Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.55M+ 105.07% |
$50.8M - $55.4M
|
3.02M
$134M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.7K+ 47.14% |
$2.02M - $2.21M
|
193K
$8.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.7K+ 13.67% |
$1.7M - $1.85M
|
430K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.7K+ 6.3% |
$1.57M - $1.71M
|
805K
$35.6M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
44.6KNew |
$1.46M - $1.6M
|
44.6K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.3KNew |
$1.39M - $1.51M
|
42.3K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30KNew |
$985K - $1.07M
|
30K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
28.2K+ 73.66% |
$925K - $1.01M
|
66.4K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.8K+ 189.1% |
$878K - $957K
|
40.9K
$1.81M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.8K+ 189.1% |
$878K - $957K
|
40.9K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$730K - $795K
|
22.2K
$984K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.6K+ 40.61% |
$578K - $630K
|
61K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$535K - $583K
|
16.3K
$722K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
16.2KNew |
$531K - $578K
|
16.2K
$715K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.7K+ 6.44% |
$450K - $491K
|
227K
$10M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13KNew |
$427K - $466K
|
13K
$576K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8KNew |
$419K - $456K
|
12.8K
$565K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.1K+ 133.48% |
$398K - $434K
|
21.2K
$939K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12KNew |
$394K - $429K
|
12K
$531K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.8KNew |
$387K - $422K
|
11.8K
$522K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 90.43% |
$381K - $416K
|
24.5K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.5K+ 2.3% |
$377K - $411K
|
512K
$22.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.1K+ 1.03% |
$365K - $398K
|
1.1M
$48.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.93K+ 4.44% |
$260K - $284K
|
187K
$8.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7.68KNew |
$252K - $275K
|
7.68K
$340K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
7.52K+ 3.27% |
$247K - $269K
|
238K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.82K+ 39.07% |
$191K - $208K
|
20.7K
$917K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.62KNew |
$185K - $201K
|
5.62K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.54K+ 1.01% |
$182K - $198K
|
551K
$24.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.44K+ 20.58% |
$146K - $159K
|
26K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.78K+ 2.16% |
$124K - $135K
|
179K
$7.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.77K+ 162.77% |
$124K - $135K
|
6.09K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43KNew |
$79.8K - $86.9K
|
2.43K
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.23KNew |
$73.2K - $79.8K
|
2.23K
$98.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.19K+ 1.27% |
$39.1K - $42.6K
|
95.3K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.1K+ 2.59% |
$36K - $39.2K
|
43.4K
$1.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
658+ 0.48% |
$21.6K - $23.5K
|
138K
$6.12M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
552New |
$18.1K - $19.7K
|
552
$24.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
439+ 1.3% |
$14.4K - $15.7K
|
34.1K
$1.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
287+ 33.76% |
$9.42K - $10.3K
|
1.14K
$50.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
231+ 1.81% |
$7.58K - $8.26K
|
13K
$574K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
224+ 3.63% |
$7.35K - $8.01K
|
6.39K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
160+ 0.51% |
$5.25K - $5.72K
|
31.7K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
107New |
$3.51K - $3.83K
|
107
$4.73K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
106New |
$3.48K - $3.79K
|
106
$4.69K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101New |
$3.31K - $3.61K
|
101
$4.47K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
73+ 0.32% |
$2.4K - $2.61K
|
23.1K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
51+ 6.0% |
$1.67K - $1.82K
|
901
$39.9K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
34+ 0.19% |
$1.12K - $1.22K
|
17.5K
$774K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.63% |
$263 - $286
|
1.28K
$56.6K
|