Latest Institutional Purchases of J P Morgan ETF Tr U S Value Fa (JVAL)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Value Fa (JVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136KNew |
$5.82M - $6.2M
|
136K
$6M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
119KNew |
$5.12M - $5.45M
|
119K
$5.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
86.1KNew |
$3.7M - $3.94M
|
86.1K
$3.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
84.7K+ 1564.98% |
$3.64M - $3.87M
|
90.1K
$3.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
54.7K+ 34.82% |
$2.35M - $2.5M
|
212K
$9.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
46.9KNew |
$2.01M - $2.14M
|
46.9K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.4KNew |
$1.95M - $2.08M
|
45.4K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
31.2KNew |
$1.34M - $1.42M
|
31.2K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.4K+ 3.28% |
$1.14M - $1.21M
|
833K
$36.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
24.9KNew |
$1.07M - $1.14M
|
24.9K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 5.61% |
$1.01M - $1.08M
|
444K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
21.2KNew |
$910K - $968K
|
21.2K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
20.3KNew |
$870K - $926K
|
20.3K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
17.5K+ 4.24% |
$753K - $801K
|
431K
$19.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.3KNew |
$742K - $790K
|
17.3K
$765K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16.4K+ 1.4% |
$706K - $751K
|
1.19M
$52.7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6KNew |
$585K - $622K
|
13.6K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.1K+ 2.83% |
$433K - $461K
|
367K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.59K+ 3.24% |
$412K - $438K
|
305K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.49K+ 3.71% |
$408K - $434K
|
265K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.97K+ 267.94% |
$385K - $410K
|
12.3K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.67K+ 5.52% |
$372K - $396K
|
166K
$7.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.86KNew |
$252K - $268K
|
5.86K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.39KNew |
$231K - $246K
|
5.39K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.2KNew |
$223K - $238K
|
5.2K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 16.03% |
$170K - $181K
|
28.7K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.72KNew |
$160K - $170K
|
3.72K
$165K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.86K+ 25.53% |
$80.1K - $85.2K
|
9.16K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.82K+ 17.9% |
$78K - $83.1K
|
12K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.7K+ 7.59% |
$73.1K - $77.8K
|
24.1K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.48K+ 12.85% |
$63.7K - $67.8K
|
13K
$576K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.33K+ 0.62% |
$57K - $60.6K
|
215K
$9.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 0.73% |
$43.3K - $46.1K
|
139K
$6.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
901+ 7.78% |
$38.7K - $41.2K
|
12.5K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
748+ 7.69% |
$32.1K - $34.2K
|
10.5K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
680+ 9.31% |
$29.2K - $31.1K
|
7.98K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
597+ 11.55% |
$25.6K - $27.3K
|
5.77K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
587+ 4.59% |
$25.2K - $26.8K
|
13.4K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
552New |
$23.7K - $25.2K
|
552
$24.4K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
537+ 3.71% |
$23.1K - $24.6K
|
15K
$664K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
537+ 2.41% |
$23.1K - $24.6K
|
22.8K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
382+ 4.16% |
$16.4K - $17.5K
|
9.56K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
218+ 1.85% |
$9.36K - $9.97K
|
12K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
158New |
$6.79K - $7.22K
|
158
$6.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 2.06% |
$6.1K - $6.49K
|
7.04K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
106New |
$4.55K - $4.85K
|
106
$4.69K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
87New |
$3.74K - $3.98K
|
87
$3.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
40+ 0.18% |
$1.72K - $1.83K
|
22.7K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24New |
$1.03K - $1.1K
|
24
$1.06K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19+ 0.04% |
$816 - $869
|
52.7K
$2.33M
|