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 |
---|---|---|---|---|---|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
7,402
shares
|
$302,223
0.0% of portfolio
|
Q1 2024
Added 29.5%
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 18, 2024 Q1 2024 |
7,386
shares
|
$301,570
0.21% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
7,130
shares
|
$291,117
0.0% of portfolio
|
Q1 2024
Reduced 9.88%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
6,008
shares
|
$245,306
0.0% of portfolio
|
Q1 2024
Reduced 45.88%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,665
shares
|
$231,301
0.01% of portfolio
|
Q4 2021
Reduced 18.31%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
5,530
shares
|
$225,789
0.0% of portfolio
|
Q1 2024
New holding
|
|
Snider Financial Group
Bellevue, WA |
Apr 30, 2024 Q1 2024 |
5,377
shares
|
$219,542
0.09% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 29, 2024 Q1 2024 |
5,367
shares
|
$219,134
0.13% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
5,337
shares
|
$217,909
0.01% of portfolio
|
Q1 2024
Reduced 15.66%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
5,099
shares
|
$208,192
0.0% of portfolio
|
Q1 2024
New holding
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
5,011
shares
|
$204,599
0.01% of portfolio
|
Q1 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
4,634
shares
|
$189,206
0.01% of portfolio
|
Q1 2024
Reduced 99.11%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
3,990
shares
|
$162,911
0.06% of portfolio
|
Q1 2024
Reduced 7.64%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
2,840
shares
|
$115,957
0.0% of portfolio
|
Q1 2024
Added 113.86%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
2,430
shares
|
$99,216
0.02% of portfolio
|
Q1 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
2,231
shares
|
$91,091
0.0% of portfolio
|
Q2 2023
New holding
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
2,072
shares
|
$84,599
0.0% of portfolio
|
Q2 2022
Reduced 56.79%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
2,018
shares
|
$82,394
0.02% of portfolio
|
Q4 2023
New holding
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
1,934
shares
|
$78,965
0.0% of portfolio
|
Q3 2020
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
1,895
shares
|
$77,372
0.0% of portfolio
|
Q4 2023
Reduced 5.01%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
1,283
shares
|
$52,384
0.0% of portfolio
|
Q1 2024
Added 0.79%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
1,180
shares
|
$48,179
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
1,131
shares
|
$46,178
0.01% of portfolio
|
Q1 2024
Added 0.09%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
937
shares
|
$38,257
0.0% of portfolio
|
Q1 2024
Added 69.75%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
704
shares
|
$28,744
0.0% of portfolio
|
Q1 2024
New holding
|