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

JPMorgan U.S. Value Factor ETF logo
$46.53 -0.21 (-0.45%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$46.54 +0.00 (+0.01%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
83
Total
Institutional Inflows
(last 12 months)
$138.09M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$262.82M
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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
8/27/2025 Orion Porfolio Solutions LLC158,665$7.02M0.1%-8.7%1.356%
8/19/2025 B. Riley Wealth Advisors Inc.19,147$847K0.0%N/A0.164%
8/15/2025 Tower Research Capital LLC TRC 4,501$199K0.0%-24.5%0.038%
8/15/2025 Orion Porfolio Solutions LLC252,941$11.19M0.1%+45.5%2.162%
8/15/2025 EP Wealth Advisors LLC51,872$2.29M0.0%-0.9%0.443%
8/15/2025 Bank of America Corp DE496,878$21.98M0.0%+9.1%4.247%
8/14/2025 Raymond James Financial Inc.130,935$5.79M0.0%-1.0%1.119%
8/14/2025 Lavaca Capital LLC1,407$62K0.0%-47.9%0.012%
8/14/2025 HUB Investment Partners LLC23,278$1.03M0.0%-27.4%0.199%
8/14/2025 NewEdge Advisors LLC18,466$817K0.0%+15.1%0.158%
8/14/2025 Qube Research & Technologies Ltd1,342$59K0.0%-14.7%0.011%
8/14/2025 SVB Wealth LLC33,570$1.49M0.1%-30.8%0.287%
8/14/2025 Cerity Partners LLC551,676$24.40M0.0%+1.5%4.715%
8/13/2025 Gateway Wealth Partners LLC22,627$1.00M0.2%N/A0.193%
8/13/2025 Twin Peaks Wealth Advisors LLC778$35K0.0%N/A0.007%
8/13/2025 Northwestern Mutual Wealth Management Co.76,784$3.40M0.0%+3.7%0.656%
8/12/2025 Burk Holdings LLC5,956$263K0.2%N/A0.051%
8/12/2025 Jaffetilchin Investment Partners LLC28,179$1.25M0.1%-2.7%0.241%
8/12/2025 JPMorgan Chase & Co.401,083$17.74M0.0%+42.9%3.428%
8/11/2025 Wealthspire Advisors LLC8,884$393K0.0%-9.0%0.076%
8/8/2025 Thoroughbred Financial Services LLC27,842$1.23M0.1%-20.4%0.238%
8/8/2025 Cetera Investment Advisers167,694$7.42M0.0%+0.8%1.433%
8/8/2025 Campbell Deegan Wealth Management LLC4,638$205K0.2%N/A0.040%
8/8/2025 L & S Advisors Inc18,349$812K0.1%+16.3%0.157%
8/8/2025 Accredited Investors Inc.4,800$212K0.0%N/A0.041%
8/7/2025 Addison Advisors LLC18,590$822K0.2%+70.7%0.159%
8/6/2025 Summit Wealth & Retirement Planning Inc.4,580$203K0.1%N/A0.039%
8/5/2025 Sigma Planning Corp48,659$2.15M0.1%+4.7%0.416%
8/5/2025 5T Wealth LLC25,616$1.13M0.5%+12.5%0.219%
8/4/2025 Atria Investments Inc159,559$7.06M0.1%+15.3%1.364%
8/4/2025 Daymark Wealth Partners LLC47,667$2.11M0.1%+57.2%0.407%
8/4/2025 Northwest Financial Advisors7,990$353K0.5%-27.5%0.068%
8/1/2025 Cobblestone Capital Advisors LLC NY1,189,925$52.63M2.7%-0.6%10.170%
8/1/2025 Ashton Thomas Private Wealth LLC14,375$636K0.0%+97.1%0.123%
8/1/2025 Envestnet Asset Management Inc.7,234$320K0.0%-39.8%0.062%
7/31/2025 MN Wealth Advisors LLC19,892$880K0.5%+70.8%0.170%
7/30/2025 First Citizens Bank & Trust Co.50,693$2.24M0.0%-12.2%0.433%
7/30/2025 Patten Group Inc.12,118$536K0.1%-6.2%0.104%
7/30/2025 Retirement Planning Group LLC19,932$882K0.0%-21.8%0.170%
7/30/2025 Avidian Wealth Enterprises LLC961,736$42.54M1.7%+81.5%8.220%
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7/29/2025 Planned Solutions Inc.152,636$6.75M2.6%-38.3%1.305%
7/28/2025 Sagespring Wealth Partners LLC31,433$1.39M0.0%-2.4%0.269%
7/25/2025 Envestnet Portfolio Solutions Inc.48,365$2.14M0.0%-12.0%0.413%
7/25/2025 CWM LLC853,589$37.75M0.1%+0.5%7.296%
7/24/2025 Blue Trust Inc.18,306$810K0.0%+91.9%0.156%
7/24/2025 3Chopt Investment Partners LLC4,961$219K0.1%N/A0.042%
7/24/2025 IFP Advisors Inc612$27K0.0%N/A0.005%
7/24/2025 Columbia Advisory Partners LLC165,954$7.34M5.6%+18.1%1.418%
7/23/2025 Defined Financial Planning LLC161,785$7.21M6.4%+14.7%1.383%
7/22/2025 Berger Financial Group Inc4,542$201K0.0%-9.3%0.039%
7/21/2025 Ascent Group LLC4,530$200K0.0%N/A0.039%
7/21/2025 Ameritas Advisory Services LLC10,899$482K0.0%+10.9%0.093%
7/21/2025 Triad Wealth Partners LLC6,447$285K0.1%N/A0.055%
7/18/2025 Truist Financial Corp8,779$388K0.0%-34.2%0.075%
7/17/2025 Mainsail Financial Group LLC366,260$16.32M7.6%+0.7%3.130%
7/17/2025 Janney Montgomery Scott LLC7,092$314K0.0%-42.2%0.061%
7/17/2025 Fifth Third Securities Inc.50,002$2.21M0.2%+1.3%0.427%
7/16/2025 Kathmere Capital Management LLC143,006$6.33M0.5%+36.2%1.222%
7/16/2025 Blue Oak Capital LLC16,148$714K0.4%-7.6%0.138%
7/14/2025 Acropolis Investment Management LLC9,650$427K0.0%-4.4%0.082%
7/14/2025 Cobblestone Asset Management LLC24,621$1.09M0.6%+15.6%0.210%
7/11/2025 Farther Finance Advisors LLC1,558$69K0.0%+98.2%0.013%
7/10/2025 Wealth Enhancement Advisory Services LLC33,143$1.51M0.0%+8.7%0.283%
7/9/2025 Alesco Advisors LLC8,975$397K0.0%+3.5%0.077%
7/9/2025 Boyum Wealth Architects LLC42,024$1.86M1.4%-0.7%0.359%
7/7/2025 Park Edge Advisors LLC4,750$210K0.1%N/A0.041%
6/6/2025 Blue Oak Capital LLC17,482$724K0.4%+15.8%0.139%
5/29/2025 Apeiron RIA LLC215,842$8.94M2.7%+1.9%1.713%
5/19/2025 Jane Street Group LLC28,130$1.17M0.0%+66.3%0.223%
5/19/2025 SCS Capital Management LLC17,721$734K0.0%N/A0.141%
5/16/2025 Ashton Thomas Private Wealth LLC7,293$302K0.0%N/A0.058%
5/16/2025 NewEdge Advisors LLC16,039$664K0.0%+17.9%0.127%
5/16/2025 Integrated Wealth Concepts LLC94,526$3.92M0.0%-11.6%0.750%
5/15/2025 Federation des caisses Desjardins du Quebec522,173$21.63M0.1%+1.7%4.144%
5/15/2025 Royal Bank of Canada9,777$405K0.0%+87.5%0.078%
5/14/2025 Comerica Bank7,303$302K0.0%-23.6%0.058%
5/14/2025 SVB Wealth LLC48,516$2.01M0.1%-46.1%0.385%
5/14/2025 Northwestern Mutual Wealth Management Co.74,046$3.07M0.0%+0.5%0.588%
5/14/2025 Barnes Wealth Management Group Inc8,360$346K0.2%+3.2%0.066%
5/14/2025 Flow Traders U.S. LLC24,894$1.03M0.0%N/A0.198%
5/14/2025 Capital Analysts LLC949$39K0.0%+248.9%0.008%
5/14/2025 RWA Wealth Partners LLC8,578$355K0.0%-9.0%0.068%
5/13/2025 Raymond James Financial Inc.132,291$5.48M0.0%-2.4%1.050%
5/12/2025 Cobblestone Capital Advisors LLC NY1,196,798$49.57M2.7%+0.4%9.498%
5/12/2025 Berger Financial Group Inc5,009$207K0.0%-7.0%0.040%
5/9/2025 Intrust Bank NA72,973$3.02M0.3%-1.2%0.579%
5/9/2025 Wealthspire Advisors LLC9,767$405K0.0%-27.1%0.078%
5/9/2025 L & S Advisors Inc15,775$653K0.1%+5.1%0.125%
5/8/2025 Howard Capital Management Inc.10,763$446K0.0%N/A0.085%
5/7/2025 LPL Financial LLC980,313$40.61M0.0%+17.7%7.780%
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5/6/2025 Cetera Investment Advisers166,347$6.89M0.0%+19.4%1.320%
5/6/2025 Avantax Advisory Services Inc.6,548$271K0.0%-15.5%0.052%
5/6/2025 Goodwin Investment Advisory4,985$206K0.3%-78.8%0.040%
5/5/2025 Auxano Advisors LLC5,086$211K0.1%N/A0.040%
5/5/2025 Private Advisor Group LLC12,510$518K0.0%-4.9%0.099%
5/2/2025 Sigma Planning Corp46,461$1.92M0.1%-5.5%0.293%
5/1/2025 CWM LLC849,049$35.17M0.1%-1.3%5.357%
5/1/2025 Kathmere Capital Management LLC104,966$4.35M0.4%-0.4%0.662%
5/1/2025 Fifth Third Securities Inc.49,374$2.05M0.2%-3.8%0.312%
4/30/2025 Cerity Partners LLC543,784$22.52M0.0%+0.5%3.431%
(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, 130 institutional investors and hedge funds held shares of JPMorgan U.S. Value Factor ETF. The most heavily invested institutionals were Cobblestone Capital Advisors LLC NY ($52.63M), Avidian Wealth Enterprises LLC ($42.54M), LPL Financial LLC ($40.61M), CWM LLC ($37.75M), Cerity Partners LLC ($24.40M), Bank of America Corp DE ($21.98M), and Federation des caisses Desjardins du Quebec ($21.63M).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 109 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: Envestnet Portfolio Solutions Inc. ($6.92M), First Citizens Bank & Trust Co. ($4.03M), CWM LLC ($1.15M), Avidian Wealth Enterprises LLC ($617.98K), Goodman Advisory Group LLC ($430.92K), SVB Wealth LLC ($419.28K), and Mainsail Financial Group LLC ($339.06K).

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

Institutional investors have bought a total of 3,199,362 shares in the last 24 months. This purchase volume represents approximately $138.09M in transactions.

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

Of the 56 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: First Citizens Bank & Trust Co. ($4.41M), Orion Portfolio Solutions LLC ($810.11K), Jaffetilchin Investment Partners LLC ($145.73K), Retirement Planning Group LLC ($112.46K), Planned Solutions Inc. ($103.35K), Envestnet Portfolio Solutions Inc. ($62.75K), and Integrated Wealth Concepts LLC ($61.48K).

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

Institutional investors have sold a total of 6,045,079 shares in the last 24 months. This volume of shares sold represents approximately $262.82M in transactions.


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This page (NYSEARCA:JVAL) was last updated on 8/31/2025 by MarketBeat.com Staff
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