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JPMorgan US Value Factor ETF (JVAL) Institutional Ownership

JPMorgan US Value Factor ETF logo
$41.96 -0.23 (-0.55%)
As of 03/27/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan US Value Factor ETF (NYSEARCA:JVAL)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$93.99M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$381.39M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC27,588$1.19M0.0%+1.6%0.166%
2/18/2025 Retirement Planning Group LLC35,847$1.55M0.1%-52.1%0.181%
2/17/2025 EP Wealth Advisors LLC52,308$2.26M0.0%-3.1%0.264%
2/17/2025 Cetera Investment Advisers139,347$6.02M0.0%+0.7%0.702%
2/17/2025 Citadel Advisors LLC4,897$212K0.0%-84.0%0.025%
2/17/2025 Cary Street Partners Financial LLC24,903$1.08M0.0%N/A0.125%
2/17/2025 Bank of America Corp DE443,777$19.17M0.0%+5.6%2.236%
2/14/2025 Jane Street Group LLC16,914$731K0.0%-65.6%0.085%
2/14/2025 Comerica Bank9,556$413K0.0%+4.2%0.048%
2/14/2025 Berger Financial Group Inc5,388$233K0.0%N/A0.027%
2/14/2025 Integrated Wealth Concepts LLC106,889$4.62M0.1%-15.2%0.538%
2/14/2025 Goodman Advisory Group LLC430,919$18.62M5.5%+4.2%2.171%
2/14/2025 Concourse Financial Group Securities Inc.24,134$1.09M0.1%+7.6%0.122%
2/13/2025 NewEdge Advisors LLC13,609$588K0.0%N/A0.069%
2/13/2025 Defined Financial Planning LLC46,869$2.03M2.2%N/A0.236%
2/13/2025 Mariner LLC16,404$709K0.0%-29.7%0.083%
2/13/2025 Sagespring Wealth Partners LLC31,152$1.35M0.0%N/A0.157%
2/13/2025 Jaffetilchin Investment Partners LLC165,762$7.16M0.5%+5.5%0.835%
2/13/2025 Raymond James Financial Inc.135,540$5.86M0.0%N/A0.683%
2/13/2025 Cerity Partners LLC541,027$23.37M0.1%-2.2%2.726%
2/13/2025 Envestnet Asset Management Inc.10,473$452K0.0%+7.7%0.053%
2/13/2025 Wells Fargo & Company MN12,315$532K0.0%+267.9%0.062%
2/12/2025 Thoroughbred Financial Services LLC34,994$1.51M0.1%-1.4%0.176%
2/12/2025 RWA Wealth Partners LLC9,430$407K0.0%-4.4%0.048%
2/12/2025 L & S Advisors Inc15,008$648K0.1%+3.7%0.076%
2/12/2025 Intrust Bank NA73,884$3.19M0.3%-1.4%0.372%
2/12/2025 Orion Portfolio Solutions LLC197,309$8.52M0.1%-1.0%0.994%
2/12/2025 JPMorgan Chase & Co.265,189$11.46M0.0%+3.7%1.336%
2/11/2025 LPL Financial LLC832,819$35.98M0.0%+3.3%4.196%
2/11/2025 HUB Investment Partners LLC56,693$2.45M0.1%-27.3%0.286%
2/10/2025 Thrivent Financial for Lutherans215,070$9.76M0.0%+0.6%1.083%
2/10/2025 Gallacher Capital Management LLC39,549$1.71M0.8%-1.8%0.199%
2/10/2025 Envestnet Portfolio Solutions Inc.56,419$2.44M0.0%-49.2%0.284%
2/10/2025 Commonwealth Equity Services LLC152,402$6.58M0.0%-0.8%0.768%
2/10/2025 Avantax Advisory Services Inc.7,751$335K0.0%-18.4%0.039%
2/6/2025 Raymond James Financial Inc.135,540$5.86M0.0%N/A0.683%
2/6/2025 Atria Investments Inc45,440$1.96M0.0%N/A0.229%
2/6/2025 Patten Group Inc.13,015$562K0.1%+12.9%0.066%
2/5/2025 Cobblestone Capital Advisors LLC NY1,191,576$51.48M2.8%+1.4%6.003%
2/5/2025 SVB Wealth LLC90,092$3.89M0.1%+1,565.0%0.454%
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2/4/2025 Wealthspire Advisors LLC13,407$579K0.0%-15.0%0.068%
2/3/2025 Sigma Planning Corp49,150$2.12M0.1%-2.4%0.248%
1/31/2025 Truist Financial Corp13,366$577K0.0%+4.6%0.067%
1/31/2025 5T Wealth LLC21,182$915K0.5%N/A0.107%
1/30/2025 Strategic Financial Concepts LLC17,280$746K0.0%N/A0.087%
1/30/2025 Blue Trust Inc.19,645$849K0.0%+10.5%0.099%
1/29/2025 Avidian Wealth Enterprises LLC366,671$15.84M0.7%+2.8%1.847%
1/28/2025 Mainsail Financial Group LLC305,179$13.18M7.6%+3.2%1.537%
1/28/2025 Realta Investment Advisors600$26K0.0%-62.5%0.003%
1/28/2025 Strategic Financial Concepts LLC17,280$746K0.0%N/A0.087%
1/27/2025 Stratos Wealth Partners LTD.5,283$228K0.0%-18.9%0.027%
1/24/2025 Spire Wealth Management5,765$249K0.0%+11.6%0.029%
1/23/2025 Fifth Third Securities Inc.51,319$2.22M0.2%-3.8%0.259%
1/23/2025 SteelPeak Wealth LLC86,134$3.72M0.2%N/A0.434%
1/22/2025 Cobblestone Asset Management LLC12,480$539K0.4%+7.8%0.063%
1/22/2025 Blue Trust Inc.20,081$875K0.0%+12.9%0.101%
1/21/2025 First Citizens Bank & Trust Co.60,303$2.61M0.0%-49.5%0.304%
1/17/2025 Apeiron RIA LLC211,813$9.15M2.6%+34.8%1.067%
1/17/2025 Daymark Wealth Partners LLC28,696$1.24M0.0%+16.0%0.145%
1/17/2025 Planned Solutions Inc.240,583$10.39M4.2%-3.5%1.212%
1/15/2025 Ameritas Advisory Services LLC9,164$396K0.0%+25.5%0.046%
1/15/2025 Householder Group Estate & Retirement Specialist LLC22,820$985K0.7%+2.4%0.115%
1/14/2025 Acropolis Investment Management LLC5,860$253K0.0%N/A0.030%
1/14/2025 Kathmere Capital Management LLC105,438$4.56M0.4%-3.4%0.531%
1/13/2025 Columbia Advisory Partners LLC119,225$5.15M4.8%N/A0.601%
1/13/2025 Miracle Mile Advisors LLC11,969$517K0.0%+17.9%0.060%
12/26/2024 JPMorgan Chase & Co.255,696$11.14M0.0%-0.6%1.288%
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%
10/18/2024 Cobblestone Asset Management LLC11,579$505K0.3%+20.2%0.058%
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10/18/2024 First 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%
(Data available from 1/1/2016 forward)

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JVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JVAL shares?

During the previous two years, 111 institutional investors and hedge funds held shares of JPMorgan US Value Factor ETF. The most heavily invested institutionals were Cobblestone Capital Advisors LLC NY ($51.48M), CWM LLC ($37.71M), LPL Financial LLC ($35.98M), Cerity Partners LLC ($23.37M), Capital Analysts LLC ($20.12M), Bank of America Corp DE ($19.17M), and Goodman Advisory Group LLC ($18.62M).Learn more on JVAL's institutional investors.

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

Of the 91 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 ($1.48M), CWM LLC ($1.14M), First Citizens Asset Management Inc. ($623.81K), and Goodman Advisory Group LLC ($430.92K).

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

Institutional investors have bought a total of 39,611,628 shares in the last 24 months. This purchase volume represents approximately $1.39B 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. ($8.39M), First Citizens Bank & Trust Co. ($4.40M), Orion Portfolio Solutions LLC ($2.84M), Envestnet Portfolio Solutions Inc. ($2.35M), First Citizens Asset Management Inc. ($619.52K), CWM LLC ($227.85K), and Sigma Planning Corp ($129.95K).

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

Institutional investors have sold a total of 19,939,938 shares in the last 24 months. This volume of shares sold represents approximately $773.91M in transactions.


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This page (NYSEARCA:JVAL) was last updated on 3/28/2025 by MarketBeat.com Staff
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