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 140 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $546 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,650
shares
|
$253,289
0.0% of portfolio
|
Q1 2025
Added 151.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,181
shares
|
$232,264
0.0% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
5,177
shares
|
$232,084
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,117
shares
|
$229,395
0.0% of portfolio
|
Q1 2025
Reduced 27.29%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,086
shares
|
$228,005
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,028
shares
|
$225,405
0.01% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
5,009
shares
|
$224,553
0.02% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
4,985
shares
|
$223,477
0.32% of portfolio
|
Q1 2025
Reduced 78.82%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,867
shares
|
$218,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
4,750
shares
|
$212,942
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,699
shares
|
$120,996
0.05% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,942
shares
|
$87,059
0.0% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,573
shares
|
$70,517
0.0% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,521
shares
|
$68,186
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
1,180
shares
|
$52,899
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,164
shares
|
$52,182
0.0% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,009
shares
|
$45,233
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
949
shares
|
$42,543
0.0% of portfolio
|
Q1 2025
Added 248.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
786
shares
|
$35,236
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
600
shares
|
$26,898
0.01% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
478
shares
|
$21,428
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
478
shares
|
$21,428
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
456
shares
|
$20,442
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
452
shares
|
$20,263
0.0% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
388
shares
|
$17,394
0.01% of portfolio
|
Q2 2024
New holding
|