Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.47KNew |
$533K - $580K
|
8.47K
$561K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
8.41KNew |
$530K - $576K
|
8.41K
$558K
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
8.14KNew |
$513K - $558K
|
8.14K
$540K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.06KNew |
$508K - $553K
|
8.06K
$535K
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
8.05K+ 40.73% |
$507K - $552K
|
27.8K
$1.84M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
7.83K+ 39.91% |
$493K - $537K
|
27.5K
$1.82M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.55KNew |
$476K - $517K
|
7.55K
$501K
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.55K+ 8.65% |
$476K - $517K
|
94.8K
$6.29M
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
7.5KNew |
$473K - $514K
|
7.5K
$497K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.36K+ 192.72% |
$464K - $504K
|
11.2K
$741K
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.25K+ 3.19% |
$457K - $497K
|
235K
$15.6M
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.23K+ 7.7% |
$456K - $496K
|
101K
$6.71M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
7.1KNew |
$447K - $487K
|
7.1K
$471K
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.21KNew |
$391K - $426K
|
6.21K
$412K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.67KNew |
$357K - $389K
|
5.67K
$376K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.85K+ 74.6% |
$305K - $332K
|
11.3K
$752K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.68K+ 3.92% |
$295K - $321K
|
124K
$8.23M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.58K+ 11.98% |
$289K - $314K
|
42.8K
$2.84M
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.57KNew |
$288K - $313K
|
4.57K
$303K
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
4.23K+ 5.3% |
$267K - $290K
|
84K
$5.57M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.12K+ 2.52% |
$260K - $283K
|
168K
$11.1M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4K+ 22.17% |
$252K - $274K
|
22K
$1.46M
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.76KNew |
$237K - $258K
|
3.76K
$249K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3.69K+ 28.11% |
$232K - $253K
|
16.8K
$1.11M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.57K+ 12.12% |
$225K - $245K
|
33K
$2.19M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.45KNew |
$217K - $236K
|
3.45K
$229K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.34K+ 2.55% |
$211K - $229K
|
134K
$8.92M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.23KNew |
$204K - $221K
|
3.23K
$214K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.98K+ 9.68% |
$188K - $204K
|
33.8K
$2.24M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.93K+ 18.98% |
$185K - $201K
|
18.4K
$1.22M
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.88K+ 1.11% |
$181K - $197K
|
263K
$17.5M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.81KNew |
$177K - $192K
|
2.81K
$186K
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 6.2% |
$173K - $189K
|
47.1K
$3.12M
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.6K+ 11.71% |
$164K - $178K
|
24.8K
$1.65M
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.32K+ 15.38% |
$146K - $159K
|
17.4K
$1.15M
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.21K+ 16.2% |
$139K - $152K
|
15.9K
$1.05M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 107.46% |
$135K - $147K
|
4.14K
$275K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.9K+ 34.02% |
$119K - $130K
|
7.47K
$495K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.82KNew |
$115K - $125K
|
1.82K
$121K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.72K+ 29.3% |
$109K - $118K
|
7.6K
$504K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.6KNew |
$101K - $110K
|
1.6K
$106K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 44.0% |
$92.2K - $100K
|
4.79K
$318K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.44K+ 22.81% |
$90.9K - $98.8K
|
7.76K
$515K
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.26K+ 10.74% |
$79.6K - $86.6K
|
13K
$864K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.18K+ 32.72% |
$74.5K - $81.1K
|
4.8K
$318K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.12K+ 1.54% |
$70.6K - $76.8K
|
74K
$4.91M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 1.99% |
$66.3K - $72.1K
|
54K
$3.58M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
937+ 2402.56% |
$59K - $64.2K
|
976
$64.7K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
929+ 0.33% |
$58.5K - $63.7K
|
281K
$18.7M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
842+ 13.91% |
$53.1K - $57.7K
|
6.9K
$457K
|