Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
38K+ 36.24% |
$1.37M - $1.68M
|
143K
$6.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
25.5K+ 18.12% |
$920K - $1.13M
|
166K
$7.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
20.7K+ 14.68% |
$748K - $916K
|
162K
$7.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.77K+ 91.91% |
$317K - $388K
|
18.3K
$835K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.45KNew |
$233K - $285K
|
6.45K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.96KNew |
$179K - $219K
|
4.96K
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.75KNew |
$172K - $210K
|
4.75K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.54K+ 0.53% |
$164K - $201K
|
854K
$38.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.53KNew |
$164K - $200K
|
4.53K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.32K+ 15.58% |
$120K - $147K
|
24.6K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.66K+ 8.72% |
$96.1K - $118K
|
33.1K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.6K+ 0.72% |
$94.1K - $115K
|
366K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07K+ 10.85% |
$38.6K - $47.2K
|
10.9K
$497K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
772+ 98.22% |
$27.9K - $34.1K
|
1.56K
$71K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
628+ 1.27% |
$22.7K - $27.8K
|
50K
$2.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
612New |
$22.1K - $27.1K
|
612
$27.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
305+ 3.52% |
$11K - $13.5K
|
8.98K
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
110+ 1.54% |
$3.98K - $4.87K
|
7.26K
$331K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5+ 0.01% |
$181 - $221
|
52.3K
$2.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-181- 0.46% |
$6.54K - $8.01K
|
39.3K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-295- 0.7% |
$10.7K - $13K
|
42K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-440- 4.36% |
$15.9K - $19.5K
|
9.65K
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-467- 9.32% |
$16.9K - $20.7K
|
4.54K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.33K- 7.63% |
$48.2K - $59K
|
16.1K
$736K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.57K- 34.22% |
$165K - $202K
|
8.78K
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 42.22% |
$187K - $229K
|
7.09K
$323K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.59K- 11.99% |
$238K - $292K
|
48.4K
$2.21M
|