Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-59.1K- 49.51% |
$2.54M - $2.7M
|
60.3K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-8.72K- 3.5% |
$375K - $399K
|
241K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.68K- 3.37% |
$158K - $168K
|
105K
$4.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.02K- 3.78% |
$86.5K - $92.1K
|
51.3K
$2.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 18.94% |
$53K - $56.4K
|
5.28K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1K- 62.5% |
$43K - $45.7K
|
600
$27K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-436- 2.17% |
$18.7K - $19.9K
|
19.6K
$883K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-137- 1.19% |
$5.88K - $6.26K
|
11.3K
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-130- 2.04% |
$5.58K - $5.94K
|
6.24K
$280K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.51M- 97.6% |
$179M - $197M
|
111K
$4.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-808K- 80.22% |
$32.1M - $35.2M
|
199K
$8.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-307K- 98.27% |
$12.2M - $13.4M
|
5.41K
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-57.6K- 43.49% |
$2.28M - $2.51M
|
74.8K
$3.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.4K- 5.66% |
$1.92M - $2.11M
|
806K
$36.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30K- 19.22% |
$1.19M - $1.31M
|
126K
$5.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-19.6K- 2.21% |
$776K - $853K
|
865K
$38.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.4K- 62.39% |
$452K - $497K
|
6.87K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.15K- 4.93% |
$323K - $355K
|
157K
$7.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.62K- 32.73% |
$183K - $201K
|
9.5K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.11K- 5.0% |
$163K - $179K
|
78K
$3.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 2.57% |
$161K - $176K
|
154K
$6.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.18K- 0.57% |
$126K - $139K
|
553K
$24.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.91K- 2.66% |
$115K - $127K
|
107K
$4.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.57K- 20.64% |
$102K - $112K
|
9.87K
$443K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.21K- 4.21% |
$87.7K - $96.4K
|
50.3K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.12K- 0.39% |
$84.1K - $92.4K
|
537K
$24.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 7.56% |
$75.7K - $83.2K
|
23.3K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.56K- 6.49% |
$61.7K - $67.8K
|
22.4K
$1.01M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.42K- 0.55% |
$56.3K - $61.8K
|
256K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.35K- 6.25% |
$53.5K - $58.8K
|
20.3K
$910K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-815- 3.32% |
$32.3K - $35.5K
|
23.8K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-694- 0.92% |
$27.5K - $30.2K
|
74.9K
$3.37M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-605- 29.2% |
$24K - $26.4K
|
1.47K
$65.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-553- 1.53% |
$21.9K - $24.1K
|
35.5K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-442- 8.68% |
$17.5K - $19.3K
|
4.65K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-290- 0.71% |
$11.5K - $12.6K
|
40.3K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-243- 0.49% |
$9.64K - $10.6K
|
49.2K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-60- 0.22% |
$2.38K - $2.61K
|
27.1K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-40- 0.25% |
$1.59K - $1.74K
|
15.8K
$709K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17- 0.07% |
$674 - $741
|
24.6K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-10- 14.93% |
$397 - $436
|
57
$2.56K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-70.1K- 26.38% |
$2.75M - $2.91M
|
196K
$8.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.36K- 94.15% |
$171K - $182K
|
271
$12.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.02K- 90.19% |
$40K - $42.4K
|
111
$4.99K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.01K- 50.0% |
$39.5K - $42K
|
1.01K
$45.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-707- 11.77% |
$27.7K - $29.4K
|
5.3K
$238K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-281- 5.23% |
$11K - $11.7K
|
5.1K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-235- 2.64% |
$9.21K - $9.78K
|
8.67K
$390K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 16.22% |
$5.96K - $6.32K
|
785
$35.3K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 13.58% |
$105K - $116K
|
17.7K
$797K
|
|