Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
413KNew |
$16.4M - $18M
|
413K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
54KNew |
$2.14M - $2.35M
|
54K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32KNew |
$1.27M - $1.39M
|
32K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8K+ 213.01% |
$825K - $907K
|
30.6K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
16.9K+ 12.07% |
$671K - $737K
|
157K
$7.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2K+ 13.29% |
$644K - $707K
|
138K
$6.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.8K+ 3.73% |
$509K - $559K
|
357K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 40.13% |
$423K - $464K
|
37.2K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.2KNew |
$403K - $442K
|
10.2K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7.92K+ 0.68% |
$314K - $345K
|
1.18M
$52.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
7.3KNew |
$290K - $318K
|
7.3K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.19K+ 9.75% |
$285K - $313K
|
81K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.9K+ 8.92% |
$234K - $257K
|
72K
$3.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.71K+ 1.97% |
$227K - $249K
|
296K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.38K+ 72.64% |
$213K - $234K
|
12.8K
$575K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$193K - $212K
|
4.87K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.78KNew |
$189K - $208K
|
4.78K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.75KNew |
$188K - $207K
|
4.75K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.18K+ 1.79% |
$166K - $182K
|
238K
$10.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.83K+ 1.56% |
$152K - $167K
|
249K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.78K+ 39.6% |
$150K - $165K
|
13.3K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.35KNew |
$133K - $146K
|
3.35K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.19K+ 1.55% |
$126K - $139K
|
208K
$9.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.01K+ 11.65% |
$119K - $131K
|
28.8K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.03K+ 0.96% |
$80.6K - $88.5K
|
214K
$9.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.98K+ 22.22% |
$78.5K - $86.3K
|
10.9K
$490K
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.94K+ 20.15% |
$77K - $84.6K
|
11.6K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.92K+ 38.64% |
$76.2K - $83.7K
|
6.9K
$310K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.72K+ 21.55% |
$68.4K - $75.1K
|
9.73K
$438K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.61K+ 23.88% |
$63.8K - $70.1K
|
8.35K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.58K+ 7.48% |
$62.7K - $68.8K
|
22.7K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 5.11% |
$57.4K - $63K
|
29.8K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1K+ 0.24% |
$39.8K - $43.7K
|
420K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
844+ 11.81% |
$33.5K - $36.8K
|
7.99K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
801+ 88.31% |
$31.8K - $34.9K
|
1.71K
$76.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
713+ 8.43% |
$28.3K - $31.1K
|
9.17K
$413K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
667+ 5.32% |
$26.5K - $29.1K
|
13.2K
$594K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
571+ 9.85% |
$22.6K - $24.9K
|
6.37K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
363+ 3.25% |
$14.4K - $15.8K
|
11.5K
$519K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
267+ 0.51% |
$10.6K - $11.6K
|
52.7K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
217+ 4.29% |
$8.61K - $9.45K
|
5.28K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
171+ 1.2% |
$6.78K - $7.45K
|
14.5K
$651K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
133+ 0.6% |
$5.27K - $5.79K
|
22.3K
$1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
116+ 1.81% |
$4.6K - $5.05K
|
6.52K
$293K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
102New |
$4.05K - $4.44K
|
102
$4.59K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20+ 0.9% |
$793 - $871
|
2.25K
$101K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.4% |
$238 - $261
|
1.52K
$68.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4New |
$159 - $174
|
4
$180
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4New |
$159 - $174
|
4
$180
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.01% |
$79.3 - $87.1
|
24.7K
$1.11M
|