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 124 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $521 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,580,324
shares
|
$70.7 Million
1.05% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,175,149
shares
|
$52.6 Million
3.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
865,382
shares
|
$38.7 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
806,388
shares
|
$36.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
553,202
shares
|
$24.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
536,982
shares
|
$24 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
420,189
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
413,390
shares
|
$18.5 Million
5.16% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
366,671
shares
|
$16.4 Million
0.73% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
305,179
shares
|
$13.7 Million
7.64% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
255,696
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
240,583
shares
|
$10.8 Million
4.51% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
237,757
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
213,744
shares
|
$9.57 Million
0.02% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
211,813
shares
|
$9.48 Million
2.62% of portfolio
|
Q4 2024
Added 34.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
208,484
shares
|
$9.33 Million
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
199,236
shares
|
$8.92 Million
0.09% of portfolio
|
Q3 2024
Reduced 80.22%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,830
shares
|
$7.33 Million
0.14% of portfolio
|
Q3 2022
Reduced 11.66%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
157,097
shares
|
$7.03 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
153,700
shares
|
$6.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
143,957
shares
|
$6.44 Million
4.69% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
138,339
shares
|
$6.19 Million
0.01% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
126,025
shares
|
$5.64 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
119,225
shares
|
$5.34 Million
5.64% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
111,110
shares
|
$4.97 Million
0.02% of portfolio
|
Q3 2024
Reduced 97.6%
|