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

JPMorgan U.S. Value Factor ETF logo
$54.45 +0.73 (+1.36%)
As of 04:10 PM 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)
97
Total
Institutional Inflows
(last 12 months)
$187.58M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$45.91M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Geneos 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%
5/1/2026 American 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%
2/18/2026First 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%
2/16/2026 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%
2/13/2026Greenline Wealth Management LLC906$44K0.0%N/A0.007%
2/13/2026Integrated Wealth Concepts LLC30,150$1.48M0.0%-3.8%0.225%
2/13/2026 Wealthspire Advisors LLC5,853$287K0.0%-26.6%0.044%
2/12/2026Orion Porfolio Solutions LLC141,350$6.94M0.1%-5.8%1.055%
2/12/2026TopTier Wealth Management LLC4,084$200K0.1%N/A0.030%
2/12/2026 Commonwealth Equity Services LLC175,181$8.60M0.0%+18.9%1.307%
2/11/2026Gateway 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%
2/11/2026Capital 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%
2/9/2026 Cary 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%
2/6/2026 Auxano Advisors LLC7,500$368K0.1%+33.1%0.056%
2/5/2026 Soltis Investment Advisors LLC11,617$570K0.0%-20.3%0.087%
2/5/2026 Thrivent Financial for Lutherans436,091$21.58M0.0%+34.0%3.254%
2/5/2026Atria Investments Inc126,322$6.20M0.1%-15.5%0.943%
2/4/2026 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%
2/3/2026Gallacher Capital Management LLC39,454$1.94M0.7%+4.2%0.294%
2/2/2026 Truist Financial Corp10,731$527K0.0%+22.6%0.080%
2/2/2026Avidian 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%
1/29/2026Ashton 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%
1/28/2026 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%
1/23/2026Assetmark 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%
1/13/2026 Kathmere Capital Management LLC136,936$6.72M0.5%-2.3%1.127%
1/12/2026Daymark 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%
1/1/2026JPMorgan Chase & Co.389,613$18.51M0.0%-2.9%3.388%
12/23/2025Triumph Capital Management2,813$134K0.0%N/A0.024%
12/2/2025 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%
11/17/2025NewEdge 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%
11/17/2025Northwestern Mutual Wealth Management Co.80,932$3.84M0.0%+5.4%0.704%
11/17/2025Mariner LLC15,221$723K0.0%-3.3%0.132%
11/17/2025Integrated Wealth Concepts LLC31,334$1.49M0.0%-58.9%0.272%
11/17/2025Citadel Advisors LLC14,183$674K0.0%-25.0%0.123%
11/17/2025Bank of America Corp DE515,612$24.49M0.0%+3.8%4.484%
11/14/2025Regal Investment Advisors LLC11,765$559K0.0%N/A0.102%
11/13/2025 Private Advisor Group LLC13,092$622K0.0%+3.4%0.114%
11/13/2025HUB Investment Partners LLC22,245$1.06M0.0%-4.4%0.193%


JVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JVAL shares?

During the previous two years, 141 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), Cerity Partners LLC ($24.62M), and Bank of America Corp DE ($24.49M).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 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), SVB Wealth LLC ($180.61K), and LPL Financial LLC ($176.05K).

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

Institutional investors have bought a total of 3,981,697 shares in the last 24 months. This purchase volume represents approximately $187.58M in transactions.

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

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), SVB Wealth LLC ($71.00K), CWM LLC ($66.64K), Integrated Wealth Concepts LLC ($58.45K), Apeiron RIA LLC ($52.74K), and Cerity Partners LLC ($49.96K).

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

Institutional investors have sold a total of 976,266 shares in the last 24 months. This volume of shares sold represents approximately $45.91M in transactions.


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