Latest Institutional Purchases of J P Morgan ETF Tr U S Value Fa (JVAL)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Value Fa (JVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
432K+ 81.46% |
$15.6M - $19.1M
|
962K
$43.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91K+ 58.94% |
$3.29M - $4.02M
|
245K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
79.1K+ 45.47% |
$2.86M - $3.5M
|
253K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
71.8KNew |
$2.6M - $3.18M
|
71.8K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.4K+ 9.09% |
$1.5M - $1.83M
|
497K
$22.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
38K+ 36.24% |
$1.37M - $1.68M
|
143K
$6.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
25.5K+ 18.12% |
$920K - $1.13M
|
166K
$7.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
22.6KNew |
$818K - $1M
|
22.6K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.2K+ 15.35% |
$767K - $939K
|
160K
$7.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
20.7K+ 14.68% |
$748K - $916K
|
162K
$7.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17.3K+ 57.19% |
$627K - $767K
|
47.7K
$2.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.2KNew |
$585K - $716K
|
16.2K
$726K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9K+ 1.42% |
$503K - $616K
|
994K
$44.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
12.3K+ 5.68% |
$443K - $543K
|
228K
$10.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.77K+ 91.91% |
$317K - $388K
|
18.3K
$821K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.25K+ 70.79% |
$298K - $365K
|
19.9K
$892K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.89K+ 1.45% |
$285K - $349K
|
552K
$24.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
7.7K+ 70.71% |
$278K - $341K
|
18.6K
$834K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.08K+ 97.11% |
$256K - $313K
|
14.4K
$645K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.45KNew |
$233K - $285K
|
6.45K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
5.96KNew |
$215K - $263K
|
5.96K
$267K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.96KNew |
$179K - $219K
|
4.96K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4.8KNew |
$173K - $212K
|
4.8K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.75KNew |
$172K - $210K
|
4.75K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
4.64KNew |
$168K - $205K
|
4.64K
$208K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.58KNew |
$166K - $203K
|
4.58K
$205K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.54K+ 0.53% |
$164K - $201K
|
854K
$38.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.53KNew |
$164K - $200K
|
4.53K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.32K+ 15.58% |
$120K - $147K
|
24.6K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.85K+ 12.53% |
$103K - $126K
|
25.6K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.74K+ 3.7% |
$99K - $121K
|
76.8K
$3.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.66K+ 8.72% |
$96.1K - $118K
|
33.1K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 14.67% |
$94.9K - $116K
|
20.5K
$921K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.6K+ 0.72% |
$94.1K - $115K
|
366K
$16.4M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.57K+ 16.32% |
$93K - $114K
|
18.3K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.43K+ 15.13% |
$87.7K - $107K
|
18.5K
$828K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.2K+ 4.73% |
$79.4K - $97.2K
|
48.7K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.35K+ 0.81% |
$48.7K - $59.6K
|
168K
$7.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07K+ 10.85% |
$38.6K - $47.2K
|
10.9K
$489K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
778New |
$28.1K - $34.4K
|
778
$34.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
772+ 98.22% |
$27.9K - $34.1K
|
1.56K
$69.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
628+ 1.27% |
$22.7K - $27.8K
|
50K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
612New |
$22.1K - $27.1K
|
612
$27.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
381+ 5.82% |
$13.8K - $16.9K
|
6.93K
$311K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
305+ 3.52% |
$11K - $13.5K
|
8.98K
$403K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
277+ 0.19% |
$10K - $12.3K
|
150K
$6.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
185+ 19.49% |
$6.69K - $8.18K
|
1.13K
$50.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
149+ 1.19% |
$5.38K - $6.59K
|
12.7K
$568K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
137New |
$4.95K - $6.06K
|
137
$6.15K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
117+ 0.47% |
$4.23K - $5.17K
|
25K
$1.12M
|