Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.42MNew |
$155M - $165M
|
4.42M
$197M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
963KNew |
$33.7M - $36M
|
963K
$42.9M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
265K+ 640.51% |
$9.27M - $9.89M
|
306K
$13.6M
|
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
137K+ 75.29% |
$4.8M - $5.12M
|
319K
$14.2M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.5K+ 46.51% |
$3.13M - $3.34M
|
282K
$12.5M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
39.2KNew |
$1.37M - $1.47M
|
39.2K
$1.75M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
35.8KNew |
$1.25M - $1.34M
|
35.8K
$1.59M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
27.9KNew |
$978K - $1.04M
|
27.9K
$1.24M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.6K+ 91.11% |
$966K - $1.03M
|
57.9K
$2.58M
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
23.2K+ 2.41% |
$813K - $867K
|
985K
$43.8M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
20K+ 205.84% |
$700K - $747K
|
29.7K
$1.32M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$576K - $614K
|
16.4K
$731K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.7K+ 10.02% |
$479K - $511K
|
150K
$6.68M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
13.2KNew |
$463K - $493K
|
13.2K
$588K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.9KNew |
$451K - $481K
|
12.9K
$573K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 123.46% |
$409K - $436K
|
21.1K
$940K
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.8K+ 74.87% |
$378K - $403K
|
25.2K
$1.12M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
9.6KNew |
$336K - $358K
|
9.6K
$427K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.92KNew |
$312K - $333K
|
8.92K
$397K
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.46KNew |
$296K - $316K
|
8.46K
$376K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.09K+ 8.35% |
$283K - $302K
|
105K
$4.67M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.48KNew |
$262K - $279K
|
7.48K
$333K
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.41K+ 9.07% |
$224K - $239K
|
77.1K
$3.43M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.71K+ 10.21% |
$165K - $176K
|
50.9K
$2.26M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
4.7KNew |
$165K - $176K
|
4.7K
$209K
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
BUY
|
- |
4.48K+ 0.8% |
$157K - $167K
|
565K
$25.1M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.37KNew |
$48.1K - $51.3K
|
1.37K
$61.1K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.37K+ 6.81% |
$47.9K - $51K
|
21.5K
$955K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
885+ 6.31% |
$31K - $33K
|
14.9K
$663K
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
704+ 8.85% |
$24.6K - $26.3K
|
8.66K
$385K
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
517+ 5.93% |
$18.1K - $19.3K
|
9.24K
$411K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
386New |
$13.5K - $14.4K
|
386
$17.2K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
195New |
$6.83K - $7.28K
|
195
$8.68K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
64+ 246.15% |
$2.24K - $2.39K
|
90
$4K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32- 0.39% |
$1.12K - $1.19K
|
8.19K
$364K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-142- 1.93% |
$4.97K - $5.3K
|
7.2K
$320K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-985- 10.22% |
$34.5K - $36.8K
|
8.66K
$385K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.14K- 7.64% |
$39.9K - $42.6K
|
13.8K
$613K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.2KClosed |
$42.2K - $45K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 17.08% |
$46.8K - $49.9K
|
6.49K
$289K
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.72K- 2.86% |
$95.3K - $102K
|
92.5K
$4.11M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.12K- 3.58% |
$144K - $154K
|
111K
$4.94M
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5.56KClosed |
$194K - $207K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.6K- 42.75% |
$196K - $209K
|
7.5K
$334K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 41.75% |
$436K - $465K
|
17.4K
$773K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.6KClosed |
$545K - $581K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-35.5K- 22.91% |
$1.24M - $1.33M
|
119K
$5.32M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-46.4K- 56.31% |
$1.63M - $1.73M
|
36K
$1.6M
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-66.1K- 4.26% |
$2.32M - $2.47M
|
1.49M
$66.1M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-135K- 34.18% |
$4.74M - $5.06M
|
261K
$11.6M
|