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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-602- 2.81% |
$22.7K - $25.1K
|
20.9K
$943K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-359Closed |
$13.5K - $14.9K
|
0
$0
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-133- 0.09% |
$5.02K - $5.54K
|
144K
$6.51M
|
|
Q4 2023 | |||||||
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.87K- 48.4% |
$226K - $266K
|
7.32K
$331K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.61K- 8.78% |
$119K - $140K
|
37.5K
$1.7M
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-22- 0.18% |
$723 - $853
|
12K
$543K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.6K- 18.67% |
$192K - $209K
|
24.4K
$1.1M
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-26.7K- 38.75% |
$867K - $969K
|
42.2K
$1.91M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.92K- 21.31% |
$290K - $324K
|
32.9K
$1.49M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 14.19% |
$69.4K - $77.6K
|
12.9K
$585K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-344- 4.78% |
$11.2K - $12.5K
|
6.85K
$310K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 4.03% |
$195 - $218
|
143
$6.47K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-78.2K- 4.71% |
$2.36M - $2.75M
|
1.58M
$71.5M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-714- 5.35% |
$21.5K - $25.1K
|
12.6K
$572K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-92Closed |
$2.77K - $3.23K
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-21.6K- 11.66% |
$644K - $776K
|
164K
$7.41M
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-9.49K- 10.11% |
$283K - $340K
|
84.4K
$3.82M
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.9K- 28.09% |
$116K - $140K
|
9.98K
$451K
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.4K- 18.31% |
$71.5K - $86.2K
|
10.7K
$485K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-946- 83.42% |
$28.2K - $33.9K
|
188
$8.51K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-413- 5.16% |
$12.3K - $14.8K
|
7.59K
$343K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-47- 0.59% |
$1.4K - $1.69K
|
7.87K
$356K
|
|
Q2 2022 | |||||||
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-448KClosed |
$14M - $16.7M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-91.3KClosed |
$2.86M - $3.39M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-34.7KClosed |
$1.09M - $1.29M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-23.7KClosed |
$743K - $881K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22.3KClosed |
$698K - $828K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-20.5KClosed |
$644K - $764K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-5.49KClosed |
$172K - $204K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-2.23K- 10.93% |
$69.8K - $82.8K
|
18.1K
$821K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-365Closed |
$11.4K - $13.6K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-275- 0.09% |
$8.62K - $10.2K
|
318K
$14.4M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-258- 3.87% |
$8.09K - $9.59K
|
6.42K
$290K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-195Closed |
$6.12K - $7.25K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 1.45% |
$3.14K - $3.72K
|
6.8K
$307K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-43- 27.74% |
$1.35K - $1.6K
|
112
$5.07K
|
|
Q1 2022 | |||||||
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-35.2KClosed |
$1.24M - $1.37M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5.56KClosed |
$195K - $216K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.09KClosed |
$38.3K - $42.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-561Closed |
$19.7K - $21.9K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39.2KClosed |
$1.4M - $1.51M
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.04K- 18.31% |
$37K - $40K
|
4.63K
$209K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-727Closed |
$26K - $28K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4KClosed |
$139K - $147K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-376KClosed |
$6.6M - $11.1M
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-445Closed |
$11.1K - $12.2K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-945Closed |
$23.4K - $25.5K
|
0
$0
|