Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.11M+ 19.33% |
$36.6M - $43.2M
|
6.87M
$306M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.01M+ 18.19% |
$33.2M - $39.2M
|
6.57M
$292M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
283K+ 57.17% |
$9.29M - $11M
|
778K
$34.6M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
261K+ 107.49% |
$8.59M - $10.1M
|
505K
$22.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
223K+ 1392.44% |
$7.32M - $8.64M
|
239K
$10.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
203K+ 692.34% |
$6.67M - $7.87M
|
232K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
151K+ 114.96% |
$4.96M - $5.86M
|
283K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
129KNew |
$4.25M - $5.01M
|
129K
$5.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 175.83% |
$3.73M - $4.4M
|
178K
$7.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.5K+ 42.36% |
$2.12M - $2.5M
|
217K
$9.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
52.1KNew |
$1.71M - $2.02M
|
52.1K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
44.2K+ 130.93% |
$1.45M - $1.71M
|
77.9K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
41.3KNew |
$1.36M - $1.6M
|
41.3K
$1.84M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
37K+ 6.86% |
$1.22M - $1.43M
|
576K
$25.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$867K - $1.02M
|
26.4K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.3K+ 16.27% |
$865K - $1.02M
|
188K
$8.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.6K+ 5.72% |
$807K - $953K
|
454K
$20.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
21.5K+ 167.84% |
$705K - $832K
|
34.2K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19.6K+ 1314.99% |
$643K - $759K
|
21.1K
$937K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18.9K+ 223.06% |
$619K - $731K
|
27.3K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
18.3K+ 21.98% |
$601K - $709K
|
101K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.4K+ 7.56% |
$472K - $557K
|
204K
$9.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13.5K+ 154.16% |
$443K - $523K
|
22.2K
$989K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
13.3K+ 95.19% |
$437K - $516K
|
27.3K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$400K - $473K
|
12.2K
$542K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2K+ 2.17% |
$400K - $472K
|
574K
$25.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 143.46% |
$397K - $469K
|
20.5K
$912K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.9K+ 69.89% |
$392K - $462K
|
29K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10.7K+ 0.97% |
$350K - $413K
|
1.11M
$49.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.98K+ 4.39% |
$328K - $387K
|
237K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$285K - $336K
|
8.66K
$385K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
7.63KNew |
$251K - $296K
|
7.63K
$339K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
6.54K+ 2.75% |
$215K - $253K
|
244K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.45K+ 3.63% |
$212K - $250K
|
184K
$8.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.33KNew |
$208K - $245K
|
6.33K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
5.72KNew |
$188K - $222K
|
5.72K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.44KNew |
$179K - $211K
|
5.44K
$242K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.43KNew |
$178K - $210K
|
5.43K
$241K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.19KNew |
$170K - $201K
|
5.19K
$231K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.78K+ 0.93% |
$157K - $185K
|
521K
$23.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.99K+ 1209.09% |
$131K - $155K
|
4.32K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.49K+ 1.86% |
$81.8K - $96.6K
|
136K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.02KNew |
$66.3K - $78.3K
|
2.02K
$89.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.33KNew |
$43.6K - $51.5K
|
1.33K
$59.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.14K+ 15.57% |
$37.4K - $44.2K
|
8.46K
$376K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.13KNew |
$37.1K - $43.8K
|
1.13K
$50.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
574+ 9.38% |
$18.9K - $22.3K
|
6.7K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
443New |
$14.6K - $17.2K
|
443
$19.7K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
359New |
$11.8K - $13.9K
|
359
$16K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
329+ 4.34% |
$10.8K - $12.8K
|
7.91K
$352K
|