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 $517 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
|
$69.9 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
|
$52.7 Million
2.92% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
860,218
shares
|
$38.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
832,819
shares
|
$36.9 Million
0.02% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
541,027
shares
|
$23.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
513,406
shares
|
$22.7 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
443,777
shares
|
$19.6 Million
0.0% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
430,919
shares
|
$19.1 Million
5.52% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
366,671
shares
|
$16.2 Million
0.73% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
305,179
shares
|
$13.5 Million
7.64% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
265,189
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
240,583
shares
|
$10.6 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 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
215,070
shares
|
$9.52 Million
0.02% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
211,813
shares
|
$9.37 Million
2.62% of portfolio
|
Q4 2024
Added 34.82%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
197,309
shares
|
$8.73 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
192,931
shares
|
$8.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
165,762
shares
|
$7.33 Million
0.53% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,830
shares
|
$7.25 Million
0.14% of portfolio
|
Q3 2022
Reduced 11.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
152,402
shares
|
$6.74 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
|
$6.37 Million
4.69% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
139,347
shares
|
$6.17 Million
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
135,540
shares
|
$6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
119,225
shares
|
$5.28 Million
5.64% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
106,889
shares
|
$4.73 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.18%
|