Purchases and Sales Made in Q1 2022 in J P Morgan ETF Tr U S Value Fa (JVAL)
This table provides information about the institutional ownership of J P Morgan ETF Tr U S Value Fa (JVAL) during Q1 2022. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR U S VALUE FA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
197New |
$6.93K - $7.68K
|
197
$8.86K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
195New |
$6.86K - $7.6K
|
195
$8.77K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
62New |
$2.18K - $2.42K
|
62
$2.79K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
53+ 0.26% |
$1.86K - $2.07K
|
20.4K
$916K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-97Closed |
$3.41K - $3.78K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-232- 0.96% |
$8.16K - $9.04K
|
23.9K
$1.07M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-424- 3.57% |
$14.9K - $16.5K
|
11.4K
$515K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-561Closed |
$19.7K - $21.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-679Closed |
$23.9K - $26.5K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-757- 13.36% |
$26.6K - $29.5K
|
4.91K
$221K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.09KClosed |
$38.3K - $42.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.42K- 0.44% |
$49.8K - $55.1K
|
318K
$14.3M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.43K- 1.73% |
$50.3K - $55.8K
|
81.4K
$3.66M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.63KClosed |
$57.2K - $63.4K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.1K- 2.76% |
$74K - $82K
|
74.1K
$3.33M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.72K- 22.6% |
$131K - $145K
|
12.7K
$573K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.14KClosed |
$145K - $161K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.54K- 6.76% |
$160K - $177K
|
62.6K
$2.81M
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5.56KClosed |
$195K - $216K
|
0
$0
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.5KClosed |
$264K - $292K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.78K- 15.3% |
$274K - $303K
|
43.1K
$1.94M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$368K - $407K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 60.34% |
$369K - $409K
|
6.9K
$310K
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
SELL
|
- |
-17.6K- 3.78% |
$618K - $685K
|
448K
$20.1M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18.5K- 43.88% |
$651K - $722K
|
23.7K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.2K- 56.46% |
$852K - $944K
|
18.7K
$840K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34.4K- 29.29% |
$1.21M - $1.34M
|
83K
$3.73M
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-35.2KClosed |
$1.24M - $1.37M
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.3K- 39.91% |
$1.28M - $1.42M
|
54.7K
$2.46M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-37.8K- 64.79% |
$1.33M - $1.47M
|
20.5K
$924K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42.9K- 63.1% |
$1.51M - $1.67M
|
25.1K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-363K- 40.19% |
$12.8M - $14.2M
|
541K
$24.3M
|