JVAL

Jpmorgan US Value Factor ETF

+$49.8M

Net Activity

Institutions Holding

150

Popularity Rank

#3556

Avg Weight

0.25%

Total Value

$529.0M

Ownership Trend

150 institutions currently hold JVAL, with 67 net buyers and 59 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

59

Net Buying Institutions

67

Key Holders

Key Holders

Top 5 by Value

CL
Cwm, LLC
$73.0M
CF
Captrust Financial Advisors
$58.6M
AW
Avidian Wealth Enterprises, LLC
$57.9M
LF
LPL Financial LLC
$31.5M
BO
Bank Of America CORP /de/
$27.3M

Top 5 by Conviction

MF
Mainsail Financial Group, LLC
7.95%
CA
Columbia Advisory Partners LLC
5.10%
GA
Goodman Advisory Group, LLC
4.77%
PS
Planned Solutions, Inc.
2.31%
OP
Oxinas Partners, LLC
2.00%
View all 150 holding institutions

Quarterly Activity

Recent Activity

+$349.0M

Total Buy Value

$206.6M

Total Sell Value

New buy21
Trim50
Add46
Sold out9

67

Net Buyers

59

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPMORGAN US VALUE FACTOR ETF (JVAL)?
Major stakeholders currently include Cwm, LLC ($73.0M), Captrust Financial Advisors ($58.6M), Avidian Wealth Enterprises, LLC ($57.9M). Based on the latest 13F filings, there are a total of 150 tracked investment funds and institutions maintaining positions in JVAL.
What is the overall institutional sentiment toward JVAL recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $49.8M, driven by 67 managers accumulating shares while 59 reduced their exposure.
Which institutions have been selling or reducing their JVAL positions?
In the latest period, 50 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $206.6M.
Are there any notable investors adding JVAL to their portfolios?
Yes, buying activity remains notable. 21 institutions opened new positions in {ticker}, and 46 existing holders added to their shares. The total reported buy value for the quarter amounted to $349.0M.

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