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 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-10- 14.93% |
$397 - $436
|
57
$2.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17- 0.07% |
$674 - $741
|
24.6K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 0.11% |
$793 - $871
|
17.8K
$800K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-40- 0.25% |
$1.59K - $1.74K
|
15.8K
$710K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-60- 0.22% |
$2.38K - $2.61K
|
27.1K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-243- 3.22% |
$9.64K - $10.6K
|
7.3K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-243- 0.49% |
$9.64K - $10.6K
|
49.2K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-290- 0.71% |
$11.5K - $12.6K
|
40.3K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-316- 2.61% |
$12.5K - $13.8K
|
11.8K
$530K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-442- 8.68% |
$17.5K - $19.3K
|
4.65K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-463- 3.88% |
$18.4K - $20.2K
|
11.5K
$516K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-553- 1.53% |
$21.9K - $24.1K
|
35.5K
$1.6M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-605- 29.2% |
$24K - $26.4K
|
1.47K
$66K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-694- 0.92% |
$27.5K - $30.2K
|
74.9K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-815- 3.32% |
$32.3K - $35.5K
|
23.8K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-830- 34.16% |
$32.9K - $36.2K
|
1.6K
$72K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.02K- 0.93% |
$40.5K - $44.4K
|
109K
$4.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.35K- 6.25% |
$53.5K - $58.8K
|
20.3K
$911K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.42K- 0.55% |
$56.3K - $61.8K
|
256K
$11.5M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.42K- 0.55% |
$56.3K - $61.8K
|
256K
$11.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.56K- 6.49% |
$61.7K - $67.8K
|
22.4K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 7.56% |
$75.7K - $83.2K
|
23.3K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.12K- 0.39% |
$84.1K - $92.4K
|
537K
$24.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.21K- 4.21% |
$87.7K - $96.4K
|
50.3K
$2.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.57K- 20.64% |
$102K - $112K
|
9.87K
$444K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.91K- 2.66% |
$115K - $127K
|
107K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.18K- 0.57% |
$126K - $139K
|
553K
$24.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 2.57% |
$161K - $176K
|
154K
$6.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.11K- 5.0% |
$163K - $179K
|
78K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.12K- 44.35% |
$163K - $179K
|
5.17K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.62K- 32.73% |
$183K - $201K
|
9.5K
$427K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.15K- 4.93% |
$323K - $355K
|
157K
$7.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.8K- 16.88% |
$430K - $472K
|
53.3K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.4K- 62.39% |
$452K - $497K
|
6.87K
$309K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-19.6K- 2.21% |
$776K - $853K
|
865K
$38.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30K- 19.22% |
$1.19M - $1.31M
|
126K
$5.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.4K- 5.66% |
$1.92M - $2.11M
|
806K
$36.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-57.6K- 43.49% |
$2.28M - $2.51M
|
74.8K
$3.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-307K- 98.27% |
$12.2M - $13.4M
|
5.41K
$243K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-808K- 80.22% |
$32.1M - $35.2M
|
199K
$8.96M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.35M- 97.33% |
$172M - $189M
|
119K
$5.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.51M- 97.6% |
$179M - $197M
|
111K
$5M
|