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

JPMorgan U.S. Value Factor ETF logo
$42.92 -0.60 (-1.38%)
As of 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)
73
Total
Institutional Inflows
(last 12 months)
$116.78M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$261.61M
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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
6/6/2025 Blue Oak Capital LLC17,482$724K0.4%+15.8%0.139%
5/29/2025 Apeiron RIA LLC215,842$8.94M2.7%+1.9%1.713%
5/19/2025 Jane Street Group LLC28,130$1.17M0.0%+66.3%0.223%
5/19/2025 SCS Capital Management LLC17,721$734K0.0%N/A0.141%
5/16/2025 Ashton Thomas Private Wealth LLC7,293$302K0.0%N/A0.058%
5/16/2025 NewEdge Advisors LLC16,039$664K0.0%+17.9%0.127%
5/16/2025 Integrated Wealth Concepts LLC94,526$3.92M0.0%-11.6%0.750%
5/15/2025 Federation des caisses Desjardins du Quebec522,173$21.63M0.1%+1.7%4.144%
5/15/2025 Royal Bank of Canada9,777$405K0.0%+87.5%0.078%
5/14/2025 Comerica Bank7,303$302K0.0%-23.6%0.058%
5/14/2025 SVB Wealth LLC48,516$2.01M0.1%-46.1%0.385%
5/14/2025 Northwestern Mutual Wealth Management Co.74,046$3.07M0.0%+0.5%0.588%
5/14/2025 Barnes Wealth Management Group Inc8,360$346K0.2%+3.2%0.066%
5/14/2025 Flow Traders U.S. LLC24,894$1.03M0.0%N/A0.198%
5/14/2025 Capital Analysts LLC949$39K0.0%+248.9%0.008%
5/14/2025 RWA Wealth Partners LLC8,578$355K0.0%-9.0%0.068%
5/13/2025 Raymond James Financial Inc.132,291$5.48M0.0%-2.4%1.050%
5/12/2025 Cobblestone 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%
5/9/2025 Intrust Bank NA72,973$3.02M0.3%-1.2%0.579%
5/9/2025 Wealthspire Advisors LLC9,767$405K0.0%-27.1%0.078%
5/9/2025 L & S Advisors Inc15,775$653K0.1%+5.1%0.125%
5/8/2025 Howard Capital Management Inc.10,763$446K0.0%N/A0.085%
5/7/2025 LPL Financial LLC980,313$40.61M0.0%+17.7%7.780%
5/6/2025 Cetera Investment Advisers166,347$6.89M0.0%+19.4%1.320%
5/6/2025 Avantax Advisory Services Inc.6,548$271K0.0%-15.5%0.052%
5/6/2025 Goodwin Investment Advisory4,985$206K0.3%-78.8%0.040%
5/5/2025 Auxano Advisors LLC5,086$211K0.1%N/A0.040%
5/5/2025 Private Advisor Group LLC12,510$518K0.0%-4.9%0.099%
5/2/2025 Sigma 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%
4/30/2025 Cerity Partners LLC543,784$22.52M0.0%+0.5%3.431%
4/30/2025 Crossmark Global Holdings Inc.60,846$2.51M0.0%N/A0.384%
4/29/2025 Envestnet Asset Management Inc.12,020$498K0.0%+14.8%0.076%
4/28/2025 First 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%
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4/24/2025 Jaffetilchin 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%
4/23/2025 Spire Wealth Management5,028$208K0.0%-12.8%0.032%
4/23/2025 Daymark Wealth Partners LLC30,325$1.26M0.1%+5.7%0.191%
4/22/2025 5T 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%
4/14/2025 Daymark 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%
4/11/2025 Northwest 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%
2/17/2025 EP Wealth Advisors LLC52,308$2.26M0.0%-3.1%0.264%
2/17/2025 Cetera Investment Advisers139,347$6.02M0.0%+0.7%0.702%
2/17/2025 Citadel Advisors LLC4,897$212K0.0%-84.0%0.025%
2/17/2025 Cary Street Partners Financial LLC24,903$1.08M0.0%N/A0.125%
2/17/2025 Bank of America Corp DE443,777$19.17M0.0%+5.6%2.236%
2/14/2025 Jane Street Group LLC16,914$731K0.0%-65.6%0.085%
2/14/2025 Comerica Bank9,556$413K0.0%+4.2%0.048%
2/14/2025 Berger Financial Group Inc5,388$233K0.0%N/A0.027%
2/14/2025 Integrated Wealth Concepts LLC106,889$4.62M0.1%-15.2%0.538%
2/14/2025 Goodman Advisory Group LLC430,919$18.62M5.5%+4.2%2.171%
2/14/2025 Concourse Financial Group Securities Inc.24,134$1.09M0.1%+7.6%0.122%
2/13/2025 NewEdge Advisors LLC13,609$588K0.0%N/A0.069%
2/13/2025 Defined Financial Planning LLC46,869$2.03M2.2%N/A0.236%
2/13/2025 Mariner LLC16,404$709K0.0%-29.7%0.083%
2/13/2025 Sagespring Wealth Partners LLC31,152$1.35M0.0%N/A0.157%
2/13/2025 Jaffetilchin Investment Partners LLC165,762$7.16M0.5%+5.5%0.835%
2/13/2025 Raymond James Financial Inc.135,540$5.86M0.0%N/A0.683%
2/13/2025 Cerity Partners LLC541,027$23.37M0.1%-2.2%2.726%
2/13/2025 Envestnet Asset Management Inc.10,473$452K0.0%+7.7%0.053%
2/13/2025 Wells Fargo & Company MN12,315$532K0.0%+267.9%0.062%
2/12/2025 Thoroughbred Financial Services LLC34,994$1.51M0.1%-1.4%0.176%
2/12/2025 RWA Wealth Partners LLC9,430$407K0.0%-4.4%0.048%
2/12/2025 L & S Advisors Inc15,008$648K0.1%+3.7%0.076%
2/12/2025 Intrust Bank NA73,884$3.19M0.3%-1.4%0.372%
2/12/2025 Orion Portfolio Solutions LLC197,309$8.52M0.1%-1.0%0.994%
2/12/2025 JPMorgan Chase & Co.265,189$11.46M0.0%+3.7%1.336%
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2/11/2025 LPL Financial LLC832,819$35.98M0.0%+3.3%4.196%
2/11/2025 HUB Investment Partners LLC56,693$2.45M0.1%-27.3%0.286%
2/10/2025 Thrivent Financial for Lutherans215,070$9.76M0.0%+0.6%1.083%
2/10/2025 Gallacher Capital Management LLC39,549$1.71M0.8%-1.8%0.199%
2/10/2025 Envestnet Portfolio Solutions Inc.56,419$2.44M0.0%-49.2%0.284%
2/10/2025 Commonwealth Equity Services LLC152,402$6.58M0.0%-0.8%0.768%
2/10/2025 Avantax Advisory Services Inc.7,751$335K0.0%-18.4%0.039%
2/6/2025 Raymond James Financial Inc.135,540$5.86M0.0%N/A0.683%
2/6/2025 Atria Investments Inc45,440$1.96M0.0%N/A0.229%
2/6/2025 Patten Group Inc.13,015$562K0.1%+12.9%0.066%
(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, 119 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 ($49.57M), LPL Financial LLC ($40.61M), CWM LLC ($35.17M), Cerity Partners LLC ($22.52M), Avidian Wealth Enterprises LLC ($21.95M), Federation des caisses Desjardins du Quebec ($21.63M), and Bank of America Corp DE ($19.17M).Learn more on JVAL's institutional investors.

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

Of the 101 institutional investors that purchased JPMorgan U.S. Value Factor ETF 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 ($1.14M), Goodman Advisory Group LLC ($430.92K), SVB Wealth LLC ($419.28K), and Mainsail Financial Group LLC ($336.46K).

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

Institutional investors have bought a total of 17,837,096 shares in the last 24 months. This purchase volume represents approximately $654.29M in transactions.

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

Of the 66 institutional investors that sold JPMorgan U.S. Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($8.39M), First Citizens Bank & Trust Co. ($4.41M), Orion Portfolio Solutions LLC ($2.84M), Envestnet Portfolio Solutions Inc. ($2.35M), First Citizens Asset Management Inc. ($619.52K), CWM LLC ($239.02K), and Jaffetilchin Investment Partners LLC ($216.81K).

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

Institutional investors have sold a total of 20,088,166 shares in the last 24 months. This volume of shares sold represents approximately $780.94M in transactions.


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This page (NYSEARCA:JVAL) was last updated on 6/13/2025 by MarketBeat.com Staff
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