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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.26% |
$172 - $183
|
1.52K
$67.3K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$43 - $45.7
|
24.4K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.37% |
$43 - $45.7
|
272
$12K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.13% |
$43 - $45.7
|
786
$34.8K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32KNew |
$1.27M - $1.39M
|
32K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 40.13% |
$423K - $464K
|
37.2K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.9K+ 8.92% |
$234K - $257K
|
72K
$3.19M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$193K - $212K
|
4.87K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.78KNew |
$189K - $208K
|
4.78K
$211K
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.75KNew |
$188K - $207K
|
4.75K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.78K+ 39.6% |
$150K - $165K
|
13.3K
$589K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.98K+ 22.22% |
$78.5K - $86.3K
|
10.9K
$482K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 5.11% |
$57.4K - $63K
|
29.8K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
844+ 11.81% |
$33.5K - $36.8K
|
7.99K
$353K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
217+ 4.29% |
$8.61K - $9.45K
|
5.28K
$233K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
102New |
$4.05K - $4.44K
|
102
$4.51K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20+ 0.9% |
$793 - $871
|
2.25K
$99.6K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4New |
$159 - $174
|
4
$177
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4New |
$159 - $174
|
4
$177
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
18KNew |
$704K - $747K
|
18K
$795K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.02K+ 14.55% |
$197K - $209K
|
39.5K
$1.75M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.18KNew |
$46.2K - $49.1K
|
1.18K
$52.2K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01KNew |
$39.5K - $42K
|
1.01K
$44.6K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
388New |
$15.2K - $16.1K
|
388
$17.2K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
217New |
$8.5K - $9.03K
|
217
$9.6K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
62+ 8.81% |
$2.43K - $2.58K
|
766
$33.9K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61New |
$2.39K - $2.54K
|
61
$2.7K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 2.48% |
$1.84K - $1.96K
|
1.94K
$85.9K
|
|
Q1 2024 | |||||||
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
997New |
$37.6K - $41.5K
|
997
$44.1K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
478New |
$18K - $19.9K
|
478
$21.2K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
478New |
$18K - $19.9K
|
478
$21.2K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
434+ 6.48% |
$16.4K - $18.1K
|
7.13K
$316K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
275New |
$10.4K - $11.4K
|
275
$12.2K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
153New |
$5.77K - $6.37K
|
153
$6.77K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
18New |
$679 - $749
|
18
$797
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$285K - $336K
|
8.66K
$383K
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
7.63KNew |
$251K - $296K
|
7.63K
$338K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.19KNew |
$170K - $201K
|
5.19K
$229K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
311New |
$10.2K - $12.1K
|
311
$13.8K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
44New |
$1.45K - $1.71K
|
44
$1.95K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 39.13% |
$887 - $1.05K
|
96
$4.25K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 100.0% |
$756 - $892
|
46
$2.04K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6New |
$197 - $233
|
6
$266
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
225New |
$7.73K - $8.4K
|
225
$9.96K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52New |
$1.79K - $1.94K
|
52
$2.3K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30New |
$1.03K - $1.12K
|
30
$1.33K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.13% |
$755 - $821
|
17.5K
$775K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.93% |
$34.3 - $37.3
|
108
$4.78K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$535K - $583K
|
16.3K
$722K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13KNew |
$427K - $466K
|
13K
$576K
|