JPMorgan US Value Factor ETFJVALETF
13F holders, Q1 2025 (March 31)128holders +3
13new positions
7sold out
1famous investor
$41.48avg. 13F price*
At the end of Q1 2025, 128 institutions reported holding JPMorgan US Value Factor ETF (JVAL) in their 13F filings, up 3 from Q4 2024. 13 opened new positions and 7 sold out. The largest holders were Cobblestone Capital Advisors LLC ($49.6M), LPL Financial LLC ($40.6M) and Cwm, LLC ($35.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $12.8M |
| Exits | 7 | $4.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,073,456 shares bought and 612,694 shares sold, net +460,762 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Cobblestone Capital Advisors LLC | 2.72% | Add +0.4% | 1,196,798 | $49.6M |
| LPL Financial LLC | 0.02% | Add +17.7% | 980,313 | $40.6M |
| Cwm, LLC | 0.14% | Reduce -1.3% | 849,049 | $35.2M |
| Cerity Partners LLC | 0.05% | Add +0.5% | 543,784 | $22.5M |
| Avidian Wealth Enterprises, LLC | 0.98% | Add +44.5% | 529,993 | $22.0M |
| Federation des caisses Desjardins du Quebec | 0.11% | Add +1.7% | 522,173 | $21.6M |
| Bank of America Corp. | 0.00% | Add +2.6% | 455,477 | $18.9M |
| Goodman Advisory Group, LLC | 5.53% | Add +1.7% | 438,131 | $18.1M |
| Mainsail Financial Group, LLC | 8.54% | Add +19.2% | 363,657 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 280,684 | $11.6M |
| Planned Solutions, Inc. | 4.20% | Add +2.8% | 247,267 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | No change | 215,070 | $9.8M |
| Apeiron RIA LLC | 2.70% | Add +1.9% | 215,842 | $8.9M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -11.9% | 173,874 | $7.2M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -11.9% | 173,874 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +19.4% | 166,347 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -37.3% | 154,395 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 149,521 | $6.2M |
| Defined Financial Planning LLC | 5.92% | Add +201.0% | 141,075 | $5.8M |
| Columbia Advisory Partners LLC | 5.05% | Add +17.9% | 140,501 | $5.8M |
| Atria Investments, Inc | 0.07% | Add +204.4% | 138,330 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 132,291 | $5.5M |
| Morgan Stanley | 0.00% | Reduce -38.4% | 118,803 | $4.9M |
| Invenio Wealth Partners LLC | 1.92% | New | 110,559 | $4.6M |
| Kathmere Capital Management, LLC | 0.37% | Reduce -0.5% | 104,966 | $4.3M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -11.6% | 94,526 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 74,046 | $3.1M |
| Intrust Bank NA | 0.30% | Reduce -1.2% | 72,973 | $3.0M |
| Crossmark Global Holdings, Inc. | 0.04% | New | 60,846 | $2.5M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -4.3% | 57,710 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.6% | 54,957 | $2.3M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.1% | 52,332 | $2.2M |
| Citadel Advisors | 0.00% | Add +967.7% | 52,284 | $2.2M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -3.8% | 49,374 | $2.0M |
| Confluence Wealth Services, Inc. | 0.13% | Reduce -0.7% | 52,305 | $2.0M |
| SVB Wealth LLC | 0.08% | Reduce -46.1% | 48,516 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -5.5% | 46,461 | $1.9M |
| Boyum Wealth Architects LLC | 1.70% | — | 42,319 | $1.8M |
| Gallacher Capital Management LLC | 0.80% | Reduce -0.3% | 39,439 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.09% | No change | 34,994 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 34,479 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +3.4% | 32,199 | $1.3M |
| HUB Investment Partners, LLC | 0.05% | Reduce -43.4% | 32,076 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.5% | 30,485 | $1.3M |
| Daymark Wealth Partners, LLC | 0.05% | Add +5.7% | 30,325 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Reduce -82.5% | 28,955 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +66.3% | 28,130 | $1.2M |
| Retirement Planning Group, LLC | 0.05% | Reduce -28.9% | 25,475 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | No change | 24,903 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | New | 24,894 | $1.0M |
| Cresset Asset Management, LLC | 0.01% | No change | 24,406 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 23,859 | $988K |
| 5T Wealth, LLC | 0.54% | Add +7.5% | 22,764 | $943K |
| Cobblestone Asset Management LLC | 0.52% | Add +70.7% | 21,302 | $882K |
| MAI Capital Management | 0.01% | No change | 20,250 | $839K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 23,188 | $838K |
| Susquehanna International Group, LLP | 0.00% | New | 19,485 | $807K |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 17,904 | $742K |
| SCS Capital Management LLC | 0.01% | New | 17,721 | $734K |
| Blue Oak Capital, LLC | 0.40% | Add +15.8% | 17,482 | $724K |
| Mariner, LLC | 0.00% | Reduce -1.3% | 16,191 | $671K |
| NewEdge Advisors, LLC | 0.00% | Add +17.9% | 16,039 | $664K |
| L & S Advisors Inc | 0.09% | Add +5.1% | 15,775 | $653K |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 13,347 | $553K |
| Patten Group, Inc. | 0.12% | Reduce -0.8% | 12,918 | $535K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.9% | 12,510 | $518K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.3% | 12,275 | $508K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.8% | 12,020 | $498K |
| MBL Wealth, LLC | 0.05% | No change | 12,000 | $497K |
| MN Wealth Advisors, LLC | 0.28% | Reduce -3.0% | 11,647 | $482K |
| Northwest Financial Advisors | 0.38% | New | 11,017 | $456K |
| Addison Advisors LLC | 0.12% | No change | 10,890 | $451K |
| Howard Capital Management, LLC | 0.01% | New | 10,763 | $446K |
| Wells Fargo & Company | 0.00% | Reduce -13.2% | 10,690 | $443K |
| Acropolis Investment Management, LLC | 0.02% | Add +72.2% | 10,090 | $418K |
| Ameritas Advisory Services, LLC | 0.02% | Add +7.3% | 9,832 | $407K |
| Royal Bank of Canada | 0.00% | Add +87.5% | 9,777 | $405K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -27.1% | 9,767 | $405K |
| Blue Trust, Inc. | 0.01% | Reduce -51.4% | 9,539 | $395K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,670 | $359K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -9.0% | 8,578 | $355K |
| Barnes Wealth Management Group, Inc | 0.22% | Add +3.2% | 8,360 | $346K |
| Composition Wealth, LLC | 0.01% | Reduce -33.2% | 7,996 | $331K |
| Chilton Investment Co. Inc. | 0.01% | No change | 7,983 | $331K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.5% | 7,614 | $315K |
| Comerica Bank | 0.00% | Reduce -23.6% | 7,303 | $302K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 7,293 | $302K |
| Perigon Wealth Management, LLC | 0.01% | Add +14.6% | 7,152 | $296K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -15.5% | 6,548 | $271K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 5,961 | $247K |
| Burk Holdings LLC | 0.19% | No change | 5,956 | $247K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +151.0% | 5,650 | $234K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 5,181 | $215K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,177 | $214K |
| Captrust Financial Advisors | 0.00% | Reduce -27.3% | 5,117 | $212K |
| Auxano Advisors, LLC | 0.06% | New | 5,086 | $211K |
| Spire Wealth Management | 0.01% | Reduce -12.8% | 5,028 | $208K |
| Berger Financial Group, Inc | 0.01% | Reduce -7.0% | 5,009 | $207K |
| Goodwin Investment Advisory | 0.32% | Reduce -78.8% | 4,985 | $206K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,867 | $202K |
"% 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.