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 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.84K+ 27.55% |
$187K - $215K
|
17.8K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.8K+ 27.79% |
$185K - $212K
|
17.5K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.49K+ 559.55% |
$170K - $195K
|
4.11K
$273K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.25K+ 55.39% |
$158K - $181K
|
9.11K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.93K+ 32.75% |
$142K - $163K
|
11.9K
$787K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.74K+ 40.07% |
$133K - $153K
|
9.57K
$635K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.6K+ 16.42% |
$126K - $145K
|
18.4K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.46K+ 1.62% |
$120K - $137K
|
154K
$10.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 6.81% |
$117K - $135K
|
37.9K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.18K+ 2.98% |
$106K - $122K
|
75.3K
$4.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.94K+ 4.26% |
$94.3K - $108K
|
47.5K
$3.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.93K+ 3.02% |
$93.9K - $108K
|
65.8K
$4.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58KNew |
$76.7K - $88K
|
1.58K
$105K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.35K+ 12.69% |
$65.5K - $75.2K
|
12K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 11.51% |
$62.1K - $71.3K
|
12.4K
$821K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.23KNew |
$59.6K - $68.4K
|
1.23K
$81.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.04K+ 275.4% |
$50.6K - $58.1K
|
1.42K
$94.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
888+ 59.72% |
$43.2K - $49.6K
|
2.38K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
800+ 17.08% |
$38.9K - $44.6K
|
5.49K
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
776+ 14.42% |
$37.7K - $43.3K
|
6.16K
$408K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
707New |
$34.4K - $39.5K
|
707
$46.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
523+ 4.38% |
$25.4K - $29.2K
|
12.5K
$826K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
424+ 7.85% |
$20.6K - $23.7K
|
5.83K
$386K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
403+ 8.08% |
$19.6K - $22.5K
|
5.39K
$358K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
280New |
$13.6K - $15.6K
|
280
$18.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
271+ 5.6% |
$13.2K - $15.1K
|
5.11K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
199+ 2.7% |
$9.68K - $11.1K
|
7.56K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89+ 1.45% |
$4.33K - $4.97K
|
6.24K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21New |
$1.02K - $1.17K
|
21
$1.39K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
21New |
$1.02K - $1.17K
|
21
$1.39K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 0.54% |
$827 - $949
|
3.15K
$209K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10New |
$486 - $558
|
10
$663
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9+ 0.28% |
$438 - $502
|
3.17K
$210K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.99% |
$97.3 - $112
|
205
$13.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-16- 2.16% |
$778 - $893
|
726
$48.1K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18- 0.38% |
$875 - $1K
|
4.7K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-30- 27.03% |
$1.46K - $1.67K
|
81
$5.37K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-36- 0.22% |
$1.75K - $2.01K
|
16.6K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-220- 2.92% |
$10.7K - $12.3K
|
7.31K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-355- 0.33% |
$17.3K - $19.8K
|
106K
$7.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-495- 4.19% |
$24.1K - $27.6K
|
11.3K
$750K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-582- 11.29% |
$28.3K - $32.5K
|
4.57K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-650- 11.02% |
$31.6K - $36.3K
|
5.25K
$348K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-813- 11.96% |
$39.5K - $45.4K
|
5.99K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.1K- 63.1% |
$53.4K - $61.3K
|
642
$42.6K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.41K- 4.16% |
$68.6K - $78.7K
|
32.5K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.43K- 17.22% |
$69.3K - $79.5K
|
6.85K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.51K- 2.11% |
$73.2K - $84K
|
70K
$4.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.83K- 0.76% |
$88.7K - $102K
|
240K
$15.9M
|