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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,969
shares
|
$496,833
0.01% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,329
shares
|
$470,266
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
10,890
shares
|
$452,043
0.14% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,473
shares
|
$434,734
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,556
shares
|
$396,669
0.0% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
9,430
shares
|
$391,439
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,164
shares
|
$380,397
0.01% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
8,670
shares
|
$359,891
0.01% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
8,235
shares
|
$341,834
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
7,983
shares
|
$331,374
0.01% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,751
shares
|
$321,744
0.0% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,585
shares
|
$314,853
0.39% of portfolio
|
Q3 2022
Reduced 5.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,038
shares
|
$292,147
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,239
shares
|
$258,980
0.01% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,860
shares
|
$243,248
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,765
shares
|
$239,305
0.01% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,665
shares
|
$235,154
0.01% of portfolio
|
Q4 2021
Reduced 18.31%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
5,388
shares
|
$223,655
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,283
shares
|
$219,297
0.0% of portfolio
|
Q4 2024
Reduced 18.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,215
shares
|
$216,474
0.0% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,195
shares
|
$215,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,897
shares
|
$203,274
0.0% of portfolio
|
Q4 2024
Reduced 83.99%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,867
shares
|
$202,029
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
4,750
shares
|
$197,172
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,718
shares
|
$154,334
0.06% of portfolio
|
Q4 2024
New holding
|