Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
5.76M
New
$198M - $215M
5.76M $255M
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
2.99M
+ 116.26%
$103M - $111M
5.56M $246M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
1.14M
New
$39.2M - $42.6M
1.14M $50.5M
Nov 15, 2023 Q3 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
144K
+ 144.43%
$4.93M - $5.36M
243K $10.8M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
68.5K
+ 108.63%
$2.35M - $2.55M
131K $5.82M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
62.4K
New
$2.14M - $2.33M
62.4K $2.76M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
61.2K
New
$2.1M - $2.28M
61.2K $2.71M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
24.5K
+ 5.21%
$842K - $915K
495K $21.9M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
20.5K
New
$706K - $767K
20.5K $909K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
18K
+ 114.56%
$619K - $672K
33.7K $1.49M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
17.1K
+ 76.73%
$586K - $637K
39.3K $1.74M
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
16.8K
+ 25.23%
$576K - $626K
83.2K $3.68M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
16.4K
+ 136.44%
$565K - $614K
28.5K $1.26M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
16K
New
$549K - $597K
16K $708K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
15.1K
+ 10.33%
$520K - $565K
162K $7.16M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
10.1K
+ 1.83%
$346K - $376K
561K $24.8M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
8.42K
New
$289K - $314K
8.42K $373K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
8.14K
New
$279K - $304K
8.14K $360K
Oct 18, 2023 Q3 2023
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
6.19K
+ 4.48%
$213K - $231K
144K $6.39M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.12K
New
$210K - $228K
6.12K $271K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
5.61K
+ 42.92%
$193K - $209K
18.7K $827K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4.59K
+ 0.9%
$158K - $171K
517K $22.9M
Feb 06, 2024 Q3 2023
Planned Solutions, Inc.

BUY
 -
4.4K
+ 1.8%
$151K - $164K
249K $11M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.57K
+ 5.86%
$123K - $133K
64.6K $2.86M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
3.48K
+ 1.86%
$119K - $130K
190K $8.41M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.86K
+ 13.48%
$98.2K - $107K
24.1K $1.07M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.67K
+ 12.87%
$91.6K - $99.5K
23.4K $1.03M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.49K
+ 5.88%
$85.4K - $92.8K
44.8K $1.98M
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
2.44K
+ 40.67%
$83.9K - $91.2K
8.45K $374K
Oct 27, 2023 Q3 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
2.13K
+ 7.82%
$73.1K - $79.4K
29.3K $1.3M
Nov 13, 2023 Q3 2023
Intrust Bank Na

Wichita, KS
BUY
 -
1.98K
+ 6.23%
$67.9K - $73.8K
33.7K $1.49M
Nov 07, 2023 Q3 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
1.7K
+ 13.88%
$58.5K - $63.6K
14K $618K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.49K
New
$51.1K - $55.5K
1.49K $65.8K
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
1.07K
+ 13.95%
$36.8K - $40K
8.75K $387K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
930
+ 14.55%
$31.9K - $34.7K
7.32K $324K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
639
+ 4.92%
$21.9K - $23.8K
13.6K $602K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
471
+ 0.21%
$16.2K - $17.6K
227K $10.1M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
400
+ 25.08%
$13.7K - $14.9K
2K $88.3K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
388
New
$13.3K - $14.5K
388 $17.2K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
358
+ 1.05%
$12.3K - $13.4K
34.5K $1.52M
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
330
New
$11.3K - $12.3K
330 $14.6K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
294
+ 1.25%
$10.1K - $11K
23.9K $1.06M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
225
New
$7.73K - $8.4K
225 $9.96K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
69
New
$2.37K - $2.58K
69 $3.05K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
52
New
$1.79K - $1.94K
52 $2.3K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
30
New
$1.03K - $1.12K
30 $1.33K
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
23
New
$790 - $858
23 $1.02K
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
22
+ 0.18%
$755 - $821
12K $532K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
22
+ 0.13%
$755 - $821
17.5K $775K

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