JPMorgan US Value Factor ETFJVALETF
13F holders, Q4 2024 (December 31)125holders +10
12new positions
9sold out
1famous investor
$43.26avg. 13F price*
At the end of Q4 2024, 125 institutions reported holding JPMorgan US Value Factor ETF (JVAL) in their 13F filings, up 10 from Q3 2024. 12 opened new positions and 9 sold out. The largest holders were Cobblestone Capital Advisors LLC ($51.5M), Cwm, LLC ($37.2M) and LPL Financial LLC ($36.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan US Value Factor ETF
- CUSIP
- 46641Q753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $12.3M |
| Exits | 9 | $8.8M |
All 13F filers, Q3 2024 → Q4 2024: 584,974 shares bought and 562,369 shares sold, net +22,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Cobblestone Capital Advisors LLC | 2.81% | Add +1.4% | 1,191,576 | $51.5M |
| Cwm, LLC | 0.15% | Reduce -0.6% | 860,218 | $37.2M |
| LPL Financial LLC | 0.01% | Add +3.3% | 832,819 | $36.0M |
| Cerity Partners LLC | 0.05% | Reduce -2.2% | 541,027 | $23.4M |
| Federation des caisses Desjardins du Quebec | 0.11% | Reduce -4.4% | 513,406 | $22.2M |
| Bank of America Corp. | 0.00% | Add +5.6% | 443,777 | $19.2M |
| Goodman Advisory Group, LLC | 5.49% | Add +4.2% | 430,919 | $18.6M |
| Avidian Wealth Enterprises, LLC | 0.71% | Add +2.8% | 366,671 | $15.8M |
| Mainsail Financial Group, LLC | 7.64% | Add +3.2% | 305,179 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.7% | 265,189 | $11.5M |
| Osaic Holdings, Inc. | 0.02% | Add +3.6% | 246,364 | $10.6M |
| Planned Solutions, Inc. | 4.25% | Reduce -3.5% | 240,583 | $10.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.6% | 215,070 | $9.8M |
| Apeiron RIA LLC | 2.56% | Add +34.8% | 211,813 | $9.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -1.0% | 197,309 | $8.5M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -1.0% | 197,309 | $8.5M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 192,931 | $8.3M |
| Jaffetilchin Investment Partners, LLC | 0.52% | Add +5.5% | 165,762 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 152,402 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 139,347 | $6.0M |
| Raymond James Financial Inc. | 0.00% | — | 135,540 | $5.9M |
| Columbia Advisory Partners LLC | 4.79% | New | 119,225 | $5.2M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -15.2% | 106,889 | $4.6M |
| Kathmere Capital Management, LLC | 0.41% | Reduce -3.4% | 105,438 | $4.6M |
| SVB Wealth LLC | 0.07% | Add +1565.0% | 90,092 | $3.9M |
| SteelPeak Wealth, LLC | 0.15% | New | 86,134 | $3.7M |
| Intrust Bank NA | 0.32% | Reduce -1.4% | 73,884 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.9% | 73,705 | $3.2M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -49.5% | 60,303 | $2.6M |
| HUB Investment Partners, LLC | 0.10% | Reduce -27.3% | 56,693 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -49.2% | 56,419 | $2.4M |
| Confluence Wealth Services, Inc. | 0.15% | Add +0.0% | 52,670 | $2.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -3.1% | 52,308 | $2.3M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -3.8% | 51,319 | $2.2M |
| Sigma Planning Corp | 0.07% | Reduce -2.4% | 49,150 | $2.1M |
| Defined Financial Planning LLC | 2.16% | — | 46,869 | $2.0M |
| Atria Investments, Inc | 0.02% | New | 45,440 | $2.0M |
| Gallacher Capital Management LLC | 0.85% | Reduce -1.8% | 39,549 | $1.7M |
| Retirement Planning Group, LLC | 0.08% | Reduce -52.1% | 35,847 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -1.4% | 34,994 | $1.5M |
| Sagespring Wealth Partners, LLC | 0.04% | — | 31,152 | $1.3M |
| Daymark Wealth Partners, LLC | 0.05% | Add +16.0% | 28,696 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.6% | 27,588 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +7.6% | 24,134 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | — | 24,903 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 24,406 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.6% | 24,042 | $1.0M |
| Goodwin Investment Advisory | 0.53% | Reduce -0.9% | 23,535 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 22,743 | $987K |
| Householder Group Estate & Retirement Specialist, LLC | 0.74% | Add +2.4% | 22,820 | $985K |
| 5T Wealth, LLC | 0.50% | — | 21,182 | $915K |
| MAI Capital Management | 0.01% | No change | 20,250 | $875K |
| Blue Trust, Inc. | 0.01% | Add +10.5% | 19,645 | $849K |
| HighTower Advisors, LLC | 0.00% | No change | 17,724 | $766K |
| Jane Street Group, LLC | 0.00% | Reduce -65.6% | 16,914 | $731K |
| Mariner, LLC | 0.00% | Reduce -29.7% | 16,404 | $709K |
| Blue Oak Capital, LLC | 0.40% | — | 15,099 | $652K |
| L & S Advisors Inc | 0.08% | Add +3.7% | 15,008 | $648K |
| NewEdge Advisors, LLC | 0.00% | New | 13,609 | $588K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -15.0% | 13,407 | $579K |
| Truist Financial Corp. | 0.00% | Add +4.6% | 13,366 | $577K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.3% | 13,158 | $568K |
| Patten Group, Inc. | 0.12% | Add +12.8% | 13,015 | $562K |
| Cobblestone Asset Management LLC | 0.35% | Add +7.8% | 12,480 | $539K |
| Wells Fargo & Company | 0.00% | Add +267.9% | 12,315 | $532K |
| MN Wealth Advisors, LLC | 0.29% | Add +1.9% | 12,009 | $519K |
| MBL Wealth, LLC | 0.05% | No change | 12,000 | $518K |
| Composition Wealth, LLC | 0.01% | Add +17.9% | 11,969 | $517K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.2% | 11,329 | $489K |
| Addison Advisors LLC | 0.13% | No change | 10,890 | $470K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 10,473 | $452K |
| Comerica Bank | 0.00% | Add +4.2% | 9,556 | $413K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -4.4% | 9,430 | $407K |
| Ameritas Advisory Services, LLC | 0.01% | Add +25.5% | 9,164 | $396K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,670 | $375K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.4% | 8,235 | $356K |
| Barnes Wealth Management Group, Inc | 0.23% | — | 8,098 | $350K |
| Chilton Investment Co. Inc. | 0.01% | Add +9.3% | 7,983 | $345K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -18.4% | 7,751 | $335K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 7,038 | $304K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.0% | 6,239 | $275K |
| Burk Holdings LLC | 0.21% | — | 5,956 | $257K |
| Acropolis Investment Management, LLC | 0.01% | New | 5,860 | $253K |
| Spire Wealth Management | 0.01% | Add +11.6% | 5,765 | $249K |
| Berger Financial Group, Inc | 0.02% | New | 5,388 | $233K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -18.9% | 5,283 | $228K |
| Royal Bank of Canada | 0.00% | Reduce -24.1% | 5,215 | $226K |
| MML Investors Services, LLC | 0.00% | New | 5,195 | $224K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,177 | $224K |
| Citadel Advisors | 0.00% | Reduce -84.0% | 4,897 | $212K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,867 | $210K |
| Park Edge Advisors, LLC | 0.06% | No change | 4,750 | $205K |
| Lavaca Capital LLC | 0.07% | New | 3,718 | $161K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,251 | $97K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,942 | $84K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -2.5% | 1,665 | $72K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 1,620 | $70K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 1,521 | $66K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,467 | $63K |
| Park Place Capital Corp | 0.01% | No change | 1,180 | $51K |
"% of holder's portfolio" is JVAL's weight in each manager's 13F, not the share of JPMorgan US Value Factor ETF the manager owns.