Purchases and Sales Made in Q4 2023 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 2023. 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 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
311New |
$10.2K - $12.1K
|
311
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
194+ 35.14% |
$6.37K - $7.52K
|
746
$33.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
178+ 0.75% |
$5.85K - $6.9K
|
24.1K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
142New |
$4.66K - $5.51K
|
142
$6.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
44New |
$1.45K - $1.71K
|
44
$1.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 39.13% |
$887 - $1.05K
|
96
$4.26K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 100.0% |
$756 - $892
|
46
$2.04K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6New |
$197 - $233
|
6
$266
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.01% |
$65.7 - $77.6
|
28.5K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.86% |
$361 - $427
|
1.27K
$56.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-22- 0.18% |
$723 - $853
|
12K
$533K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-55- 0.61% |
$1.81K - $2.13K
|
8.91K
$395K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 5.01% |
$3.29K - $3.88K
|
1.9K
$84.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-402- 0.28% |
$13.2K - $15.6K
|
144K
$6.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-658- 2.98% |
$21.6K - $25.5K
|
21.5K
$952K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-988- 2.28% |
$32.5K - $38.3K
|
42.3K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.15K- 7.54% |
$37.7K - $44.5K
|
14.1K
$625K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 4.98% |
$42.7K - $50.4K
|
24.8K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.36K- 5.68% |
$44.6K - $52.7K
|
22.5K
$1M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.46K- 11.9% |
$47.9K - $56.6K
|
10.8K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1.8K- 6.57% |
$59.1K - $69.8K
|
25.6K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.42K- 10.04% |
$79.4K - $93.8K
|
21.7K
$962K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.51K- 18.46% |
$82.6K - $97.5K
|
11.1K
$493K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-2.72K- 12.39% |
$89.5K - $106K
|
19.3K
$855K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.81K- 3.16% |
$92.1K - $109K
|
85.9K
$3.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.61K- 8.78% |
$119K - $140K
|
37.5K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.69K- 0.24% |
$121K - $143K
|
1.52M
$67.3M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.95K- 4.26% |
$163K - $192K
|
111K
$4.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.43K- 18.67% |
$211K - $250K
|
28K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.58K- 23.93% |
$216K - $255K
|
20.9K
$929K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.87K- 48.4% |
$226K - $266K
|
7.32K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.41K- 27.89% |
$309K - $365K
|
24.3K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 23.53% |
$346K - $409K
|
34.2K
$1.52M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.1K- 8.34% |
$562K - $664K
|
188K
$8.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.5K- 98.9% |
$607K - $717K
|
205
$9.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.9K- 91.79% |
$620K - $731K
|
1.69K
$74.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.7K- 40.25% |
$779K - $920K
|
35.2K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26K- 66.18% |
$854K - $1.01M
|
13.3K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.2K- 85.29% |
$1.75M - $2.06M
|
9.18K
$407K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54.8K- 28.51% |
$1.8M - $2.13M
|
137K
$6.1M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-77.6K- 30.35% |
$2.55M - $3.01M
|
178K
$7.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-104K- 9.12% |
$3.42M - $4.04M
|
1.04M
$46.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-298K- 62.86% |
$9.78M - $11.5M
|
176K
$7.81M
|