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

JPMorgan U.S. Value Factor ETF logo
$47.78 -0.47 (-0.97%)
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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)
85
Total
Institutional Inflows
(last 12 months)
$139.46M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$262.90M
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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
10/2/2025 Boyum Wealth Architects LLC41,258$1.96M1.2%-1.8%0.353%
10/2/2025 Boyum Wealth Architects LLC41,258$1.96M1.2%-1.8%0.353%
9/4/2025Osaic Holdings Inc.188,691$8.35M0.0%+22.2%1.613%
9/3/2025American Trust6,488$287K0.0%N/A0.055%
8/27/2025Orion Porfolio Solutions LLC158,665$7.02M0.1%-8.7%1.356%
8/19/2025B. Riley Wealth Advisors Inc.19,147$847K0.0%N/A0.164%
8/15/2025Tower Research Capital LLC TRC 4,501$199K0.0%-24.5%0.038%
8/15/2025Orion Porfolio Solutions LLC252,941$11.19M0.1%+45.5%2.162%
8/15/2025EP Wealth Advisors LLC51,872$2.29M0.0%-0.9%0.443%
8/15/2025Bank of America Corp DE496,878$21.98M0.0%+9.1%4.247%
8/14/2025Raymond James Financial Inc.130,935$5.79M0.0%-1.0%1.119%
8/14/2025Lavaca Capital LLC1,407$62K0.0%-47.9%0.012%
8/14/2025HUB Investment Partners LLC23,278$1.03M0.0%-27.4%0.199%
8/14/2025NewEdge Advisors LLC18,466$817K0.0%+15.1%0.158%
8/14/2025Qube Research & Technologies Ltd1,342$59K0.0%-14.7%0.011%
8/14/2025SVB Wealth LLC33,570$1.49M0.1%-30.8%0.287%
8/14/2025Cerity Partners LLC551,676$24.40M0.0%+1.5%4.715%
8/13/2025Gateway Wealth Partners LLC22,627$1.00M0.2%N/A0.193%
8/13/2025Twin Peaks Wealth Advisors LLC778$35K0.0%N/A0.007%
8/13/2025Northwestern Mutual Wealth Management Co.76,784$3.40M0.0%+3.7%0.656%
8/12/2025Burk Holdings LLC5,956$263K0.2%N/A0.051%
8/12/2025Jaffetilchin Investment Partners LLC28,179$1.25M0.1%-2.7%0.241%
8/12/2025JPMorgan Chase & Co.401,083$17.74M0.0%+42.9%3.428%
8/11/2025Wealthspire Advisors LLC8,884$393K0.0%-9.0%0.076%
8/8/2025Thoroughbred Financial Services LLC27,842$1.23M0.1%-20.4%0.238%
8/8/2025Cetera Investment Advisers167,694$7.42M0.0%+0.8%1.433%
8/8/2025Campbell Deegan Wealth Management LLC4,638$205K0.2%N/A0.040%
8/8/2025L & S Advisors Inc18,349$812K0.1%+16.3%0.157%
8/8/2025Accredited Investors Inc.4,800$212K0.0%N/A0.041%
8/7/2025Addison Advisors LLC18,590$822K0.2%+70.7%0.159%
8/6/2025Summit Wealth & Retirement Planning Inc.4,580$203K0.1%N/A0.039%
8/5/2025Sigma Planning Corp48,659$2.15M0.1%+4.7%0.416%
8/5/20255T Wealth LLC25,616$1.13M0.5%+12.5%0.219%
8/4/2025Atria Investments Inc159,559$7.06M0.1%+15.3%1.364%
8/4/2025Daymark Wealth Partners LLC47,667$2.11M0.1%+57.2%0.407%
8/4/2025Northwest Financial Advisors7,990$353K0.5%-27.5%0.068%
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%
7/31/2025MN Wealth Advisors LLC19,892$880K0.5%+70.8%0.170%
7/30/2025First Citizens Bank & Trust Co.50,693$2.24M0.0%-12.2%0.433%
7/30/2025Patten Group Inc.12,118$536K0.1%-6.2%0.104%
7/30/2025Retirement Planning Group LLC19,932$882K0.0%-21.8%0.170%
7/30/2025Avidian Wealth Enterprises LLC961,736$42.54M1.7%+81.5%8.220%
7/29/2025Planned Solutions Inc.152,636$6.75M2.6%-38.3%1.305%
7/28/2025Sagespring Wealth Partners LLC31,433$1.39M0.0%-2.4%0.269%
7/25/2025Envestnet Portfolio Solutions Inc.48,365$2.14M0.0%-12.0%0.413%
7/25/2025CWM LLC853,589$37.75M0.1%+0.5%7.296%
7/24/2025Blue Trust Inc.18,306$810K0.0%+91.9%0.156%
7/24/20253Chopt Investment Partners LLC4,961$219K0.1%N/A0.042%
7/24/2025IFP Advisors Inc612$27K0.0%N/A0.005%
7/24/2025Columbia Advisory Partners LLC165,954$7.34M5.6%+18.1%1.418%
7/23/2025Defined Financial Planning LLC161,785$7.21M6.4%+14.7%1.383%
7/22/2025Berger Financial Group Inc4,542$201K0.0%-9.3%0.039%
7/21/2025Ascent Group LLC4,530$200K0.0%N/A0.039%
7/21/2025Ameritas Advisory Services LLC10,899$482K0.0%+10.9%0.093%
7/21/2025Triad Wealth Partners LLC6,447$285K0.1%N/A0.055%
7/18/2025Truist Financial Corp8,779$388K0.0%-34.2%0.075%
7/17/2025Mainsail Financial Group LLC366,260$16.32M7.6%+0.7%3.130%
7/17/2025Janney Montgomery Scott LLC7,092$314K0.0%-42.2%0.061%
7/17/2025Fifth Third Securities Inc.50,002$2.21M0.2%+1.3%0.427%
7/16/2025Kathmere Capital Management LLC143,006$6.33M0.5%+36.2%1.222%
7/16/2025Blue Oak Capital LLC16,148$714K0.4%-7.6%0.138%
7/14/2025Acropolis Investment Management LLC9,650$427K0.0%-4.4%0.082%
7/14/2025Cobblestone Asset Management LLC24,621$1.09M0.6%+15.6%0.210%
7/11/2025Farther Finance Advisors LLC1,558$69K0.0%+98.2%0.013%
7/10/2025Wealth Enhancement Advisory Services LLC33,143$1.51M0.0%+8.7%0.283%
7/9/2025Alesco Advisors LLC8,975$397K0.0%+3.5%0.077%
7/9/2025 Boyum Wealth Architects LLC42,024$1.86M1.4%-0.7%0.359%
7/7/2025Park Edge Advisors LLC4,750$210K0.1%N/A0.041%
6/6/2025Blue 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%
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%
5/12/2025Berger 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%
(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, 131 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 ($24.40M), Bank of America Corp DE ($21.98M), and Federation des caisses Desjardins du Quebec ($21.63M).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 110 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), CWM LLC ($1.15M), Avidian Wealth Enterprises LLC ($617.98K), Goodman Advisory Group LLC ($430.92K), SVB Wealth LLC ($419.28K), and Mainsail Financial Group LLC ($339.06K).

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

Institutional investors have bought a total of 3,230,229 shares in the last 24 months. This purchase volume represents approximately $139.47M in transactions.

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

Of the 56 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 ($145.73K), Retirement Planning Group LLC ($112.46K), Planned Solutions Inc. ($103.35K), Envestnet Portfolio Solutions Inc. ($62.75K), and Integrated Wealth Concepts LLC ($61.48K).

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

Institutional investors have sold a total of 6,046,611 shares in the last 24 months. This volume of shares sold represents approximately $262.90M in transactions.


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This page (NYSEARCA:JVAL) was last updated on 10/7/2025 by MarketBeat.com Staff
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