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 139 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $513 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,020
shares
|
$506,643
0.0% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
12,000
shares
|
$505,800
0.05% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
11,647
shares
|
$490,921
0.28% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
11,017
shares
|
$464,366
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
10,890
shares
|
$459,013
0.13% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
10,763
shares
|
$453,660
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
10,690
shares
|
$450,583
0.0% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,090
shares
|
$425,293
0.03% of portfolio
|
Q1 2025
Added 72.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
9,832
shares
|
$414,418
0.02% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
9,777
shares
|
$412,100
0.0% of portfolio
|
Q1 2025
Added 87.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
9,767
shares
|
$411,679
0.0% of portfolio
|
Q1 2025
Reduced 27.15%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
9,539
shares
|
$402,068
0.01% of portfolio
|
Q1 2025
Reduced 51.44%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
8,670
shares
|
$365,440
0.01% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
8,578
shares
|
$361,562
0.0% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
8,360
shares
|
$352,374
0.22% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,996
shares
|
$337,031
0.01% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
7,983
shares
|
$336,483
0.01% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7,614
shares
|
$320,930
0.01% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,585
shares
|
$319,707
0.39% of portfolio
|
Q3 2022
Reduced 5.16%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,303
shares
|
$307,821
0.0% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,293
shares
|
$307,399
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
7,152
shares
|
$301,456
0.01% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,548
shares
|
$275,998
0.0% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5,961
shares
|
$251,256
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,665
shares
|
$238,779
0.01% of portfolio
|
Q4 2021
Reduced 18.31%
|