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

JPMorgan U.S. Value Factor ETF logo
$60.53 -0.10 (-0.16%)
As of 10:28 AM 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)
67
Total
Institutional Inflows
(last 12 months)
$143.25M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$35.57M
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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
7/7/2026 CoreCap Advisors LLC6,046$355K0.0%-5.9%0.043%
5/19/2026Western Wealth Management LLC924$45K0.0%N/A0.007%
5/19/2026 NewEdge Advisors LLC24,139$1.18M0.0%-1.4%0.177%
5/19/2026Bank of America Corp DE559,159$27.32M0.0%+4.0%4.111%
5/19/2026 Arkadios Wealth Advisors12,268$599K0.0%-10.7%0.090%
5/18/2026Royal Bank of Canada31,692$1.55M0.0%+71.8%0.233%
5/15/2026 Gateway Wealth Partners LLC44,672$2.18M0.1%+113.4%0.328%
5/13/2026 Cetera Investment Advisers154,443$7.55M0.0%-8.9%1.136%
5/6/2026 Gallacher Capital Management LLC35,585$1.74M0.7%-9.8%0.262%
5/5/2026 Geneos Wealth Management Inc.3,180$155K0.0%+22.4%0.023%
5/5/2026 Sigma Planning Corp38,244$1.87M0.1%-3.8%0.281%
5/4/2026 Retirement Planning Group LLC15,440$754K0.0%-6.2%0.114%
5/1/2026 Fifth Third Bancorp2,866$140K0.0%N/A0.021%
5/1/2026American Trust6,148$300K0.0%-4.0%0.045%
4/30/2026 Kestra Advisory Services LLC7,266$355K0.0%+31.8%0.053%
4/28/2026 Kathmere Capital Management LLC134,666$6.58M0.4%-1.7%0.990%
4/28/2026 Whittier Trust Co. of Nevada Inc.749$37K0.0%N/A0.006%
4/28/2026 Cobblestone Asset Management LLC22,922$1.12M0.5%-11.0%0.170%
4/27/2026 Apeiron RIA LLC175,371$8.57M2.0%-4.6%1.299%
4/27/2026 Private Advisor Group LLC48,645$2.38M0.0%+252.7%0.360%
4/22/2026 Janney Montgomery Scott LLC7,426$363K0.0%-4.4%0.055%
4/22/2026 Goodman Advisory Group LLC376,094$18.38M4.8%-5.6%2.786%
4/20/2026 Blue Trust Inc.36,590$1.79M0.0%+62.3%0.271%
4/17/2026 SVB Wealth LLC19,097$933K0.1%-9.1%0.141%
4/16/2026 Triad Wealth Partners LLC8,057$394K0.0%+26.6%0.060%
2/18/2026 First Citizens Bank & Trust Co.47,778$2.35M0.0%-0.7%0.357%
2/18/2026 EP Wealth Advisors LLC50,225$2.47M0.0%N/A0.375%
2/18/2026 NewEdge Advisors LLC24,481$1.20M0.0%+40.0%0.183%
2/18/2026 BNB Wealth Management LLC4,831$237K0.2%N/A0.036%
2/17/2026Equitable Holdings Inc.4,876$239K0.0%N/A0.036%
2/17/2026Regal Investment Advisors LLC12,077$593K0.0%+2.7%0.090%
2/17/2026Osaic Holdings Inc.144,300$7.08M0.0%-17.2%1.077%
2/17/2026Captrust Financial Advisors1,184,445$58.13M0.1%+23,712.7%8.839%
2/17/2026Royal Bank of Canada18,449$906K0.0%+199.9%0.138%
2/16/2026 MML Investors Services LLC5,226$257K0.0%+9.4%0.039%
2/16/2026Mariner LLC150,781$7.40M0.0%+890.6%1.125%
2/13/2026 Kestra Advisory Services LLC5,514$271K0.0%+17.3%0.041%
2/13/2026 Greenline Wealth Management LLC906$44K0.0%N/A0.007%
2/13/2026 Integrated Wealth Concepts LLC30,150$1.48M0.0%-3.8%0.225%
2/13/2026 Wealthspire Advisors LLC5,853$287K0.0%-26.6%0.044%
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2/12/2026Orion Porfolio Solutions LLC141,350$6.94M0.1%-5.8%1.055%
2/12/2026 TopTier Wealth Management LLC4,084$200K0.1%N/A0.030%
2/12/2026 Commonwealth Equity Services LLC175,181$8.60M0.0%+18.9%1.307%
2/11/2026 Gateway Wealth Partners LLC20,934$1.03M0.1%-1.2%0.156%
2/11/2026 Janney Montgomery Scott LLC7,764$381K0.0%+9.5%0.058%
2/11/2026 Goodman Advisory Group LLC398,231$19.55M4.8%N/A2.972%
2/11/2026 Capital Analysts LLC2,943$144K0.0%+19.1%0.022%
2/11/2026Cooper Haims Advisors LLC7,295$358K0.2%N/A0.054%
2/11/2026Cerity Partners LLC501,719$24.62M0.0%-6.1%3.744%
2/11/2026 LPL Financial LLC653,170$32.06M0.0%-26.0%4.874%
2/11/2026 JPMorgan Chase & Co.387,446$19.02M0.0%-0.6%2.891%
2/10/2026Goldman Sachs Group Inc.83,089$4.08M0.0%+19.0%0.620%
2/10/2026 Northwestern Mutual Wealth Management Co.104,835$5.15M0.0%+29.5%0.782%
2/10/2026 Thoroughbred Financial Services LLC28,989$1.42M0.1%+8.7%0.216%
2/9/2026 Cary Street Partners Financial LLC24,762$1.22M0.0%+1.0%0.185%
2/6/2026 Addison Advisors LLC14,075$691K0.2%-2.4%0.105%
2/6/2026 Intrust Bank NA68,179$3.35M0.3%-3.1%0.509%
2/6/2026 Auxano Advisors LLC7,500$368K0.1%+33.1%0.056%
2/5/2026 Soltis Investment Advisors LLC11,617$570K0.0%-20.3%0.087%
2/5/2026Thrivent Financial for Lutherans436,091$21.58M0.0%+34.0%3.254%
2/5/2026 Atria Investments Inc126,322$6.20M0.1%-15.5%0.943%
2/4/2026 SVB Wealth LLC21,019$1.03M0.1%-32.6%0.157%
2/3/2026 Apeiron RIA LLC183,862$9.42M1.9%-14.8%1.372%
2/3/2026 Retirement Planning Group LLC16,464$808K0.0%-1.8%0.123%
2/3/2026 Gallacher Capital Management LLC39,454$1.94M0.7%+4.2%0.294%
2/2/2026 Truist Financial Corp10,731$527K0.0%+22.6%0.080%
2/2/2026 Avidian Wealth Enterprises LLC1,036,358$50.86M1.9%+4.0%7.734%
2/2/2026 Composition Wealth LLC15,638$768K0.0%-18.7%0.117%
2/2/2026 MN Wealth Advisors LLC18,802$923K0.5%-2.0%0.140%
1/30/2026 Sigma Planning Corp39,762$1.95M0.1%-1.7%0.297%
1/29/2026Comerica Bank2,866$141K0.0%-61.2%0.022%
1/29/2026 Ashton Thomas Private Wealth LLC29,773$1.46M0.0%+59.5%0.234%
1/28/2026 Geneos Wealth Management Inc.2,599$128K0.0%+27.0%0.020%
1/28/2026 Alesco Advisors LLC8,035$394K0.0%-6.2%0.063%
1/28/2026 Planned Solutions Inc.145,416$7.14M2.3%-1.2%1.141%
1/27/2026 First Horizon Corp960$47K0.0%-17.5%0.008%
1/26/2026 Boyum Wealth Architects LLC40,495$2.06M1.0%-1.8%0.318%
1/26/2026CWM LLC797,213$39.13M0.1%+1.3%6.253%
1/26/2026 Northwest Financial Advisors4,579$225K0.5%-54.3%0.036%
1/23/2026 Assetmark Inc.961$47K0.0%+2,726.5%0.007%
1/23/2026 Fifth Third Securities Inc.42,933$2.11M0.1%-1.3%0.326%
1/23/2026 Mainsail Financial Group LLC381,712$18.73M7.8%+2.0%2.903%
1/22/2026 Columbia Advisory Partners LLC163,464$8.02M5.5%-0.8%1.243%
1/20/2026 Realta Investment Advisors600$29K0.0%N/A0.005%
1/16/2026 Marino Stram & Associates LLC4,960$243K0.0%N/A0.038%
1/16/2026 Blue Trust Inc.22,541$1.11M0.0%+17.1%0.172%
1/15/2026 Lodestone Wealth Management LLC2,023$99K0.0%N/A0.015%
1/15/2026 Cobblestone Asset Management LLC25,747$1.26M0.6%+2.0%0.197%
1/15/2026Jaffetilchin Investment Partners LLC27,565$1.35M0.1%-2.4%0.210%
1/13/2026 CoreCap Advisors LLC6,169$303K0.0%-3.8%0.051%
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1/13/2026 Kathmere Capital Management LLC136,936$6.72M0.5%-2.3%1.127%
1/12/2026 Daymark Wealth Partners LLC46,699$2.29M0.1%-1.2%0.384%
1/8/2026 Wealth Enhancement Advisory Services LLC39,091$1.98M0.0%+11.6%0.322%
1/1/2026 JPMorgan Chase & Co.389,613$18.51M0.0%-2.9%3.388%
12/23/2025 Triumph Capital Management2,813$134K0.0%N/A0.024%
12/2/2025 IFP Advisors Inc826$39K0.0%+35.0%0.007%
11/24/2025CIBC Private Wealth Group LLC21,139$1.00M0.0%+7.6%0.184%
11/21/2025CIBC Bancorp USA Inc.21,139$1.00M0.0%N/A0.184%
11/17/2025 NewEdge Advisors LLC17,489$831K0.0%-5.3%0.152%
11/17/2025 Triumph Capital Management2,813$134K0.0%N/A0.024%


JVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 138 institutional investors and hedge funds held shares of JPMorgan U.S. Value Factor ETF. The most heavily invested institutionals were Captrust Financial Advisors ($58.13M), Cobblestone Capital Advisors LLC NY ($57.31M), Avidian Wealth Enterprises LLC ($50.86M), CWM LLC ($39.13M), LPL Financial LLC ($32.06M), Bank of America Corp DE ($27.32M), and Cerity Partners LLC ($24.62M).Learn more on JPMorgan U.S. Value Factor ETF's institutional investors.

Of the 115 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: Captrust Financial Advisors ($1.18M), Goodman Advisory Group LLC ($829.15K), Avidian Wealth Enterprises LLC ($692.60K), Thrivent Financial for Lutherans ($439.45K), Raymond James Financial Inc. ($271.08K), LPL Financial LLC ($173.93K), and Columbia Advisory Partners LLC ($165.95K).

Institutional investors have bought a total of 2,955,866 shares in the last 24 months. This purchase volume represents approximately $143.25M in transactions.

Of the 57 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: LPL Financial LLC ($229.41K), CWM LLC ($66.64K), Apeiron RIA LLC ($52.74K), Cerity Partners LLC ($49.96K), Integrated Wealth Concepts LLC ($46.08K), Atria Investments Inc ($33.24K), and Orion Porfolio Solutions LLC ($32.52K).

Institutional investors have sold a total of 734,701 shares in the last 24 months. This volume of shares sold represents approximately $35.57M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:JVAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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