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 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.75KNew |
$172K - $210K
|
4.75K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
305+ 3.52% |
$11K - $13.5K
|
8.98K
$402K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
438KNew |
$17.9M - $19.8M
|
438K
$19.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
163K+ 44.54% |
$6.67M - $7.4M
|
530K
$23.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 17.71% |
$6.03M - $6.68M
|
980K
$43.9M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
111KNew |
$4.52M - $5.01M
|
111K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
94.2K+ 201.0% |
$3.85M - $4.27M
|
141K
$6.32M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
92.9K+ 204.42% |
$3.8M - $4.21M
|
138K
$6.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
60.8KNew |
$2.49M - $2.76M
|
60.8K
$2.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
58.5K+ 19.16% |
$2.39M - $2.65M
|
364K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.4K+ 967.67% |
$1.94M - $2.15M
|
52.3K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27K+ 19.38% |
$1.1M - $1.22M
|
166K
$7.46M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.9KNew |
$1.02M - $1.13M
|
24.9K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
21.3K+ 17.85% |
$870K - $963K
|
141K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.5KNew |
$796K - $882K
|
19.5K
$874K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
17.7KNew |
$724K - $802K
|
17.7K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 5.84% |
$633K - $702K
|
281K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.7K+ 2.64% |
$478K - $530K
|
455K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2K+ 66.31% |
$458K - $508K
|
28.1K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11KNew |
$450K - $499K
|
11K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
10.8KNew |
$440K - $487K
|
10.8K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
8.82K+ 70.69% |
$361K - $399K
|
21.3K
$955K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.77K+ 1.71% |
$358K - $397K
|
522K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.29KNew |
$298K - $330K
|
7.29K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.68K+ 2.78% |
$273K - $303K
|
247K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.96KNew |
$244K - $270K
|
5.96K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.22K+ 0.44% |
$213K - $236K
|
1.2M
$53.7M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
5.09KNew |
$208K - $230K
|
5.09K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.56K+ 87.48% |
$186K - $207K
|
9.78K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.23K+ 72.18% |
$173K - $192K
|
10.1K
$452K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.03K+ 1.9% |
$165K - $182K
|
216K
$9.68M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.4K+ 151.0% |
$139K - $154K
|
5.65K
$253K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9K+ 10.5% |
$118K - $131K
|
30.5K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.76K+ 0.51% |
$113K - $125K
|
544K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.43K+ 17.86% |
$99.3K - $110K
|
16K
$719K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.38K+ 15.78% |
$97.4K - $108K
|
17.5K
$784K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 5.68% |
$66.6K - $73.8K
|
30.3K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.58K+ 7.47% |
$64.7K - $71.6K
|
22.8K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.55K+ 14.77% |
$63.2K - $70K
|
12K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.05K+ 3.36% |
$42.8K - $47.4K
|
32.2K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
946+ 8.35% |
$38.7K - $42.8K
|
12.3K
$550K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
913+ 14.63% |
$37.3K - $41.3K
|
7.15K
$321K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
767+ 5.11% |
$31.3K - $34.7K
|
15.8K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
677+ 248.9% |
$27.7K - $30.7K
|
949
$42.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
668+ 7.29% |
$27.3K - $30.2K
|
9.83K
$441K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
456New |
$18.6K - $20.6K
|
456
$20.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
445+ 1.96% |
$18.2K - $20.1K
|
23.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
341+ 0.46% |
$13.9K - $15.4K
|
74K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
262+ 3.24% |
$10.7K - $11.9K
|
8.36K
$375K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
180+ 1.02% |
$7.36K - $8.15K
|
17.9K
$803K
|
|