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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,251
shares
|
$93,439
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,942
shares
|
$80,612
0.0% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,665
shares
|
$69,114
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,521
shares
|
$63,136
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,467
shares
|
$60,895
0.0% of portfolio
|
Q3 2024
Reduced 29.2%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,180
shares
|
$48,981
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,009
shares
|
$41,883
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,009
shares
|
$41,883
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
786
shares
|
$32,626
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
600
shares
|
$24,906
0.01% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
552
shares
|
$22,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
478
shares
|
$19,841
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
478
shares
|
$19,841
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
388
shares
|
$16,105
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
272
shares
|
$11,290
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
217
shares
|
$9,007
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
158
shares
|
$6,558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
153
shares
|
$6,351
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
143
shares
|
$5,935
0.0% of portfolio
|
Q1 2023
Reduced 4.03%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
111
shares
|
$4,607
0.0% of portfolio
|
Q2 2024
Reduced 90.19%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
106
shares
|
$4,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
106
shares
|
$4,400
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
102
shares
|
$4,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
87
shares
|
$3,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
61
shares
|
$2,532
0.0% of portfolio
|
Q2 2024
New holding
|