Purchases and Sales Made in Q1 2025 in J P Morgan ETF Tr U S Value Fa (JVAL)
This table provides information about the institutional ownership of J P Morgan ETF Tr U S Value Fa (JVAL) during Q1 2025. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR U S VALUE FA.
| 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
|
|
|
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
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-19- 0.14% |
$777 - $860
|
13.3K
$534K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-110- 0.28% |
$4.5K - $4.98K
|
39.4K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-183- 0.76% |
$7.48K - $8.29K
|
23.9K
$954K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-303- 20.65% |
$12.4K - $13.7K
|
1.16K
$46.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-362- 3.01% |
$14.8K - $16.4K
|
11.6K
$466K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-365- 0.69% |
$14.9K - $16.5K
|
52.3K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-472- 0.45% |
$19.3K - $21.4K
|
105K
$4.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-648- 4.92% |
$26.5K - $29.3K
|
12.5K
$500K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-737- 12.78% |
$30.1K - $33.4K
|
5.03K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 15.52% |
$49.2K - $54.5K
|
6.55K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.46K- 2.59% |
$59.8K - $66.2K
|
55K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.95K- 3.79% |
$79.5K - $88.1K
|
49.4K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.59K- 4.3% |
$106K - $117K
|
57.7K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.69K- 5.47% |
$110K - $122K
|
46.5K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.97K- 33.19% |
$162K - $180K
|
8K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.1K- 51.44% |
$413K - $458K
|
9.54K
$382K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-10.4K- 28.93% |
$424K - $470K
|
25.5K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-11.2K- 1.3% |
$456K - $506K
|
849K
$34M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-18.6K- 78.82% |
$758K - $840K
|
4.99K
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-137K- 82.53% |
$5.59M - $6.19M
|
29K
$1.16M
|