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JPMorgan US Value Factor ETF (JVAL) Institutional Ownership

JPMorgan US Value Factor ETF logo
$40.79 +0.76 (+1.90%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan US Value Factor ETF (NYSEARCA:JVAL)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$109.60M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$386.04M
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JVAL Institutional Buying and Selling by Quarter

JPMorgan US Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/30/2025 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%
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%
2/17/2025EP Wealth Advisors LLC52,308$2.26M0.0%-3.1%0.264%
2/17/2025Cetera Investment Advisers139,347$6.02M0.0%+0.7%0.702%
2/17/2025Citadel Advisors LLC4,897$212K0.0%-84.0%0.025%
2/17/2025Cary Street Partners Financial LLC24,903$1.08M0.0%N/A0.125%
2/17/2025Bank of America Corp DE443,777$19.17M0.0%+5.6%2.236%
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2/14/2025Jane Street Group LLC16,914$731K0.0%-65.6%0.085%
2/14/2025Comerica Bank9,556$413K0.0%+4.2%0.048%
2/14/2025Berger Financial Group Inc5,388$233K0.0%N/A0.027%
2/14/2025Integrated 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%
2/14/2025Concourse Financial Group Securities Inc.24,134$1.09M0.1%+7.6%0.122%
2/13/2025NewEdge Advisors LLC13,609$588K0.0%N/A0.069%
2/13/2025 Defined Financial Planning LLC46,869$2.03M2.2%N/A0.236%
2/13/2025Mariner 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%
2/13/2025Raymond 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%
2/13/2025Wells Fargo & Company MN12,315$532K0.0%+267.9%0.062%
2/12/2025Thoroughbred Financial Services LLC34,994$1.51M0.1%-1.4%0.176%
2/12/2025RWA Wealth Partners LLC9,430$407K0.0%-4.4%0.048%
2/12/2025L & S Advisors Inc15,008$648K0.1%+3.7%0.076%
2/12/2025Intrust Bank NA73,884$3.19M0.3%-1.4%0.372%
2/12/2025Orion Portfolio Solutions LLC197,309$8.52M0.1%-1.0%0.994%
2/12/2025JPMorgan Chase & Co.265,189$11.46M0.0%+3.7%1.336%
2/11/2025LPL Financial LLC832,819$35.98M0.0%+3.3%4.196%
2/11/2025HUB Investment Partners LLC56,693$2.45M0.1%-27.3%0.286%
2/10/2025Thrivent Financial for Lutherans215,070$9.76M0.0%+0.6%1.083%
2/10/2025Gallacher 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%
2/10/2025Commonwealth Equity Services LLC152,402$6.58M0.0%-0.8%0.768%
2/10/2025Avantax Advisory Services Inc.7,751$335K0.0%-18.4%0.039%
2/6/2025Raymond James Financial Inc.135,540$5.86M0.0%N/A0.683%
2/6/2025Atria Investments Inc45,440$1.96M0.0%N/A0.229%
2/6/2025Patten Group Inc.13,015$562K0.1%+12.9%0.066%
2/5/2025Cobblestone Capital Advisors LLC NY1,191,576$51.48M2.8%+1.4%6.003%
2/5/2025SVB Wealth LLC90,092$3.89M0.1%+1,565.0%0.454%
2/4/2025Wealthspire Advisors LLC13,407$579K0.0%-15.0%0.068%
2/3/2025Sigma Planning Corp49,150$2.12M0.1%-2.4%0.248%
1/31/2025 Truist Financial Corp13,366$577K0.0%+4.6%0.067%
1/31/2025 5T Wealth LLC21,182$915K0.5%N/A0.107%
1/30/2025 Strategic Financial Concepts LLC17,280$746K0.0%N/A0.087%
1/30/2025 Blue Trust Inc.19,645$849K0.0%+10.5%0.099%
1/29/2025 Avidian Wealth Enterprises LLC366,671$15.84M0.7%+2.8%1.847%
1/28/2025 Mainsail Financial Group LLC305,179$13.18M7.6%+3.2%1.537%
1/28/2025 Realta Investment Advisors600$26K0.0%-62.5%0.003%
1/28/2025 Strategic Financial Concepts LLC17,280$746K0.0%N/A0.087%
1/27/2025 Stratos Wealth Partners LTD.5,283$228K0.0%-18.9%0.027%
1/24/2025 Spire Wealth Management5,765$249K0.0%+11.6%0.029%
1/23/2025 Fifth Third Securities Inc.51,319$2.22M0.2%-3.8%0.259%
1/23/2025 SteelPeak Wealth LLC86,134$3.72M0.2%N/A0.434%
1/22/2025 Cobblestone Asset Management LLC12,480$539K0.4%+7.8%0.063%
1/22/2025 Blue Trust Inc.20,081$875K0.0%+12.9%0.101%
1/21/2025 First Citizens Bank & Trust Co.60,303$2.61M0.0%-49.5%0.304%
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1/17/2025Apeiron RIA LLC211,813$9.15M2.6%+34.8%1.067%
1/17/2025 Daymark Wealth Partners LLC28,696$1.24M0.0%+16.0%0.145%
1/17/2025 Planned Solutions Inc.240,583$10.39M4.2%-3.5%1.212%
1/15/2025 Ameritas Advisory Services LLC9,164$396K0.0%+25.5%0.046%
1/15/2025Householder Group Estate & Retirement Specialist LLC22,820$985K0.7%+2.4%0.115%
1/14/2025 Acropolis Investment Management LLC5,860$253K0.0%N/A0.030%
1/14/2025 Kathmere Capital Management LLC105,438$4.56M0.4%-3.4%0.531%
1/13/2025 Columbia Advisory Partners LLC119,225$5.15M4.8%N/A0.601%
1/13/2025 Miracle Mile Advisors LLC11,969$517K0.0%+17.9%0.060%
12/26/2024JPMorgan Chase & Co.255,696$11.14M0.0%-0.6%1.288%
(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, 111 institutional investors and hedge funds held shares of JPMorgan US Value Factor ETF. The most heavily invested institutionals were Cobblestone Capital Advisors LLC NY ($51.48M), LPL Financial LLC ($35.98M), CWM LLC ($35.17M), Cerity Partners LLC ($22.52M), Avidian Wealth Enterprises LLC ($21.95M), Capital Analysts LLC ($20.12M), and Bank of America Corp DE ($19.17M).Learn more on JVAL's institutional investors.

Which institutional investors have been buying JPMorgan US Value Factor ETF stock?

Of the 92 institutional investors that purchased JPMorgan US Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Citizens Bank & Trust Co. ($14.58M), Envestnet Asset Management Inc. ($10.94M), Envestnet Portfolio Solutions Inc. ($6.92M), Orion Portfolio Solutions LLC ($1.48M), CWM LLC ($1.14M), First Citizens Asset Management Inc. ($623.81K), and Goodman Advisory Group LLC ($430.92K).

How much institutional buying is happening at JPMorgan US Value Factor ETF?

Institutional investors have bought a total of 39,917,110 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

Which JPMorgan US Value Factor ETF major shareholders have been selling company stock?

Of the 62 institutional investors that sold JPMorgan US 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 US Value Factor ETF?

Institutional investors have sold a total of 20,048,702 shares in the last 24 months. This volume of shares sold represents approximately $778.96M in transactions.


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This page (NYSEARCA:JVAL) was last updated on 5/3/2025 by MarketBeat.com Staff
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