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JPMorgan US Value Factor ETF (JVAL) Institutional Ownership

JPMorgan US Value Factor ETF logo
$44.85 +0.64 (+1.45%)
(As of 02:40 PM ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan US Value Factor ETF (NYSEARCA:JVAL)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$169.52M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$377.75M
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JVAL Institutional Buying and Selling by Quarter

JPMorgan US Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Goodman Advisory Group LLC413,390$18.01M5.1%N/A2.083%
11/15/2024 Orion Portfolio Solutions LLC199,236$8.68M0.2%-80.2%1.004%
11/15/2024 EP Wealth Advisors LLC53,958$2.35M0.0%N/A0.272%
11/15/2024 Jane Street Group LLC49,225$2.15M0.0%-0.5%0.248%
11/15/2024 Integrated Wealth Concepts LLC126,025$5.49M0.1%-19.2%0.635%
11/14/2024 Cobblestone Capital Advisors LLC NY1,175,149$51.20M2.9%+0.7%5.920%
11/14/2024 Flow Traders U.S. LLC7,988$348K0.0%+11.8%0.040%
11/14/2024 Captrust Financial Advisors6,896$300K0.0%+38.6%0.035%
11/12/2024 Cerity Partners LLC553,202$24.10M0.1%-0.6%2.787%
11/8/2024 First Horizon Advisors Inc.1,467$64K0.0%-29.2%0.007%
11/7/2024 MAI Capital Management20,250$882K0.0%-6.3%0.102%
11/7/2024 Thrivent Financial for Lutherans213,744$9.31M0.0%+1.0%1.077%
11/4/2024 Jaffetilchin Investment Partners LLC157,097$6.85M0.5%-4.9%0.791%
11/4/2024 Addison Advisors LLC10,890$474K0.1%+22.2%0.055%
11/4/2024 Sigma Planning Corp50,339$2.19M0.1%-4.2%0.254%
10/30/2024 Avidian Wealth Enterprises LLC356,582$15.54M0.7%+3.7%1.796%
10/29/2024 Confluence Wealth Services Inc.52,651$2.29M0.2%+0.5%0.265%
10/29/2024 Realta Investment Advisors1,600$71K0.0%-34.2%0.008%
10/24/2024 Park Edge Advisors LLC4,750$207K0.1%N/A0.024%
10/24/2024 Modera Wealth Management LLC4,867$212K0.0%N/A0.025%
10/22/2024 Private Advisor Group LLC13,197$575K0.0%+5.3%0.066%
10/22/2024 Mainsail Financial Group LLC295,593$12.86M7.6%+2.0%1.489%
10/18/2024Cobblestone Asset Management LLC11,579$505K0.3%+20.2%0.058%
10/18/2024First Citizens Bank & Trust Co.119,434$5.20M0.1%-97.3%0.602%
10/16/2024 Avaii Wealth Management LLC4,650$203K0.1%-8.7%0.023%
10/16/2024 MN Wealth Advisors LLC11,791$514K0.3%-2.6%0.059%
10/10/2024 Concourse Financial Group Securities Inc.22,432$977K0.1%-6.5%0.113%
10/10/2024 Retirement Planning Group LLC74,812$3.26M0.2%-43.5%0.377%
10/9/2024 Planned Solutions Inc.249,306$10.86M4.4%+1.6%1.256%
10/9/2024 Patten Group Inc.11,533$502K0.1%+3.2%0.058%
10/8/2024 CWM LLC865,382$37.71M0.2%-2.2%4.360%
10/7/2024 Miracle Mile Advisors LLC10,152$442K0.0%N/A0.051%
8/22/2024 Cetera Investment Advisers122,111$4.99M0.0%-17.0%0.615%
8/16/2024 Northwestern Mutual Wealth Management Co.73,759$3.02M0.0%-13.5%0.372%
8/16/2024 Kathmere Capital Management LLC110,135$4.50M0.5%-0.7%0.555%
8/15/2024 Daymark Wealth Partners LLC24,729$1.01M0.0%-3.7%0.125%
8/13/2024 Thrivent Financial for Lutherans211,712$8.65M0.0%+2.3%1.067%
8/8/2024 Wealthspire Advisors LLC15,817$646K0.0%-31.9%0.080%
8/8/2024 Thoroughbred Financial Services LLC36,051$1.47M0.1%+11.7%0.182%
8/8/2024 LPL Financial LLC854,763$34.93M0.0%+0.2%4.306%
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8/6/2024 Gallacher Capital Management LLC40,560$1.66M0.9%-1.4%0.204%
8/6/2024 Strategic Financial Concepts LLC82,557$34K0.0%N/A0.416%
8/6/2024 Cobblestone Capital Advisors LLC NY1,167,234$47.71M2.9%+2.6%5.880%
8/6/2024SVB Wealth LLC312,051$12.75M0.3%-6.7%1.572%
8/5/2024 Private Advisor Group LLC12,530$512K0.0%-22.9%0.063%
8/5/2024 Addison Advisors LLC8,910$364K0.1%+123.3%0.045%
8/1/2024 Drive Wealth Management LLC39,538$1.62M0.4%+14.5%0.199%
7/31/2024 Confluence Wealth Services Inc.52,384$2.14M0.2%+0.5%0.264%
7/31/2024 Spire Wealth Management9,287$380K0.0%+7.0%0.047%
7/31/2024Commonwealth Equity Services LLC157,747$6.45M0.0%-2.4%0.795%
7/30/2024 Jaffetilchin Investment Partners LLC165,247$6.75M0.6%-0.2%0.832%
7/29/2024 Ameritas Advisory Services LLC7,543$308K0.0%+41.3%0.038%
7/26/2024 Cambridge Investment Research Advisors Inc.25,837$1.06M0.0%+19.4%0.130%
7/26/2024 Patten Group Inc.11,170$457K0.1%+23.8%0.056%
7/24/2024 Planned Solutions Inc.245,481$10.03M4.9%-0.2%1.237%
7/23/2024 Concourse Financial Group Securities Inc.23,988$980K0.1%+3.1%0.121%
7/20/2024First Citizens Bank & Trust Co.4,465,216$182.49M2.9%+0.7%22.495%
7/17/2024Cobblestone Asset Management LLC9,637$394K0.3%+30.5%0.049%
7/17/2024 SteelPeak Wealth LLC78,099$3.19M0.1%+293.7%0.393%
7/16/2024 Envestnet Portfolio Solutions Inc.4,621,460$188.88M0.7%+1.0%23.282%
7/16/2024 Mainsail Financial Group LLC289,879$11.85M7.0%+18.1%1.460%
7/16/2024 Apeiron RIA LLC140,183$5.73M1.8%+19.0%0.706%
7/15/2024 Fifth Third Securities Inc.64,164$2.62M0.2%+54.6%0.323%
7/13/2024 Retirement Planning Group LLC132,390$5.41M0.3%N/A0.667%
7/10/2024 CWM LLC884,949$36.17M0.2%-10.5%4.458%
7/2/2024 Park Place Capital Corp1,180$48K0.0%N/A0.006%
7/1/2024 Kathmere Capital Management LLC111,257$4.29M0.5%+0.3%0.560%
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%
5/15/2024SVB 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%
5/1/2024Blue 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%
4/23/2024Raymond 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%
4/18/2024Cobblestone Asset Management LLC7,386$307K0.2%N/A0.036%
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4/18/2024 SteelPeak Wealth LLC19,838$826K0.0%N/A0.097%
4/16/2024 Kathmere 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%
3/8/2024ICA 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%
(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), Envestnet Asset Management Inc. ($91.35M), Brinker Capital Investments LLC ($52.37M), Cobblestone Capital Advisors LLC NY ($51.20M), CWM LLC ($37.71M), LPL Financial LLC ($34.93M), and Cerity Partners LLC ($24.10M).Learn more on JVAL's institutional investors.

Which institutional investors have been buying JPMorgan US Value Factor ETF stock?

Of the 80 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), CWM LLC ($1.14M), First Citizens Asset Management Inc. ($623.81K), and Goodman Advisory Group LLC ($413.39K).

How much institutional buying is happening at JPMorgan US Value Factor ETF?

Institutional investors have bought a total of 38,879,302 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

Which JPMorgan US Value Factor ETF major shareholders have been selling company stock?

Of the 62 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), First Citizens Bank & Trust Co. ($4.35M), Orion Portfolio Solutions LLC ($2.84M), Envestnet Portfolio Solutions Inc. ($2.30M), First Citizens Asset Management Inc. ($619.52K), Adviser Investments LLC ($428.12K), and Sigma Planning Corp ($400.36K).

How much institutional selling is happening at JPMorgan US Value Factor ETF?

Institutional investors have sold a total of 20,709,471 shares in the last 24 months. This volume of shares sold represents approximately $796.38M in transactions.


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This page (NYSEARCA:JVAL) was last updated on 11/21/2024 by MarketBeat.com Staff
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