Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.39% |
$172 - $187
|
1.28K
$56.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$34.3 - $37.3
|
12.8K
$566K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.93% |
$34.3 - $37.3
|
108
$4.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25- 0.28% |
$859 - $933
|
8.96K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-65- 0.15% |
$2.23K - $2.43K
|
43.3K
$1.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-149- 0.13% |
$5.12K - $5.56K
|
116K
$5.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-275- 0.14% |
$9.44K - $10.3K
|
192K
$8.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-494- 3.87% |
$17K - $18.4K
|
12.3K
$543K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-587- 2.4% |
$20.2K - $21.9K
|
23.9K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-945- 5.85% |
$32.5K - $35.3K
|
15.2K
$673K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-949- 0.09% |
$32.6K - $35.4K
|
1.09M
$48.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-998- 4.32% |
$34.3K - $37.2K
|
22.1K
$979K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 3.73% |
$34.8K - $37.8K
|
26.1K
$1.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.07K- 4.64% |
$36.7K - $39.9K
|
22K
$973K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-1.16K- 4.06% |
$39.9K - $43.3K
|
27.4K
$1.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.39K- 0.78% |
$47.9K - $52K
|
178K
$7.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.94K- 1.26% |
$66.5K - $72.3K
|
152K
$6.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.58K- 25.4% |
$88.7K - $96.4K
|
7.58K
$336K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.82K- 9.3% |
$96.8K - $105K
|
27.5K
$1.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.47K- 7.78% |
$119K - $130K
|
41.1K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.6K- 18.67% |
$192K - $209K
|
24.4K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.57K- 6.9% |
$226K - $245K
|
88.7K
$3.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-11.8K- 45.4% |
$405K - $440K
|
14.2K
$628K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.1K- 19.32% |
$485K - $527K
|
58.9K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.6K- 10.45% |
$536K - $583K
|
134K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-331K- 41.16% |
$11.4M - $12.4M
|
474K
$21M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.5M- 49.74% |
$51.6M - $56.1M
|
1.52M
$67.3M
|