Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136KNew |
$5.82M - $6.2M
|
136K
$6M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
119KNew |
$5.12M - $5.45M
|
119K
$5.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
86.1KNew |
$3.7M - $3.94M
|
86.1K
$3.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
84.7K+ 1564.98% |
$3.64M - $3.87M
|
90.1K
$3.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
54.7K+ 34.82% |
$2.35M - $2.5M
|
212K
$9.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
46.9KNew |
$2.01M - $2.14M
|
46.9K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.4KNew |
$1.95M - $2.08M
|
45.4K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
31.2KNew |
$1.34M - $1.42M
|
31.2K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.4K+ 3.28% |
$1.14M - $1.21M
|
833K
$36.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
24.9KNew |
$1.07M - $1.14M
|
24.9K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 5.61% |
$1.01M - $1.08M
|
444K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
21.2KNew |
$910K - $968K
|
21.2K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
20.3KNew |
$870K - $926K
|
20.3K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
17.5K+ 4.24% |
$753K - $801K
|
431K
$19.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.3KNew |
$742K - $790K
|
17.3K
$765K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16.4K+ 1.4% |
$706K - $751K
|
1.19M
$52.7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6KNew |
$585K - $622K
|
13.6K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.1K+ 2.83% |
$433K - $461K
|
367K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.59K+ 3.24% |
$412K - $438K
|
305K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.49K+ 3.71% |
$408K - $434K
|
265K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.97K+ 267.94% |
$385K - $410K
|
12.3K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.67K+ 5.52% |
$372K - $396K
|
166K
$7.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.86KNew |
$252K - $268K
|
5.86K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.39KNew |
$231K - $246K
|
5.39K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.2KNew |
$223K - $238K
|
5.2K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 16.03% |
$170K - $181K
|
28.7K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.72KNew |
$160K - $170K
|
3.72K
$165K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.3K+ 12.93% |
$98.7K - $105K
|
20.1K
$889K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.86K+ 25.53% |
$80.1K - $85.2K
|
9.16K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.82K+ 17.9% |
$78K - $83.1K
|
12K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.7K+ 7.59% |
$73.1K - $77.8K
|
24.1K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.48K+ 12.85% |
$63.7K - $67.8K
|
13K
$576K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.33K+ 0.62% |
$57K - $60.6K
|
215K
$9.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 0.73% |
$43.3K - $46.1K
|
139K
$6.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
901+ 7.78% |
$38.7K - $41.2K
|
12.5K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
748+ 7.69% |
$32.1K - $34.2K
|
10.5K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
680+ 9.31% |
$29.2K - $31.1K
|
7.98K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
597+ 11.55% |
$25.6K - $27.3K
|
5.77K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
587+ 4.59% |
$25.2K - $26.8K
|
13.4K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
552New |
$23.7K - $25.2K
|
552
$24.4K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
537+ 3.71% |
$23.1K - $24.6K
|
15K
$664K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
537+ 2.41% |
$23.1K - $24.6K
|
22.8K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
382+ 4.16% |
$16.4K - $17.5K
|
9.56K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
218+ 1.85% |
$9.36K - $9.97K
|
12K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
158New |
$6.79K - $7.22K
|
158
$6.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 2.06% |
$6.1K - $6.49K
|
7.04K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
106New |
$4.55K - $4.85K
|
106
$4.69K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
87New |
$3.74K - $3.98K
|
87
$3.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
40+ 0.18% |
$1.72K - $1.83K
|
22.7K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24New |
$1.03K - $1.1K
|
24
$1.06K
|