Purchases and Sales Made in Q2 2025 in J P Morgan ETF Tr U S Value Fa (JVAL)

JVAL Quotes by TradingView

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 30, 2025 Q2 2025
Avidian Wealth Solutions, LLC

BUY
 -
432K
+ 81.46%
$15.6M - $19.1M
962K $45.4M
Aug 13, 2025 Q2 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
91K
+ 58.94%
$3.29M - $4.02M
245K $11.6M
Aug 14, 2025 Q2 2025
Brinker Capital Investments, LLC

BUY
 -
79.1K
+ 45.47%
$2.86M - $3.5M
253K $11.9M
Aug 14, 2025 Q2 2025
Goldman Sachs Group Inc

New York, NY
BUY
 -
71.8K
New
$2.6M - $3.18M
71.8K $3.39M
Aug 14, 2025 Q2 2025
Bank Of America Corp

Charlotte, NC
BUY
 -
41.4K
+ 9.09%
$1.5M - $1.83M
497K $23.5M
Jul 16, 2025 Q2 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
38K
+ 36.24%
$1.37M - $1.68M
143K $6.75M
Jul 23, 2025 Q2 2025
Columbia Advisory Partners LLC

BUY
 -
25.5K
+ 18.12%
$920K - $1.13M
166K $7.83M
Aug 13, 2025 Q2 2025
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
22.6K
New
$818K - $1M
22.6K $1.07M
Aug 04, 2025 Q2 2025
Atria Investments LLC

Charlotte, NC
BUY
 -
21.2K
+ 15.35%
$767K - $939K
160K $7.53M
Jul 22, 2025 Q2 2025
Defined Financial Planning LLC

San Rafael, CA
BUY
 -
20.7K
+ 14.68%
$748K - $916K
162K $7.64M
Aug 04, 2025 Q2 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
17.3K
+ 57.19%
$627K - $767K
47.7K $2.25M
Aug 08, 2025 Q2 2025
Gts Securities LLC

New York, NY
BUY
 -
16.2K
New
$585K - $716K
16.2K $764K
Aug 12, 2025 Q2 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
13.9K
+ 1.42%
$503K - $616K
994K $46.9M
Aug 07, 2025 Q2 2025
Apeiron Ria LLC

BUY
 -
12.3K
+ 5.68%
$443K - $543K
228K $10.8M
Jul 24, 2025 Q2 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
8.77K
+ 91.91%
$317K - $388K
18.3K $864K
Jul 31, 2025 Q2 2025
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
8.25K
+ 70.79%
$298K - $365K
19.9K $939K
Aug 13, 2025 Q2 2025
Cerity Partners LLC

New York, NY
BUY
 -
7.89K
+ 1.45%
$285K - $349K
552K $26M
Aug 07, 2025 Q2 2025
Addison Advisors LLC

BUY
 -
7.7K
+ 70.71%
$278K - $341K
18.6K $877K
Jul 31, 2025 Q2 2025
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
7.08K
+ 97.11%
$256K - $313K
14.4K $679K
Sep 03, 2025 Q2 2025
American Trust

Lexington, KY
BUY
 -
6.49K
New
$234K - $287K
6.49K $306K
Jul 21, 2025 Q2 2025
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
6.45K
New
$233K - $285K
6.45K $304K
Aug 12, 2025 Q2 2025
Burk Holdings LLC

Tulsa, OK
BUY
 -
5.96K
New
$215K - $263K
5.96K $281K
Aug 19, 2025 Q2 2025
Advisory Services Network, LLC

BUY
 -
5.35K
New
$193K - $237K
5.35K $252K
Jul 24, 2025 Q2 2025
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
4.96K
New
$179K - $219K
4.96K $234K
Aug 08, 2025 Q2 2025
Accredited Investors Inc.

BUY
 -
4.8K
New
$173K - $212K
4.8K $227K
Jul 07, 2025 Q2 2025
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
4.75K
New
$172K - $210K
4.75K $224K
Aug 08, 2025 Q2 2025
Campbell Deegan Wealth Management, LLC

Richmond, VA
BUY
 -
4.64K
New
$168K - $205K
4.64K $219K
Aug 06, 2025 Q2 2025
Summit Wealth & Retirement Planning, Inc.

BUY
 -
4.58K
New
$166K - $203K
4.58K $216K
Jul 25, 2025 Q2 2025
Cwm, LLC

BUY
 -
4.54K
+ 0.53%
$164K - $201K
854K $40.3M
Jul 21, 2025 Q2 2025
Ascent Group, LLC

BUY
 -
4.53K
New
$164K - $200K
4.53K $214K
Jul 14, 2025 Q2 2025
Cobblestone Asset Management LLC

Richmond, VA
BUY
 -
3.32K
+ 15.58%
$120K - $147K
24.6K $1.16M
Aug 05, 2025 Q2 2025
5 T Wealth, LLC

Napa, CA
BUY
 -
2.85K
+ 12.53%
$103K - $126K
25.6K $1.21M
Aug 13, 2025 Q2 2025
Northwestern Mutual Wealth Management CO

BUY
 -
2.74K
+ 3.7%
$99K - $121K
76.8K $3.62M
Jul 10, 2025 Q2 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.66K
+ 8.72%
$96.1K - $118K
33.1K $1.56M
Aug 11, 2025 Q2 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.63K
+ 14.67%
$94.9K - $116K
20.5K $969K
Jul 17, 2025 Q2 2025
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
2.6K
+ 0.72%
$94.1K - $115K
366K $17.3M
Aug 08, 2025 Q2 2025
L & S Advisors Inc

Los Angeles, CA
BUY
 -
2.57K
+ 16.32%
$93K - $114K
18.3K $866K
Aug 14, 2025 Q2 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.43K
+ 15.13%
$87.7K - $107K
18.5K $872K
Aug 05, 2025 Q2 2025
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.2K
+ 4.73%
$79.4K - $97.2K
48.7K $2.3M
Aug 08, 2025 Q2 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.35K
+ 0.81%
$48.7K - $59.6K
168K $7.92M
Aug 28, 2025 Q2 2025
Lavaca Capital LLC

Houston, TX
BUY
 -
1.21K
+ 86.14%
$43.8K - $53.6K
2.62K $124K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.07K
+ 10.85%
$38.6K - $47.2K
10.9K $514K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
778
New
$28.1K - $34.4K
778 $36.7K
Jul 11, 2025 Q2 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
772
+ 98.22%
$27.9K - $34.1K
1.56K $73.5K
Jul 17, 2025 Q2 2025
Fifth Third Securities, Inc.

BUY
 -
628
+ 1.27%
$22.7K - $27.8K
50K $2.36M
Jul 24, 2025 Q2 2025
Ifp Advisors, Inc

BUY
 -
612
New
$22.1K - $27.1K
612 $28.9K
Aug 08, 2025 Q2 2025
Avantax Advisory Services, Inc.

BUY
 -
381
+ 5.82%
$13.8K - $16.9K
6.93K $327K
Jul 09, 2025 Q2 2025
Alesco Advisors LLC

Pittsford, NY
BUY
 -
305
+ 3.52%
$11K - $13.5K
8.98K $424K
Aug 06, 2025 Q2 2025
Commonwealth Equity Services, LLC

BUY
 -
277
+ 0.19%
$10K - $12.3K
150K $7.07M

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