Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-136- 1.32% |
$7.73K - $8.91K
|
10.2K
$698K
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-151- 1.44% |
$8.58K - $9.89K
|
10.4K
$712K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-159- 0.95% |
$9.04K - $10.4K
|
16.6K
$1.14M
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-179- 15.87% |
$10.2K - $11.7K
|
949
$65.2K
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-243- 1.5% |
$13.8K - $15.9K
|
15.9K
$1.09M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-313- 1.71% |
$17.8K - $20.5K
|
18K
$1.23M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-392- 6.46% |
$22.3K - $25.7K
|
5.68K
$390K
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-440- 5.47% |
$25K - $28.8K
|
7.6K
$522K
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-511- 3.04% |
$29K - $33.5K
|
16.3K
$1.12M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-525- 93.09% |
$29.8K - $34.4K
|
39
$2.68K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-537- 4.08% |
$30.5K - $35.2K
|
12.6K
$868K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-607- 5.53% |
$34.5K - $39.8K
|
10.4K
$712K
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-608- 7.83% |
$34.6K - $39.8K
|
7.16K
$491K
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-786- 1.73% |
$44.7K - $51.5K
|
44.7K
$3.07M
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-811- 1.85% |
$46.1K - $53.1K
|
43K
$2.95M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-828- 15.42% |
$47.1K - $54.2K
|
4.54K
$312K
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-868- 2.2% |
$49.3K - $56.9K
|
38.6K
$2.65M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-872- 10.28% |
$49.6K - $57.1K
|
7.61K
$523K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-904- 7.23% |
$51.4K - $59.2K
|
11.6K
$797K
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-907- 3.33% |
$51.6K - $59.4K
|
26.4K
$1.81M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-920- 8.48% |
$52.3K - $60.3K
|
9.92K
$682K
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 12.27% |
$62.4K - $71.9K
|
7.85K
$539K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.14K- 12.63% |
$64.9K - $74.8K
|
7.9K
$543K
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.61K- 12.4% |
$91.6K - $106K
|
11.4K
$782K
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.78K- 13.73% |
$101K - $117K
|
11.2K
$770K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.8K- 5.02% |
$102K - $118K
|
33.9K
$2.33M
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.94K- 5.61% |
$110K - $127K
|
32.6K
$2.24M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 0.19% |
$114K - $131K
|
1.03M
$70.8M
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2K- 12.84% |
$114K - $131K
|
13.6K
$931K
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.39K- 8.84% |
$136K - $157K
|
24.7K
$1.69M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.46K- 8.87% |
$140K - $161K
|
25.2K
$1.73M
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.81K- 29.51% |
$160K - $184K
|
6.72K
$461K
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.95K- 28.39% |
$168K - $193K
|
7.44K
$511K
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.23K- 36.01% |
$183K - $211K
|
5.73K
$394K
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-3.41K- 11.6% |
$194K - $224K
|
26K
$1.79M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.53K- 9.94% |
$201K - $231K
|
32K
$2.2M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.82K- 11.48% |
$217K - $250K
|
29.5K
$2.02M
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4K- 3.23% |
$227K - $262K
|
120K
$8.22M
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4.4K- 12.76% |
$250K - $288K
|
30.1K
$2.06M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.97K- 6.01% |
$282K - $325K
|
77.7K
$5.33M
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.41K- 11.01% |
$308K - $355K
|
43.8K
$3M
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.8K- 41.05% |
$330K - $380K
|
8.33K
$572K
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6.26K- 50.19% |
$356K - $410K
|
6.21K
$427K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.37K- 19.02% |
$362K - $417K
|
27.1K
$1.86M
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-9.7K- 30.77% |
$551K - $635K
|
21.8K
$1.5M
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-11.6K- 4.96% |
$658K - $758K
|
222K
$15.2M
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12.1K- 6.13% |
$686K - $790K
|
185K
$12.7M
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-16.2K- 7.47% |
$918K - $1.06M
|
200K
$13.7M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-18.1K- 4.95% |
$1.03M - $1.19M
|
349K
$23.9M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-29.3K- 41.91% |
$1.66M - $1.92M
|
40.6K
$2.79M
|