Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24New |
$1.03K - $1.1K
|
24
$988
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19+ 0.04% |
$816 - $869
|
52.7K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.26% |
$172 - $183
|
1.52K
$62.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.37% |
$43 - $45.7
|
272
$11.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.13% |
$43 - $45.7
|
786
$32.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$43 - $45.7
|
24.4K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-39- 0.3% |
$1.68K - $1.78K
|
13.2K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-43- 2.52% |
$1.85K - $1.97K
|
1.67K
$68.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-113- 1.35% |
$4.85K - $5.17K
|
8.24K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-130- 2.04% |
$5.58K - $5.94K
|
6.24K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-137- 1.19% |
$5.88K - $6.26K
|
11.3K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-217- 0.91% |
$9.32K - $9.92K
|
23.5K
$969K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-435- 4.41% |
$18.7K - $19.9K
|
9.43K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-436- 2.17% |
$18.7K - $19.9K
|
19.6K
$809K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-504- 1.42% |
$21.6K - $23K
|
35K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-721- 1.79% |
$31K - $33K
|
39.5K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1K- 62.5% |
$43K - $45.7K
|
600
$24.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.02K- 1.37% |
$43.9K - $46.8K
|
73.9K
$3.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.19K- 2.36% |
$51.1K - $54.4K
|
49.2K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 18.94% |
$53K - $56.4K
|
5.28K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 0.84% |
$55.7K - $59.3K
|
152K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.65K- 3.06% |
$70.9K - $75.4K
|
52.3K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.66K- 24.13% |
$71.3K - $75.8K
|
5.22K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.75K- 18.42% |
$75.2K - $80K
|
7.75K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.93K- 0.97% |
$82.8K - $88.1K
|
197K
$8.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.02K- 3.78% |
$86.5K - $92.1K
|
51.3K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.37K- 15.02% |
$102K - $108K
|
13.4K
$552K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.68K- 3.37% |
$158K - $168K
|
105K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.8K- 16.65% |
$206K - $220K
|
24K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-5.16K- 0.6% |
$222K - $236K
|
860K
$35.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.93K- 29.68% |
$297K - $317K
|
16.4K
$676K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.25K- 8.95% |
$311K - $331K
|
73.7K
$3.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-8.72K- 3.5% |
$375K - $399K
|
241K
$9.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 4.66% |
$476K - $506K
|
227K
$9.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.2K- 2.2% |
$523K - $557K
|
541K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.6K- 7.46% |
$668K - $711K
|
193K
$7.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.1K- 15.18% |
$822K - $875K
|
107K
$4.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-21.3K- 27.29% |
$914K - $973K
|
56.7K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-23.6K- 4.39% |
$1.01M - $1.08M
|
513K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.7K- 83.99% |
$1.1M - $1.17M
|
4.9K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.3K- 65.64% |
$1.39M - $1.48M
|
16.9K
$697K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-39K- 52.08% |
$1.67M - $1.78M
|
35.8K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-54.7K- 49.22% |
$2.35M - $2.5M
|
56.4K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-59.1K- 49.51% |
$2.54M - $2.7M
|
60.3K
$2.48M
|