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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
438KNew |
$17.9M - $19.8M
|
438K
$18.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
163K+ 44.54% |
$6.67M - $7.4M
|
530K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 17.71% |
$6.03M - $6.68M
|
980K
$41.3M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
111KNew |
$4.52M - $5.01M
|
111K
$4.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
94.2K+ 201.0% |
$3.85M - $4.27M
|
141K
$5.95M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
92.9K+ 204.42% |
$3.8M - $4.21M
|
138K
$5.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
60.8KNew |
$2.49M - $2.76M
|
60.8K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
58.5K+ 19.16% |
$2.39M - $2.65M
|
364K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.4K+ 967.67% |
$1.94M - $2.15M
|
52.3K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
42.3KNew |
$1.73M - $1.92M
|
42.3K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27K+ 19.38% |
$1.1M - $1.22M
|
166K
$7.01M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.9KNew |
$1.02M - $1.13M
|
24.9K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
21.3K+ 17.85% |
$870K - $963K
|
141K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.5KNew |
$796K - $882K
|
19.5K
$821K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
17.7KNew |
$724K - $802K
|
17.7K
$747K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 5.84% |
$633K - $702K
|
281K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.7K+ 2.64% |
$478K - $530K
|
455K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2K+ 66.31% |
$458K - $508K
|
28.1K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11KNew |
$450K - $499K
|
11K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
10.8KNew |
$440K - $487K
|
10.8K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
8.82K+ 70.69% |
$361K - $399K
|
21.3K
$898K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.77K+ 1.71% |
$358K - $397K
|
522K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.29KNew |
$298K - $330K
|
7.29K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.68K+ 2.78% |
$273K - $303K
|
247K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.96KNew |
$244K - $270K
|
5.96K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.22K+ 0.44% |
$213K - $236K
|
1.2M
$50.4M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
5.09KNew |
$208K - $230K
|
5.09K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.56K+ 87.48% |
$186K - $207K
|
9.78K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.23K+ 72.18% |
$173K - $192K
|
10.1K
$425K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.03K+ 1.9% |
$165K - $182K
|
216K
$9.1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.4K+ 151.0% |
$139K - $154K
|
5.65K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9K+ 10.5% |
$118K - $131K
|
30.5K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.76K+ 0.51% |
$113K - $125K
|
544K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.43K+ 17.86% |
$99.3K - $110K
|
16K
$676K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.38K+ 15.78% |
$97.4K - $108K
|
17.5K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 5.68% |
$66.6K - $73.8K
|
30.3K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.58K+ 7.47% |
$64.7K - $71.6K
|
22.8K
$960K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.55K+ 14.77% |
$63.2K - $70K
|
12K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.05K+ 3.36% |
$42.8K - $47.4K
|
32.2K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
946+ 8.35% |
$38.7K - $42.8K
|
12.3K
$517K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
913+ 14.63% |
$37.3K - $41.3K
|
7.15K
$301K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
767+ 5.11% |
$31.3K - $34.7K
|
15.8K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
677+ 248.9% |
$27.7K - $30.7K
|
949
$40K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
668+ 7.29% |
$27.3K - $30.2K
|
9.83K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
456New |
$18.6K - $20.6K
|
456
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
445+ 1.96% |
$18.2K - $20.1K
|
23.2K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
341+ 0.46% |
$13.9K - $15.4K
|
74K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
262+ 3.24% |
$10.7K - $11.9K
|
8.36K
$352K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
180+ 1.02% |
$7.36K - $8.15K
|
17.9K
$755K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
176+ 9.06% |
$7.19K - $7.97K
|
2.12K
$89.3K
|