Latest Institutional Transactions on J P Morgan ETF Tr U S Value Fa (JVAL)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Value Fa (JVAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.82K+ 9.93% |
$80.4K - $87.3K
|
20.2K
$958K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-4.18K- 22.46% |
$184K - $200K
|
14.4K
$685K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
109K+ 38.81% |
$4.81M - $5.22M
|
390K
$18.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.41K- 7.16% |
$106K - $115K
|
31.2K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.04K+ 25.52% |
$90K - $97.7K
|
10K
$476K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 6.36% |
$448K - $486K
|
149K
$7.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.43K- 6.33% |
$63.3K - $68.6K
|
21.2K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$44.1 - $47.9
|
1
$47.5
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
4.32KNew |
$191K - $207K
|
4.32K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
96New |
$4.24K - $4.6K
|
96
$4.56K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
325KNew |
$14.4M - $15.6M
|
325K
$15.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.61K+ 22.27% |
$71.1K - $77.2K
|
8.85K
$420K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
549+ 10.79% |
$24.2K - $26.3K
|
5.64K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.4K- 3.57% |
$61.8K - $67.1K
|
37.9K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.29K+ 29.82% |
$189K - $205K
|
18.7K
$887K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-24- 0.27% |
$1.06K - $1.15K
|
8.76K
$416K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
30+ 0.1% |
$1.32K - $1.44K
|
31.5K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.59K- 5.11% |
$114K - $124K
|
48.1K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.19K+ 11.42% |
$96.5K - $105K
|
21.3K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-384- 0.79% |
$16.9K - $18.4K
|
48K
$2.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5- 0.08% |
$221 - $240
|
6.44K
$306K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34.4K+ 3.58% |
$1.52M - $1.65M
|
996K
$47.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.8KNew |
$611K - $663K
|
13.8K
$658K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.89K+ 5.71% |
$83.6K - $90.7K
|
35K
$1.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-405- 4.51% |
$17.9K - $19.4K
|
8.57K
$407K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-386- 0.74% |
$17K - $18.5K
|
51.9K
$2.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.16K- 15.85% |
$139K - $151K
|
16.8K
$797K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.16KNew |
$51.4K - $55.8K
|
1.16K
$55.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.21K- 0.73% |
$53.3K - $57.8K
|
165K
$7.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
7.94K+ 2.17% |
$350K - $380K
|
374K
$17.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-5.47K- 3.59% |
$242K - $262K
|
147K
$6.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.52KNew |
$199K - $216K
|
4.52K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.89K- 2.02% |
$128K - $138K
|
140K
$6.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.42K- 1.62% |
$107K - $116K
|
147K
$7M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-421- 0.88% |
$18.6K - $20.2K
|
47.2K
$2.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
105+ 5.41% |
$4.63K - $5.03K
|
2.05K
$97.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.15K- 15.15% |
$50.6K - $54.9K
|
6.42K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.6K- 3.18% |
$775K - $841K
|
534K
$25.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-71- 4.73% |
$3.13K - $3.4K
|
1.43K
$67.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-704- 3.54% |
$31.1K - $33.7K
|
19.2K
$912K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
611+ 2.48% |
$27K - $29.3K
|
25.2K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-223- 4.92% |
$9.84K - $10.7K
|
4.31K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14+ 0.28% |
$618 - $671
|
4.98K
$236K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.2K+ 140.43% |
$496K - $538K
|
19.2K
$913K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.46KNew |
$197K - $213K
|
4.46K
$212K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
5.5K+ 21.46% |
$243K - $263K
|
31.1K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
570+ 7.85% |
$25.2K - $27.3K
|
7.83K
$372K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1K- 8.33% |
$44.1K - $47.9K
|
11K
$523K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
948+ 5.18% |
$41.8K - $45.4K
|
19.3K
$915K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-66.6K- 7.81% |
$2.94M - $3.19M
|
787K
$37.4M
|
|