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 116 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $863 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
23,600
shares
|
$963,588
0.01% of portfolio
|
Q1 2024
Reduced 7.81%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
23,266
shares
|
$949,950
0.06% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
23,217
shares
|
$947,950
0.01% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
22,128
shares
|
$903,486
0.29% of portfolio
|
Q1 2024
Added 5.1%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
21,648
shares
|
$883,887
0.0% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 15, 2024 Q1 2024 |
20,854
shares
|
$851,468
0.12% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
Steel Peak Wealth Management LLC
|
Apr 17, 2024 Q1 2024 |
19,838
shares
|
$809,985
0.04% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
17,802
shares
|
$726,855
0.01% of portfolio
|
Q1 2024
Reduced 17.83%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
17,724
shares
|
$723,670
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
|
$715,219
0.0% of portfolio
|
Q3 2023
Added 0.13%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
17,408
shares
|
$710,768
0.01% of portfolio
|
Q1 2024
Reduced 16.78%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
16,243
shares
|
$663,201
0.0% of portfolio
|
Q1 2024
Reduced 27.95%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
15,925
shares
|
$650,217
0.01% of portfolio
|
Q1 2024
Reduced 17.32%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
15,844
shares
|
$646,910
0.02% of portfolio
|
Q1 2024
Added 839.74%
|
|
L & S Advisors Inc
Los Angeles, CA |
May 10, 2024 Q1 2024 |
14,209
shares
|
$580,153
0.08% of portfolio
|
Q1 2024
Added 0.97%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
12,927
shares
|
$527,809
0.41% of portfolio
|
Q1 2023
Reduced 14.19%
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,238
shares
|
$499,677
0.03% of portfolio
|
Q3 2022
Added 4.93%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
12,070
shares
|
$492,818
0.0% of portfolio
|
Q1 2024
Added 11.71%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
12,000
shares
|
$489,960
0.06% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 30, 2024 Q1 2024 |
11,960
shares
|
$488,326
0.31% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
Patten Group, Inc.
|
Apr 17, 2024 Q1 2024 |
9,025
shares
|
$368,490
0.09% of portfolio
|
Q1 2024
New holding
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
8,905
shares
|
$363,591
0.01% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
8,679
shares
|
$354,363
0.01% of portfolio
|
Q1 2024
Added 2.59%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
8,509
shares
|
$347,422
0.0% of portfolio
|
Q1 2024
Added 4.57%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,585
shares
|
$309,695
0.39% of portfolio
|
Q3 2022
Reduced 5.16%
|