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 121 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $491 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,467
shares
|
$63,198
0.0% of portfolio
|
Q3 2024
Reduced 29.2%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
1,180
shares
|
$50,834
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,009
shares
|
$43,467
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,009
shares
|
$43,467
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
785
shares
|
$33,817
0.0% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
478
shares
|
$20,592
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
478
shares
|
$20,592
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
388
shares
|
$16,715
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
271
shares
|
$11,674
0.0% of portfolio
|
Q2 2024
Reduced 94.15%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
217
shares
|
$9,348
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
153
shares
|
$6,591
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
143
shares
|
$6,160
0.0% of portfolio
|
Q1 2023
Reduced 4.03%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
111
shares
|
$4,781
0.0% of portfolio
|
Q2 2024
Reduced 90.19%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
106
shares
|
$4,566
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
102
shares
|
$4,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
61
shares
|
$2,627
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
57
shares
|
$2,455
0.0% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
46
shares
|
$1,981
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
18
shares
|
$775
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
4
shares
|
$172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
4
shares
|
$172
0.0% of portfolio
|
Q3 2024
New holding
|