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 |
---|---|---|---|---|---|---|---|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.4K- 18.31% |
$73.5K - $86.2K
|
10.7K
$438K
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-9.49K- 10.11% |
$290K - $340K
|
84.4K
$3.45M
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-365Closed |
$11.4K - $13.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-91.3KClosed |
$2.86M - $3.39M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22New |
$690 - $818
|
22
$899
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22.3KClosed |
$698K - $828K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
106New |
$3.32K - $3.94K
|
106
$4.33K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 1.45% |
$3.14K - $3.72K
|
6.8K
$278K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-2.23K- 10.93% |
$69.8K - $82.8K
|
18.1K
$742K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-20.5KClosed |
$644K - $764K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-258- 3.87% |
$8.09K - $9.59K
|
6.42K
$262K
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.24KNew |
$164K - $195K
|
5.24K
$214K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.72K- 56.79% |
$85.4K - $101K
|
2.07K
$84.7K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-43- 27.74% |
$1.35K - $1.6K
|
112
$4.58K
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-5.49KClosed |
$172K - $204K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-34.7KClosed |
$1.09M - $1.29M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-448KClosed |
$14M - $16.7M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-275- 0.09% |
$8.62K - $10.2K
|
318K
$13M
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-23.7KClosed |
$743K - $881K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-195Closed |
$6.12K - $7.25K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.7KNew |
$1.22M - $1.35M
|
34.7K
$1.42M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-561Closed |
$19.7K - $21.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
866New |
$30.4K - $33.7K
|
866
$35.4K
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5.56KClosed |
$195K - $216K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.09KClosed |
$38.3K - $42.4K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-35.2KClosed |
$1.24M - $1.37M
|
0
$0
|
|
Q4 2021 | |||||||
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.04K- 18.31% |
$37K - $40K
|
4.63K
$189K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39.2KClosed |
$1.4M - $1.51M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-727Closed |
$26K - $28K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.05K+ 123.32% |
$37.4K - $40.4K
|
1.9K
$77.5K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
849New |
$29.7K - $31.7K
|
849
$34.7K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4KClosed |
$139K - $147K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
1.93KNew |
$45.6K - $51.5K
|
1.93K
$79.1K
|
|
Q1 2020 | |||||||
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-376KClosed |
$6.6M - $11.1M
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-445Closed |
$11.1K - $12.2K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-945Closed |
$23.4K - $25.5K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
618New |
$15.7K - $17K
|
618
$25.3K
|