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 121 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $491 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
23,329
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
22,703
shares
|
$978,045
0.0% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
22,432
shares
|
$966,370
0.06% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
22,283
shares
|
$959,951
0.28% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
20,250
shares
|
$872,370
0.01% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
17,782
shares
|
$766,048
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,724
shares
|
$763,549
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
|
$754,632
0.0% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,777
shares
|
$679,673
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
14,471
shares
|
$623,410
0.08% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
13,316
shares
|
$573,653
0.02% of portfolio
|
Q3 2024
Added 39.6%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,197
shares
|
$568,526
0.0% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
12,927
shares
|
$556,895
0.41% of portfolio
|
Q1 2023
Reduced 14.19%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
12,779
shares
|
$550,519
0.0% of portfolio
|
Q3 2024
Added 72.64%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,238
shares
|
$527,213
0.03% of portfolio
|
Q3 2022
Added 4.93%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
12,000
shares
|
$516,960
0.06% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
11,791
shares
|
$507,956
0.29% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
11,579
shares
|
$498,823
0.3% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
11,533
shares
|
$496,841
0.11% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
11,466
shares
|
$493,955
0.0% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
10,890
shares
|
$469,141
0.14% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
10,152
shares
|
$437,348
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
9,865
shares
|
$424,984
0.01% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,725
shares
|
$418,953
0.0% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,501
shares
|
$409,303
0.0% of portfolio
|
Q3 2024
Reduced 32.73%
|