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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.17K- 12.02% |
$120K - $132K
|
23.2K
$949K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.3M- 33.43% |
$86.6M - $95.6M
|
4.57M
$187M
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.19K- 2.82% |
$45K - $49.7K
|
41.2K
$1.68M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
31New |
$1.17K - $1.29K
|
31
$1.27K
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
32.1K+ 2.9% |
$1.21M - $1.33M
|
1.14M
$46.5M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.07K+ 5.1% |
$40.5K - $44.7K
|
22.1K
$905K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
275New |
$10.4K - $11.4K
|
275
$11.2K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.1K+ 54.38% |
$722K - $797K
|
54.4K
$2.22M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.27K+ 11.71% |
$47.7K - $52.6K
|
12.1K
$493K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.86K- 17.83% |
$146K - $161K
|
17.8K
$728K
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-231- 1.89% |
$8.71K - $9.61K
|
12K
$489K
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-48- 0.88% |
$1.81K - $2K
|
5.38K
$220K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
704New |
$26.5K - $29.3K
|
704
$28.8K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.3K- 27.95% |
$238K - $262K
|
16.2K
$664K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123- 0.53% |
$4.64K - $5.12K
|
23.3K
$951K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55K- 25.4% |
$2.07M - $2.29M
|
162K
$6.61M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.34K- 17.32% |
$126K - $139K
|
15.9K
$651K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.01KNew |
$189K - $209K
|
5.01K
$205K
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-70- 1.29% |
$2.64K - $2.91K
|
5.37K
$219K
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.58K+ 0.65% |
$59.5K - $65.7K
|
246K
$10.1M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
64New |
$2.41K - $2.66K
|
64
$2.62K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
219+ 2.59% |
$8.26K - $9.11K
|
8.68K
$355K
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-133- 0.09% |
$5.02K - $5.54K
|
144K
$5.88M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.41K- 10.02% |
$90.9K - $100K
|
21.6K
$885K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.79% |
$377 - $416
|
1.28K
$52.4K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.3K+ 55.27% |
$463K - $511K
|
34.5K
$1.41M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13+ 0.02% |
$490 - $541
|
52.1K
$2.13M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.96K+ 4.33% |
$225K - $248K
|
143K
$5.86M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-986- 3.52% |
$37.2K - $41K
|
27K
$1.11M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43KNew |
$91.6K - $101K
|
2.43K
$99.3K
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 5.66% |
$496K - $547K
|
246K
$10M
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
153New |
$5.77K - $6.37K
|
153
$6.25K
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.39KNew |
$279K - $307K
|
7.39K
$302K
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
9.03KNew |
$340K - $376K
|
9.03K
$369K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
173+ 0.42% |
$6.52K - $7.2K
|
41.5K
$1.7M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.8KNew |
$748K - $826K
|
19.8K
$811K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-782- 9.88% |
$29.5K - $32.5K
|
7.13K
$291K
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
16.3K+ 16.04% |
$614K - $677K
|
118K
$4.81M
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.13M- 32.49% |
$80.5M - $88.8M
|
4.43M
$181M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.3K- 4.57% |
$49.2K - $54.3K
|
27.2K
$1.11M
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-602- 2.81% |
$22.7K - $25.1K
|
20.9K
$853K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.62K- 5.92% |
$60.9K - $67.3K
|
25.7K
$1.05M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
997New |
$37.6K - $41.5K
|
997
$40.8K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-48.9K- 4.71% |
$1.84M - $2.04M
|
989K
$40.4M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.9K+ 69.89% |
$392K - $462K
|
29K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 39.13% |
$887 - $1.05K
|
96
$3.92K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.02KNew |
$66.3K - $78.3K
|
2.02K
$82.5K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$285K - $336K
|
8.66K
$354K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
44New |
$1.45K - $1.71K
|
44
$1.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6New |
$197 - $233
|
6
$245
|