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

JPMorgan U.S. Value Factor ETF logo
$45.40 +0.25 (+0.55%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan U.S. Value Factor ETF (NYSEARCA:JVAL)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$116.71M
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
6/6/2025Blue 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%
5/1/2025CWM LLC849,049$35.17M0.1%-1.3%5.357%
5/1/2025Kathmere Capital Management LLC104,966$4.35M0.4%-0.4%0.662%
5/1/2025Fifth 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%
4/25/2025Ameritas Advisory Services LLC9,832$407K0.0%+7.3%0.062%
4/25/2025Avidian Wealth Enterprises LLC529,993$21.95M1.0%+44.5%3.344%
4/24/2025Confluence Wealth Services Inc.52,305$2.03M0.1%-0.7%0.330%
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4/24/2025Jaffetilchin Investment Partners LLC28,955$1.20M0.1%-82.5%0.183%
4/23/2025Perigon 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%
4/22/2025Cobblestone Asset Management LLC21,302$882K0.5%+70.7%0.134%
4/21/2025Blue Trust Inc.9,539$395K0.0%-51.4%0.060%
4/21/2025Envestnet Portfolio Solutions Inc.54,957$2.28M0.0%-2.6%0.347%
4/21/2025MN Wealth Advisors LLC11,647$482K0.3%-3.0%0.073%
4/17/2025Sagespring Wealth Partners LLC32,199$1.33M0.0%+3.4%0.203%
4/17/2025Janney Montgomery Scott LLC12,275$508K0.0%+8.4%0.077%
4/17/2025Acropolis Investment Management LLC10,090$418K0.0%+72.2%0.064%
4/16/2025Wealth Enhancement Advisory Services LLC30,485$1.26M0.0%+10.5%0.192%
4/16/2025Defined Financial Planning LLC141,075$5.84M5.9%+201.0%0.890%
4/15/2025Mainsail Financial Group LLC363,657$15.06M8.5%+19.2%2.294%
4/15/2025Columbia Advisory Partners LLC140,501$5.82M5.0%+17.8%0.886%
4/14/2025Daymark Wealth Partners LLC30,325$1.26M0.0%+5.7%0.191%
4/14/2025First Citizens Bank & Trust Co.57,710$2.39M0.0%-4.3%0.364%
4/14/2025Miracle Mile Advisors LLC7,996$331K0.0%-33.2%0.050%
4/11/2025Northwest Financial Advisors11,017$456K0.4%N/A0.068%
4/10/2025Retirement Planning Group LLC25,475$1.06M0.0%-28.9%0.156%
4/9/2025Planned Solutions Inc.247,267$10.24M4.1%+2.8%1.517%
3/17/2025Wealth Enhancement Advisory Services LLC27,588$1.19M0.0%+1.6%0.166%
2/18/2025Retirement 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%
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%
2/14/2025Goodman 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%
2/13/2025Defined Financial Planning LLC46,869$2.03M2.2%N/A0.236%
2/13/2025Mariner LLC16,404$709K0.0%-29.7%0.083%
2/13/2025Sagespring Wealth Partners LLC31,152$1.35M0.0%N/A0.157%
2/13/2025Jaffetilchin 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%
2/13/2025Cerity Partners LLC541,027$23.37M0.1%-2.2%2.726%
2/13/2025Envestnet 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%
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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%
2/10/2025Envestnet 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%
(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 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 101 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 ($1.14M), 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 2,754,262 shares in the last 24 months. This purchase volume represents approximately $116.71M in transactions.

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

Of the 45 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 ($145.27K), CWM LLC ($134.82K), Retirement Planning Group LLC ($106.92K), SVB Wealth LLC ($64.13K), 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 6,031,444 shares in the last 24 months. This volume of shares sold represents approximately $261.61M in transactions.


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This page (NYSEARCA:JVAL) was last updated on 7/5/2025 by MarketBeat.com Staff
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