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 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
997New |
$37.6K - $41.5K
|
997
$43.3K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
478New |
$18K - $19.9K
|
478
$20.7K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
478New |
$18K - $19.9K
|
478
$20.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
434+ 6.48% |
$16.4K - $18.1K
|
7.13K
$309K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
275New |
$10.4K - $11.4K
|
275
$11.9K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
153New |
$5.77K - $6.37K
|
153
$6.64K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
64New |
$2.41K - $2.66K
|
64
$2.78K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
18New |
$679 - $749
|
18
$781
|
|
Q4 2023 | |||||||
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
37K+ 6.86% |
$1.22M - $1.43M
|
576K
$25M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$285K - $336K
|
8.66K
$376K
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
7.63KNew |
$251K - $296K
|
7.63K
$331K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.19KNew |
$170K - $201K
|
5.19K
$225K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
311New |
$10.2K - $12.1K
|
311
$13.5K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
142New |
$4.66K - $5.51K
|
142
$6.16K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
44New |
$1.45K - $1.71K
|
44
$1.91K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 39.13% |
$887 - $1.05K
|
96
$4.17K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 100.0% |
$756 - $892
|
46
$2K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6New |
$197 - $233
|
6
$260
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
225New |
$7.73K - $8.4K
|
225
$9.77K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52New |
$1.79K - $1.94K
|
52
$2.26K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30New |
$1.03K - $1.12K
|
30
$1.3K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.13% |
$755 - $821
|
17.5K
$760K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.93% |
$34.3 - $37.3
|
108
$4.69K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$535K - $583K
|
16.3K
$708K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13KNew |
$427K - $466K
|
13K
$565K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.8KNew |
$387K - $422K
|
11.8K
$512K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.62KNew |
$185K - $201K
|
5.62K
$244K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.23KNew |
$73.2K - $79.8K
|
2.23K
$96.8K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
287+ 33.76% |
$9.42K - $10.3K
|
1.14K
$49.3K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
106New |
$3.48K - $3.79K
|
106
$4.6K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101New |
$3.31K - $3.61K
|
101
$4.38K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17New |
$552 - $617
|
17
$738
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$512K - $596K
|
17K
$737K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.93K+ 133.7% |
$179K - $208K
|
10.4K
$450K
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
3.85K+ 23.36% |
$116K - $135K
|
20.4K
$883K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45New |
$1.36K - $1.58K
|
45
$1.95K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.44K+ 8.65% |
$251K - $303K
|
106K
$4.6M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 15.82% |
$49K - $59K
|
12K
$523K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
575+ 4.93% |
$17.1K - $20.6K
|
12.2K
$531K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20New |
$596 - $717
|
20
$868
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.24KNew |
$164K - $195K
|
5.24K
$227K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
106New |
$3.32K - $3.94K
|
106
$4.6K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22New |
$690 - $818
|
22
$955
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.7KNew |
$1.22M - $1.35M
|
34.7K
$1.51M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
866New |
$30.4K - $33.7K
|
866
$37.6K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
849New |
$29.7K - $31.7K
|
849
$36.8K
|
|
Q3 2020 | |||||||
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
1.93KNew |
$45.6K - $51.5K
|
1.93K
$83.9K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
618New |
$15.7K - $17K
|
618
$26.8K
|