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

JPMorgan U.S. Value Factor ETF logo
$57.82 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$179.05M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$43.41M
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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
5/19/2026Western Wealth Management LLC924$45K0.0%N/A0.007%
5/19/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors12,268$599K0.0%-10.7%0.090%
5/18/2026Royal Bank of Canada31,692$1.55M0.0%+71.8%0.233%
5/15/2026Gateway Wealth Partners LLC44,672$2.18M0.1%+113.4%0.328%
5/13/2026Cetera Investment Advisers154,443$7.55M0.0%-8.9%1.136%
5/6/2026Gallacher Capital Management LLC35,585$1.74M0.7%-9.8%0.262%
5/5/2026Geneos Wealth Management Inc.3,180$155K0.0%+22.4%0.023%
5/5/2026Sigma Planning Corp38,244$1.87M0.1%-3.8%0.281%
5/4/2026Retirement Planning Group LLC15,440$754K0.0%-6.2%0.114%
5/1/2026Fifth Third Bancorp2,866$140K0.0%N/A0.021%
5/1/2026American Trust6,148$300K0.0%-4.0%0.045%
4/30/2026Kestra Advisory Services LLC7,266$355K0.0%+31.8%0.053%
4/28/2026Kathmere Capital Management LLC134,666$6.58M0.4%-1.7%0.990%
4/28/2026Whittier Trust Co. of Nevada Inc.749$37K0.0%N/A0.006%
4/28/2026Cobblestone Asset Management LLC22,922$1.12M0.5%-11.0%0.170%
4/27/2026Apeiron RIA LLC175,371$8.57M2.0%-4.6%1.299%
4/27/2026Private Advisor Group LLC48,645$2.38M0.0%+252.7%0.360%
4/22/2026Janney Montgomery Scott LLC7,426$363K0.0%-4.4%0.055%
4/22/2026Goodman Advisory Group LLC376,094$18.38M4.8%-5.6%2.786%
4/20/2026Blue Trust Inc.36,590$1.79M0.0%+62.3%0.271%
4/17/2026SVB Wealth LLC19,097$933K0.1%-9.1%0.141%
4/16/2026Triad Wealth Partners LLC8,057$394K0.0%+26.6%0.060%
2/18/2026First Citizens Bank & Trust Co.47,778$2.35M0.0%-0.7%0.357%
2/18/2026EP Wealth Advisors LLC50,225$2.47M0.0%N/A0.375%
2/18/2026NewEdge Advisors LLC24,481$1.20M0.0%+40.0%0.183%
2/18/2026BNB 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%
2/16/2026MML Investors Services LLC5,226$257K0.0%+9.4%0.039%
2/16/2026Mariner LLC150,781$7.40M0.0%+890.6%1.125%
2/13/2026Kestra Advisory Services LLC5,514$271K0.0%+17.3%0.041%
2/13/2026Greenline Wealth Management LLC906$44K0.0%N/A0.007%
2/13/2026Integrated Wealth Concepts LLC30,150$1.48M0.0%-3.8%0.225%
2/13/2026Wealthspire Advisors LLC5,853$287K0.0%-26.6%0.044%
2/12/2026Orion Porfolio Solutions LLC141,350$6.94M0.1%-5.8%1.055%
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2/12/2026TopTier Wealth Management LLC4,084$200K0.1%N/A0.030%
2/12/2026Commonwealth Equity Services LLC175,181$8.60M0.0%+18.9%1.307%
2/11/2026Gateway Wealth Partners LLC20,934$1.03M0.1%-1.2%0.156%
2/11/2026Janney Montgomery Scott LLC7,764$381K0.0%+9.5%0.058%
2/11/2026Goodman Advisory Group LLC398,231$19.55M4.8%N/A2.972%
2/11/2026Capital 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%
2/11/2026LPL Financial LLC653,170$32.06M0.0%-26.0%4.874%
2/11/2026JPMorgan 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%
2/10/2026Northwestern Mutual Wealth Management Co.104,835$5.15M0.0%+29.5%0.782%
2/10/2026Thoroughbred Financial Services LLC28,989$1.42M0.1%+8.7%0.216%
2/9/2026Cary Street Partners Financial LLC24,762$1.22M0.0%+1.0%0.185%
2/6/2026Addison Advisors LLC14,075$691K0.2%-2.4%0.105%
2/6/2026Intrust Bank NA68,179$3.35M0.3%-3.1%0.509%
2/6/2026Auxano Advisors LLC7,500$368K0.1%+33.1%0.056%
2/5/2026Soltis Investment Advisors LLC11,617$570K0.0%-20.3%0.087%
2/5/2026Thrivent Financial for Lutherans436,091$21.58M0.0%+34.0%3.254%
2/5/2026Atria Investments Inc126,322$6.20M0.1%-15.5%0.943%
2/4/2026SVB Wealth LLC21,019$1.03M0.1%-32.6%0.157%
2/3/2026Apeiron RIA LLC183,862$9.42M1.9%-14.8%1.372%
2/3/2026Retirement Planning Group LLC16,464$808K0.0%-1.8%0.123%
2/3/2026Gallacher Capital Management LLC39,454$1.94M0.7%+4.2%0.294%
2/2/2026Truist Financial Corp10,731$527K0.0%+22.6%0.080%
2/2/2026Avidian Wealth Enterprises LLC1,036,358$50.86M1.9%+4.0%7.734%
2/2/2026Composition Wealth LLC15,638$768K0.0%-18.7%0.117%
2/2/2026MN Wealth Advisors LLC18,802$923K0.5%-2.0%0.140%
1/30/2026Sigma Planning Corp39,762$1.95M0.1%-1.7%0.297%
1/29/2026Comerica Bank2,866$141K0.0%-61.2%0.022%
1/29/2026Ashton Thomas Private Wealth LLC29,773$1.46M0.0%+59.5%0.234%
1/28/2026Geneos Wealth Management Inc.2,599$128K0.0%+27.0%0.020%
1/28/2026Alesco Advisors LLC8,035$394K0.0%-6.2%0.063%
1/28/2026Planned Solutions Inc.145,416$7.14M2.3%-1.2%1.141%
1/27/2026First Horizon Corp960$47K0.0%-17.5%0.008%
1/26/2026Boyum Wealth Architects LLC40,495$2.06M1.0%-1.8%0.318%
1/26/2026CWM LLC797,213$39.13M0.1%+1.3%6.253%
1/26/2026Northwest Financial Advisors4,579$225K0.5%-54.3%0.036%
1/23/2026Assetmark Inc.961$47K0.0%+2,726.5%0.007%
1/23/2026Fifth Third Securities Inc.42,933$2.11M0.1%-1.3%0.326%
1/23/2026Mainsail Financial Group LLC381,712$18.73M7.8%+2.0%2.903%
1/22/2026Columbia Advisory Partners LLC163,464$8.02M5.5%-0.8%1.243%
1/20/2026Realta Investment Advisors600$29K0.0%N/A0.005%
1/16/2026Marino Stram & Associates LLC4,960$243K0.0%N/A0.038%
1/16/2026Blue Trust Inc.22,541$1.11M0.0%+17.1%0.172%
1/15/2026Lodestone Wealth Management LLC2,023$99K0.0%N/A0.015%
1/15/2026Cobblestone 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%
1/13/2026CoreCap Advisors LLC6,169$303K0.0%-3.8%0.051%
1/13/2026Kathmere Capital Management LLC136,936$6.72M0.5%-2.3%1.127%
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1/12/2026Daymark Wealth Partners LLC46,699$2.29M0.1%-1.2%0.384%
1/8/2026Wealth Enhancement Advisory Services LLC39,091$1.98M0.0%+11.6%0.322%
1/1/2026JPMorgan Chase & Co.389,613$18.51M0.0%-2.9%3.388%
12/23/2025Triumph Capital Management2,813$134K0.0%N/A0.024%
12/2/2025IFP 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%
11/17/2025NewEdge Advisors LLC17,489$831K0.0%-5.3%0.152%
11/17/2025Triumph Capital Management2,813$134K0.0%N/A0.024%
11/17/2025Susquehanna International Group LLP80,866$3.84M0.0%+902.8%0.703%


JVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 140 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 120 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 ($444.13K), Raymond James Financial Inc. ($271.08K), LPL Financial LLC ($176.05K), and Columbia Advisory Partners LLC ($165.95K).

Institutional investors have bought a total of 3,765,175 shares in the last 24 months. This purchase volume represents approximately $179.05M in transactions.

Of the 67 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), Planned Solutions Inc. ($101.85K), CWM LLC ($66.64K), Apeiron RIA LLC ($52.74K), Cerity Partners LLC ($49.96K), Integrated Wealth Concepts LLC ($46.08K), and Atria Investments Inc ($33.24K).

Institutional investors have sold a total of 912,080 shares in the last 24 months. This volume of shares sold represents approximately $43.41M in transactions.


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This page (NYSEARCA:JVAL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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