Latest Institutional Transactions on J P Morgan ETF Tr U S Value Fa (JVAL)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Value Fa (JVAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5+ 0.01% |
$181 - $221
|
52.3K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-467- 9.32% |
$16.9K - $20.7K
|
4.54K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
20.7K+ 14.68% |
$748K - $916K
|
162K
$7.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.45KNew |
$233K - $285K
|
6.45K
$295K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07K+ 10.85% |
$38.6K - $47.2K
|
10.9K
$499K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.53KNew |
$164K - $200K
|
4.53K
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.57K- 34.22% |
$165K - $202K
|
8.78K
$402K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
628+ 1.27% |
$22.7K - $27.8K
|
50K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 42.22% |
$187K - $229K
|
7.09K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.6K+ 0.72% |
$94.1K - $115K
|
366K
$16.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.33K- 7.63% |
$48.2K - $59K
|
16.1K
$739K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
38K+ 36.24% |
$1.37M - $1.68M
|
143K
$6.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
110+ 1.54% |
$3.98K - $4.87K
|
7.26K
$332K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-440- 4.36% |
$15.9K - $19.5K
|
9.65K
$442K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.32K+ 15.58% |
$120K - $147K
|
24.6K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
772+ 98.22% |
$27.9K - $34.1K
|
1.56K
$71.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.66K+ 8.72% |
$96.1K - $118K
|
33.1K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-295- 0.7% |
$10.7K - $13K
|
42K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
305+ 3.52% |
$11K - $13.5K
|
8.98K
$411K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-181- 0.46% |
$6.54K - $8.01K
|
39.3K
$1.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.75KNew |
$172K - $210K
|
4.75K
$217K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.03K+ 1.9% |
$165K - $182K
|
216K
$9.88M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-176- 8.31% |
$7.19K - $7.97K
|
1.94K
$88.9K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.4K- 11.57% |
$505K - $560K
|
94.5K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-213- 1.3% |
$8.71K - $9.64K
|
16.2K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.02K- 27.41% |
$41.6K - $46.1K
|
2.7K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.96KNew |
$244K - $270K
|
5.96K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-92- 5.53% |
$3.76K - $4.17K
|
1.57K
$72K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.4K- 11.88% |
$958K - $1.06M
|
174K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.43K+ 17.86% |
$99.3K - $110K
|
16K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.7K+ 2.64% |
$478K - $530K
|
455K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.1K- 38.42% |
$3.03M - $3.36M
|
119K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
438KNew |
$17.9M - $19.8M
|
438K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.29KNew |
$298K - $330K
|
7.29K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.77K+ 1.71% |
$358K - $397K
|
522K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.4K+ 967.67% |
$1.94M - $2.15M
|
52.3K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24+ 0.05% |
$981 - $1.09K
|
52.3K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.56K+ 87.48% |
$186K - $207K
|
9.78K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-24.6K- 43.42% |
$1.01M - $1.11M
|
32.1K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
677+ 248.9% |
$27.7K - $30.7K
|
949
$43.4K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.9KNew |
$1.02M - $1.13M
|
24.9K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
262+ 3.24% |
$10.7K - $11.9K
|
8.36K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-97- 0.75% |
$3.96K - $4.39K
|
12.9K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
341+ 0.46% |
$13.9K - $15.4K
|
74K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
17.7KNew |
$724K - $802K
|
17.7K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.25K- 23.58% |
$92.1K - $102K
|
7.3K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
445+ 1.96% |
$18.2K - $20.1K
|
23.2K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14- 0.27% |
$572 - $634
|
5.18K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.5KNew |
$796K - $882K
|
19.5K
$892K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.92K- 27.29% |
$78.5K - $87K
|
5.12K
$234K
|
|