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 127 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
28,696
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
27,143
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,405
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2023
Reduced 18.67%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
23,535
shares
|
$1.04 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
23,329
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
22,820
shares
|
$1.01 Million
0.74% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
22,703
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
22,432
shares
|
$995,756
0.06% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
21,182
shares
|
$940,268
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
20,250
shares
|
$898,897
0.01% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
19,645
shares
|
$872,041
0.01% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
17,724
shares
|
$786,768
0.0% of portfolio
|
Q1 2024
Reduced 13.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,517
shares
|
$777,579
0.0% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
17,280
shares
|
$767,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
14,471
shares
|
$642,367
0.08% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
13,407
shares
|
$595,136
0.01% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,366
shares
|
$593,316
0.0% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
13,316
shares
|
$591,097
0.02% of portfolio
|
Q3 2024
Added 39.6%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,158
shares
|
$584,083
0.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
13,015
shares
|
$577,735
0.13% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
12,927
shares
|
$573,829
0.41% of portfolio
|
Q1 2023
Reduced 14.19%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
12,480
shares
|
$553,987
0.35% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,238
shares
|
$543,244
0.03% of portfolio
|
Q3 2022
Added 4.93%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
12,009
shares
|
$533,079
0.29% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
12,000
shares
|
$532,680
0.06% of portfolio
|
Q4 2023
Reduced 0.18%
|