Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
461K+ 28.72% |
$22.4M - $25.7M
|
2.06M
$131M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
212KNew |
$10.3M - $11.8M
|
212K
$13.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
201KNew |
$9.78M - $11.2M
|
201K
$12.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
156K+ 26.09% |
$7.61M - $8.73M
|
756K
$47.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
153K+ 33.17% |
$7.46M - $8.56M
|
616K
$39M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
153KNew |
$7.42M - $8.52M
|
153K
$9.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
110K+ 246.37% |
$5.34M - $6.13M
|
155K
$9.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
96KNew |
$4.67M - $5.36M
|
96K
$6.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.3K+ 17.43% |
$4.58M - $5.26M
|
635K
$40.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
89.9KNew |
$4.37M - $5.02M
|
89.9K
$5.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
72.2K+ 38.26% |
$3.51M - $4.03M
|
261K
$16.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
64.2K+ 274.91% |
$3.12M - $3.58M
|
87.5K
$5.54M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
60.7K+ 127.44% |
$2.95M - $3.39M
|
108K
$6.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53K+ 18.67% |
$2.58M - $2.96M
|
337K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.6K+ 428.97% |
$1.88M - $2.15M
|
47.6K
$3.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
37.1K+ 94.19% |
$1.8M - $2.07M
|
76.5K
$4.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
33.9K+ 13.32% |
$1.65M - $1.89M
|
288K
$18.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.5K+ 49.59% |
$1.63M - $1.87M
|
101K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.9K+ 25.62% |
$1.6M - $1.84M
|
161K
$10.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.8K+ 7.55% |
$1.55M - $1.77M
|
453K
$28.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
29.3K+ 70.77% |
$1.42M - $1.63M
|
70.6K
$4.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
29.1KNew |
$1.42M - $1.63M
|
29.1K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25.9K+ 599.95% |
$1.26M - $1.44M
|
30.2K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.2KNew |
$1.18M - $1.35M
|
24.2K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.9KNew |
$1.11M - $1.28M
|
22.9K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.1K+ 9.21% |
$1.07M - $1.23M
|
261K
$16.5M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.3K+ 10.99% |
$1.04M - $1.19M
|
215K
$13.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
18.9K+ 18.98% |
$920K - $1.06M
|
119K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17K+ 6.59% |
$825K - $947K
|
274K
$17.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
16.9K+ 377.88% |
$820K - $941K
|
21.3K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
16K+ 8.21% |
$778K - $893K
|
211K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15K+ 378.86% |
$731K - $839K
|
19K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14.9KNew |
$725K - $832K
|
14.9K
$944K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
14.3KNew |
$696K - $799K
|
14.3K
$906K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
14.2KNew |
$689K - $791K
|
14.2K
$897K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
12.9KNew |
$626K - $718K
|
12.9K
$814K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$550K - $631K
|
11.3K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 46.06% |
$514K - $590K
|
33.5K
$2.12M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10KNew |
$486K - $558K
|
10K
$633K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.93K+ 172.49% |
$434K - $499K
|
14.1K
$893K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.63K+ 392.41% |
$420K - $482K
|
10.8K
$686K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
8.45KNew |
$411K - $472K
|
8.45K
$535K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.96K+ 1846.42% |
$339K - $388K
|
7.34K
$464K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.15K+ 2.51% |
$299K - $343K
|
251K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.64KNew |
$274K - $315K
|
5.64K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.49K+ 23.22% |
$267K - $307K
|
29.1K
$1.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.49K+ 239.36% |
$267K - $306K
|
7.79K
$493K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.97KNew |
$242K - $277K
|
4.97K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.67K+ 26.27% |
$227K - $261K
|
22.4K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.43KNew |
$215K - $247K
|
4.43K
$280K
|