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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,009
shares
|
$47,372
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
900
shares
|
$42,255
0.0% of portfolio
|
Q2 2025
Reduced 91.58%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
778
shares
|
$36,527
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
612
shares
|
$28,733
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
600
shares
|
$28,170
0.01% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
540
shares
|
$25,353
0.0% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
478
shares
|
$22,442
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
478
shares
|
$22,442
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
217
shares
|
$10,188
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
158
shares
|
$7,418
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
153
shares
|
$7,183
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
143
shares
|
$6,713
0.0% of portfolio
|
Q1 2023
Reduced 4.03%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
137
shares
|
$6,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
126
shares
|
$5,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
111
shares
|
$5,211
0.0% of portfolio
|
Q2 2024
Reduced 90.19%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
106
shares
|
$4,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
87
shares
|
$4,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
46
shares
|
$2,159
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
34
shares
|
$1,596
0.0% of portfolio
|
Q2 2025
Reduced 40.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
18
shares
|
$845
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
18
shares
|
$845
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|