Free Trial
→ 625,000% Gain (From Crypto Swap Profits) (Ad) Free JVAL Stock Alerts

JPMorgan US Value Factor ETF (JVAL) Institutional Ownership

JPMorgan US Value Factor ETF logo
$43.01
+0.01 (+0.02%)
(As of 11/1/2024 ET)
Compare

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)
$354.90M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$341.23M
Get JVAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan US Value Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JVAL Institutional Buying and Selling by Quarter

JPMorgan US Value Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/22/2024Cetera 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%
8/5/2024 Private 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%
7/31/2024 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%
7/30/2024Jaffetilchin 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%
7/26/2024 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%
Elon knows the truth, which is why they want him silenced (Ad)

Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to humanity, there is a war being waged on Elon Musk. This war has nothing to do with X, Elon’s stance on immigration or his support for Donald Trump.

Watch this new documentary and you’ll discover what Elon knows,
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%
7/16/2024Apeiron 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%
5/24/2024Cetera 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%
5/17/2024Jaffetilchin 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%
5/6/2024 Envestnet 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%
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%
4/29/2024RWA 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%
4/19/2024 Mainsail Financial Group LLC245,530$10.22M7.0%+5.7%1.204%
4/18/2024Cobblestone Asset Management LLC7,386$307K0.2%N/A0.036%
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%
2/13/2024Tower Research Capital LLC TRC1,686$65K0.0%-91.8%0.009%
2/9/2024Orion Portfolio Solutions LLC1,516,104$58.45M0.7%-0.2%8.470%
2/9/2024Thoroughbred 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%
2/7/2024Avantax Advisory Services Inc.20,918$807K0.0%-23.9%0.117%
2/7/2024 Envestnet Portfolio Solutions Inc.6,870,542$265.07M1.1%+19.3%38.383%
2/7/2024Wealthspire Advisors LLC26,388$1.02M0.0%N/A0.147%
2/6/2024 Private Advisor Group LLC22,543$870K0.0%-5.7%0.126%
2/6/2024 Spire Wealth Management8,460$325K0.0%+15.6%0.047%
Elon knows the truth, which is why they want him silenced (Ad)

Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to humanity, there is a war being waged on Elon Musk. This war has nothing to do with X, Elon’s stance on immigration or his support for Donald Trump.

Watch this new documentary and you’ll discover what Elon knows,
2/6/2024Gallacher Capital Management LLC42,347$1.63M0.9%-2.3%0.237%
2/6/2024TCG Advisory Services LLC85,897$3.31M0.2%-3.2%0.480%
2/5/2024Intrust Bank NA77,885$3.01M0.3%+130.9%0.435%
2/5/2024 Avaii Wealth Management LLC5,437$210K0.1%N/A0.030%
2/5/2024 Transcend Capital Advisors LLC24,815$957K0.1%-5.0%0.139%
2/2/2024Addison Advisors LLC4,320$167K0.1%+1,209.1%0.024%
2/2/2024Truist Financial Corp5,716$221K0.0%N/A0.032%
2/1/2024RWA Wealth Partners LLC19,260$743K0.0%-12.4%0.108%
2/1/2024 Prism Advisors Inc.7,630$294K0.1%N/A0.043%
2/1/2024Sigma Planning Corp35,209$1.36M0.1%-40.3%0.197%
(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, 97 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 ($47.71M), Orion Portfolio Solutions LLC ($44.36M), CWM LLC ($37.71M), and LPL Financial LLC ($34.93M).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 SVB Wealth LLC ($334.60K).

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

Institutional investors have bought a total of 38,506,406 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

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

Of the 59 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), Envestnet Portfolio Solutions Inc. ($2.30M), Orion Portfolio Solutions LLC ($2.03M), First Citizens Asset Management Inc. ($619.52K), Adviser Investments LLC ($428.12K), and Sigma Planning Corp ($400.80K).

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

Institutional investors have sold a total of 19,886,228 shares in the last 24 months. This volume of shares sold represents approximately $760.09M in transactions.


Related Companies

This page (NYSEARCA:JVAL) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored
Sell NVDA Now?
Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's...
Chaikin Analytics | Sponsored
Market "Famine" Coming
Market Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...
Opportunistic Trader | Sponsored
The centerpiece of Trump’s crypto’s masterplan …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin...
Weiss Ratings | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
The Final Frontier
And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt...
Porter & Company | Sponsored
Wall St. Legend: Millions of Americans About to Fall Out of the 1%
Wall Street insider reveals the financial tidal wave about to knock millions of Americans out of the One Perce...
InvestorPlace | Sponsored