Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
355K+ 9.23% |
$23.8M - $25.1M
|
4.2M
$292M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
91.8K+ 70.62% |
$6.17M - $6.5M
|
222K
$15.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
53K+ 33.7% |
$3.56M - $3.75M
|
210K
$14.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
44.6K+ 18.59% |
$3M - $3.16M
|
285K
$19.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
35.2K+ 9.49% |
$2.37M - $2.49M
|
407K
$28.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
34.8K+ 4.47% |
$2.34M - $2.47M
|
815K
$56.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.5K+ 17.18% |
$1.17M - $1.24M
|
119K
$8.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.7K+ 35.23% |
$1.12M - $1.18M
|
63.9K
$4.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 2.98% |
$704K - $742K
|
362K
$25.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6.14K+ 64.28% |
$412K - $435K
|
15.7K
$1.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
5.89KNew |
$396K - $417K
|
5.89K
$410K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.56K+ 34.27% |
$239K - $252K
|
13.9K
$969K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.33K+ 4.27% |
$223K - $235K
|
81.2K
$5.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.2K+ 18.25% |
$215K - $226K
|
20.7K
$1.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.84KNew |
$191K - $201K
|
2.84K
$198K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.73K+ 33.6% |
$183K - $193K
|
10.9K
$756K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.7K+ 24.28% |
$181K - $191K
|
13.8K
$960K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.42K+ 2.03% |
$163K - $172K
|
122K
$8.48M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.57K+ 3.88% |
$105K - $111K
|
41.9K
$2.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.4K+ 9.83% |
$93.7K - $98.8K
|
15.6K
$1.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.18K+ 2.7% |
$79K - $83.3K
|
44.7K
$3.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
944+ 3.15% |
$63.4K - $66.8K
|
30.9K
$2.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
715+ 12.29% |
$48K - $50.6K
|
6.53K
$454K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
34+ 8.61% |
$2.28K - $2.41K
|
429
$29.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-62- 0.03% |
$4.16K - $4.39K
|
241K
$16.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-99- 1.63% |
$6.65K - $7.01K
|
5.98K
$416K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-129- 79.14% |
$8.66K - $9.13K
|
34
$2.37K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-139- 1.08% |
$9.33K - $9.84K
|
12.7K
$886K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-224- 2.85% |
$15K - $15.9K
|
7.62K
$530K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-361- 6.01% |
$24.2K - $25.5K
|
5.64K
$393K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-595- 3.61% |
$40K - $42.1K
|
15.9K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-903- 2.38% |
$60.6K - $63.9K
|
37.1K
$2.58M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.3K- 14.79% |
$87.2K - $91.9K
|
7.48K
$521K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.42K- 5.95% |
$95.3K - $100K
|
22.4K
$1.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.4K- 13.76% |
$161K - $170K
|
15K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-3.64K- 46.12% |
$244K - $258K
|
4.25K
$296K
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-3.93K- 2.93% |
$264K - $278K
|
130K
$9.04M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-46.8K- 4.38% |
$3.14M - $3.31M
|
1.02M
$71M
|
|