Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12- 0.04% |
$394 - $429
|
27.1K
$1.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-123- 2.01% |
$4.04K - $4.4K
|
6.01K
$266K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-177- 1.45% |
$5.81K - $6.33K
|
12.1K
$533K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-194- 26.01% |
$6.37K - $6.94K
|
552
$24.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-700- 30.5% |
$23K - $25K
|
1.6K
$70.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-725- 2.48% |
$23.8K - $25.9K
|
28.6K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-834- 2.68% |
$27.4K - $29.8K
|
30.3K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-920- 3.27% |
$30.2K - $32.9K
|
27.2K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.24K- 0.82% |
$40.6K - $44.3K
|
150K
$6.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.36K- 16.11% |
$77.3K - $84.2K
|
12.3K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.05K- 95.29% |
$133K - $145K
|
200
$8.85K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-4.05K- 14.95% |
$133K - $145K
|
23.1K
$1.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.05K- 33.2% |
$166K - $181K
|
10.2K
$450K
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-5.41K- 48.69% |
$178K - $194K
|
5.7K
$252K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.97K- 31.84% |
$196K - $214K
|
12.8K
$566K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.24K- 28.4% |
$205K - $223K
|
15.7K
$696K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.8K- 29.34% |
$322K - $351K
|
23.6K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.2K- 6.52% |
$336K - $366K
|
147K
$6.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.9K- 15.84% |
$389K - $424K
|
63K
$2.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-29.7K- 20.36% |
$976K - $1.06M
|
116K
$5.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.2K- 19.85% |
$1.25M - $1.36M
|
154K
$6.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-52.2K- 41.69% |
$1.71M - $1.87M
|
73K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-69.4K- 4.5% |
$2.28M - $2.48M
|
1.47M
$65.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-126K- 21.16% |
$4.14M - $4.52M
|
470K
$20.8M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-381K- 79.28% |
$12.5M - $13.6M
|
99.5K
$4.4M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.98M- 75.63% |
$262M - $285M
|
2.57M
$114M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.39M- 76.62% |
$275M - $300M
|
2.56M
$113M
|