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 116 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $864 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
4,573,789
shares
|
$187 Million
0.75% of portfolio
|
Q1 2024
Reduced 33.43%
|
|
|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
4,434,138
shares
|
$181 Million
2.97% of portfolio
|
Q1 2024
Reduced 32.49%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,580,324
shares
|
$64.6 Million
1.05% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 03, 2024 Q1 2024 |
1,137,702
shares
|
$46.5 Million
3.03% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
1,065,729
shares
|
$43.6 Million
0.5% of portfolio
|
Q1 2024
Reduced 29.71%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
989,029
shares
|
$40.4 Million
0.2% of portfolio
|
Q1 2024
Reduced 4.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
852,638
shares
|
$34.8 Million
0.02% of portfolio
|
Q1 2024
Added 9.65%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
558,531
shares
|
$22.8 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
554,723
shares
|
$22.7 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
481,254
shares
|
$19.7 Million
0.0% of portfolio
|
Q1 2024
Added 5.93%
|
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
334,603
shares
|
$13.7 Million
0.31% of portfolio
|
Q1 2024
Added 40.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
275,145
shares
|
$11.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 17, 2024 Q1 2024 |
265,671
shares
|
$10.9 Million
3.21% of portfolio
|
Q1 2024
Reduced 47.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
246,975
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2024
Added 38.69%
|
|
|
Planned Solutions, Inc.
|
Apr 26, 2024 Q1 2024 |
245,882
shares
|
$10 Million
4.94% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 19, 2024 Q1 2024 |
245,530
shares
|
$10 Million
7.04% of portfolio
|
Q1 2024
Added 5.66%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
207,032
shares
|
$8.46 Million
0.02% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
204,071
shares
|
$8.34 Million
0.0% of portfolio
|
Q1 2024
Added 8.45%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
May 16, 2024 Q1 2024 |
165,561
shares
|
$6.77 Million
0.63% of portfolio
|
Q1 2024
Reduced 30.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,830
shares
|
$6.7 Million
0.14% of portfolio
|
Q3 2022
Reduced 11.66%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
161,600
shares
|
$6.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 25.4%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
157,192
shares
|
$6.42 Million
0.1% of portfolio
|
Q1 2024
Reduced 14.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
147,171
shares
|
$6.01 Million
0.01% of portfolio
|
Q1 2024
Added 6.04%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
143,957
shares
|
$5.88 Million
4.69% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
143,419
shares
|
$5.86 Million
0.01% of portfolio
|
Q1 2024
Added 4.33%
|
|