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 149 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
76,234
shares
|
$3.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
72,829
shares
|
$3.42 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
71,816
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
58,094
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
52,310
shares
|
$2.46 Million
0.14% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
51,872
shares
|
$2.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
50,693
shares
|
$2.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
50,002
shares
|
$2.35 Million
0.17% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
48,659
shares
|
$2.28 Million
0.07% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
48,365
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
47,667
shares
|
$2.24 Million
0.08% of portfolio
|
Q2 2025
Added 57.19%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
42,024
shares
|
$1.97 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
39,258
shares
|
$1.84 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37,538
shares
|
$1.76 Million
0.11% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,570
shares
|
$1.58 Million
0.08% of portfolio
|
Q2 2025
Reduced 30.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
33,143
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
31,433
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,760
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
28,179
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
27,842
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
Reduced 20.44%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
25,616
shares
|
$1.2 Million
0.54% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
25,020
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
24,621
shares
|
$1.16 Million
0.57% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
24,406
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
23,278
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.43%
|