Purchases and Sales Made in Q1 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 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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-599- 4.45% |
$19.4K - $21.7K
|
12.8K
$569K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-742- 2.66% |
$24.1K - $26.9K
|
27.1K
$1.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-861- 0.59% |
$28K - $31.3K
|
146K
$6.47M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.25K- 6.68% |
$40.6K - $45.4K
|
17.5K
$773K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 8.03% |
$43.2K - $48.3K
|
15.2K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.83K- 4.14% |
$59.4K - $66.4K
|
42.3K
$1.87M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 14.19% |
$69.4K - $77.6K
|
12.9K
$572K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.51K- 1.88% |
$81.4K - $91.1K
|
131K
$5.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.54K- 9.94% |
$82.5K - $92.3K
|
23K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.8K- 59.39% |
$123K - $138K
|
2.6K
$115K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.36K- 14.68% |
$174K - $195K
|
31.2K
$1.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-6.18K- 18.57% |
$201K - $224K
|
27.1K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.43K- 3.72% |
$241K - $270K
|
192K
$8.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.92K- 21.31% |
$290K - $324K
|
32.9K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.8K- 57.89% |
$546K - $611K
|
12.2K
$541K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-22.9K- 34.79% |
$743K - $831K
|
42.9K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-26.7K- 38.75% |
$867K - $969K
|
42.2K
$1.87M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.5K- 22.56% |
$1.19M - $1.33M
|
125K
$5.54M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.42M- 47.04% |
$46.2M - $51.6M
|
1.6M
$70.9M
|