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 129 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $452 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
106,889
shares
|
$4.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,620
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
105,438
shares
|
$4.02 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
90,092
shares
|
$3.43 Million
0.07% of portfolio
|
Q4 2024
Added 1564.98%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
86,134
shares
|
$3.28 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
73,884
shares
|
$2.82 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
73,705
shares
|
$2.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
57,710
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
56,693
shares
|
$2.16 Million
0.1% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
54,957
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
52,670
shares
|
$2.01 Million
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
52,308
shares
|
$1.99 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
51,319
shares
|
$1.96 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
49,150
shares
|
$1.87 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
45,440
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
39,549
shares
|
$1.51 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37,538
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
34,994
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
32,199
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
30,485
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
30,325
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,760
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
25,475
shares
|
$970,852
0.07% of portfolio
|
Q1 2025
Reduced 28.93%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
24,903
shares
|
$949,053
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,406
shares
|
$930,112
0.01% of portfolio
|
Q4 2024
Added 0.0%
|