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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
24,134
shares
|
$923,366
0.06% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
23,859
shares
|
$912,845
0.0% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
23,535
shares
|
$900,449
0.53% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
22,820
shares
|
$873,093
0.74% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
22,764
shares
|
$870,950
0.51% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
22,743
shares
|
$870,147
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
21,302
shares
|
$815,014
0.52% of portfolio
|
Q1 2025
Added 70.69%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
20,250
shares
|
$774,765
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
17,724
shares
|
$678,120
0.0% of portfolio
|
Q1 2024
Reduced 13.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,517
shares
|
$670,200
0.0% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
17,280
shares
|
$661,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,914
shares
|
$647,129
0.0% of portfolio
|
Q4 2024
Reduced 65.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
16,404
shares
|
$627,617
0.0% of portfolio
|
Q4 2024
Reduced 29.68%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
15,008
shares
|
$574,206
0.08% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
13,609
shares
|
$520,680
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
13,407
shares
|
$512,951
0.01% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,366
shares
|
$511,383
0.0% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,158
shares
|
$503,425
0.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
13,015
shares
|
$497,953
0.13% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
12,927
shares
|
$494,587
0.41% of portfolio
|
Q1 2023
Reduced 14.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
12,315
shares
|
$471,171
0.0% of portfolio
|
Q4 2024
Added 267.94%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,275
shares
|
$469,641
0.0% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,238
shares
|
$468,225
0.03% of portfolio
|
Q3 2022
Added 4.93%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
12,000
shares
|
$459,120
0.06% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
11,647
shares
|
$445,614
0.28% of portfolio
|
Q1 2025
Reduced 3.01%
|