Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.96KNew |
$229K - $243K
|
4.96K
$236K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05K+ 11.57% |
$187K - $198K
|
39.1K
$1.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.29K+ 17.07% |
$152K - $161K
|
22.5K
$1.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.02KNew |
$93.5K - $99K
|
2.02K
$96.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$27.7K - $29.4K
|
600
$28.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
515+ 2.04% |
$23.8K - $25.2K
|
25.7K
$1.22M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
166+ 2.12% |
$7.67K - $8.12K
|
8K
$380K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
89+ 0.28% |
$4.11K - $4.36K
|
31.6K
$1.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-137- 3.08% |
$6.33K - $6.7K
|
4.32K
$205K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-247- 3.85% |
$11.4K - $12.1K
|
6.17K
$293K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-547- 1.16% |
$25.3K - $26.8K
|
46.7K
$2.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-672- 2.38% |
$31.1K - $32.9K
|
27.6K
$1.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.18K- 2.27% |
$147K - $156K
|
137K
$6.51M
|
|