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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.02K- 90.19% |
$40K - $42.4K
|
111
$5.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
82.6KNew |
$3.23M - $3.43M
|
82.6K
$3.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-281- 5.23% |
$11K - $11.7K
|
5.1K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.02K+ 14.55% |
$197K - $209K
|
39.5K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 16.22% |
$5.96K - $6.32K
|
785
$35.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
217New |
$8.5K - $9.03K
|
217
$9.86K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
388New |
$15.2K - $16.1K
|
388
$17.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 2.48% |
$1.84K - $1.96K
|
1.94K
$88.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01KNew |
$39.5K - $42K
|
1.01K
$45.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
58.3K+ 293.68% |
$2.28M - $2.42M
|
78.1K
$3.55M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.18KNew |
$46.2K - $49.1K
|
1.18K
$53.6K
|
|
| Q1 2024 | |||||||
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-359Closed |
$13.5K - $14.9K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
478New |
$18K - $19.9K
|
478
$21.7K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
478New |
$18K - $19.9K
|
478
$21.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
434+ 6.48% |
$16.4K - $18.1K
|
7.13K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
18New |
$679 - $749
|
18
$818
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 13.58% |
$105K - $116K
|
17.7K
$805K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
275New |
$10.4K - $11.4K
|
275
$12.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
64New |
$2.41K - $2.66K
|
64
$2.91K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-133- 0.09% |
$5.02K - $5.54K
|
144K
$6.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
153New |
$5.77K - $6.37K
|
153
$6.95K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-602- 2.81% |
$22.7K - $25.1K
|
20.9K
$948K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
997New |
$37.6K - $41.5K
|
997
$45.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 39.13% |
$887 - $1.05K
|
96
$4.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$285K - $336K
|
8.66K
$394K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
44New |
$1.45K - $1.71K
|
44
$2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6New |
$197 - $233
|
6
$273
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
142New |
$4.66K - $5.51K
|
142
$6.45K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
311New |
$10.2K - $12.1K
|
311
$14.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
7.63KNew |
$251K - $296K
|
7.63K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.61K- 8.78% |
$119K - $140K
|
37.5K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-22- 0.18% |
$723 - $853
|
12K
$545K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.19KNew |
$170K - $201K
|
5.19K
$236K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.87K- 48.4% |
$226K - $266K
|
7.32K
$333K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 100.0% |
$756 - $892
|
46
$2.09K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52New |
$1.79K - $1.94K
|
52
$2.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
225New |
$7.73K - $8.4K
|
225
$10.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.6K- 18.67% |
$192K - $209K
|
24.4K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.13% |
$755 - $821
|
17.5K
$796K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.93% |
$34.3 - $37.3
|
108
$4.91K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30New |
$1.03K - $1.12K
|
30
$1.36K
|
|
| Q2 2023 | |||||||
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.62KNew |
$185K - $201K
|
5.62K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$535K - $583K
|
16.3K
$741K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.8KNew |
$387K - $422K
|
11.8K
$536K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13KNew |
$427K - $466K
|
13K
$592K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
287+ 33.76% |
$9.42K - $10.3K
|
1.14K
$51.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
106New |
$3.48K - $3.79K
|
106
$4.82K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101New |
$3.31K - $3.61K
|
101
$4.59K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 4.03% |
$195 - $218
|
143
$6.5K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-344- 4.78% |
$11.2K - $12.5K
|
6.85K
$311K
|
|