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 139 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $513 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
110,559
shares
|
$4.66 Million
1.92% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,620
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
104,966
shares
|
$4.42 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
94,526
shares
|
$3.98 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
74,046
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
72,973
shares
|
$3.08 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
60,846
shares
|
$2.56 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
57,710
shares
|
$2.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
54,957
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
52,332
shares
|
$2.21 Million
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
52,305
shares
|
$2.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
52,284
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Added 967.67%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
49,374
shares
|
$2.08 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
48,516
shares
|
$2.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 46.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
46,461
shares
|
$1.96 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
May 15, 2025 Q1 2025 |
42,319
shares
|
$1.78 Million
1.7% of portfolio
|
Q1 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
39,439
shares
|
$1.66 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37,538
shares
|
$1.58 Million
0.11% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
34,994
shares
|
$1.47 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
32,199
shares
|
$1.36 Million
0.03% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
32,076
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 43.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
30,485
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
30,325
shares
|
$1.28 Million
0.06% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,760
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
28,955
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 82.53%
|