Institutional Ownership 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). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $522 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,580,324
shares
|
$70.2 Million
1.05% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
1,191,576
shares
|
$52.9 Million
2.92% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
860,218
shares
|
$38.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
832,819
shares
|
$37 Million
0.02% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
553,202
shares
|
$24.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
536,982
shares
|
$23.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
420,189
shares
|
$18.7 Million
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
413,390
shares
|
$18.4 Million
5.16% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
366,671
shares
|
$16.3 Million
0.73% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
305,179
shares
|
$13.6 Million
7.64% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
265,189
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
240,583
shares
|
$10.7 Million
4.51% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
226,682
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
215,070
shares
|
$9.55 Million
0.02% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
211,813
shares
|
$9.41 Million
2.62% of portfolio
|
Q4 2024
Added 34.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
208,484
shares
|
$9.26 Million
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
197,309
shares
|
$8.76 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,830
shares
|
$7.28 Million
0.14% of portfolio
|
Q3 2022
Reduced 11.66%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
157,097
shares
|
$6.98 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
152,402
shares
|
$6.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
143,957
shares
|
$6.39 Million
4.69% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
138,339
shares
|
$6.14 Million
0.01% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
135,540
shares
|
$6.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
126,025
shares
|
$5.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
119,225
shares
|
$5.29 Million
5.64% of portfolio
|
Q4 2024
New holding
|