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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.98K+ 22.22% |
$78.5K - $86.3K
|
10.9K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.15K- 4.93% |
$323K - $355K
|
157K
$7.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.21K- 4.21% |
$87.7K - $96.4K
|
50.3K
$2.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-10- 14.93% |
$397 - $436
|
57
$2.58K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.51M- 97.6% |
$179M - $197M
|
111K
$5.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-243- 3.22% |
$9.64K - $10.6K
|
7.3K
$330K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.8K+ 3.73% |
$509K - $559K
|
357K
$16.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
267+ 0.51% |
$10.6K - $11.6K
|
52.7K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-463- 3.88% |
$18.4K - $20.2K
|
11.5K
$519K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-830- 34.16% |
$32.9K - $36.2K
|
1.6K
$72.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.01K+ 11.65% |
$119K - $131K
|
28.8K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.75KNew |
$188K - $207K
|
4.75K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$193K - $212K
|
4.87K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-60- 0.22% |
$2.38K - $2.61K
|
27.1K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.71K+ 1.97% |
$227K - $249K
|
296K
$13.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
667+ 5.32% |
$26.5K - $29.1K
|
13.2K
$597K
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.94K+ 20.15% |
$77K - $84.6K
|
11.6K
$524K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 2.57% |
$161K - $176K
|
154K
$6.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 5.11% |
$57.4K - $63K
|
29.8K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.91K- 2.66% |
$115K - $127K
|
107K
$4.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-307K- 98.27% |
$12.2M - $13.4M
|
5.41K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
133+ 0.6% |
$5.27K - $5.79K
|
22.3K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.35M- 97.33% |
$172M - $189M
|
119K
$5.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
116+ 1.81% |
$4.6K - $5.05K
|
6.52K
$295K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 0.11% |
$793 - $871
|
17.8K
$804K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-442- 8.68% |
$17.5K - $19.3K
|
4.65K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.4% |
$238 - $261
|
1.52K
$68.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
571+ 9.85% |
$22.6K - $24.9K
|
6.37K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.02K- 0.93% |
$40.5K - $44.4K
|
109K
$4.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17- 0.07% |
$674 - $741
|
24.6K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.12K- 44.35% |
$163K - $179K
|
5.17K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-316- 2.61% |
$12.5K - $13.8K
|
11.8K
$533K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.8K- 16.88% |
$430K - $472K
|
53.3K
$2.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-57.6K- 43.49% |
$2.28M - $2.51M
|
74.8K
$3.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.56K- 6.49% |
$61.7K - $67.8K
|
22.4K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
363+ 3.25% |
$14.4K - $15.8K
|
11.5K
$522K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-19.6K- 2.21% |
$776K - $853K
|
865K
$39.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.01% |
$79.3 - $87.1
|
24.7K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.83K+ 1.56% |
$152K - $167K
|
249K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
102New |
$4.05K - $4.44K
|
102
$4.61K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.2KNew |
$403K - $442K
|
10.2K
$459K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
18KNew |
$704K - $747K
|
18K
$813K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.36K- 94.15% |
$171K - $182K
|
271
$12.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.01K- 50.0% |
$39.5K - $42K
|
1.01K
$45.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-235- 2.64% |
$9.21K - $9.78K
|
8.67K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
62+ 8.81% |
$2.43K - $2.58K
|
766
$34.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-707- 11.77% |
$27.7K - $29.4K
|
5.3K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
669+ 237.23% |
$26.2K - $27.8K
|
951
$43K
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-70.1K- 26.38% |
$2.75M - $2.91M
|
196K
$8.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61New |
$2.39K - $2.54K
|
61
$2.76K
|
|