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 129 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $452 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
11,017
shares
|
$421,510
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
10,890
shares
|
$416,651
0.14% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,473
shares
|
$400,696
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,090
shares
|
$386,043
0.03% of portfolio
|
Q1 2025
Added 72.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,556
shares
|
$365,612
0.0% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
9,539
shares
|
$364,962
0.01% of portfolio
|
Q1 2025
Reduced 51.44%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
9,430
shares
|
$360,791
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,164
shares
|
$350,614
0.01% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
8,670
shares
|
$331,714
0.01% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
8,235
shares
|
$315,071
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,996
shares
|
$305,926
0.01% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
7,983
shares
|
$305,429
0.01% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,751
shares
|
$296,553
0.0% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,585
shares
|
$290,202
0.39% of portfolio
|
Q3 2022
Reduced 5.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,038
shares
|
$269,273
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,239
shares
|
$238,704
0.01% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,765
shares
|
$220,568
0.01% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,665
shares
|
$216,742
0.01% of portfolio
|
Q4 2021
Reduced 18.31%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
5,388
shares
|
$206,144
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,283
shares
|
$202,127
0.0% of portfolio
|
Q4 2024
Reduced 18.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,215
shares
|
$199,525
0.0% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,195
shares
|
$198,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,897
shares
|
$187,359
0.0% of portfolio
|
Q4 2024
Reduced 83.99%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,867
shares
|
$186,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,718
shares
|
$142,250
0.06% of portfolio
|
Q4 2024
New holding
|