Latest Institutional Transactions on J P Morgan ETF Tr U S Value Fa (JVAL)

JVAL Quotes by TradingView

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 11, 2023 Q1 2023
Bank Of Nova Scotia

SELL
 -
-26.7K
- 38.75%
$867K - $969K
42.2K $1.92M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
17
New
$552 - $617
17 $772
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-8.92K
- 21.31%
$290K - $324K
32.9K $1.5M
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
SELL
 -
-2.14K
- 14.19%
$69.4K - $77.6K
12.9K $587K
Q4 2022
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
45
New
$1.36K - $1.58K
45 $2.04K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
5.93K
+ 133.7%
$179K - $208K
10.4K $471K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
17K
New
$512K - $596K
17K $771K
Feb 09, 2023 Q4 2022
Detalus Advisors, LLC

BUY
 -
3.85K
+ 23.36%
$116K - $135K
20.4K $925K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-714
- 5.35%
$21.5K - $25.1K
12.6K $574K
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

SELL
 -
-92
Closed
$2.77K - $3.23K
0 $0
Q3 2022
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.65K
+ 15.82%
$49K - $59K
12K $547K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-21.6K
- 11.66%
$644K - $776K
164K $7.44M
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
20
New
$596 - $717
20 $909
Nov 03, 2022 Q3 2022
Lincoln National Corp

SELL
 -
-47
- 0.59%
$1.4K - $1.69K
7.87K $357K
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
8.44K
+ 8.65%
$251K - $303K
106K $4.82M
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

SELL
 -
-413
- 5.16%
$12.3K - $14.8K
7.59K $345K
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

SELL
 -
-946
- 83.42%
$28.2K - $33.9K
188 $8.54K
Oct 21, 2022 Q3 2022
Lake Street Financial LLC

SELL
 -
-3.9K
- 28.09%
$116K - $140K
9.98K $453K
Oct 19, 2022 Q3 2022
Security Financial Services, Inc.

SELL
 -
-2.4K
- 18.31%
$71.5K - $86.2K
10.7K $487K
Oct 19, 2022 Q3 2022
Roosevelt Investment Group LLC

BUY
 -
575
+ 4.93%
$17.1K - $20.6K
12.2K $556K
Oct 17, 2022 Q3 2022
Integrity Advisory, LLC

SELL
 -
-9.49K
- 10.11%
$283K - $340K
84.4K $3.83M
Q2 2022
Aug 15, 2022 Q2 2022
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-91.3K
Closed
$2.86M - $3.39M
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-365
Closed
$11.4K - $13.6K
0 $0
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
106
New
$3.32K - $3.94K
106 $4.82K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
22
New
$690 - $818
22 $1K
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

SELL
 -
-22.3K
Closed
$698K - $828K
0 $0
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-100
- 1.45%
$3.14K - $3.72K
6.8K $309K
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-2.23K
- 10.93%
$69.8K - $82.8K
18.1K $825K
Aug 09, 2022 Q2 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-20.5K
Closed
$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 $292K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-43
- 27.74%
$1.35K - $1.6K
112 $5.09K
Jul 27, 2022 Q2 2022
Csenge Advisory Group

SELL
 -
-34.7K
Closed
$1.09M - $1.29M
0 $0
Jul 27, 2022 Q2 2022
Anson Capital, Inc.

SELL
 -
-5.49K
Closed
$172K - $204K
0 $0
Jul 26, 2022 Q2 2022
Systelligence, LLC

SELL
 -
-448K
Closed
$14M - $16.7M
0 $0
Jul 26, 2022 Q2 2022
David R. Rahn & Associates Inc.

SELL
 -
-275
- 0.09%
$8.62K - $10.2K
318K $14.4M
Jul 22, 2022 Q2 2022
Black Diamond Wealth Management Inc.

SELL
 -
-23.7K
Closed
$743K - $881K
0 $0
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-195
Closed
$6.12K - $7.25K
0 $0
Q1 2022
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
34.7K
New
$1.22M - $1.35M
34.7K $1.58M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-561
Closed
$19.7K - $21.9K
0 $0
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
866
New
$30.4K - $33.7K
866 $39.4K
May 05, 2022 Q1 2022
Peregrine Asset Advisers, Inc.

Portland, OR
SELL
 -
-5.56K
Closed
$195K - $216K
0 $0
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

SELL
 -
-1.09K
Closed
$38.3K - $42.4K
0 $0
Apr 27, 2022 Q1 2022
Wespac Advisors, LLC

SELL
 -
-35.2K
Closed
$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 $210K
Feb 17, 2022 Q4 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-39.2K
Closed
$1.4M - $1.51M
0 $0
Feb 11, 2022 Q4 2021
Meeder Asset Management Inc

SELL
 -
-727
Closed
$26K - $28K
0 $0
Q3 2021
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
849
New
$29.7K - $31.7K
849 $38.6K
Q2 2021
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-4K
Closed
$139K - $147K
0 $0
Q3 2020
Oct 06, 2020 Q3 2020
Gradient Investments LLC

BUY
 -
1.93K
New
$45.6K - $51.5K
1.93K $87.9K

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