Purchases and Sales Made in Q1 2023 in J P Morgan ETF Tr U S Value Fa (JVAL)

JVAL Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan ETF Tr U S Value Fa (JVAL) during Q1 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
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
10.9M
+ 101393.67%
$355M - $397M
11M $485M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
10.5M
New
$342M - $383M
10.5M $467M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.48M
+ 2488.02%
$48.2M - $53.9M
1.54M $68.3M
May 15, 2023 Q1 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
480K
New
$15.6M - $17.4M
480K $21.2M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
179K
+ 89.76%
$5.81M - $6.49M
378K $16.7M
May 04, 2023 Q1 2023
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
138K
New
$4.47M - $5M
138K $6.09M
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
88.4K
+ 70.96%
$2.87M - $3.21M
213K $9.42M
Apr 12, 2023 Q1 2023
Planned Solutions, Inc.

BUY
 -
56.4K
+ 32.43%
$1.83M - $2.05M
230K $10.2M
May 05, 2023 Q1 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
52.3K
+ 5.07%
$1.7M - $1.9M
1.08M $48M
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
38.3K
New
$1.24M - $1.39M
38.3K $1.69M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
17.8K
+ 2.41%
$578K - $646K
757K $33.5M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
16.9K
+ 12.07%
$549K - $614K
157K $6.94M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
15K
+ 52.96%
$488K - $545K
43.4K $1.92M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
14.5K
+ 2.74%
$472K - $528K
546K $24.2M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
14.4K
+ 75.01%
$469K - $524K
33.7K $1.49M
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
12.1K
+ 128.1%
$393K - $440K
21.6K $954K
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
9.96K
+ 213.57%
$323K - $362K
14.6K $647K
May 04, 2023 Q1 2023
Intrust Bank Na

Wichita, KS
BUY
 -
8.65K
+ 37.71%
$281K - $314K
31.6K $1.4M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.23K
+ 12.34%
$267K - $299K
74.9K $3.31M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
6.59K
+ 3.91%
$214K - $239K
175K $7.76M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
6.53K
+ 7.46%
$212K - $237K
94.1K $4.16M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
6.17K
New
$200K - $224K
6.17K $273K
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
6.13K
New
$199K - $223K
6.13K $271K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
5.07K
New
$165K - $184K
5.07K $224K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.75K
+ 109.47%
$154K - $172K
9.09K $402K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.26K
+ 2.91%
$138K - $155K
151K $6.67M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
3.79K
+ 12.79%
$123K - $138K
33.4K $1.48M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.42K
+ 0.58%
$111K - $124K
596K $26.4M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
3.12K
+ 1.78%
$101K - $113K
179K $7.9M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.4K
+ 20.43%
$77.9K - $87.1K
14.1K $626K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.4K
+ 20.43%
$77.9K - $87.1K
14.1K $626K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
2.32K
New
$75.3K - $84.2K
2.32K $103K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.14K
+ 16.77%
$69.5K - $77.7K
14.9K $659K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.66K
+ 8.16%
$53.8K - $60.2K
22K $972K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.2K
+ 39.37%
$39K - $43.6K
4.25K $188K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
750
New
$24.4K - $27.2K
750 $33.2K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
422
+ 22.53%
$13.7K - $15.3K
2.3K $102K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
281
+ 28.38%
$9.12K - $10.2K
1.27K $56.2K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
270
+ 1.46%
$8.77K - $9.8K
18.8K $830K
Apr 10, 2023 Q1 2023
Snider Financial Group

Bellevue, WA
BUY
 -
169
+ 1.54%
$5.49K - $6.14K
11.1K $492K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
124
+ 0.98%
$4.03K - $4.5K
12.7K $564K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
20
+ 2.41%
$649 - $726
850 $37.6K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
17
New
$552 - $617
17 $752
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
10
+ 0.11%
$325 - $363
8.99K $398K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-6
- 4.03%
$195 - $218
143 $6.33K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-104
- 0.79%
$3.38K - $3.78K
13.1K $579K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-344
- 4.78%
$11.2K - $12.5K
6.85K $303K
May 10, 2023 Q1 2023
Mai Capital Management

SELL
 -
-400
- 1.35%
$13K - $14.5K
29.3K $1.3M
Apr 27, 2023 Q1 2023
Mainsail Financial Group, LLC

Bellevue, WA
SELL
 -
-524
- 1.83%
$17K - $19K
28.1K $1.24M

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