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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
87New |
$3.74K - $3.98K
|
87
$3.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
218+ 1.85% |
$9.36K - $9.97K
|
12K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-436- 2.17% |
$18.7K - $19.9K
|
19.6K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.1K+ 2.83% |
$433K - $461K
|
367K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.59K+ 3.24% |
$412K - $438K
|
305K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1K- 62.5% |
$43K - $45.7K
|
600
$26.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 18.94% |
$53K - $56.4K
|
5.28K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19+ 0.04% |
$816 - $869
|
52.7K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.3KNew |
$742K - $790K
|
17.3K
$773K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
597+ 11.55% |
$25.6K - $27.3K
|
5.77K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.02K- 3.78% |
$86.5K - $92.1K
|
51.3K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
901+ 7.78% |
$38.7K - $41.2K
|
12.5K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
86.1KNew |
$3.7M - $3.94M
|
86.1K
$3.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-130- 2.04% |
$5.58K - $5.94K
|
6.24K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-59.1K- 49.51% |
$2.54M - $2.7M
|
60.3K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 16.03% |
$170K - $181K
|
28.7K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
54.7K+ 34.82% |
$2.35M - $2.5M
|
212K
$9.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-137- 1.19% |
$5.88K - $6.26K
|
11.3K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-8.72K- 3.5% |
$375K - $399K
|
241K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
537+ 2.41% |
$23.1K - $24.6K
|
22.8K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.86K+ 25.53% |
$80.1K - $85.2K
|
9.16K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.68K- 3.37% |
$158K - $168K
|
105K
$4.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.86KNew |
$252K - $268K
|
5.86K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
119KNew |
$5.12M - $5.45M
|
119K
$5.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.82K+ 17.9% |
$78K - $83.1K
|
12K
$536K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.42K- 0.55% |
$56.3K - $61.8K
|
256K
$11.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-808K- 80.22% |
$32.1M - $35.2M
|
199K
$8.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4New |
$159 - $174
|
4
$179
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
713+ 8.43% |
$28.3K - $31.1K
|
9.17K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.19K+ 1.55% |
$126K - $139K
|
208K
$9.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1K+ 0.24% |
$39.8K - $43.7K
|
420K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.78K+ 39.6% |
$150K - $165K
|
13.3K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30K- 19.22% |
$1.19M - $1.31M
|
126K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.78KNew |
$189K - $208K
|
4.78K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.9K+ 8.92% |
$234K - $257K
|
72K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.11K- 5.0% |
$163K - $179K
|
78K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
801+ 88.31% |
$31.8K - $34.9K
|
1.71K
$76.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7.92K+ 0.68% |
$314K - $345K
|
1.18M
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
844+ 11.81% |
$33.5K - $36.8K
|
7.99K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4New |
$159 - $174
|
4
$179
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-243- 0.49% |
$9.64K - $10.6K
|
49.2K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
54KNew |
$2.14M - $2.35M
|
54K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
413KNew |
$16.4M - $18M
|
413K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
7.3KNew |
$290K - $318K
|
7.3K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.92K+ 38.64% |
$76.2K - $83.7K
|
6.9K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8K+ 213.01% |
$825K - $907K
|
30.6K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 40.13% |
$423K - $464K
|
37.2K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.4K- 62.39% |
$452K - $497K
|
6.87K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-40- 0.25% |
$1.59K - $1.74K
|
15.8K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
217+ 4.29% |
$8.61K - $9.45K
|
5.28K
$236K
|
|