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

$40.95
+0.16 (+0.39%)
(As of 05/24/2024 08:00 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$537.51M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$519.33M
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JVAL Institutional Buying and Selling by Quarter

JPMorgan U.S. Value Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Investment Advisers147,171$6.13M0.0%+7.9%0.741%
5/17/2024 First Citizens Asset Management Inc.265,671$11.06M3.2%-47.3%1.338%
5/17/2024 Jaffetilchin Investment Partners LLC165,561$6.89M0.6%-30.2%0.834%
5/17/2024 Comerica Bank8,509$354K0.0%+4.6%0.043%
5/15/2024 SVB Wealth LLC334,603$13.93M0.3%+40.2%1.686%
5/10/2024 Osaic Holdings Inc.275,145$11.45M0.0%-2.6%1.376%
5/9/2024 Orion Portfolio Solutions LLC1,065,729$44.36M0.5%-29.7%5.329%
5/8/2024 Avantax Advisory Services Inc.17,408$725K0.0%-16.8%0.087%
5/8/2024 Thoroughbred Financial Services LLC32,269$1.34M0.1%-5.7%0.161%
5/7/2024 Wealthspire Advisors LLC23,217$966K0.0%-12.0%0.116%
5/6/2024 Envestnet Portfolio Solutions Inc.4,573,789$190.36M0.7%-33.4%22.869%
5/6/2024 Gallacher Capital Management LLC41,154$1.71M0.9%-2.8%0.206%
5/1/2024 Janney Montgomery Scott LLC12,070$502K0.0%+11.7%0.060%
5/1/2024 Blue Trust Inc.17,802$741K0.0%-17.8%0.089%
4/30/2024 Private Advisor Group LLC16,243$676K0.0%-27.9%0.081%
4/30/2024 Perigon Wealth Management LLC5,011$209K0.0%N/A0.025%
4/29/2024Commonwealth Equity Services LLC161,600$6.73M0.0%-25.4%0.808%
4/29/2024 RWA Wealth Partners LLC15,925$663K0.0%-17.3%0.080%
4/26/2024 Planned Solutions Inc.245,882$10.23M5.0%+0.6%1.229%
4/23/2024 Raymond James Financial Services Advisors Inc.143,419$5.97M0.0%+4.3%0.703%
4/22/2024 Drive Wealth Management LLC34,517$1.44M0.4%+55.3%0.169%
4/19/2024 Mainsail Financial Group LLC245,530$10.22M7.0%+5.7%1.204%
4/18/2024 Cobblestone Asset Management LLC7,386$307K0.2%N/A0.036%
4/18/2024 SteelPeak Wealth LLC19,838$826K0.0%N/A0.097%
4/16/2024Kathmere Capital Management LLC110,939$4.62M0.5%-0.3%0.544%
4/16/2024 Wealth Enhancement Advisory Services LLC27,201$1.13M0.0%-4.6%0.133%
4/15/2024 Signet Financial Management LLC20,854$868K0.1%-2.8%0.102%
4/9/2024 Massmutual Trust Co. FSB ADV997$41K0.0%N/A0.006%
3/8/2024 ICA Group Wealth Management LLC1,130$44K0.0%N/A0.006%
2/13/2024 Tower Research Capital LLC TRC1,686$65K0.0%-91.8%0.009%
2/9/2024 Orion Portfolio Solutions LLC1,516,104$58.45M0.7%-0.2%8.470%
2/9/2024 Thoroughbred Financial Services LLC34,235$1.32M0.1%+167.8%0.191%
2/8/2024 Janney Montgomery Scott LLC10,805$417K0.0%-11.9%0.060%
2/7/2024 Avantax Advisory Services Inc.20,918$807K0.0%-23.9%0.117%
2/7/2024 Envestnet Portfolio Solutions Inc.6,870,542$265.07M1.1%+19.3%38.383%
2/7/2024 Wealthspire Advisors LLC26,388$1.02M0.0%N/A0.147%
2/6/2024 Private Advisor Group LLC22,543$870K0.0%-5.7%0.126%
2/6/2024 Spire Wealth Management8,460$325K0.0%+15.6%0.047%
2/6/2024 Gallacher Capital Management LLC42,347$1.63M0.9%-2.3%0.237%
2/6/2024 TCG Advisory Services LLC85,897$3.31M0.2%-3.2%0.480%
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2/5/2024 Intrust Bank NA77,885$3.01M0.3%+130.9%0.435%
2/5/2024 Avaii Wealth Management LLC5,437$210K0.1%N/A0.030%
2/5/2024 Transcend Capital Advisors LLC24,815$957K0.1%-5.0%0.139%
2/2/2024 Addison Advisors LLC4,320$167K0.1%+1,209.1%0.024%
2/2/2024 Truist Financial Corp5,716$221K0.0%N/A0.032%
2/1/2024 RWA Wealth Partners LLC19,260$743K0.0%-12.4%0.108%
2/1/2024 Prism Advisors Inc.7,630$294K0.1%N/A0.043%
2/1/2024 Sigma Planning Corp35,209$1.36M0.1%-40.3%0.197%
2/1/2024 CWM LLC1,037,926$40.04M0.2%-9.1%5.798%
1/31/2024 Goodwin Investment Advisory27,268$1.05M0.5%+95.2%0.152%
1/30/2024 Signet Financial Management LLC21,456$828K0.1%-3.0%0.120%
1/30/2024 SVB Wealth LLC238,671$9.21M0.2%+1,392.4%1.333%
1/30/2024 Capital Analysts LLC521,388$20.12M1.0%+0.9%2.913%
1/29/2024Baystate Wealth Management LLC37,538$1.45M0.1%-8.8%0.210%
1/26/2024 Cerity Partners LLC573,677$22.13M0.0%+2.2%3.205%
1/25/2024 Confluence Wealth Services Inc.52,104$2.01M0.2%N/A0.291%
1/24/2024 Stratos Wealth Partners LTD.7,912$305K0.0%+4.3%0.044%
1/23/2024 Lee Financial Group Hawaii Inc.144,090$5.56M4.7%-0.3%0.805%
1/23/2024 Householder Group Estate & Retirement Specialist LLC21,055$812K0.3%+1,315.0%0.118%
1/22/2024 Drive Wealth Management LLC22,231$858K0.3%+154.2%0.124%
1/22/2024 First Citizens Bank & Trust Co.6,567,998$253.39M4.6%+18.2%36.693%
1/22/2024 Snider Financial Group5,425$209K0.1%N/A0.030%
1/19/2024 Mainsail Financial Group LLC232,384$8.76M6.8%+692.3%1.298%
1/18/2024 Blue Trust Inc.21,664$836K0.0%-10.0%0.121%
1/18/2024 RHS Financial LLC7,324$283K0.2%-48.4%0.041%
1/18/2024 Good Life Advisors LLC5,186$200K0.0%N/A0.029%
1/18/2024 Planned Solutions Inc.244,303$9.43M4.4%N/A1.365%
1/16/2024 Raymond James Financial Services Advisors Inc.137,463$5.30M0.0%-28.5%0.768%
1/16/2024 Raymond James & Associates28,028$1.08M0.0%-18.7%0.157%
1/12/2024 Apeiron RIA LLC101,495$3.92M1.2%+22.0%0.567%
1/9/2024 Daymark Wealth Partners LLC27,308$1.05M0.0%+223.1%0.153%
11/15/2023 Integrated Wealth Concepts LLC177,686$6.16M0.1%-0.8%0.993%
11/15/2023 First Citizens Asset Management Inc.243,162$8.42M3.6%+144.4%1.358%
11/14/2023 Tower Research Capital LLC TRC20,548$712K0.0%N/A0.115%
11/13/2023 Jaffetilchin Investment Partners LLC227,122$7.87M0.9%+0.2%1.269%
11/13/2023 LPL Financial LLC494,749$17.14M0.0%+5.2%2.764%
11/13/2023 Envestnet Portfolio Solutions Inc.5,757,448$199.44M0.9%N/A32.165%
11/8/2023 HighTower Advisors LLC8,424$292K0.0%N/A0.047%
11/8/2023 Janney Montgomery Scott LLC12,264$425K0.0%-3.9%0.069%
11/8/2023 Spire Wealth Management7,320$254K0.0%+14.6%0.041%
11/8/2023 Avantax Advisory Services Inc.27,498$953K0.0%-9.3%0.154%
11/7/2023 Goodwin Investment Advisory13,970$484K0.3%+13.9%0.078%
11/7/2023 Cobblestone Capital Advisors LLC NY1,094,973$37.93M2.8%-0.1%6.117%
11/6/2023 Sigma Planning Corp58,928$2.04M0.1%-19.3%0.329%
11/3/2023 Private Advisor Group LLC23,901$828K0.0%+1.2%0.134%
11/1/2023 Orion Portfolio Solutions LLC1,519,797$52.65M0.6%-49.7%8.490%
10/30/2023 First Citizens Bank & Trust Co.5,557,053$192.50M3.7%+116.3%31.045%
10/30/2023 Mainsail Financial Group LLC29,329$1.01M0.9%+7.8%0.164%
10/26/2023Baystate Wealth Management LLC41,149$1.43M0.1%-7.8%0.230%
10/25/2023 Signet Financial Management LLC22,114$766K0.1%-4.3%0.124%
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10/24/2023 Stratos Wealth Partners LTD.7,583$263K0.0%-25.4%0.042%
10/24/2023 Raymond James & Associates34,462$1.19M0.0%+1.0%0.193%
10/24/2023 RHS Financial LLC14,195$492K0.3%-45.4%0.079%
10/24/2023 Cambridge Investment Research Advisors Inc.23,881$827K0.0%-2.4%0.133%
10/23/2023 SVB Wealth LLC15,992$554K0.0%N/A0.089%
10/23/2023Commonwealth Equity Services LLC152,168$5.27M0.0%-1.3%0.850%
10/19/2023 Apeiron RIA LLC83,205$2.88M1.0%+25.2%0.465%
10/18/2023 Lee Financial Group Hawaii Inc.144,492$5.01M4.6%+4.5%0.807%
10/11/2023 Ronald Blue Trust Inc.24,082$859K0.0%+13.5%0.135%
10/11/2023 Geneos Wealth Management Inc.1,995$69K0.0%+25.1%0.011%
(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, 99 institutional investors and hedge funds held shares of JPMorgan U.S. Value Factor ETF. The most heavily invested institutionals were First Citizens Bank & Trust Co. ($253.39M), Envestnet Portfolio Solutions Inc. ($190.36M), Envestnet Asset Management Inc. ($91.35M), Brinker Capital Investments LLC ($52.37M), Orion Portfolio Solutions LLC ($44.36M), JPMorgan Chase & Co. ($43.14M), and CWM LLC ($40.04M).Learn more on JVAL's institutional investors.

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

Of the 85 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: First Citizens Bank & Trust Co. ($14.54M), Envestnet Asset Management Inc. ($10.94M), Envestnet Portfolio Solutions Inc. ($6.87M), Orion Portfolio Solutions LLC ($1.49M), JPMorgan Chase & Co. ($1.34M), CWM LLC ($1.14M), and First Citizens Asset Management Inc. ($623.81K).

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

Institutional investors have bought a total of 40,557,228 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

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

Of the 58 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. ($8.41M), Envestnet Portfolio Solutions Inc. ($2.30M), Orion Portfolio Solutions LLC ($2.03M), Adviser Investments LLC ($664.81K), First Citizens Asset Management Inc. ($619.52K), Sigma Planning Corp ($400.80K), and Brinker Capital Investments LLC ($235.36K).

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

Institutional investors have sold a total of 15,906,104 shares in the last 24 months. This volume of shares sold represents approximately $579.27M in transactions.


This page (NYSEARCA:JVAL) was last updated on 5/27/2024 by MarketBeat.com Staff

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