Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
266K+ 17.89% |
$9.5M - $10.3M
|
1.75M
$77.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
179KNew |
$6.38M - $6.89M
|
179K
$7.94M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
137K+ 461.37% |
$4.9M - $5.29M
|
167K
$7.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
129KNew |
$4.61M - $4.98M
|
129K
$5.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 40.73% |
$4.1M - $4.43M
|
397K
$17.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
82.8KNew |
$2.96M - $3.19M
|
82.8K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
62.8KNew |
$2.24M - $2.42M
|
62.8K
$2.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.2K+ 54.5% |
$2.04M - $2.21M
|
162K
$7.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
50.9K+ 680.02% |
$1.82M - $1.96M
|
58.4K
$2.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44.9K+ 209.43% |
$1.61M - $1.73M
|
66.4K
$2.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
42.2KNew |
$1.51M - $1.63M
|
42.2K
$1.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
40.7K+ 4.13% |
$1.45M - $1.57M
|
1.03M
$45.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.1K+ 452.18% |
$1.4M - $1.51M
|
47.8K
$2.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37.4K+ 12.22% |
$1.34M - $1.44M
|
344K
$15.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
35.2KNew |
$1.26M - $1.36M
|
35.2K
$1.57M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
16.5KNew |
$588K - $635K
|
16.5K
$733K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.2K+ 170.36% |
$543K - $586K
|
24.1K
$1.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.4K+ 9.62% |
$516K - $557K
|
165K
$7.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.6K+ 82.35% |
$379K - $409K
|
23.5K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5KNew |
$373K - $403K
|
10.5K
$465K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.25K+ 15.98% |
$330K - $357K
|
67.1K
$2.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.2K+ 36.48% |
$329K - $355K
|
34.4K
$1.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
7.1K+ 53.76% |
$254K - $274K
|
20.3K
$904K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.87K+ 19.08% |
$245K - $265K
|
42.9K
$1.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
5.56KNew |
$198K - $214K
|
5.56K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.16K+ 60.93% |
$184K - $199K
|
13.6K
$606K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.14KNew |
$148K - $159K
|
4.14K
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.46K+ 23.22% |
$124K - $133K
|
18.4K
$817K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.68K+ 56.95% |
$95.7K - $103K
|
7.38K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.32KNew |
$82.9K - $89.5K
|
2.32K
$103K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.63KNew |
$58.2K - $62.8K
|
1.63K
$72.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.27K+ 14.64% |
$45.3K - $48.9K
|
9.93K
$442K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.05K+ 123.32% |
$37.4K - $40.4K
|
1.9K
$84.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
679New |
$24.3K - $26.2K
|
679
$30.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
561New |
$20K - $21.6K
|
561
$25K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
427+ 1.53% |
$15.3K - $16.5K
|
28.4K
$1.26M
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
275+ 0.09% |
$9.82K - $10.6K
|
319K
$14.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
272+ 2.95% |
$9.72K - $10.5K
|
9.51K
$423K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
139+ 198.57% |
$4.97K - $5.36K
|
209
$9.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
97New |
$3.46K - $3.74K
|
97
$4.32K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65+ 72.22% |
$2.32K - $2.51K
|
155
$6.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.09% |
$536 - $578
|
17.4K
$774K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-195Closed |
$6.97K - $7.52K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-286- 20.82% |
$10.2K - $11K
|
1.09K
$48.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-615- 44.73% |
$22K - $23.7K
|
760
$33.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-727Closed |
$26K - $28K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-897- 1.16% |
$32K - $34.6K
|
76.2K
$3.39M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.04K- 18.31% |
$37K - $40K
|
4.63K
$206K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.87K- 25.91% |
$66.7K - $72K
|
5.34K
$237K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.91K- 13.86% |
$68.2K - $73.6K
|
11.9K
$528K
|