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 |
|---|---|---|---|---|---|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
2,619
shares
|
$124,428
0.04% of portfolio
|
Q2 2025
Added 86.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,470
shares
|
$117,349
0.0% of portfolio
|
Q3 2025
Added 117.81%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,047
shares
|
$97,252
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,558
shares
|
$74,020
0.0% of portfolio
|
Q2 2025
Added 98.22%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,436
shares
|
$68,224
0.0% of portfolio
|
Q3 2025
Added 165.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,429
shares
|
$67,891
0.0% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,306
shares
|
$62,048
0.0% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
1,180
shares
|
$56,061
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,164
shares
|
$55,301
0.0% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,164
shares
|
$55,301
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,009
shares
|
$47,937
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
826
shares
|
$39,243
0.0% of portfolio
|
Q3 2025
Added 34.97%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
578
shares
|
$27,460
0.0% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
525
shares
|
$24,942
0.0% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
217
shares
|
$10,309
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
153
shares
|
$7,269
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
143
shares
|
$6,793
0.0% of portfolio
|
Q1 2023
Reduced 4.03%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
111
shares
|
$5,273
0.0% of portfolio
|
Q2 2024
Reduced 90.19%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
96
shares
|
$4,560
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
92
shares
|
$4,370
0.0% of portfolio
|
Q3 2025
Reduced 41.77%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
87
shares
|
$4,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
46
shares
|
$2,185
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
34
shares
|
$1,615
0.0% of portfolio
|
Q2 2025
Reduced 40.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
18
shares
|
$855
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
18
shares
|
$855
0.0% of portfolio
|
Q1 2024
New holding
|
|