Purchases and Sales Made in Q1 2024 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 2024. 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 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
18New |
$679 - $749
|
18
$700
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13+ 0.02% |
$490 - $541
|
52.1K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.79% |
$377 - $416
|
1.28K
$49.9K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.09% |
$37.7 - $41.6
|
1.13K
$44K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-48- 0.88% |
$1.81K - $2K
|
5.38K
$209K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-70- 1.29% |
$2.64K - $2.91K
|
5.37K
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123- 0.53% |
$4.64K - $5.12K
|
23.3K
$904K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-133- 0.09% |
$5.02K - $5.54K
|
144K
$5.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-161- 36.34% |
$6.07K - $6.7K
|
282
$11K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-203- 0.82% |
$7.66K - $8.45K
|
24.6K
$957K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-231- 1.89% |
$8.71K - $9.61K
|
12K
$465K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-318- 0.29% |
$12K - $13.2K
|
111K
$4.31M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-330- 7.64% |
$12.4K - $13.7K
|
3.99K
$155K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-359Closed |
$13.5K - $14.9K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-602- 2.81% |
$22.7K - $25.1K
|
20.9K
$811K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-782- 9.88% |
$29.5K - $32.5K
|
7.13K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-986- 3.52% |
$37.2K - $41K
|
27K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-991- 15.66% |
$37.4K - $41.2K
|
5.34K
$207K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.19K- 2.82% |
$45K - $49.7K
|
41.2K
$1.6M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.23K- 0.6% |
$46.3K - $51.1K
|
204K
$7.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.3K- 4.57% |
$49.2K - $54.3K
|
27.2K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.51K- 1.94% |
$57.1K - $63K
|
76.4K
$2.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.62K- 5.92% |
$60.9K - $67.3K
|
25.7K
$999K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.71K- 25.37% |
$64.5K - $71.2K
|
5.03K
$195K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.97K- 5.74% |
$74.1K - $81.8K
|
32.3K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-2K- 7.81% |
$75.4K - $83.2K
|
23.6K
$917K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.41K- 10.02% |
$90.9K - $100K
|
21.6K
$841K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 13.58% |
$105K - $116K
|
17.7K
$689K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.17K- 12.02% |
$120K - $132K
|
23.2K
$902K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.34K- 17.32% |
$126K - $139K
|
15.9K
$619K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.51K- 16.78% |
$132K - $146K
|
17.4K
$677K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.58K- 13.12% |
$135K - $149K
|
23.7K
$921K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.75K- 4.36% |
$141K - $156K
|
82.2K
$3.19M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.86K- 17.83% |
$146K - $161K
|
17.8K
$692K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.09K- 45.88% |
$192K - $212K
|
6.01K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.3K- 27.95% |
$238K - $262K
|
16.2K
$631K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.47K- 2.64% |
$282K - $311K
|
275K
$10.7M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.72K- 3.41% |
$329K - $363K
|
247K
$9.6M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.1K- 2.64% |
$571K - $630K
|
559K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-26.9K- 14.63% |
$1.02M - $1.12M
|
157K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-47.5K- 36.78% |
$1.79M - $1.98M
|
81.7K
$3.18M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-48.9K- 4.71% |
$1.84M - $2.04M
|
989K
$38.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55K- 25.4% |
$2.07M - $2.29M
|
162K
$6.28M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-71.5K- 30.17% |
$2.7M - $2.98M
|
166K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-90.7K- 51.54% |
$3.42M - $3.77M
|
85.3K
$3.31M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-239K- 47.34% |
$9.01M - $9.94M
|
266K
$10.3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-450K- 29.71% |
$17M - $18.7M
|
1.07M
$41.4M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-517K- 99.11% |
$19.5M - $21.5M
|
4.63K
$180K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.13M- 32.49% |
$80.5M - $88.8M
|
4.43M
$172M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.3M- 33.43% |
$86.6M - $95.6M
|
4.57M
$178M
|