Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.01% |
$78.4 - $83.2
|
27.2K
$1.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-48- 0.56% |
$1.88K - $2K
|
8.46K
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-69- 0.08% |
$2.7K - $2.87K
|
82.1K
$3.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-141- 1.17% |
$5.52K - $5.87K
|
11.9K
$528K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 16.22% |
$5.96K - $6.32K
|
785
$34.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-235- 2.64% |
$9.21K - $9.78K
|
8.67K
$384K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-275- 5.12% |
$10.8K - $11.4K
|
5.09K
$225K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-281- 5.23% |
$11K - $11.7K
|
5.1K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-314- 0.19% |
$12.3K - $13.1K
|
165K
$7.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-401- 0.16% |
$15.7K - $16.7K
|
245K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-471- 8.52% |
$18.5K - $19.6K
|
5.06K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-594- 1.44% |
$23.3K - $24.7K
|
40.6K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-707- 11.77% |
$27.7K - $29.4K
|
5.3K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-729- 10.22% |
$28.6K - $30.3K
|
6.4K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-770- 1.01% |
$30.2K - $32K
|
75.6K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-963- 3.75% |
$37.7K - $40.1K
|
24.7K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.01K- 50.0% |
$39.5K - $42K
|
1.01K
$44.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.02K- 90.19% |
$40K - $42.4K
|
111
$4.91K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.12K- 1.01% |
$44K - $46.7K
|
110K
$4.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.18K- 0.75% |
$46.4K - $49.3K
|
156K
$6.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.81K- 3.32% |
$70.7K - $75.1K
|
52.6K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.93K- 68.06% |
$75.7K - $80.4K
|
907
$40.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2K- 8.47% |
$78.4K - $83.2K
|
21.6K
$956K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.15K- 0.38% |
$84.1K - $89.3K
|
556K
$24.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.29K- 18.87% |
$129K - $137K
|
14.1K
$625K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.49K- 21.94% |
$137K - $145K
|
12.4K
$550K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.71K- 22.86% |
$145K - $154K
|
12.5K
$554K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.85K- 2.38% |
$151K - $160K
|
158K
$6.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.36K- 94.15% |
$171K - $182K
|
271
$12K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.31K- 39.79% |
$247K - $262K
|
9.54K
$422K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.4K- 31.87% |
$290K - $308K
|
15.8K
$700K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.52K- 22.95% |
$295K - $313K
|
25.2K
$1.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.5K- 13.5% |
$451K - $479K
|
73.8K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.6K- 19.06% |
$610K - $648K
|
66.1K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-15.6K- 2.82% |
$612K - $650K
|
539K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 46.28% |
$617K - $655K
|
18.3K
$809K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.1K- 41.88% |
$750K - $796K
|
26.6K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22.6K- 6.74% |
$884K - $938K
|
312K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.4K- 33.01% |
$955K - $1.01M
|
49.5K
$2.19M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.1K- 17.03% |
$982K - $1.04M
|
122K
$5.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.9K- 23.63% |
$1.33M - $1.41M
|
110K
$4.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.9K- 77.65% |
$1.33M - $1.41M
|
9.77K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.6K- 15.11% |
$1.63M - $1.73M
|
234K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-58.3K- 5.47% |
$2.28M - $2.43M
|
1.01M
$44.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.1K- 12.9% |
$2.43M - $2.58M
|
419K
$18.5M
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-70.1K- 26.38% |
$2.75M - $2.91M
|
196K
$8.66M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-104K- 10.52% |
$4.08M - $4.33M
|
885K
$39.2M
|