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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
163K+ 44.54% |
$6.67M - $7.4M
|
530K
$21.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 17.71% |
$6.03M - $6.68M
|
980K
$39.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
94.2K+ 201.0% |
$3.85M - $4.27M
|
141K
$5.64M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
92.9K+ 204.42% |
$3.8M - $4.21M
|
138K
$5.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
60.8KNew |
$2.49M - $2.76M
|
60.8K
$2.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
58.5K+ 19.16% |
$2.39M - $2.65M
|
364K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27K+ 19.38% |
$1.1M - $1.22M
|
166K
$6.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
21.3K+ 17.85% |
$870K - $963K
|
141K
$5.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11KNew |
$450K - $499K
|
11K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
10.8KNew |
$440K - $487K
|
10.8K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
8.82K+ 70.69% |
$361K - $399K
|
21.3K
$852K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.68K+ 2.78% |
$273K - $303K
|
247K
$9.89M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
5.09KNew |
$208K - $230K
|
5.09K
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.23K+ 72.18% |
$173K - $192K
|
10.1K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9K+ 10.5% |
$118K - $131K
|
30.5K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.76K+ 0.51% |
$113K - $125K
|
544K
$21.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 5.68% |
$66.6K - $73.8K
|
30.3K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.58K+ 7.47% |
$64.7K - $71.6K
|
22.8K
$911K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.55K+ 14.77% |
$63.2K - $70K
|
12K
$481K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.05K+ 3.36% |
$42.8K - $47.4K
|
32.2K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
946+ 8.35% |
$38.7K - $42.8K
|
12.3K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
913+ 14.63% |
$37.3K - $41.3K
|
7.15K
$286K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
767+ 5.11% |
$31.3K - $34.7K
|
15.8K
$631K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
668+ 7.29% |
$27.3K - $30.2K
|
9.83K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
456New |
$18.6K - $20.6K
|
456
$18.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
176+ 9.06% |
$7.19K - $7.97K
|
2.12K
$84.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10New |
$409 - $453
|
10
$400
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136KNew |
$5.82M - $6.2M
|
136K
$5.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
86.1KNew |
$3.7M - $3.94M
|
86.1K
$3.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
84.7K+ 1564.98% |
$3.64M - $3.87M
|
90.1K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
54.7K+ 34.82% |
$2.35M - $2.5M
|
212K
$8.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
24.9KNew |
$1.07M - $1.14M
|
24.9K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 5.61% |
$1.01M - $1.08M
|
444K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
20.3KNew |
$870K - $926K
|
20.3K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
17.5K+ 4.24% |
$753K - $801K
|
431K
$17.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.3KNew |
$742K - $790K
|
17.3K
$691K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16.4K+ 1.4% |
$706K - $751K
|
1.19M
$47.7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6KNew |
$585K - $622K
|
13.6K
$544K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.49K+ 3.71% |
$408K - $434K
|
265K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.97K+ 267.94% |
$385K - $410K
|
12.3K
$493K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
8.1KNew |
$348K - $370K
|
8.1K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.39KNew |
$231K - $246K
|
5.39K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.2KNew |
$223K - $238K
|
5.2K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.72KNew |
$160K - $170K
|
3.72K
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.7K+ 7.59% |
$73.1K - $77.8K
|
24.1K
$965K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.48K+ 12.85% |
$63.7K - $67.8K
|
13K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.33K+ 0.62% |
$57K - $60.6K
|
215K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
680+ 9.31% |
$29.2K - $31.1K
|
7.98K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
552New |
$23.7K - $25.2K
|
552
$22.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
537+ 2.41% |
$23.1K - $24.6K
|
22.8K
$913K
|
|