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 153 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
13,848
shares
|
$657,918
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
13,832
shares
|
$657,158
0.0% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,092
shares
|
$622,000
0.0% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
12,927
shares
|
$614,161
0.41% of portfolio
|
Q1 2023
Reduced 14.19%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,238
shares
|
$581,427
0.03% of portfolio
|
Q3 2022
Added 4.93%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
12,009
shares
|
$570,547
0.12% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
11,765
shares
|
$558,955
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
11,000
shares
|
$522,610
0.05% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
10,763
shares
|
$511,350
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
10,029
shares
|
$476,477
0.61% of portfolio
|
Q3 2025
Added 25.52%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
9,885
shares
|
$469,636
0.02% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
8,845
shares
|
$420,225
0.0% of portfolio
|
Q3 2025
Added 22.27%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,755
shares
|
$415,950
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
8,570
shares
|
$407,160
0.01% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
8,118
shares
|
$385,686
0.21% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
7,983
shares
|
$379,272
0.01% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,979
shares
|
$379,082
0.0% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,832
shares
|
$372,098
0.01% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,585
shares
|
$360,363
0.39% of portfolio
|
Q3 2022
Reduced 5.16%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,383
shares
|
$350,766
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,092
shares
|
$336,940
0.0% of portfolio
|
Q2 2025
Reduced 42.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,929
shares
|
$329,196
0.0% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
6,577
shares
|
$312,473
0.03% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
6,442
shares
|
$306,059
0.04% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,416
shares
|
$304,824
0.01% of portfolio
|
Q3 2025
Reduced 15.15%
|
|