Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
325KNew |
$14.4M - $15.6M
|
325K
$15.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
109K+ 38.81% |
$4.81M - $5.22M
|
390K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.8K+ 902.8% |
$3.21M - $3.49M
|
80.9K
$3.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34.4K+ 3.58% |
$1.52M - $1.65M
|
996K
$47.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
21.1KNew |
$933K - $1.01M
|
21.1K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.7K+ 3.77% |
$827K - $897K
|
516K
$24.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16.6K+ 1.4% |
$733K - $795K
|
1.21M
$57.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14.6KNew |
$643K - $698K
|
14.6K
$692K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.8KNew |
$611K - $663K
|
13.8K
$658K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.8KNew |
$519K - $564K
|
11.8K
$559K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.2K+ 140.43% |
$496K - $538K
|
19.2K
$913K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
7.94K+ 2.17% |
$350K - $380K
|
374K
$17.8M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
5.5K+ 21.46% |
$243K - $263K
|
31.1K
$1.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.7KNew |
$207K - $225K
|
4.7K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.52KNew |
$199K - $216K
|
4.52K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.46KNew |
$197K - $213K
|
4.46K
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
4.32KNew |
$191K - $207K
|
4.32K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.29K+ 29.82% |
$189K - $205K
|
18.7K
$887K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.15K+ 5.4% |
$183K - $199K
|
80.9K
$3.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.81KNew |
$124K - $135K
|
2.81K
$134K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.19K+ 11.42% |
$96.5K - $105K
|
21.3K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.04K+ 25.52% |
$90K - $97.7K
|
10K
$476K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.91K+ 1.14% |
$84.5K - $91.7K
|
170K
$8.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.89K+ 5.71% |
$83.6K - $90.7K
|
35K
$1.66M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.82K+ 9.93% |
$80.4K - $87.3K
|
20.2K
$958K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.61K+ 22.27% |
$71.1K - $77.2K
|
8.85K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34K+ 117.81% |
$59K - $64K
|
2.47K
$117K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.16KNew |
$51.4K - $55.8K
|
1.16K
$55.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
948+ 5.18% |
$41.8K - $45.4K
|
19.3K
$915K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
896+ 165.93% |
$39.5K - $42.9K
|
1.44K
$68.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
611+ 2.48% |
$27K - $29.3K
|
25.2K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
570+ 7.85% |
$25.2K - $27.3K
|
7.83K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
549+ 10.79% |
$24.2K - $26.3K
|
5.64K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
433+ 3.42% |
$19.1K - $20.7K
|
13.1K
$622K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
235+ 2.44% |
$10.4K - $11.3K
|
9.89K
$470K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
214+ 34.97% |
$9.45K - $10.3K
|
826
$39.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
105+ 5.41% |
$4.63K - $5.03K
|
2.05K
$97.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100+ 20.92% |
$4.41K - $4.79K
|
578
$27.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
96New |
$4.24K - $4.6K
|
96
$4.56K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
89+ 1.37% |
$3.93K - $4.26K
|
6.58K
$312K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
58+ 0.21% |
$2.56K - $2.78K
|
28.2K
$1.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
30+ 0.1% |
$1.32K - $1.44K
|
31.5K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
22+ 0.47% |
$971 - $1.05K
|
4.66K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14+ 0.28% |
$618 - $671
|
4.98K
$236K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$44.1 - $47.9
|
1
$47.5
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$44.1 - $47.9
|
24.4K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5- 0.08% |
$221 - $240
|
6.44K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7- 0.01% |
$309 - $335
|
131K
$6.22M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-9- 0.17% |
$397 - $431
|
5.34K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-24- 0.27% |
$1.06K - $1.15K
|
8.76K
$416K
|
|