Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.34MNew |
$42.1M - $49.9M
|
1.34M
$60.4M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
503KNew |
$15.8M - $18.7M
|
503K
$22.6M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119KNew |
$3.73M - $4.42M
|
119K
$5.34M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101KNew |
$3.17M - $3.75M
|
101K
$4.54M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.9K+ 12.04% |
$1.47M - $1.74M
|
436K
$19.6M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
31.1KNew |
$975K - $1.16M
|
31.1K
$1.4M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
28.7KNew |
$900K - $1.07M
|
28.7K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.2K+ 38.64% |
$758K - $899K
|
86.8K
$3.9M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23K+ 30.92% |
$722K - $857K
|
97.5K
$4.38M
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
22.2K+ 3.34% |
$697K - $826K
|
687K
$30.9M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21K+ 15.02% |
$659K - $781K
|
161K
$7.23M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.9K+ 34.22% |
$655K - $776K
|
81.9K
$3.68M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.6K+ 16.62% |
$645K - $765K
|
144K
$6.49M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.8K+ 10.65% |
$560K - $663K
|
185K
$8.34M
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
13.9KNew |
$435K - $516K
|
13.9K
$624K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12.8KNew |
$403K - $478K
|
12.8K
$577K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.8K+ 2.47% |
$338K - $401K
|
448K
$20.1M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$326K - $387K
|
10.4K
$467K
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
9.2K+ 72.26% |
$288K - $342K
|
21.9K
$986K
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9.07K+ 10.69% |
$284K - $337K
|
93.8K
$4.22M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.31KNew |
$229K - $272K
|
7.31K
$329K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.69KNew |
$210K - $249K
|
6.69K
$301K
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.29K+ 56.02% |
$166K - $197K
|
14.7K
$662K
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.24KNew |
$164K - $195K
|
5.24K
$235K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.2K+ 23.59% |
$132K - $156K
|
22K
$988K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.32K+ 13.24% |
$104K - $124K
|
28.4K
$1.28M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.74K+ 12.61% |
$85.9K - $102K
|
24.5K
$1.1M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.17K+ 5.46% |
$68.1K - $80.7K
|
41.9K
$1.88M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.15K+ 3.15% |
$67.5K - $80K
|
70.5K
$3.17M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.95K+ 21.6% |
$61.2K - $72.5K
|
11K
$493K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 6.74% |
$39.5K - $46.8K
|
19.9K
$896K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15K+ 170.88% |
$36.1K - $42.8K
|
1.82K
$81.9K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
776+ 1.42% |
$24.3K - $28.9K
|
55.5K
$2.49M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
515+ 0.62% |
$16.2K - $19.1K
|
83.5K
$3.75M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
374+ 2.93% |
$11.7K - $13.9K
|
13.1K
$590K
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
274+ 2.41% |
$8.59K - $10.2K
|
11.7K
$524K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
106New |
$3.32K - $3.94K
|
106
$4.76K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
85New |
$2.67K - $3.16K
|
85
$3.82K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22New |
$690 - $818
|
22
$989
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 10.53% |
$690 - $818
|
231
$10.4K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-43- 27.74% |
$1.35K - $1.6K
|
112
$5.03K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 1.45% |
$3.14K - $3.72K
|
6.8K
$306K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-195Closed |
$6.12K - $7.25K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-258- 3.87% |
$8.09K - $9.59K
|
6.42K
$288K
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-275- 0.09% |
$8.62K - $10.2K
|
318K
$14.3M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-365Closed |
$11.4K - $13.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-503- 2.11% |
$15.8K - $18.7K
|
23.4K
$1.05M
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-654- 7.56% |
$20.5K - $24.3K
|
8K
$360K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 4.07% |
$42.1K - $50K
|
31.7K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.42K- 9.59% |
$44.7K - $52.9K
|
13.4K
$603K
|