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 150 institutions that hold shares in the stock, with a total of 9.99 Million shares, which have been reported (via 13F filing form) to have a value of $471 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
|
$265,736
0.0% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,349
shares
|
$252,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,198
shares
|
$245,345
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
5,177
shares
|
$244,354
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,086
shares
|
$240,059
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
4,985
shares
|
$235,292
0.25% of portfolio
|
Q1 2025
Reduced 78.82%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
4,975
shares
|
$234,820
0.05% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,974
shares
|
$234,772
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,966
shares
|
$234,395
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,867
shares
|
$229,722
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
4,800
shares
|
$226,560
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
4,750
shares
|
$224,200
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
4,638
shares
|
$218,913
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
4,580
shares
|
$216,176
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,516
shares
|
$213,155
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,501
shares
|
$212,447
0.01% of portfolio
|
Q2 2025
Reduced 24.49%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
4,455
shares
|
$210,276
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,307
shares
|
$203,290
0.01% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
4,278
shares
|
$201,921
0.01% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
2,619
shares
|
$123,616
0.05% of portfolio
|
Q2 2025
Added 86.14%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,047
shares
|
$96,618
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,558
shares
|
$73,537
0.0% of portfolio
|
Q2 2025
Added 98.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,429
shares
|
$67,448
0.0% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,342
shares
|
$63,342
0.0% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
1,180
shares
|
$55,696
0.01% of portfolio
|
Q2 2024
New holding
|