Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
163KNew |
$4.84M - $5.83M
|
163K
$7.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
130K+ 26.77% |
$3.87M - $4.66M
|
615K
$27.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
128K+ 868.64% |
$3.81M - $4.59M
|
143K
$6.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.6K+ 80.12% |
$1.95M - $2.35M
|
148K
$6.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.7K+ 365.43% |
$1.57M - $1.89M
|
67.1K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.2KNew |
$1.47M - $1.77M
|
49.2K
$2.21M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
26.4KNew |
$786K - $946K
|
26.4K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.2K+ 179.94% |
$719K - $866K
|
37.6K
$1.69M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.7K+ 22.46% |
$675K - $813K
|
124K
$5.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
21K+ 2.09% |
$625K - $753K
|
1.03M
$46.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.7K+ 14.33% |
$616K - $742K
|
165K
$7.42M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
16.5KNew |
$491K - $592K
|
16.5K
$742K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.1K+ 17.35% |
$448K - $540K
|
102K
$4.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.6K+ 3.26% |
$434K - $523K
|
462K
$20.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2K+ 2.42% |
$363K - $437K
|
516K
$23.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.44K+ 8.65% |
$251K - $303K
|
106K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.38K+ 5.21% |
$250K - $301K
|
169K
$7.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.36K+ 4.72% |
$249K - $300K
|
185K
$8.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.12K+ 0.71% |
$182K - $220K
|
870K
$39.1M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.67KNew |
$169K - $203K
|
5.67K
$255K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.75K+ 12.05% |
$112K - $134K
|
34.9K
$1.57M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.68K+ 483.68% |
$109K - $132K
|
4.44K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.2K+ 8.69% |
$95.4K - $115K
|
40.1K
$1.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.9K+ 13.2% |
$86.2K - $104K
|
24.8K
$1.12M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.4K+ 35.83% |
$71.4K - $86K
|
9.09K
$408K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.3KNew |
$68.5K - $82.5K
|
2.3K
$103K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
2K+ 6.97% |
$59.6K - $71.7K
|
30.7K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 15.82% |
$49K - $59K
|
12K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.42K+ 720.81% |
$42.3K - $50.9K
|
1.62K
$72.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 4.23% |
$30.8K - $37.1K
|
25.5K
$1.15M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
920+ 2.19% |
$27.4K - $33K
|
42.9K
$1.93M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
575+ 4.93% |
$17.1K - $20.6K
|
12.2K
$550K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 3.89% |
$14.9K - $17.9K
|
13.3K
$600K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
323+ 1.02% |
$9.62K - $11.6K
|
32K
$1.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
143New |
$4.26K - $5.13K
|
143
$6.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20New |
$596 - $717
|
20
$899
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 8.24% |
$208 - $251
|
92
$4.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25- 0.26% |
$745 - $897
|
9.58K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-25- 0.22% |
$745 - $897
|
11.3K
$509K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 2.52% |
$1.37K - $1.65K
|
1.78K
$79.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-47- 0.59% |
$1.4K - $1.69K
|
7.87K
$354K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-142- 1.09% |
$4.23K - $5.09K
|
12.9K
$581K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-166- 0.71% |
$4.94K - $5.95K
|
23.2K
$1.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-191- 0.87% |
$5.69K - $6.85K
|
21.8K
$980K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-360- 3.28% |
$10.7K - $12.9K
|
10.6K
$477K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-390- 5.33% |
$11.6K - $14K
|
6.92K
$311K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-413- 5.16% |
$12.3K - $14.8K
|
7.59K
$341K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-946- 83.42% |
$28.2K - $33.9K
|
188
$8.45K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.42K- 2.57% |
$42.4K - $51.1K
|
54.1K
$2.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43K- 5.05% |
$42.7K - $51.4K
|
27K
$1.21M
|