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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,206,529
shares
|
$57.3 Million
2.87% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
996,183
shares
|
$47.3 Million
1.89% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
882,577
shares
|
$41.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
786,945
shares
|
$37.4 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
534,125
shares
|
$25.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
515,612
shares
|
$24.5 Million
0.0% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
389,613
shares
|
$18.5 Million
0.0% of portfolio
|
Q3 2025
Added 38.81%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
374,199
shares
|
$17.8 Million
7.64% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
325,425
shares
|
$15.5 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
215,787
shares
|
$10.3 Million
2.61% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
174,243
shares
|
$8.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
173,874
shares
|
$8.26 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
169,608
shares
|
$8.06 Million
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
164,747
shares
|
$7.83 Million
6.43% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,830
shares
|
$7.78 Million
0.14% of portfolio
|
Q3 2022
Reduced 11.66%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
155,620
shares
|
$7.39 Million
6.2% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
150,022
shares
|
$7.13 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
149,408
shares
|
$7.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
147,375
shares
|
$7 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
147,163
shares
|
$6.99 Million
2.69% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
143,957
shares
|
$6.84 Million
4.69% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
140,117
shares
|
$6.66 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
130,928
shares
|
$6.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,620
shares
|
$5.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
97,268
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.71%
|
|