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JPMorgan US Value Factor ETF (JVAL) Institutional Ownership

JPMorgan US Value Factor ETF logo
$44.99 +0.50 (+1.12%)
As of 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)
55
Total
Institutional Inflows
(last 12 months)
$158.74M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$375.62M
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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
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%
12/26/2024JPMorgan Chase & Co.255,696$11.14M0.0%-0.6%1.288%
11/15/2024Goodman Advisory Group LLC413,390$18.01M5.1%N/A2.083%
11/15/2024Orion Portfolio Solutions LLC199,236$8.68M0.2%-80.2%1.004%
11/15/2024EP Wealth Advisors LLC53,958$2.35M0.0%N/A0.272%
11/15/2024Jane Street Group LLC49,225$2.15M0.0%-0.5%0.248%
11/15/2024Integrated Wealth Concepts LLC126,025$5.49M0.1%-19.2%0.635%
11/14/2024Cobblestone Capital Advisors LLC NY1,175,149$51.20M2.9%+0.7%5.920%
11/14/2024Flow Traders U.S. LLC7,988$348K0.0%+11.8%0.040%
11/14/2024Captrust Financial Advisors6,896$300K0.0%+38.6%0.035%
11/12/2024Cerity Partners LLC553,202$24.10M0.1%-0.6%2.787%
11/8/2024First Horizon Advisors Inc.1,467$64K0.0%-29.2%0.007%
11/7/2024MAI Capital Management20,250$882K0.0%-6.3%0.102%
11/7/2024Thrivent Financial for Lutherans213,744$9.31M0.0%+1.0%1.077%
11/4/2024Jaffetilchin Investment Partners LLC157,097$6.85M0.5%-4.9%0.791%
11/4/2024Addison Advisors LLC10,890$474K0.1%+22.2%0.055%
11/4/2024Sigma Planning Corp50,339$2.19M0.1%-4.2%0.254%
10/30/2024Avidian Wealth Enterprises LLC356,582$15.54M0.7%+3.7%1.796%
10/29/2024Confluence Wealth Services Inc.52,651$2.29M0.2%+0.5%0.265%
10/29/2024Realta Investment Advisors1,600$71K0.0%-34.2%0.008%
10/24/2024Park Edge Advisors LLC4,750$207K0.1%N/A0.024%
10/24/2024Modera Wealth Management LLC4,867$212K0.0%N/A0.025%
10/22/2024Private Advisor Group LLC13,197$575K0.0%+5.3%0.066%
10/22/2024Mainsail 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%
10/16/2024Avaii Wealth Management LLC4,650$203K0.1%-8.7%0.023%
10/16/2024MN Wealth Advisors LLC11,791$514K0.3%-2.6%0.059%
10/10/2024Concourse Financial Group Securities Inc.22,432$977K0.1%-6.5%0.113%
10/10/2024Retirement 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%
10/9/2024Patten Group Inc.11,533$502K0.1%+3.2%0.058%
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10/8/2024CWM LLC865,382$37.71M0.2%-2.2%4.360%
10/7/2024 Miracle Mile Advisors LLC10,152$442K0.0%N/A0.051%
8/22/2024Cetera Investment Advisers122,111$4.99M0.0%-17.0%0.615%
8/16/2024Northwestern 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%
8/13/2024Thrivent Financial for Lutherans211,712$8.65M0.0%+2.3%1.067%
8/8/2024Wealthspire Advisors LLC15,817$646K0.0%-31.9%0.080%
8/8/2024Thoroughbred Financial Services LLC36,051$1.47M0.1%+11.7%0.182%
8/8/2024LPL Financial LLC854,763$34.93M0.0%+0.2%4.306%
8/6/2024Gallacher Capital Management LLC40,560$1.66M0.9%-1.4%0.204%
8/6/2024Strategic Financial Concepts LLC82,557$34K0.0%N/A0.416%
8/6/2024Cobblestone 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%
8/5/2024Private Advisor Group LLC12,530$512K0.0%-22.9%0.063%
8/5/2024Addison Advisors LLC8,910$364K0.1%+123.3%0.045%
8/1/2024Drive Wealth Management LLC39,538$1.62M0.4%+14.5%0.199%
7/31/2024Confluence Wealth Services Inc.52,384$2.14M0.2%+0.5%0.264%
7/31/2024Spire Wealth Management9,287$380K0.0%+7.0%0.047%
7/31/2024Commonwealth Equity Services LLC157,747$6.45M0.0%-2.4%0.795%
7/30/2024Jaffetilchin 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%
7/26/2024Cambridge Investment Research Advisors Inc.25,837$1.06M0.0%+19.4%0.130%
7/26/2024Patten 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%
7/23/2024Concourse 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%
7/17/2024SteelPeak Wealth LLC78,099$3.19M0.1%+293.7%0.393%
7/16/2024Envestnet Portfolio Solutions Inc.4,621,460$188.88M0.7%+1.0%23.282%
7/16/2024Mainsail 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%
7/15/2024Fifth Third Securities Inc.64,164$2.62M0.2%+54.6%0.323%
7/13/2024Retirement Planning Group LLC132,390$5.41M0.3%N/A0.667%
7/10/2024CWM 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%
5/24/2024Cetera Investment Advisers147,171$6.13M0.0%+7.9%0.741%
5/17/2024First Citizens Asset Management Inc.265,671$11.06M3.2%-47.3%1.338%
5/17/2024Jaffetilchin Investment Partners LLC165,561$6.89M0.6%-30.2%0.834%
5/17/2024Comerica Bank8,509$354K0.0%+4.6%0.043%
5/15/2024SVB Wealth LLC334,603$13.93M0.3%+40.2%1.686%
5/10/2024Osaic Holdings Inc.275,145$11.45M0.0%-2.6%1.376%
5/9/2024Orion Portfolio Solutions LLC1,065,729$44.36M0.5%-29.7%5.329%
5/8/2024Avantax Advisory Services Inc.17,408$725K0.0%-16.8%0.087%
5/8/2024Thoroughbred Financial Services LLC32,269$1.34M0.1%-5.7%0.161%
5/7/2024Wealthspire Advisors LLC23,217$966K0.0%-12.0%0.116%
5/6/2024Envestnet Portfolio Solutions Inc.4,573,789$190.36M0.7%-33.4%22.869%
5/6/2024Gallacher 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%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
5/1/2024Blue Trust Inc.17,802$741K0.0%-17.8%0.089%
4/30/2024Private Advisor Group LLC16,243$676K0.0%-27.9%0.081%
4/30/2024Perigon Wealth Management LLC5,011$209K0.0%N/A0.025%
4/29/2024Commonwealth Equity Services LLC161,600$6.73M0.0%-25.4%0.808%
4/29/2024RWA 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%
4/22/2024Drive Wealth Management LLC34,517$1.44M0.4%+55.3%0.169%
4/19/2024Mainsail Financial Group LLC245,530$10.22M7.0%+5.7%1.204%
4/18/2024Cobblestone Asset Management LLC7,386$307K0.2%N/A0.036%
(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, 104 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 81 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 38,983,780 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. ($4.40M), Orion Portfolio Solutions LLC ($2.84M), Envestnet Portfolio Solutions Inc. ($2.30M), First Citizens Asset Management Inc. ($619.52K), Sigma Planning Corp ($400.36K), and CWM LLC ($227.85K).

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

Institutional investors have sold a total of 20,292,639 shares in the last 24 months. This volume of shares sold represents approximately $783.30M in transactions.


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This page (NYSEARCA:JVAL) was last updated on 1/21/2025 by MarketBeat.com Staff
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