Who Owns JPMorgan U.S. Value Factor ETF (JVAL)?Hedge Fund & Institutional Holders

$48.95-0.15 (-0.31%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$36.14$40.15$44.16$48.17$52.18Aug 24Jun 25Mar 26

JVAL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+22K+$26.0B
Goodman Advisory Group, LLCNew Position+398K+$19.0B
Mainsail Financial Group, LLCNew Position+382K+$18.7B
COLUMBIA ADVISORY PARTNERS LLCNew Position+163K+$8.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+175K+$8.0B
Planned Solutions, Inc.New Position+145K+$7.1B
Kathmere Capital Management, LLCNew Position+137K+$6.7B
Confluence Wealth Services, Inc.New Position+52K+$2.6B
FIRST CITIZENS BANK & TRUST CONew Position+48K+$2.0B
Gallacher Capital Management LLCNew Position+39K+$1.9B
SAGESPRING WEALTH PARTNERS, LLCNew Position+32K+$1.5B
5T Wealth, LLCNew Position+31K+$1.5B
Ashton Thomas Private Wealth, LLCNew Position+30K+$1.5B
Cobblestone Asset Management LLCNew Position+26K+$1.3B
B. Riley Wealth Advisors, Inc.New Position+24K+$1.2B

JVAL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
COBBLESTONE CAPITAL ADVISORS LLC /NY/Closed Position-1.2M-$57.3B
LPL Financial LLCDecreased-229K-$41.9B
Cetera Investment AdvisersDecreased-63-$8.0B
Defined Financial Planning LLCClosed Position-156K-$7.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-78K-$3.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-41K-$2.8B
Crossmark Global Holdings, Inc.Closed Position-47K-$2.2B
FIFTH THIRD SECURITIES, INC.Decreased-578-$2.1B
JPMORGAN CHASE & CODecreased-2K-$1.5B
Integrated Wealth Concepts LLCDecreased-1K-$1.5B
RAYMOND JAMES FINANCIAL INCDecreased-3K-$1.2B
Orion Porfolio Solutions, LLCDecreased-9K-$1.1B
OSAIC HOLDINGS, INC.Decreased-30K-$1.1B
Atria Investments, IncDecreased-23K-$1.1B
HUB Investment Partners, LLCDecreased-4K-$1.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/509,860$25.0B0.00%Share
2Goodman Advisory Group, LLC398,231$19.0B4.68%Share
3Mainsail Financial Group, LLC381,712$18.7B7.79%Share
4Apeiron RIA LLC183,862$9.4B1.91%Share
5JPMORGAN CHASE & CO199,701$9.0B0.00%Share
6COLUMBIA ADVISORY PARTNERS LLC163,464$8.0B5.47%Share
7COMMONWEALTH EQUITY SERVICES, LLC175,181$8.0B0.01%Share
8Planned Solutions, Inc.145,416$7.1B2.29%Share
9OSAIC HOLDINGS, INC.143,863$7.0B0.01%Share
10Kathmere Capital Management, LLC136,936$6.7B0.45%Share
11Orion Porfolio Solutions, LLC141,350$6.0B0.04%Share
12Atria Investments, Inc126,322$6.0B0.07%Share
13JPMORGAN CHASE & CO103,850$5.0B0.00%Share
14GOLDMAN SACHS GROUP INC83,089$4.0B0.00%Share
15RAYMOND JAMES FINANCIAL INC100,072$4.0B0.00%Share
16INTRUST BANK NA66,660$3.0B0.25%Share
17Confluence Wealth Services, Inc.52,039$2.6B0.11%Share
18BOYUM WEALTH ARCHITECTS LLC40,495$2.1B0.96%Share
19FIRST CITIZENS BANK & TRUST CO47,778$2.0B0.04%Share
20JPMORGAN CHASE & CO58,512$2.0B0.00%Share
21Sigma Planning Corp39,762$2.0B0.05%Share
22Gallacher Capital Management LLC39,454$1.9B0.75%Share
23SAGESPRING WEALTH PARTNERS, LLC31,552$1.5B0.03%Share
245T Wealth, LLC31,030$1.5B0.61%Share
25Ashton Thomas Private Wealth, LLC29,773$1.5B0.04%Share
26Jaffetilchin Investment Partners, LLC27,565$1.4B0.08%Share
27Cobblestone Asset Management LLC25,747$1.3B0.57%Share
28CARY STREET PARTNERS FINANCIAL LLC24,762$1.2B0.03%Share
29B. Riley Wealth Advisors, Inc.24,487$1.2B0.06%Share
30Blue Trust, Inc.22,028$1.1B0.01%Share
31Gateway Wealth Partners, LLC20,934$1.0B0.11%Share
32RAYMOND JAMES FINANCIAL INC27,965$1.0B0.00%Share
33JPMORGAN CHASE & CO25,383$1.0B0.00%Share
34CIBC Private Wealth Group LLC21,149$1.0B0.00%Share
35BANK OF AMERICA CORP /DE/27,905$1.0B0.00%Share
36Cresset Asset Management, LLC24,405$1.0B0.00%Share
37SUSQUEHANNA INTERNATIONAL GROUP, LLP40,283$1.0B0.00%Share
38MN Wealth Advisors, LLC18,802$922.0M0.47%Share
39SCS Capital Management LLC17,721$869.0M0.01%Share
40Addison Advisors LLC14,075$690.0M0.16%Share
41Regal Investment Advisors LLC12,077$592.0M0.04%Share
42MBL Wealth, LLC11,000$539.0M0.04%Share
43ALESCO ADVISORS LLC8,035$394.0M0.01%Share
44Auxano Advisors, LLC7,500$368.0M0.07%Share
45COOPER/HAIMS ADVISORS, LLC7,295$358.0M0.16%Share
46Capital Square, LLC6,495$318.0M0.16%Share
47Triad Wealth Partners, LLC6,366$312.0M0.03%Share
48CoreCap Advisors, LLC6,169$302.0M0.01%Share
49Burk Holdings LLC5,956$292.0M0.14%Share
50Spire Wealth Management4,966$243.0M0.01%Share

JVAL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025138$185.3B+60
Q3 202578$216.3B-43
Q2 2025121$712.1B+0
Q1 2025121$311.9B+16
Q4 2024105$18.6T+23
Q3 202482$61.1T+0
Q2 202482$22.2T+2
Q1 202480$9.2T—

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As of Q4 2025, 50 institutional investors hold JVAL (JPMorgan U.S. Value Factor ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $25.0B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own JVAL?

As of Q4 2025, 50 institutional investors report holding JVAL (JPMorgan U.S. Value Factor ETF) in their 13F filings.

Who is the largest institutional holder of JVAL?

The largest institutional holder of JVAL is BANK OF AMERICA CORP /DE/ with $25.0B in shares.

Is institutional ownership of JVAL increasing or decreasing?

This quarter, 14 institutions opened new positions in JVAL and 3 closed their positions.