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 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52New |
$1.79K - $1.94K
|
52
$2.18K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
225New |
$7.73K - $8.4K
|
225
$9.43K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.13% |
$755 - $821
|
17.5K
$734K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.93% |
$34.3 - $37.3
|
108
$4.53K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30New |
$1.03K - $1.12K
|
30
$1.26K
|
|
| Q2 2023 | |||||||
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.62KNew |
$185K - $201K
|
5.62K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$535K - $583K
|
16.3K
$683K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.8KNew |
$387K - $422K
|
11.8K
$494K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13KNew |
$427K - $466K
|
13K
$546K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
287+ 33.76% |
$9.42K - $10.3K
|
1.14K
$47.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
106New |
$3.48K - $3.79K
|
106
$4.44K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101New |
$3.31K - $3.61K
|
101
$4.23K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 4.03% |
$195 - $218
|
143
$5.99K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-26.7K- 38.75% |
$867K - $969K
|
42.2K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17New |
$552 - $617
|
17
$712
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.92K- 21.31% |
$290K - $324K
|
32.9K
$1.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 14.19% |
$69.4K - $77.6K
|
12.9K
$542K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$512K - $596K
|
17K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.93K+ 133.7% |
$179K - $208K
|
10.4K
$434K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
3.85K+ 23.36% |
$116K - $135K
|
20.4K
$853K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-714- 5.35% |
$21.5K - $25.1K
|
12.6K
$529K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-78.2K- 4.71% |
$2.36M - $2.75M
|
1.58M
$66.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-92Closed |
$2.77K - $3.23K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-21.6K- 11.66% |
$644K - $776K
|
164K
$6.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 15.82% |
$49K - $59K
|
12K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20New |
$596 - $717
|
20
$838
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-47- 0.59% |
$1.4K - $1.69K
|
7.87K
$330K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.44K+ 8.65% |
$251K - $303K
|
106K
$4.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-413- 5.16% |
$12.3K - $14.8K
|
7.59K
$318K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-946- 83.42% |
$28.2K - $33.9K
|
188
$7.88K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.9K- 28.09% |
$116K - $140K
|
9.98K
$418K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
575+ 4.93% |
$17.1K - $20.6K
|
12.2K
$513K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.4K- 18.31% |
$71.5K - $86.2K
|
10.7K
$449K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-9.49K- 10.11% |
$283K - $340K
|
84.4K
$3.53M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-365Closed |
$11.4K - $13.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-91.3KClosed |
$2.86M - $3.39M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
106New |
$3.32K - $3.94K
|
106
$4.44K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 1.45% |
$3.14K - $3.72K
|
6.8K
$285K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22.3KClosed |
$698K - $828K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22New |
$690 - $818
|
22
$922
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-2.23K- 10.93% |
$69.8K - $82.8K
|
18.1K
$760K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-20.5KClosed |
$644K - $764K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-258- 3.87% |
$8.09K - $9.59K
|
6.42K
$269K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-43- 27.74% |
$1.35K - $1.6K
|
112
$4.69K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-34.7KClosed |
$1.09M - $1.29M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-5.49KClosed |
$172K - $204K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-275- 0.09% |
$8.62K - $10.2K
|
318K
$13.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-448KClosed |
$14M - $16.7M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-23.7KClosed |
$743K - $881K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-195Closed |
$6.12K - $7.25K
|
0
$0
|
|