - $2.27M
|
68.4K
$4.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.6K+ 6.26% |
$1.72M - $1.84M
|
452K
$30.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
26.3K+ 122.56% |
$1.7M - $1.82M
|
47.7K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
23.7KNew |
$1.53M - $1.63M
|
23.7K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
23K+ 6.61% |
$1.49M - $1.59M
|
372K
$25.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
20.9K+ 9.42% |
$1.35M - $1.44M
|
242K
$16.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.9K+ 6.76% |
$1.29M - $1.37M
|
314K
$21.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.7K+ 75.52% |
$1.27M - $1.36M
|
45.8K
$3.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
19.1K+ 2.61% |
$1.24M - $1.32M
|
752K
$51.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.9K+ 29.76% |
$1.16M - $1.23M
|
77.9K
$5.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
17.8K+ 13.75% |
$1.15M - $1.23M
|
147K
$10M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 5.18% |
$1.12M - $1.2M
|
352K
$24M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.9K+ 21.07% |
$902K - $962K
|
80K
$5.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13.2K+ 11.75% |
$853K - $910K
|
125K
$8.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.1K+ 14.8% |
$848K - $905K
|
102K
$6.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9.55KNew |
$619K - $660K
|
9.55K
$651K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.92K+ 20.4% |
$578K - $616K
|
52.7K
$3.59M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8.78KNew |
$568K - $606K
|
8.78K
$599K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.04K+ 26.32% |
$391K - $417K
|
29K
$1.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.08KNew |
$329K - $351K
|
5.08K
$346K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.44KNew |
$223K - $237K
|
3.44K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 2.68% |
$208K - $222K
|
123K
$8.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2.82K+ 2.22% |
$183K - $195K
|
130K
$8.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.57K+ 5.74% |
$166K - $177K
|
47.3K
$3.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.87K+ 52.5% |
$121K - $129K
|
5.44K
$371K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.64K+ 17.28% |
$106K - $113K
|
11.1K
$757K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.18K+ 16.97% |
$76.3K - $81.4K
|
8.13K
$554K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.18K+ 10.05% |
$76.1K - $81.1K
|
12.9K
$878K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
1.09K+ 3.11% |
$70.8K - $75.5K
|
36.3K
$2.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
683+ 7.34% |
$44.2K - $47.2K
|
9.99K
$681K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
651+ 5.15% |
$42.2K - $45K
|
13.3K
$906K
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
573+ 1.33% |
$37.1K - $39.6K
|
43.6K
$2.97M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
510+ 2.34% |
$33K - $35.2K
|
22.3K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
463+ 0.19% |
$30K - $32K
|
241K
$16.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
257+ 3.83% |
$16.6K - $17.7K
|
6.97K
$475K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
206+ 2.03% |
$13.3K - $14.2K
|
10.4K
$707K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
163New |
$10.6K - $11.3K
|
163
$11.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 11.65% |
$9.71K - $10.4K
|
1.44K
$98.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
43+ 0.54% |
$2.78K - $2.97K
|
8.03K
$548K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.52% |
$2.65K - $2.83K
|
7.89K
$538K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31New |
$2.01K - $2.14K
|
31
$2.11K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
11+ 2.86% |
$712 - $760
|
395
$26.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11+ 0.32% |
$712 - $760
|
3.4K
$232K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7+ 0.17% |
$453 - $483
|
4.07K
$277K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-24- 0.3% |
$1.55K - $1.66K
|
7.85K
$535K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-62- 0.35% |
$4.01K - $4.28K
|
17.5K
$1.19M
|