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
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24+ 0.05% |
$981 - $1.09K
|
52.3K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10New |
$409 - $453
|
10
$422
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14- 0.27% |
$572 - $634
|
5.18K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-19- 0.14% |
$777 - $860
|
13.3K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-92- 5.53% |
$3.76K - $4.17K
|
1.57K
$66.3K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-97- 0.75% |
$3.96K - $4.39K
|
12.9K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-100- 18.12% |
$4.09K - $4.53K
|
452
$19.1K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-110- 0.28% |
$4.5K - $4.98K
|
39.4K
$1.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-176- 8.31% |
$7.19K - $7.97K
|
1.94K
$81.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-183- 0.76% |
$7.48K - $8.29K
|
23.9K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-213- 1.3% |
$8.71K - $9.64K
|
16.2K
$682K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-303- 20.65% |
$12.4K - $13.7K
|
1.16K
$49.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-362- 3.01% |
$14.8K - $16.4K
|
11.6K
$491K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-365- 0.69% |
$14.9K - $16.5K
|
52.3K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-379- 7.03% |
$15.5K - $17.2K
|
5.01K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-472- 0.45% |
$19.3K - $21.4K
|
105K
$4.42M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-621- 7.54% |
$25.4K - $28.1K
|
7.61K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-648- 4.92% |
$26.5K - $29.3K
|
12.5K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-725- 71.85% |
$29.6K - $32.8K
|
284
$12K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-737- 12.78% |
$30.1K - $33.4K
|
5.03K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-852- 9.03% |
$34.8K - $38.6K
|
8.58K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-911- 1.23% |
$37.2K - $41.3K
|
73K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.02K- 27.41% |
$41.6K - $46.1K
|
2.7K
$114K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 15.52% |
$49.2K - $54.5K
|
6.55K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.46K- 2.59% |
$59.8K - $66.2K
|
55K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.63K- 13.2% |
$66.4K - $73.6K
|
10.7K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.92K- 27.29% |
$78.5K - $87K
|
5.12K
$216K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.95K- 3.79% |
$79.5K - $88.1K
|
49.4K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.25K- 23.58% |
$92.1K - $102K
|
7.3K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.59K- 4.3% |
$106K - $117K
|
57.7K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.69K- 5.47% |
$110K - $122K
|
46.5K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.88K- 1.89% |
$118K - $130K
|
150K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.25K- 2.4% |
$133K - $147K
|
132K
$5.58M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.64K- 27.15% |
$149K - $165K
|
9.77K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.97K- 33.19% |
$162K - $180K
|
8K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.1K- 51.44% |
$413K - $458K
|
9.54K
$402K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-10.4K- 28.93% |
$424K - $470K
|
25.5K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-11.2K- 1.3% |
$456K - $506K
|
849K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.4K- 11.57% |
$505K - $560K
|
94.5K
$3.98M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-18.6K- 78.82% |
$758K - $840K
|
4.99K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.4K- 11.88% |
$958K - $1.06M
|
174K
$7.33M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.1KClosed |
$986K - $1.09M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-24.6K- 43.42% |
$1.01M - $1.11M
|
32.1K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-41.6K- 46.15% |
$1.7M - $1.88M
|
48.5K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72.3K- 31.89% |
$2.95M - $3.27M
|
154K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.1K- 38.42% |
$3.03M - $3.36M
|
119K
$5.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-137K- 82.53% |
$5.59M - $6.19M
|
29K
$1.22M
|