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 154 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $494 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
80,932
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
80,866
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2025
Added 902.8%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
70,329
shares
|
$3.34 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
69,817
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
51,924
shares
|
$2.47 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
51,872
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
48,105
shares
|
$2.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
47,981
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
47,246
shares
|
$2.24 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
46,850
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
43,511
shares
|
$2.07 Million
0.15% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
41,258
shares
|
$1.96 Million
1.21% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
40,468
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
37,858
shares
|
$1.8 Million
0.71% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37,538
shares
|
$1.78 Million
0.11% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
35,037
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
31,463
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
31,334
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 58.9%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
31,165
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
31,112
shares
|
$1.48 Million
0.64% of portfolio
|
Q3 2025
Added 21.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,760
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
28,237
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
26,674
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
25,232
shares
|
$1.2 Million
0.55% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
24,515
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.02%
|
|