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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
185+ 19.49% |
$6.69K - $8.18K
|
1.13K
$53.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
149+ 1.19% |
$5.38K - $6.59K
|
12.7K
$598K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
137New |
$4.95K - $6.06K
|
137
$6.47K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
126New |
$4.55K - $5.57K
|
126
$5.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
117+ 0.47% |
$4.23K - $5.17K
|
25K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
110+ 1.54% |
$3.98K - $4.87K
|
7.26K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
88+ 19.47% |
$3.18K - $3.89K
|
540
$25.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
80+ 1.1% |
$2.89K - $3.54K
|
7.38K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17+ 0.33% |
$614 - $752
|
5.2K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5+ 0.01% |
$181 - $221
|
52.3K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6- 25.0% |
$217 - $265
|
18
$850
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-20- 0.35% |
$723 - $885
|
5.63K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 1.38% |
$759 - $929
|
1.5K
$70.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-23- 40.35% |
$831 - $1.02K
|
34
$1.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-52- 0.68% |
$1.88K - $2.3K
|
7.56K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-56- 0.65% |
$2.02K - $2.48K
|
8.52K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-62- 1.23% |
$2.24K - $2.74K
|
4.97K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-143- 2.79% |
$5.17K - $6.32K
|
4.97K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-144- 0.2% |
$5.2K - $6.37K
|
72.8K
$3.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-181- 0.46% |
$6.54K - $8.01K
|
39.3K
$1.85M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-204- 2.44% |
$7.37K - $9.02K
|
8.16K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-231- 14.69% |
$8.35K - $10.2K
|
1.34K
$63.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-295- 0.7% |
$10.7K - $13K
|
42K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-440- 4.36% |
$15.9K - $19.5K
|
9.65K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-444- 2.74% |
$16K - $19.6K
|
15.7K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-460- 0.88% |
$16.6K - $20.3K
|
51.9K
$2.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-467- 9.32% |
$16.9K - $20.7K
|
4.54K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-766- 2.38% |
$27.7K - $33.9K
|
31.4K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-776- 2.68% |
$28K - $34.3K
|
28.2K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-800- 6.19% |
$28.9K - $35.4K
|
12.1K
$572K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-863- 3.62% |
$31.2K - $38.2K
|
23K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-883- 9.04% |
$31.9K - $39.1K
|
8.88K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.29K- 47.87% |
$46.7K - $57.1K
|
1.41K
$66.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.33K- 7.63% |
$48.2K - $59K
|
16.1K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.36K- 1.03% |
$49K - $60K
|
131K
$6.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.46K- 24.49% |
$52.8K - $64.6K
|
4.5K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.75K- 4.52% |
$99.5K - $122K
|
58.1K
$2.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.03K- 27.48% |
$109K - $134K
|
7.99K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.15K- 32.18% |
$114K - $139K
|
6.63K
$313K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.57K- 34.22% |
$165K - $202K
|
8.78K
$414K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.79K- 39.82% |
$173K - $212K
|
7.23K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 42.22% |
$187K - $229K
|
7.09K
$335K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-5.54K- 21.76% |
$200K - $245K
|
19.9K
$941K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.59K- 11.99% |
$238K - $292K
|
48.4K
$2.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.87K- 0.57% |
$248K - $304K
|
1.19M
$56.2M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.02K- 12.16% |
$254K - $310K
|
50.7K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.15K- 20.44% |
$258K - $316K
|
27.8K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.8K- 27.43% |
$318K - $389K
|
23.3K
$1.1M
|