JPMorgan US Value Factor ETF (JVAL) Institutional Ownership

$42.24

+0.68 (+1.64%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 60
Total Institutional Inflows (last 12 months): $546.97M

Number of Institutional Sellers (last 12 months): 38
Total Institutional Outflows (last 12 months): $522.13M

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JVAL Institutional Buying and Selling by Quarter

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JPMorgan US Value Factor ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	25,837	$1.06M	0.0%	+19.4%	0.130%
7/26/2024	Patten Group Inc.	11,170	$457K	0.1%	+23.8%	0.056%
7/24/2024	Planned Solutions Inc.	245,481	$10.03M	4.9%	-0.2%	1.237%
7/23/2024	Concourse Financial Group Securities Inc.	23,988	$980K	0.1%	+3.1%	0.121%
7/20/2024	First Citizens Bank & Trust Co.	4,465,216	$182.49M	2.9%	+0.7%	22.495%
7/17/2024	Cobblestone Asset Management LLC	9,637	$394K	0.3%	+30.5%	0.049%
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7/17/2024	SteelPeak Wealth LLC	78,099	$3.19M	0.1%	+293.7%	0.393%
7/16/2024	Envestnet Portfolio Solutions Inc.	4,621,460	$188.88M	0.7%	+1.0%	23.282%
7/16/2024	Mainsail Financial Group LLC	289,879	$11.85M	7.0%	+18.1%	1.460%
7/16/2024	Apeiron RIA LLC	140,183	$5.73M	1.8%	+19.0%	0.706%
7/15/2024	Fifth Third Securities Inc.	64,164	$2.62M	0.2%	+54.6%	0.323%
7/13/2024	Retirement Planning Group LLC	132,390	$5.41M	0.3%	N/A	0.667%
7/10/2024	CWM LLC	884,949	$36.17M	0.2%	-10.5%	4.458%
7/2/2024	Park Place Capital Corp	1,180	$48K	0.0%	N/A	0.006%
7/1/2024	Kathmere Capital Management LLC	111,257	$4.29M	0.5%	+0.3%	0.560%
5/24/2024	Cetera Investment Advisers	147,171	$6.13M	0.0%	+7.9%	0.741%
5/17/2024	First Citizens Asset Management Inc.	265,671	$11.06M	3.2%	-47.3%	1.338%
5/17/2024	Jaffetilchin Investment Partners LLC	165,561	$6.89M	0.6%	-30.2%	0.834%
5/17/2024	Comerica Bank	8,509	$354K	0.0%	+4.6%	0.043%
5/15/2024	SVB Wealth LLC	334,603	$13.93M	0.3%	+40.2%	1.686%
5/10/2024	Osaic Holdings Inc.	275,145	$11.45M	0.0%	-2.6%	1.376%
5/9/2024	Orion Portfolio Solutions LLC	1,065,729	$44.36M	0.5%	-29.7%	5.329%
5/8/2024	Avantax Advisory Services Inc.	17,408	$725K	0.0%	-16.8%	0.087%
5/8/2024	Thoroughbred Financial Services LLC	32,269	$1.34M	0.1%	-5.7%	0.161%
5/7/2024	Wealthspire Advisors LLC	23,217	$966K	0.0%	-12.0%	0.116%
5/6/2024	Envestnet Portfolio Solutions Inc.	4,573,789	$190.36M	0.7%	-33.4%	22.869%
5/6/2024	Gallacher Capital Management LLC	41,154	$1.71M	0.9%	-2.8%	0.206%
5/1/2024	Janney Montgomery Scott LLC	12,070	$502K	0.0%	+11.7%	0.060%
5/1/2024	Blue Trust Inc.	17,802	$741K	0.0%	-17.8%	0.089%
4/30/2024	Private Advisor Group LLC	16,243	$676K	0.0%	-27.9%	0.081%
4/30/2024	Perigon Wealth Management LLC	5,011	$209K	0.0%	N/A	0.025%
4/29/2024	Commonwealth Equity Services LLC	161,600	$6.73M	0.0%	-25.4%	0.808%
4/29/2024	RWA Wealth Partners LLC	15,925	$663K	0.0%	-17.3%	0.080%
4/26/2024	Planned Solutions Inc.	245,882	$10.23M	5.0%	+0.6%	1.229%
4/23/2024	Raymond James Financial Services Advisors Inc.	143,419	$5.97M	0.0%	+4.3%	0.703%
4/22/2024	Drive Wealth Management LLC	34,517	$1.44M	0.4%	+55.3%	0.169%
4/19/2024	Mainsail Financial Group LLC	245,530	$10.22M	7.0%	+5.7%	1.204%
4/18/2024	Cobblestone Asset Management LLC	7,386	$307K	0.2%	N/A	0.036%
4/18/2024	SteelPeak Wealth LLC	19,838	$826K	0.0%	N/A	0.097%
4/16/2024	Kathmere Capital Management LLC	110,939	$4.62M	0.5%	-0.3%	0.544%
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4/16/2024	Wealth Enhancement Advisory Services LLC	27,201	$1.13M	0.0%	-4.6%	0.133%
4/15/2024	Signet Financial Management LLC	20,854	$868K	0.1%	-2.8%	0.102%
4/9/2024	Massmutual Trust Co. FSB ADV	997	$41K	0.0%	N/A	0.006%
3/8/2024	ICA Group Wealth Management LLC	1,130	$44K	0.0%	N/A	0.006%
2/13/2024	Tower Research Capital LLC TRC	1,686	$65K	0.0%	-91.8%	0.009%
2/9/2024	Orion Portfolio Solutions LLC	1,516,104	$58.45M	0.7%	-0.2%	8.470%
2/9/2024	Thoroughbred Financial Services LLC	34,235	$1.32M	0.1%	+167.8%	0.191%
2/8/2024	Janney Montgomery Scott LLC	10,805	$417K	0.0%	-11.9%	0.060%
2/7/2024	Avantax Advisory Services Inc.	20,918	$807K	0.0%	-23.9%	0.117%
2/7/2024	Envestnet Portfolio Solutions Inc.	6,870,542	$265.07M	1.1%	+19.3%	38.383%
2/7/2024	Wealthspire Advisors LLC	26,388	$1.02M	0.0%	N/A	0.147%
2/6/2024	Private Advisor Group LLC	22,543	$870K	0.0%	-5.7%	0.126%
2/6/2024	Spire Wealth Management	8,460	$325K	0.0%	+15.6%	0.047%
2/6/2024	Gallacher Capital Management LLC	42,347	$1.63M	0.9%	-2.3%	0.237%
2/6/2024	TCG Advisory Services LLC	85,897	$3.31M	0.2%	-3.2%	0.480%
2/5/2024	Intrust Bank NA	77,885	$3.01M	0.3%	+130.9%	0.435%
2/5/2024	Avaii Wealth Management LLC	5,437	$210K	0.1%	N/A	0.030%
2/5/2024	Transcend Capital Advisors LLC	24,815	$957K	0.1%	-5.0%	0.139%
2/2/2024	Addison Advisors LLC	4,320	$167K	0.1%	+1,209.1%	0.024%
2/2/2024	Truist Financial Corp	5,716	$221K	0.0%	N/A	0.032%
2/1/2024	RWA Wealth Partners LLC	19,260	$743K	0.0%	-12.4%	0.108%
2/1/2024	Prism Advisors Inc.	7,630	$294K	0.1%	N/A	0.043%
2/1/2024	Sigma Planning Corp	35,209	$1.36M	0.1%	-40.3%	0.197%
2/1/2024	CWM LLC	1,037,926	$40.04M	0.2%	-9.1%	5.798%
1/31/2024	Goodwin Investment Advisory	27,268	$1.05M	0.5%	+95.2%	0.152%
1/30/2024	Signet Financial Management LLC	21,456	$828K	0.1%	-3.0%	0.120%
1/30/2024	SVB Wealth LLC	238,671	$9.21M	0.2%	+1,392.4%	1.333%
1/30/2024	Capital Analysts LLC	521,388	$20.12M	1.0%	+0.9%	2.913%
1/29/2024	Baystate Wealth Management LLC	37,538	$1.45M	0.1%	-8.8%	0.210%
1/26/2024	Cerity Partners LLC	573,677	$22.13M	0.0%	+2.2%	3.205%
1/25/2024	Confluence Wealth Services Inc.	52,104	$2.01M	0.2%	N/A	0.291%
1/24/2024	Stratos Wealth Partners LTD.	7,912	$305K	0.0%	+4.3%	0.044%
1/23/2024	Lee Financial Group Hawaii Inc.	144,090	$5.56M	4.7%	-0.3%	0.805%
1/23/2024	Householder Group Estate & Retirement Specialist LLC	21,055	$812K	0.3%	+1,315.0%	0.118%
1/22/2024	Drive Wealth Management LLC	22,231	$858K	0.3%	+154.2%	0.124%
1/22/2024	First Citizens Bank & Trust Co.	6,567,998	$253.39M	4.6%	+18.2%	36.693%
1/22/2024	Snider Financial Group	5,425	$209K	0.1%	N/A	0.030%
1/19/2024	Mainsail Financial Group LLC	232,384	$8.76M	6.8%	+692.3%	1.298%
1/18/2024	Blue Trust Inc.	21,664	$836K	0.0%	-10.0%	0.121%
1/18/2024	RHS Financial LLC	7,324	$283K	0.2%	-48.4%	0.041%
1/18/2024	Good Life Advisors LLC	5,186	$200K	0.0%	N/A	0.029%
1/18/2024	Planned Solutions Inc.	244,303	$9.43M	4.4%	N/A	1.365%
1/16/2024	Raymond James Financial Services Advisors Inc.	137,463	$5.30M	0.0%	-28.5%	0.768%
1/16/2024	Raymond James & Associates	28,028	$1.08M	0.0%	-18.7%	0.157%
1/12/2024	Apeiron RIA LLC	101,495	$3.92M	1.2%	+22.0%	0.567%
1/9/2024	Daymark Wealth Partners LLC	27,308	$1.05M	0.0%	+223.1%	0.153%
11/15/2023	Integrated Wealth Concepts LLC	177,686	$6.16M	0.1%	-0.8%	0.993%
11/15/2023	First Citizens Asset Management Inc.	243,162	$8.42M	3.6%	+144.4%	1.358%
11/14/2023	Tower Research Capital LLC TRC	20,548	$712K	0.0%	N/A	0.115%
11/13/2023	Jaffetilchin Investment Partners LLC	227,122	$7.87M	0.9%	+0.2%	1.269%
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11/13/2023	LPL Financial LLC	494,749	$17.14M	0.0%	+5.2%	2.764%
11/13/2023	Envestnet Portfolio Solutions Inc.	5,757,448	$199.44M	0.9%	N/A	32.165%
11/8/2023	HighTower Advisors LLC	8,424	$292K	0.0%	N/A	0.047%
11/8/2023	Janney Montgomery Scott LLC	12,264	$425K	0.0%	-3.9%	0.069%
11/8/2023	Spire Wealth Management	7,320	$254K	0.0%	+14.6%	0.041%
11/8/2023	Avantax Advisory Services Inc.	27,498	$953K	0.0%	-9.3%	0.154%
11/7/2023	Goodwin Investment Advisory	13,970	$484K	0.3%	+13.9%	0.078%
11/7/2023	Cobblestone Capital Advisors LLC NY	1,094,973	$37.93M	2.8%	-0.1%	6.117%
11/6/2023	Sigma Planning Corp	58,928	$2.04M	0.1%	-19.3%	0.329%
11/3/2023	Private Advisor Group LLC	23,901	$828K	0.0%	+1.2%	0.134%

(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, 101 institutional investors and hedge funds held shares of JPMorgan US Value Factor ETF. The most heavily invested institutionals were Envestnet Portfolio Solutions Inc. ($188.88M), First Citizens Bank & Trust Co. ($182.49M), Envestnet Asset Management Inc. ($91.35M), Brinker Capital Investments LLC ($52.37M), Orion Portfolio Solutions LLC ($44.36M), JPMorgan Chase & Co. ($43.14M), and Cobblestone Capital Advisors LLC NY ($37.93M).Learn more on JVAL's institutional investors.
Which institutional investors have been buying JPMorgan US Value Factor ETF stock?: Of the 84 institutional investors that purchased JPMorgan US 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. ($14.58M), Envestnet Asset Management Inc. ($10.94M), Envestnet Portfolio Solutions Inc. ($6.92M), 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 US Value Factor ETF?: Institutional investors have bought a total of 40,817,581 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

Which JPMorgan US Value Factor ETF major shareholders have been selling company stock?: Of the 57 institutional investors that sold JPMorgan US 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 CWM LLC ($208.29K).
How much institutional selling is happening at JPMorgan US Value Factor ETF?: Institutional investors have sold a total of 15,831,072 shares in the last 24 months. This volume of shares sold represents approximately $577.69M in transactions.