Purchases and Sales Made in Q2 2024 in J P Morgan ETF Tr U S Value Fa (JVAL)
This table provides information about the institutional ownership of J P Morgan ETF Tr U S Value Fa (JVAL) during Q2 2024. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR U S VALUE FA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
344KNew |
$13.5M - $14.3M
|
344K
$15.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
132KNew |
$5.19M - $5.51M
|
132K
$5.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
82.6KNew |
$3.23M - $3.43M
|
82.6K
$3.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
58.3K+ 293.68% |
$2.28M - $2.42M
|
78.1K
$3.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.7K+ 1.04% |
$1.87M - $1.98M
|
4.62M
$204M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
44.3K+ 18.06% |
$1.74M - $1.84M
|
290K
$12.8M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31.1K+ 0.7% |
$1.22M - $1.29M
|
4.47M
$198M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
29.5K+ 2.6% |
$1.16M - $1.23M
|
1.17M
$51.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.7K+ 54.6% |
$888K - $943K
|
64.2K
$2.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
22.4K+ 19.03% |
$878K - $932K
|
140K
$6.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21.1KNew |
$828K - $879K
|
21.1K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
18KNew |
$704K - $747K
|
18K
$795K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 4.11% |
$397K - $422K
|
257K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.14KNew |
$280K - $297K
|
7.14K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.74KNew |
$264K - $280K
|
6.74K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.02K+ 14.55% |
$197K - $209K
|
39.5K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.97KNew |
$195K - $207K
|
4.97K
$220K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.92K+ 123.31% |
$193K - $205K
|
8.91K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.68K+ 2.26% |
$183K - $195K
|
212K
$9.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.19K+ 19.35% |
$164K - $174K
|
25.8K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.78K+ 11.72% |
$148K - $157K
|
36.1K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 56.91% |
$114K - $121K
|
8K
$354K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.25K+ 30.48% |
$88.2K - $93.6K
|
9.64K
$426K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.21K+ 41.33% |
$86.4K - $91.8K
|
7.54K
$334K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.15K+ 23.77% |
$84K - $89.2K
|
11.2K
$494K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.13K+ 0.25% |
$83.3K - $88.4K
|
855K
$37.8M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.42K+ 0.55% |
$55.6K - $59K
|
257K
$11.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.27K+ 4.7% |
$49.8K - $52.9K
|
28.3K
$1.25M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.23K+ 0.6% |
$48.1K - $51K
|
205K
$9.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.23K+ 0.6% |
$48.1K - $51K
|
205K
$9.08M
|
|
|
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
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
876+ 3.7% |
$34.3K - $36.4K
|
24.6K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
787+ 15.71% |
$30.8K - $32.7K
|
5.8K
$257K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
722+ 3.1% |
$28.3K - $30K
|
24K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
669+ 237.23% |
$26.2K - $27.8K
|
951
$42.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
608+ 7.01% |
$23.8K - $25.3K
|
9.29K
$411K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
388New |
$15.2K - $16.1K
|
388
$17.2K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
318+ 0.29% |
$12.5K - $13.2K
|
111K
$4.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
267+ 0.51% |
$10.5K - $11.1K
|
52.4K
$2.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
228+ 17.77% |
$8.93K - $9.48K
|
1.51K
$66.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
217New |
$8.5K - $9.03K
|
217
$9.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
147+ 1.23% |
$5.76K - $6.12K
|
12.1K
$536K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
91+ 0.64% |
$3.57K - $3.79K
|
14.3K
$633K
|
|
|
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
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
36+ 116.13% |
$1.41K - $1.5K
|
67
$2.96K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
22+ 0.1% |
$862 - $915
|
22.2K
$980K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$235 - $250
|
24.6K
$1.09M
|