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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
23,188
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
22,996
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
22,820
shares
|
$1.07 Million
0.74% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
22,627
shares
|
$1.06 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20,531
shares
|
$963,930
0.0% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
20,250
shares
|
$950,737
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
19,932
shares
|
$935,807
0.05% of portfolio
|
Q2 2025
Reduced 21.76%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
19,892
shares
|
$933,929
0.51% of portfolio
|
Q2 2025
Added 70.79%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
19,147
shares
|
$898,951
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,920
shares
|
$888,294
0.0% of portfolio
|
Q2 2025
Reduced 63.81%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
18,590
shares
|
$872,800
0.23% of portfolio
|
Q2 2025
Added 70.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
18,466
shares
|
$866,978
0.0% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
18,349
shares
|
$861,485
0.09% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
18,306
shares
|
$859,466
0.01% of portfolio
|
Q2 2025
Added 91.91%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,721
shares
|
$832,000
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,517
shares
|
$822,423
0.0% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
16,193
shares
|
$760,261
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
16,148
shares
|
$758,148
0.38% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
15,747
shares
|
$739,321
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
15,280
shares
|
$717,396
0.0% of portfolio
|
Q2 2025
Reduced 97.07%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
14,375
shares
|
$674,906
0.02% of portfolio
|
Q2 2025
Added 97.11%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
12,927
shares
|
$606,922
0.41% of portfolio
|
Q1 2023
Reduced 14.19%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
12,659
shares
|
$594,340
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,238
shares
|
$574,574
0.03% of portfolio
|
Q3 2022
Added 4.93%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
12,118
shares
|
$568,940
0.12% of portfolio
|
Q2 2025
Reduced 6.19%
|