Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
141New |
$6.94K - $7.65K
|
141
$9.35K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
106+ 158.21% |
$5.22K - $5.75K
|
173
$11.5K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20+ 0.32% |
$985 - $1.09K
|
6.27K
$416K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3+ 0.29% |
$148 - $163
|
1.04K
$68.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-57- 6.17% |
$2.81K - $3.09K
|
867
$57.5K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-197- 2.6% |
$9.7K - $10.7K
|
7.37K
$489K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-298- 6.19% |
$14.7K - $16.2K
|
4.51K
$299K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-755- 9.47% |
$37.2K - $41K
|
7.21K
$478K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.03K- 10.0% |
$50.7K - $55.9K
|
9.26K
$614K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.28K- 9.59% |
$62.9K - $69.3K
|
12K
$799K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.85K- 48.61% |
$288K - $318K
|
6.19K
$411K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.02K- 17.79% |
$395K - $435K
|
37.1K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.4K- 60.62% |
$806K - $889K
|
10.6K
$705K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-46K- 47.64% |
$2.27M - $2.5M
|
50.6K
$3.35M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-56.2K- 7.25% |
$2.77M - $3.05M
|
718K
$47.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-196K- 43.09% |
$9.63M - $10.6M
|
258K
$17.1M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-285K- 95.12% |
$14M - $15.4M
|
14.6K
$969K
|