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 131 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $487 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,969
shares
|
$499,226
0.01% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,329
shares
|
$472,532
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
10,890
shares
|
$454,221
0.14% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,473
shares
|
$436,828
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,556
shares
|
$398,580
0.0% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
9,430
shares
|
$393,325
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,164
shares
|
$382,230
0.01% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
8,670
shares
|
$361,625
0.01% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
8,235
shares
|
$343,481
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
7,983
shares
|
$332,970
0.01% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,751
shares
|
$323,294
0.0% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,585
shares
|
$316,370
0.39% of portfolio
|
Q3 2022
Reduced 5.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,038
shares
|
$293,554
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,239
shares
|
$260,228
0.01% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,860
shares
|
$244,420
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,765
shares
|
$240,458
0.01% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,665
shares
|
$236,287
0.01% of portfolio
|
Q4 2021
Reduced 18.31%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
5,388
shares
|
$224,733
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,283
shares
|
$220,353
0.0% of portfolio
|
Q4 2024
Reduced 18.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,215
shares
|
$217,517
0.0% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,195
shares
|
$216,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,897
shares
|
$204,253
0.0% of portfolio
|
Q4 2024
Reduced 83.99%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,867
shares
|
$203,002
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
4,750
shares
|
$198,122
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,718
shares
|
$155,077
0.06% of portfolio
|
Q4 2024
New holding
|