Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.8K+ 42.92% |
$1.8M - $2.1M
|
199K
$8.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
44.1KNew |
$1.33M - $1.55M
|
44.1K
$1.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 30.97% |
$951K - $1.11M
|
133K
$5.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
30.9K+ 88.69% |
$932K - $1.09M
|
65.8K
$2.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
28.6KNew |
$864K - $1.01M
|
28.6K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.4KNew |
$855K - $996K
|
28.4K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.6K+ 66.4% |
$802K - $934K
|
66.7K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
25.6KNew |
$772K - $899K
|
25.6K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$512K - $596K
|
17K
$718K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.8K+ 3.06% |
$475K - $554K
|
531K
$22.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$454K - $529K
|
15.1K
$637K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.3K+ 7.71% |
$431K - $502K
|
200K
$8.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.6KNew |
$381K - $443K
|
12.6K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.6K+ 715.09% |
$349K - $406K
|
13.2K
$557K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
11.3K+ 6.98% |
$342K - $398K
|
174K
$7.35M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
9.45KNew |
$285K - $332K
|
9.45K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.2KNew |
$217K - $253K
|
7.2K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.39KNew |
$193K - $225K
|
6.39K
$270K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.23K+ 3.68% |
$188K - $219K
|
175K
$7.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.93K+ 133.7% |
$179K - $208K
|
10.4K
$438K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.59K+ 10.34% |
$169K - $196K
|
59.7K
$2.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.03K+ 0.49% |
$152K - $177K
|
1.03M
$43.7M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.03K+ 74.82% |
$152K - $177K
|
11.7K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.03K+ 74.82% |
$152K - $177K
|
11.7K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.89K+ 5.92% |
$148K - $172K
|
87.5K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.66KNew |
$141K - $164K
|
4.66K
$197K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.34KNew |
$131K - $152K
|
4.34K
$183K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.3K+ 3.01% |
$130K - $151K
|
147K
$6.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.11K+ 16.13% |
$124K - $144K
|
29.6K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
3.85K+ 23.36% |
$116K - $135K
|
20.4K
$861K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.69K+ 2.23% |
$111K - $130K
|
169K
$7.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.05KNew |
$91.9K - $107K
|
3.05K
$129K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.14K+ 20.18% |
$64.6K - $75.3K
|
12.8K
$540K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 0.3% |
$41.2K - $48K
|
464K
$19.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
928+ 1496.77% |
$28K - $32.6K
|
990
$41.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
850New |
$25.6K - $29.9K
|
850
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
830New |
$25K - $29.2K
|
830
$35.1K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
691New |
$20.8K - $24.3K
|
691
$29.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
566New |
$17.1K - $19.9K
|
566
$23.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
530+ 4.1% |
$16K - $18.6K
|
13.4K
$569K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
184New |
$5.55K - $6.46K
|
184
$7.78K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
130+ 5.65% |
$3.92K - $4.57K
|
2.43K
$103K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96+ 5.4% |
$2.9K - $3.37K
|
1.87K
$79.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45New |
$1.36K - $1.58K
|
45
$1.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18+ 0.01% |
$543 - $632
|
147K
$6.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 4.2% |
$181 - $211
|
149
$6.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-92Closed |
$2.77K - $3.23K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-369- 3.26% |
$11.1K - $13K
|
10.9K
$463K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-600- 6.27% |
$18.1K - $21.1K
|
8.98K
$380K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-714- 5.35% |
$21.5K - $25.1K
|
12.6K
$534K
|