Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-295- 0.7% |
$10.7K - $13K
|
42K
$1.88M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-181- 0.46% |
$6.54K - $8.01K
|
39.3K
$1.76M
|
|
Q1 2025 | |||||||
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-137K- 82.53% |
$5.59M - $6.19M
|
29K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.1K- 38.42% |
$3.03M - $3.36M
|
119K
$5.33M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-41.6K- 46.15% |
$1.7M - $1.88M
|
48.5K
$2.17M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-24.6K- 43.42% |
$1.01M - $1.11M
|
32.1K
$1.44M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.1KClosed |
$986K - $1.09M
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.4K- 11.88% |
$958K - $1.06M
|
174K
$7.79M
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-18.6K- 78.82% |
$758K - $840K
|
4.99K
$223K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.4K- 11.57% |
$505K - $560K
|
94.5K
$4.24M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-11.2K- 1.3% |
$456K - $506K
|
849K
$38.1M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-10.4K- 28.93% |
$424K - $470K
|
25.5K
$1.14M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.1K- 51.44% |
$413K - $458K
|
9.54K
$428K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.97K- 33.19% |
$162K - $180K
|
8K
$358K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.64K- 27.15% |
$149K - $165K
|
9.77K
$438K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.25K- 2.4% |
$133K - $147K
|
132K
$5.93M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.88K- 1.89% |
$118K - $130K
|
150K
$6.7M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.69K- 5.47% |
$110K - $122K
|
46.5K
$2.08M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.59K- 4.3% |
$106K - $117K
|
57.7K
$2.59M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.25K- 23.58% |
$92.1K - $102K
|
7.3K
$327K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.95K- 3.79% |
$79.5K - $88.1K
|
49.4K
$2.21M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.92K- 27.29% |
$78.5K - $87K
|
5.12K
$229K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.63K- 13.2% |
$66.4K - $73.6K
|
10.7K
$479K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.46K- 2.59% |
$59.8K - $66.2K
|
55K
$2.46M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 15.52% |
$49.2K - $54.5K
|
6.55K
$294K
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.02K- 27.41% |
$41.6K - $46.1K
|
2.7K
$121K
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-911- 1.23% |
$37.2K - $41.3K
|
73K
$3.27M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-852- 9.03% |
$34.8K - $38.6K
|
8.58K
$385K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-737- 12.78% |
$30.1K - $33.4K
|
5.03K
$225K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-725- 71.85% |
$29.6K - $32.8K
|
284
$12.7K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-648- 4.92% |
$26.5K - $29.3K
|
12.5K
$561K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-621- 7.54% |
$25.4K - $28.1K
|
7.61K
$341K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-472- 0.45% |
$19.3K - $21.4K
|
105K
$4.71M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-379- 7.03% |
$15.5K - $17.2K
|
5.01K
$225K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-365- 0.69% |
$14.9K - $16.5K
|
52.3K
$2.34M
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-362- 3.01% |
$14.8K - $16.4K
|
11.6K
$522K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-303- 20.65% |
$12.4K - $13.7K
|
1.16K
$52.2K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-213- 1.3% |
$8.71K - $9.64K
|
16.2K
$726K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-183- 0.76% |
$7.48K - $8.29K
|
23.9K
$1.07M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-176- 8.31% |
$7.19K - $7.97K
|
1.94K
$87.1K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-100- 18.12% |
$4.09K - $4.53K
|
452
$20.3K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-97- 0.75% |
$3.96K - $4.39K
|
12.9K
$579K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-92- 5.53% |
$3.76K - $4.17K
|
1.57K
$70.5K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-19- 0.14% |
$777 - $860
|
13.3K
$598K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14- 0.27% |
$572 - $634
|
5.18K
$232K
|
|
Q4 2024 | |||||||
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 18.94% |
$53K - $56.4K
|
5.28K
$237K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1K- 62.5% |
$43K - $45.7K
|
600
$26.9K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-504- 1.42% |
$21.6K - $23K
|
35K
$1.57M
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.91K- 2.66% |
$115K - $127K
|
107K
$4.78M
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-442- 8.68% |
$17.5K - $19.3K
|
4.65K
$208K
|