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 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
217+ 4.29% |
$8.61K - $9.45K
|
5.28K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32KNew |
$1.27M - $1.39M
|
32K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20+ 0.9% |
$793 - $871
|
2.25K
$94.3K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-605- 29.2% |
$24K - $26.4K
|
1.47K
$61.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.98K+ 22.22% |
$78.5K - $86.3K
|
10.9K
$456K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-10- 14.93% |
$397 - $436
|
57
$2.39K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.75KNew |
$188K - $207K
|
4.75K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$193K - $212K
|
4.87K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.91K- 2.66% |
$115K - $127K
|
107K
$4.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 5.11% |
$57.4K - $63K
|
29.8K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-442- 8.68% |
$17.5K - $19.3K
|
4.65K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17- 0.07% |
$674 - $741
|
24.6K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
102New |
$4.05K - $4.44K
|
102
$4.27K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.01K- 50.0% |
$39.5K - $42K
|
1.01K
$42.3K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
18KNew |
$704K - $747K
|
18K
$753K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-707- 11.77% |
$27.7K - $29.4K
|
5.3K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
62+ 8.81% |
$2.43K - $2.58K
|
766
$32.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-235- 2.64% |
$9.21K - $9.78K
|
8.67K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-70.1K- 26.38% |
$2.75M - $2.91M
|
196K
$8.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61New |
$2.39K - $2.54K
|
61
$2.56K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.02K- 90.19% |
$40K - $42.4K
|
111
$4.65K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-281- 5.23% |
$11K - $11.7K
|
5.1K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.02K+ 14.55% |
$197K - $209K
|
39.5K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
217New |
$8.5K - $9.03K
|
217
$9.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
388New |
$15.2K - $16.1K
|
388
$16.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 2.48% |
$1.84K - $1.96K
|
1.94K
$81.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01KNew |
$39.5K - $42K
|
1.01K
$42.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.18KNew |
$46.2K - $49.1K
|
1.18K
$49.4K
|
|
| Q1 2024 | |||||||
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-359Closed |
$13.5K - $14.9K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
478New |
$18K - $19.9K
|
478
$20K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
478New |
$18K - $19.9K
|
478
$20K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
434+ 6.48% |
$16.4K - $18.1K
|
7.13K
$299K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
18New |
$679 - $749
|
18
$754
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 13.58% |
$105K - $116K
|
17.7K
$743K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
275New |
$10.4K - $11.4K
|
275
$11.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-133- 0.09% |
$5.02K - $5.54K
|
144K
$6.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
153New |
$5.77K - $6.37K
|
153
$6.41K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-602- 2.81% |
$22.7K - $25.1K
|
20.9K
$874K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
997New |
$37.6K - $41.5K
|
997
$41.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 39.13% |
$887 - $1.05K
|
96
$4.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$285K - $336K
|
8.66K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
44New |
$1.45K - $1.71K
|
44
$1.84K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6New |
$197 - $233
|
6
$251
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
311New |
$10.2K - $12.1K
|
311
$13K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
7.63KNew |
$251K - $296K
|
7.63K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.61K- 8.78% |
$119K - $140K
|
37.5K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.19KNew |
$170K - $201K
|
5.19K
$217K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.87K- 48.4% |
$226K - $266K
|
7.32K
$307K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-22- 0.18% |
$723 - $853
|
12K
$503K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 100.0% |
$756 - $892
|
46
$1.93K
|
|