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 131 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $485 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,620
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
105,438
shares
|
$4.38 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
90,092
shares
|
$3.74 Million
0.07% of portfolio
|
Q4 2024
Added 1564.98%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
86,134
shares
|
$3.58 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
73,884
shares
|
$3.07 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
73,705
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
60,303
shares
|
$2.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 49.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
56,693
shares
|
$2.35 Million
0.1% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
56,419
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 49.22%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
52,670
shares
|
$2.19 Million
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
52,308
shares
|
$2.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
51,319
shares
|
$2.13 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
49,150
shares
|
$2.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
46,869
shares
|
$1.95 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
45,440
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
39,549
shares
|
$1.64 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37,538
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
35,847
shares
|
$1.49 Million
0.09% of portfolio
|
Q4 2024
Reduced 52.08%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
34,994
shares
|
$1.45 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
31,152
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,760
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
28,696
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
27,143
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
24,903
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,406
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|