Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
94.2K+ 201.0% |
$3.85M - $4.27M
|
141K
$5.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
58.5K+ 19.16% |
$2.39M - $2.65M
|
364K
$13.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
21.3K+ 17.85% |
$870K - $963K
|
141K
$5.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11KNew |
$450K - $499K
|
11K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
8.82K+ 70.69% |
$361K - $399K
|
21.3K
$815K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.68K+ 2.78% |
$273K - $303K
|
247K
$9.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.23K+ 72.18% |
$173K - $192K
|
10.1K
$386K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9K+ 10.5% |
$118K - $131K
|
30.5K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 5.68% |
$66.6K - $73.8K
|
30.3K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.58K+ 7.47% |
$64.7K - $71.6K
|
22.8K
$871K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.05K+ 3.36% |
$42.8K - $47.4K
|
32.2K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
946+ 8.35% |
$38.7K - $42.8K
|
12.3K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
913+ 14.63% |
$37.3K - $41.3K
|
7.15K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10New |
$409 - $453
|
10
$383
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-183- 0.76% |
$7.48K - $8.29K
|
23.9K
$913K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-362- 3.01% |
$14.8K - $16.4K
|
11.6K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-737- 12.78% |
$30.1K - $33.4K
|
5.03K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.46K- 2.59% |
$59.8K - $66.2K
|
55K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.59K- 4.3% |
$106K - $117K
|
57.7K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.97K- 33.19% |
$162K - $180K
|
8K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.1K- 51.44% |
$413K - $458K
|
9.54K
$365K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-10.4K- 28.93% |
$424K - $470K
|
25.5K
$975K
|