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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
6,381
shares
|
$303,161
0.0% of portfolio
|
Q3 2025
Reduced 25.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,151
shares
|
$292,234
0.0% of portfolio
|
Q2 2025
Reduced 32.18%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
5,956
shares
|
$282,969
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,665
shares
|
$269,144
0.01% of portfolio
|
Q4 2021
Reduced 18.31%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
5,635
shares
|
$267,718
0.06% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,630
shares
|
$267,481
0.0% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,340
shares
|
$253,703
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
5,177
shares
|
$245,959
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
4,985
shares
|
$236,837
0.25% of portfolio
|
Q1 2025
Reduced 78.82%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
4,975
shares
|
$236,362
0.05% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,974
shares
|
$236,314
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,966
shares
|
$235,934
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,867
shares
|
$231,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,800
shares
|
$228,048
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,776
shares
|
$226,907
0.0% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
4,750
shares
|
$225,672
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,700
shares
|
$223,297
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
4,660
shares
|
$221,396
0.2% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
4,580
shares
|
$217,595
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,516
shares
|
$214,555
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
4,455
shares
|
$211,657
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
4,316
shares
|
$205,053
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,307
shares
|
$204,625
0.01% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
4,278
shares
|
$203,247
0.01% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,640
shares
|
$172,936
0.01% of portfolio
|
Q3 2025
Reduced 19.13%
|
|