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 144 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $563 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
|
$72.1 Million
1.05% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
1,196,798
shares
|
$54.6 Million
2.82% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
980,313
shares
|
$44.7 Million
0.02% of portfolio
|
Q1 2025
Added 17.71%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
853,589
shares
|
$38.9 Million
0.13% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
543,784
shares
|
$24.8 Million
0.05% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
529,993
shares
|
$24.2 Million
1.01% of portfolio
|
Q1 2025
Added 44.54%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
522,173
shares
|
$23.8 Million
0.11% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
455,477
shares
|
$20.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
438,131
shares
|
$20 Million
5.56% of portfolio
|
Q1 2025
New holding
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
366,260
shares
|
$16.7 Million
7.6% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
280,684
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
247,267
shares
|
$11.3 Million
4.41% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
215,842
shares
|
$9.84 Million
2.93% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
215,070
shares
|
$9.81 Million
0.03% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
173,874
shares
|
$7.93 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
166,347
shares
|
$7.59 Million
0.01% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
165,954
shares
|
$7.57 Million
6.59% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,830
shares
|
$7.47 Million
0.14% of portfolio
|
Q3 2022
Reduced 11.66%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
161,785
shares
|
$7.38 Million
6.41% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
154,395
shares
|
$7.04 Million
0.02% of portfolio
|
Q4 2024
Added 59.57%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
149,521
shares
|
$6.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
143,957
shares
|
$6.56 Million
4.69% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
143,006
shares
|
$6.52 Million
0.52% of portfolio
|
Q2 2025
Added 36.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
138,330
shares
|
$6.31 Million
0.08% of portfolio
|
Q1 2025
Added 204.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
132,291
shares
|
$6.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.4%
|