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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-561Closed |
$19.7K - $21.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.7KNew |
$1.22M - $1.35M
|
34.7K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
866New |
$30.4K - $33.7K
|
866
$36.3K
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5.56KClosed |
$195K - $216K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.09KClosed |
$38.3K - $42.4K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-35.2KClosed |
$1.24M - $1.37M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.04K- 18.31% |
$37K - $40K
|
4.63K
$194K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39.2KClosed |
$1.4M - $1.51M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-727Closed |
$26K - $28K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
849New |
$29.7K - $31.7K
|
849
$35.6K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4KClosed |
$139K - $147K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
1.93KNew |
$45.6K - $51.5K
|
1.93K
$81K
|
|
| Q1 2020 | |||||||
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-376KClosed |
$6.6M - $11.1M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-445Closed |
$11.1K - $12.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-945Closed |
$23.4K - $25.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
618New |
$15.7K - $17K
|
618
$25.9K
|
|