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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-223- 4.92% |
$9.84K - $10.7K
|
4.31K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-109- 0.9% |
$4.81K - $5.22K
|
12K
$571K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-71- 4.73% |
$3.13K - $3.4K
|
1.43K
$67.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-66- 41.77% |
$2.91K - $3.16K
|
92
$4.37K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-38- 0.47% |
$1.68K - $1.82K
|
8.12K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-36- 2.68% |
$1.59K - $1.72K
|
1.31K
$62K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-24- 0.27% |
$1.06K - $1.15K
|
8.76K
$416K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-9- 0.17% |
$397 - $431
|
5.34K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7- 0.01% |
$309 - $335
|
131K
$6.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5- 0.08% |
$221 - $240
|
6.44K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$44.1 - $47.9
|
24.4K
$1.16M
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 42.22% |
$187K - $229K
|
7.09K
$337K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.15K- 32.18% |
$114K - $139K
|
6.63K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.33K- 7.63% |
$48.2K - $59K
|
16.1K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-460- 0.88% |
$16.6K - $20.3K
|
51.9K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-143- 2.79% |
$5.17K - $6.32K
|
4.97K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-62- 1.23% |
$2.24K - $2.74K
|
4.97K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-23- 40.35% |
$831 - $1.02K
|
34
$1.62K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-20- 0.35% |
$723 - $885
|
5.63K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6- 25.0% |
$217 - $265
|
18
$855
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.4K- 11.88% |
$958K - $1.06M
|
174K
$8.26M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-18.6K- 78.82% |
$758K - $840K
|
4.99K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-725- 71.85% |
$29.6K - $32.8K
|
284
$13.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-303- 20.65% |
$12.4K - $13.7K
|
1.16K
$55.3K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 18.94% |
$53K - $56.4K
|
5.28K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1K- 62.5% |
$43K - $45.7K
|
600
$28.5K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.91K- 2.66% |
$115K - $127K
|
107K
$5.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17- 0.07% |
$674 - $741
|
24.6K
$1.17M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-70.1K- 26.38% |
$2.75M - $2.91M
|
196K
$9.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.02K- 90.19% |
$40K - $42.4K
|
111
$5.27K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-707- 11.77% |
$27.7K - $29.4K
|
5.3K
$252K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-281- 5.23% |
$11K - $11.7K
|
5.1K
$242K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-602- 2.81% |
$22.7K - $25.1K
|
20.9K
$991K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-359Closed |
$13.5K - $14.9K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-133- 0.09% |
$5.02K - $5.54K
|
144K
$6.84M
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.87K- 48.4% |
$226K - $266K
|
7.32K
$348K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.61K- 8.78% |
$119K - $140K
|
37.5K
$1.78M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-26.7K- 38.75% |
$867K - $969K
|
42.2K
$2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.92K- 21.31% |
$290K - $324K
|
32.9K
$1.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 14.19% |
$69.4K - $77.6K
|
12.9K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 4.03% |
$195 - $218
|
143
$6.79K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-92Closed |
$2.77K - $3.23K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-21.6K- 11.66% |
$644K - $776K
|
164K
$7.78M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-9.49K- 10.11% |
$283K - $340K
|
84.4K
$4.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.9K- 28.09% |
$116K - $140K
|
9.98K
$474K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.4K- 18.31% |
$71.5K - $86.2K
|
10.7K
$509K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-946- 83.42% |
$28.2K - $33.9K
|
188
$8.93K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-413- 5.16% |
$12.3K - $14.8K
|
7.59K
$360K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-47- 0.59% |
$1.4K - $1.69K
|
7.87K
$374K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-448KClosed |
$14M - $16.7M
|
0
$0
|
|