Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
182K+ 1675.99% |
$6.31M - $6.69M
|
192K
$7.87M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136KNew |
$4.74M - $5.03M
|
136K
$5.58M
|
|
|
Sep 23, 2021
Q2 2021
|
Systelligence, LLC
|
BUY
|
- |
102K+ 22.36% |
$3.56M - $3.77M
|
561K
$22.9M
|
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
48.6K+ 5.32% |
$1.69M - $1.79M
|
962K
$39.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44.6K+ 40.41% |
$1.55M - $1.64M
|
155K
$6.34M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.4KNew |
$1.44M - $1.52M
|
41.4K
$1.69M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 28.54% |
$747K - $793K
|
96.9K
$3.96M
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.1KNew |
$698K - $740K
|
20.1K
$821K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 76.68% |
$696K - $738K
|
46.2K
$1.89M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 24.6% |
$565K - $600K
|
82.4K
$3.37M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6KNew |
$541K - $574K
|
15.6K
$637K
|
|
|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.4KNew |
$501K - $531K
|
14.4K
$589K
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14KNew |
$487K - $517K
|
14K
$573K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.1KNew |
$455K - $483K
|
13.1K
$535K
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.72KNew |
$338K - $358K
|
9.72K
$397K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.53K+ 45.93% |
$331K - $351K
|
30.3K
$1.24M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.45KNew |
$328K - $348K
|
9.45K
$386K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.83KNew |
$272K - $288K
|
7.83K
$320K
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.1K+ 31.24% |
$247K - $262K
|
29.8K
$1.22M
|
|
|
Aug 12, 2021
Q2 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
5.56KNew |
$193K - $205K
|
5.56K
$227K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.31KNew |
$80.1K - $84.9K
|
2.31K
$94.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.13K+ 40.82% |
$74K - $78.4K
|
7.34K
$300K
|
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.72K+ 27.57% |
$59.8K - $63.4K
|
7.96K
$325K
|
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.61K+ 2.34% |
$56K - $59.4K
|
70.7K
$2.89M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
1.2KNew |
$41.8K - $44.4K
|
1.2K
$49.2K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
849New |
$29.5K - $31.3K
|
849
$34.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37+ 0.39% |
$1.29K - $1.36K
|
9.64K
$394K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-346- 4.04% |
$12K - $12.7K
|
8.22K
$336K
|
|
|
Jul 19, 2021
Q2 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-609- 0.33% |
$21.2K - $22.4K
|
182K
$7.44M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.07K- 1.77% |
$71.9K - $76.2K
|
115K
$4.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4KClosed |
$139K - $147K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
SELL
|
- |
-5.37K- 26.46% |
$187K - $198K
|
14.9K
$610K
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$391K - $414K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-15.5K- 13.99% |
$538K - $570K
|
95.2K
$3.89M
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-27.2KClosed |
$946K - $1M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-45.8K- 2.87% |
$1.59M - $1.69M
|
1.55M
$63.4M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-138K- 25.88% |
$4.8M - $5.1M
|
396K
$16.2M
|
|