JPMORGAN US VALUE FACTOR ETF JVAL
$57.82
-0.7% 52w: $42.04 – $58.64
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data42.0450.3458.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
153
+8 QoQ
13F value
$532.1M
+10.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JVAL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CWM, LLC | Wealth advisor | 1.5M | $73.0M | 0.2% | +87.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.2M | $58.6M | 0.1% | +1.2% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 1.2M | $57.9M | 1.8% | +14.3% |
| LPL Financial LLC | Bank broker | 644.1K | $31.5M | 0.0% | -1.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 559.2K | $27.3M | 0.0% | +4.0% |
| JPMORGAN CHASE & CO | Bank broker | 573.3K | $27.3M | 0.0% | +48.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 394.0K | $19.2M | 0.0% | -9.7% |
| Mainsail Financial Group, LLC | Wealth advisor | 390.7K | $19.1M | 8.0% | +2.4% |
| Goodman Advisory Group, LLC | Wealth advisor | 376.1K | $18.4M | 4.8% | -5.6% |
| Atria Investments, Inc | Wealth advisor | 213.6K | $10.4M | 0.1% | +69.1% |
| Cerity Partners LLC | Diversified mechanical | 175.9K | $8.6M | 0.0% | -64.9% |
| Apeiron RIA LLC | Wealth advisor | 175.4K | $8.6M | 2.0% | -4.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 175.0K | $8.6M | 0.0% | -0.1% |
| COLUMBIA ADVISORY PARTNERS LLC | Wealth advisor | 163.5K | $8.0M | 5.1% | 0.0% |
| Cetera Investment Advisers | Wealth advisor | 154.4K | $7.5M | 0.0% | -8.9% |
| MAGNOLIA CAPITAL ADVISORS LLC | Wealth advisor | 154.0K | $7.5M | 1.5% | New |
| Mariner, LLC | Diversified mechanical | 147.2K | $7.2M | 0.0% | -2.4% |
| Planned Solutions, Inc. | Wealth advisor | 144.4K | $7.1M | 2.3% | -0.7% |
| Kathmere Capital Management, LLC | Wealth advisor | 134.7K | $6.6M | 0.4% | -1.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 134.6K | $6.6M | 0.0% | -6.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 128.6K | $6.3M | 0.0% | +22.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 117.9K | $5.8M | 0.0% | -7.9% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 116.8K | $5.7M | 0.0% | -17.4% |
| MORGAN STANLEY | Bank broker | 101.9K | $5.0M | 0.0% | +5.3% |
| Oxinas Partners, LLC | Wealth advisor | 89.7K | $4.4M | 2.0% | New |
| Auxano Advisors, LLC | Other | 66.7K | $3.3M | 0.7% | +789.7% |
| DAYMARK WEALTH PARTNERS, LLC | Other | 59.2K | $2.9M | 0.1% | +26.7% |
| INTRUST BANK NA | Other | 58.8K | $2.9M | 0.2% | -13.7% |
| BOYUM WEALTH ARCHITECTS LLC | Wealth advisor | 49.9K | $2.7M | 1.1% | +23.2% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 53.1K | $2.6M | 0.1% | +78.4% |
| Confluence Wealth Services, Inc. | Wealth advisor | 52.1K | $2.5M | 0.1% | +0.2% |
| EP Wealth Advisors, LLC | Wealth advisor | 50.2K | $2.5M | 0.0% | 0.0% |
| Private Advisor Group, LLC | Wealth advisor | 48.6K | $2.4M | 0.0% | +252.7% |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 47.8K | $2.3M | 0.0% | 0.0% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 45.2K | $2.2M | 0.0% | -5.5% |
| Gateway Wealth Partners, LLC | Wealth advisor | 44.7K | $2.2M | 0.1% | +113.4% |
| Fifth Third Securities, Inc. | Wealth advisor | 42.4K | $2.1M | 0.1% | -1.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 38.8K | $1.9M | 0.0% | -0.8% |
| Sigma Planning Corp | Wealth advisor | 38.2K | $1.9M | 0.1% | -3.8% |
| Integrated Wealth Concepts LLC | Wealth advisor | 37.2K | $1.8M | 0.0% | +23.4% |
| Blue Trust, Inc. | Wealth advisor | 36.6K | $1.8M | 0.0% | +62.3% |
| Gallacher Capital Management LLC | Other | 35.6K | $1.7M | 0.7% | -9.8% |
| Smartleaf Asset Management LLC | Wealth advisor | 34.3K | $1.6M | 0.1% | New |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 32.6K | $1.6M | 0.0% | +3.2% |
| 5T Wealth, LLC | Wealth advisor | 32.6K | $1.6M | 0.6% | +4.9% |
| ROYAL BANK OF CANADA | Bank broker | 31.7K | $1.5M | 0.0% | +71.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 27.0K | $1.3M | 0.0% | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 27.0K | $1.3M | 0.1% | -6.9% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 25.9K | $1.3M | 0.1% | -6.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 24.5K | $1.2M | 0.0% | +0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.