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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.8KNew |
$387K - $422K
|
11.8K
$522K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.62KNew |
$185K - $201K
|
5.62K
$249K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
287+ 33.76% |
$9.42K - $10.3K
|
1.14K
$50.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
106New |
$3.48K - $3.79K
|
106
$4.69K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101New |
$3.31K - $3.61K
|
101
$4.47K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17New |
$552 - $617
|
17
$752
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$512K - $596K
|
17K
$751K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.93K+ 133.7% |
$179K - $208K
|
10.4K
$459K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
3.85K+ 23.36% |
$116K - $135K
|
20.4K
$901K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.44K+ 8.65% |
$251K - $303K
|
106K
$4.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 15.82% |
$49K - $59K
|
12K
$533K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
575+ 4.93% |
$17.1K - $20.6K
|
12.2K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20New |
$596 - $717
|
20
$885
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
106New |
$3.32K - $3.94K
|
106
$4.69K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22New |
$690 - $818
|
22
$974
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.7KNew |
$1.22M - $1.35M
|
34.7K
$1.54M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
866New |
$30.4K - $33.7K
|
866
$38.3K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
849New |
$29.7K - $31.7K
|
849
$37.6K
|
|
| Q3 2020 | |||||||
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
1.93KNew |
$45.6K - $51.5K
|
1.93K
$85.6K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
618New |
$15.7K - $17K
|
618
$27.3K
|
|