Purchases and Sales Made in Q3 2025 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 2025. 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, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.2K+ 140.43% |
$496K - $538K
|
19.2K
$907K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
7.94K+ 2.17% |
$350K - $380K
|
374K
$17.7M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
5.5K+ 21.46% |
$243K - $263K
|
31.1K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.52KNew |
$199K - $216K
|
4.52K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.46KNew |
$197K - $213K
|
4.46K
$210K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.16KNew |
$51.4K - $55.8K
|
1.16K
$54.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
948+ 5.18% |
$41.8K - $45.4K
|
19.3K
$909K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
611+ 2.48% |
$27K - $29.3K
|
25.2K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
570+ 7.85% |
$25.2K - $27.3K
|
7.83K
$370K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
235+ 2.44% |
$10.4K - $11.3K
|
9.89K
$467K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
105+ 5.41% |
$4.63K - $5.03K
|
2.05K
$96.6K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14+ 0.28% |
$618 - $671
|
4.98K
$235K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-71- 4.73% |
$3.13K - $3.4K
|
1.43K
$67.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-223- 4.92% |
$9.84K - $10.7K
|
4.31K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-264- 5.81% |
$11.7K - $12.6K
|
4.28K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-421- 0.88% |
$18.6K - $20.2K
|
47.2K
$2.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-704- 3.54% |
$31.1K - $33.7K
|
19.2K
$906K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-766- 1.82% |
$33.8K - $36.7K
|
41.3K
$1.95M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1K- 8.33% |
$44.1K - $47.9K
|
11K
$519K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.15K- 15.15% |
$50.6K - $54.9K
|
6.42K
$303K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.21K- 0.73% |
$53.3K - $57.8K
|
165K
$7.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.42K- 1.62% |
$107K - $116K
|
147K
$6.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.89K- 2.02% |
$128K - $138K
|
140K
$6.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-5.47K- 3.59% |
$242K - $262K
|
147K
$6.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-6.17K- 3.81% |
$272K - $295K
|
156K
$7.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.49K- 12.98% |
$287K - $311K
|
43.5K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-12.3K- 5.4% |
$544K - $590K
|
216K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.6K- 3.18% |
$775K - $841K
|
534K
$25.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-66.6K- 7.81% |
$2.94M - $3.19M
|
787K
$37.1M
|