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JPMorgan U.S. Value Factor ETF (JVAL) Institutional Ownership

JPMorgan U.S. Value Factor ETF logo
$44.14 -0.58 (-1.30%)
Closing price 08/1/2025 04:10 PM Eastern
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$44.16 +0.02 (+0.03%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan U.S. Value Factor ETF (NYSEARCA:JVAL)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$126.87M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$263.33M
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JVAL Institutional Buying and Selling by Quarter

JPMorgan U.S. Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Cobblestone Capital Advisors LLC NY1,189,925$52.63M2.7%-0.6%10.170%
8/1/2025Ashton Thomas Private Wealth LLC14,375$636K0.0%+97.1%0.123%
8/1/2025Envestnet Asset Management Inc.7,234$320K0.0%-39.8%0.062%
7/31/2025 MN Wealth Advisors LLC19,892$880K0.5%+70.8%0.170%
7/30/2025 First Citizens Bank & Trust Co.50,693$2.24M0.0%-12.2%0.433%
7/30/2025 Patten Group Inc.12,118$536K0.1%-6.2%0.104%
7/30/2025 Retirement Planning Group LLC19,932$882K0.0%-21.8%0.170%
7/30/2025 Avidian Wealth Enterprises LLC961,736$42.54M1.7%+81.5%8.220%
7/29/2025 Planned Solutions Inc.152,636$6.75M2.6%-38.3%1.305%
7/28/2025 Sagespring Wealth Partners LLC31,433$1.39M0.0%-2.4%0.269%
7/25/2025 Envestnet Portfolio Solutions Inc.48,365$2.14M0.0%-12.0%0.413%
7/25/2025 CWM LLC853,589$37.75M0.1%+0.5%7.296%
7/24/2025 Blue Trust Inc.18,306$810K0.0%+91.9%0.156%
7/24/2025 3Chopt Investment Partners LLC4,961$219K0.1%N/A0.042%
7/24/2025 IFP Advisors Inc612$27K0.0%N/A0.005%
7/24/2025 Columbia Advisory Partners LLC165,954$7.34M5.6%+18.1%1.418%
7/23/2025 Defined Financial Planning LLC161,785$7.21M6.4%+14.7%1.383%
7/22/2025 Berger Financial Group Inc4,542$201K0.0%-9.3%0.039%
7/21/2025 Ascent Group LLC4,530$200K0.0%N/A0.039%
7/21/2025 Ameritas Advisory Services LLC10,899$482K0.0%+10.9%0.093%
7/21/2025 Triad Wealth Partners LLC6,447$285K0.1%N/A0.055%
7/18/2025 Truist Financial Corp8,779$388K0.0%-34.2%0.075%
7/17/2025 Mainsail Financial Group LLC366,260$16.32M7.6%+0.7%3.130%
7/17/2025 Janney Montgomery Scott LLC7,092$314K0.0%-42.2%0.061%
7/17/2025 Fifth Third Securities Inc.50,002$2.21M0.2%+1.3%0.427%
7/16/2025 Kathmere Capital Management LLC143,006$6.33M0.5%+36.2%1.222%
7/16/2025 Blue Oak Capital LLC16,148$714K0.4%-7.6%0.138%
7/14/2025 Acropolis Investment Management LLC9,650$427K0.0%-4.4%0.082%
7/14/2025 Cobblestone Asset Management LLC24,621$1.09M0.6%+15.6%0.210%
7/11/2025 Farther Finance Advisors LLC1,558$69K0.0%+98.2%0.013%
7/10/2025 Wealth Enhancement Advisory Services LLC33,143$1.51M0.0%+8.7%0.283%
7/9/2025 Alesco Advisors LLC8,975$397K0.0%+3.5%0.077%
7/9/2025 Boyum Wealth Architects LLC42,024$1.86M1.4%-0.7%0.359%
7/7/2025 Park Edge Advisors LLC4,750$210K0.1%N/A0.041%
6/6/2025 Blue Oak Capital LLC17,482$724K0.4%+15.8%0.139%
5/29/2025Apeiron RIA LLC215,842$8.94M2.7%+1.9%1.713%
5/19/2025Jane Street Group LLC28,130$1.17M0.0%+66.3%0.223%
5/19/2025SCS Capital Management LLC17,721$734K0.0%N/A0.141%
5/16/2025Ashton Thomas Private Wealth LLC7,293$302K0.0%N/A0.058%
5/16/2025NewEdge Advisors LLC16,039$664K0.0%+17.9%0.127%
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5/16/2025Integrated Wealth Concepts LLC94,526$3.92M0.0%-11.6%0.750%
5/15/2025Federation des caisses Desjardins du Quebec522,173$21.63M0.1%+1.7%4.144%
5/15/2025Royal Bank of Canada9,777$405K0.0%+87.5%0.078%
5/14/2025Comerica Bank7,303$302K0.0%-23.6%0.058%
5/14/2025SVB Wealth LLC48,516$2.01M0.1%-46.1%0.385%
5/14/2025Northwestern Mutual Wealth Management Co.74,046$3.07M0.0%+0.5%0.588%
5/14/2025Barnes Wealth Management Group Inc8,360$346K0.2%+3.2%0.066%
5/14/2025Flow Traders U.S. LLC24,894$1.03M0.0%N/A0.198%
5/14/2025Capital Analysts LLC949$39K0.0%+248.9%0.008%
5/14/2025RWA Wealth Partners LLC8,578$355K0.0%-9.0%0.068%
5/13/2025Raymond James Financial Inc.132,291$5.48M0.0%-2.4%1.050%
5/12/2025Cobblestone Capital Advisors LLC NY1,196,798$49.57M2.7%+0.4%9.498%
5/12/2025 Berger Financial Group Inc5,009$207K0.0%-7.0%0.040%
5/9/2025Intrust Bank NA72,973$3.02M0.3%-1.2%0.579%
5/9/2025Wealthspire Advisors LLC9,767$405K0.0%-27.1%0.078%
5/9/2025L & S Advisors Inc15,775$653K0.1%+5.1%0.125%
5/8/2025Howard Capital Management Inc.10,763$446K0.0%N/A0.085%
5/7/2025LPL Financial LLC980,313$40.61M0.0%+17.7%7.780%
5/6/2025Cetera Investment Advisers166,347$6.89M0.0%+19.4%1.320%
5/6/2025Avantax Advisory Services Inc.6,548$271K0.0%-15.5%0.052%
5/6/2025Goodwin Investment Advisory4,985$206K0.3%-78.8%0.040%
5/5/2025Auxano Advisors LLC5,086$211K0.1%N/A0.040%
5/5/2025Private Advisor Group LLC12,510$518K0.0%-4.9%0.099%
5/2/2025Sigma Planning Corp46,461$1.92M0.1%-5.5%0.293%
5/1/2025 CWM LLC849,049$35.17M0.1%-1.3%5.357%
5/1/2025 Kathmere Capital Management LLC104,966$4.35M0.4%-0.4%0.662%
5/1/2025 Fifth Third Securities Inc.49,374$2.05M0.2%-3.8%0.312%
4/30/2025Cerity Partners LLC543,784$22.52M0.0%+0.5%3.431%
4/30/2025Crossmark Global Holdings Inc.60,846$2.51M0.0%N/A0.384%
4/29/2025Envestnet Asset Management Inc.12,020$498K0.0%+14.8%0.076%
4/28/2025First Horizon Advisors Inc.1,164$48K0.0%-20.7%0.007%
4/25/2025 Ameritas Advisory Services LLC9,832$407K0.0%+7.3%0.062%
4/25/2025 Avidian Wealth Enterprises LLC529,993$21.95M1.0%+44.5%3.344%
4/24/2025 Confluence Wealth Services Inc.52,305$2.03M0.1%-0.7%0.330%
4/24/2025Jaffetilchin Investment Partners LLC28,955$1.20M0.1%-82.5%0.183%
4/23/2025 Perigon Wealth Management LLC7,152$296K0.0%+14.6%0.045%
4/23/2025Spire Wealth Management5,028$208K0.0%-12.8%0.032%
4/23/2025Daymark Wealth Partners LLC30,325$1.26M0.1%+5.7%0.191%
4/22/20255T Wealth LLC22,764$943K0.5%+7.5%0.144%
4/22/2025 Cobblestone Asset Management LLC21,302$882K0.5%+70.7%0.134%
4/21/2025 Blue Trust Inc.9,539$395K0.0%-51.4%0.060%
4/21/2025 Envestnet Portfolio Solutions Inc.54,957$2.28M0.0%-2.6%0.347%
4/21/2025 MN Wealth Advisors LLC11,647$482K0.3%-3.0%0.073%
4/17/2025 Sagespring Wealth Partners LLC32,199$1.33M0.0%+3.4%0.203%
4/17/2025 Janney Montgomery Scott LLC12,275$508K0.0%+8.4%0.077%
4/17/2025 Acropolis Investment Management LLC10,090$418K0.0%+72.2%0.064%
4/16/2025 Wealth Enhancement Advisory Services LLC30,485$1.26M0.0%+10.5%0.192%
4/16/2025 Defined Financial Planning LLC141,075$5.84M5.9%+201.0%0.890%
4/15/2025 Mainsail Financial Group LLC363,657$15.06M8.5%+19.2%2.294%
4/15/2025 Columbia Advisory Partners LLC140,501$5.82M5.0%+17.8%0.886%
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4/14/2025Daymark Wealth Partners LLC30,325$1.26M0.0%+5.7%0.191%
4/14/2025 First Citizens Bank & Trust Co.57,710$2.39M0.0%-4.3%0.364%
4/14/2025 Miracle Mile Advisors LLC7,996$331K0.0%-33.2%0.050%
4/11/2025Northwest Financial Advisors11,017$456K0.4%N/A0.068%
4/10/2025 Retirement Planning Group LLC25,475$1.06M0.0%-28.9%0.156%
4/9/2025 Planned Solutions Inc.247,267$10.24M4.1%+2.8%1.517%
3/17/2025 Wealth Enhancement Advisory Services LLC27,588$1.19M0.0%+1.6%0.166%
2/18/2025 Retirement Planning Group LLC35,847$1.55M0.1%-52.1%0.181%
2/17/2025EP Wealth Advisors LLC52,308$2.26M0.0%-3.1%0.264%
2/17/2025Cetera Investment Advisers139,347$6.02M0.0%+0.7%0.702%
(Data available from 1/1/2016 forward)

JVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JVAL shares?

During the previous two years, 124 institutional investors and hedge funds held shares of JPMorgan U.S. Value Factor ETF. The most heavily invested institutionals were Cobblestone Capital Advisors LLC NY ($52.63M), Avidian Wealth Enterprises LLC ($42.54M), LPL Financial LLC ($40.61M), CWM LLC ($37.75M), Cerity Partners LLC ($22.52M), Federation des caisses Desjardins du Quebec ($21.63M), and Bank of America Corp DE ($19.17M).Learn more on JPMorgan U.S. Value Factor ETF's institutional investors.

Which institutional investors have been buying JPMorgan U.S. Value Factor ETF's stock?

Of the 105 institutional investors that purchased JPMorgan U.S. Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($6.92M), First Citizens Bank & Trust Co. ($4.03M), Orion Portfolio Solutions LLC ($1.48M), CWM LLC ($1.15M), Avidian Wealth Enterprises LLC ($617.98K), Goodman Advisory Group LLC ($430.92K), and SVB Wealth LLC ($419.28K).

How much institutional buying is happening at JPMorgan U.S. Value Factor ETF?

Institutional investors have bought a total of 2,955,266 shares in the last 24 months. This purchase volume represents approximately $126.87M in transactions.

Which of JPMorgan U.S. Value Factor ETF's major shareholders have been selling company stock?

Of the 54 institutional investors that sold JPMorgan U.S. Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Citizens Bank & Trust Co. ($4.41M), Orion Portfolio Solutions LLC ($810.11K), Jaffetilchin Investment Partners LLC ($144.96K), Retirement Planning Group LLC ($112.46K), Planned Solutions Inc. ($103.35K), SVB Wealth LLC ($64.13K), and Envestnet Portfolio Solutions Inc. ($62.75K).

How much institutional selling is happening at JPMorgan U.S. Value Factor ETF?

Institutional investors have sold a total of 6,062,091 shares in the last 24 months. This volume of shares sold represents approximately $263.33M in transactions.


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This page (NYSEARCA:JVAL) was last updated on 8/2/2025 by MarketBeat.com Staff
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