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 149 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
12,000
shares
|
$563,400
0.06% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
10,899
shares
|
$511,708
0.03% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
10,763
shares
|
$505,322
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,650
shares
|
$453,067
0.02% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,975
shares
|
$421,376
0.01% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,884
shares
|
$417,103
0.0% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
8,779
shares
|
$412,174
0.0% of portfolio
|
Q2 2025
Reduced 34.22%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
8,522
shares
|
$400,107
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
8,156
shares
|
$382,924
0.21% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
8,064
shares
|
$378,604
0.0% of portfolio
|
Q2 2025
Reduced 58.61%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,996
shares
|
$375,412
0.01% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
7,990
shares
|
$375,130
0.49% of portfolio
|
Q2 2025
Reduced 27.48%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
7,983
shares
|
$374,801
0.01% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,585
shares
|
$356,115
0.39% of portfolio
|
Q3 2022
Reduced 5.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
7,562
shares
|
$355,035
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,383
shares
|
$346,631
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,262
shares
|
$340,950
0.01% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,234
shares
|
$339,636
0.0% of portfolio
|
Q2 2025
Reduced 39.82%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,092
shares
|
$332,969
0.0% of portfolio
|
Q2 2025
Reduced 42.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,929
shares
|
$325,316
0.0% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,631
shares
|
$311,325
0.0% of portfolio
|
Q2 2025
Reduced 32.18%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
6,488
shares
|
$304,611
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,447
shares
|
$302,686
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
5,956
shares
|
$279,634
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,665
shares
|
$265,971
0.01% of portfolio
|
Q4 2021
Reduced 18.31%
|