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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,630
shares
|
$264,328
0.0% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,349
shares
|
$251,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,198
shares
|
$244,046
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
5,177
shares
|
$243,060
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,086
shares
|
$238,787
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
4,985
shares
|
$234,045
0.25% of portfolio
|
Q1 2025
Reduced 78.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,974
shares
|
$233,529
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,966
shares
|
$233,153
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
4,961
shares
|
$232,918
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,867
shares
|
$228,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
4,800
shares
|
$225,360
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
4,750
shares
|
$223,012
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
4,638
shares
|
$217,754
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
4,580
shares
|
$215,031
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
4,542
shares
|
$213,246
0.02% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
4,530
shares
|
$212,683
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,501
shares
|
$211,321
0.01% of portfolio
|
Q2 2025
Reduced 24.49%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
2,619
shares
|
$122,962
0.05% of portfolio
|
Q2 2025
Added 86.14%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,942
shares
|
$91,176
0.0% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,558
shares
|
$73,148
0.0% of portfolio
|
Q2 2025
Added 98.22%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$70,425
0.0% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,342
shares
|
$63,006
0.0% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,180
shares
|
$55,401
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,164
shares
|
$54,649
0.0% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,134
shares
|
$53,241
0.0% of portfolio
|
Q2 2025
Added 19.49%
|