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 150 institutions that hold shares in the stock, with a total of 9.99 Million shares, which have been reported (via 13F filing form) to have a value of $471 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
1,189,925
shares
|
$56.2 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
994,237
shares
|
$46.9 Million
0.02% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
961,736
shares
|
$45.4 Million
1.79% of portfolio
|
Q2 2025
Added 81.46%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
786,945
shares
|
$37.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
534,125
shares
|
$25.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
496,878
shares
|
$23.5 Million
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
374,199
shares
|
$17.7 Million
7.64% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
280,684
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
215,787
shares
|
$10.2 Million
2.61% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
188,691
shares
|
$8.91 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.11%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
173,874
shares
|
$8.21 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
167,694
shares
|
$7.92 Million
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
164,747
shares
|
$7.78 Million
6.43% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,830
shares
|
$7.73 Million
0.14% of portfolio
|
Q3 2022
Reduced 11.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
159,559
shares
|
$7.53 Million
0.09% of portfolio
|
Q2 2025
Added 15.35%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
158,665
shares
|
$7.49 Million
0.07% of portfolio
|
Q2 2025
Reduced 37.27%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
155,620
shares
|
$7.35 Million
6.2% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
147,375
shares
|
$6.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
147,163
shares
|
$6.95 Million
2.69% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
143,957
shares
|
$6.79 Million
4.69% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
140,117
shares
|
$6.61 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
130,935
shares
|
$6.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,620
shares
|
$5.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
106,553
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
76,784
shares
|
$3.62 Million
0.0% of portfolio
|
Q2 2025
Added 3.7%
|