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 147 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
1,189,925
shares
|
$53.4 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
994,237
shares
|
$44.6 Million
0.02% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
961,736
shares
|
$43.1 Million
1.79% of portfolio
|
Q2 2025
Added 81.46%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
853,589
shares
|
$38.3 Million
0.13% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
551,676
shares
|
$24.7 Million
0.04% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
496,878
shares
|
$22.3 Million
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
366,260
shares
|
$16.4 Million
7.6% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
280,684
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
252,941
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2025
Added 45.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
245,396
shares
|
$11 Million
0.02% of portfolio
|
Q2 2025
Added 58.94%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
228,112
shares
|
$10.2 Million
2.9% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
173,874
shares
|
$7.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
167,694
shares
|
$7.52 Million
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
165,954
shares
|
$7.44 Million
6.59% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,830
shares
|
$7.35 Million
0.14% of portfolio
|
Q3 2022
Reduced 11.66%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
161,785
shares
|
$7.26 Million
6.41% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
159,559
shares
|
$7.16 Million
0.09% of portfolio
|
Q2 2025
Added 15.35%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
152,636
shares
|
$6.85 Million
2.85% of portfolio
|
Q2 2025
Reduced 38.27%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
149,798
shares
|
$6.72 Million
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
143,957
shares
|
$6.46 Million
4.69% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
143,006
shares
|
$6.42 Million
0.52% of portfolio
|
Q2 2025
Added 36.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
130,935
shares
|
$5.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,620
shares
|
$4.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
106,553
shares
|
$4.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
76,784
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2025
Added 3.7%
|