JPMorgan US Value Factor ETFJVALETF
13F holders, Q2 2025 (June 30)136holders +8
17new positions
8sold out
1famous investor
$44.25avg. 13F price*
At the end of Q2 2025, 136 institutions reported holding JPMorgan US Value Factor ETF (JVAL) in their 13F filings, up 8 from Q1 2025. 17 opened new positions and 8 sold out. The largest holders were Cobblestone Capital Advisors LLC ($52.6M), LPL Financial LLC ($44.0M) and Avidian Wealth Enterprises, LLC ($42.5M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $7.0M |
| Exits | 8 | $34.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,009,582 shares bought and 1,630,561 shares sold, net −620,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Cobblestone Capital Advisors LLC | 2.69% | Reduce -0.6% | 1,189,925 | $52.6M |
| LPL Financial LLC | 0.01% | Add +1.4% | 994,237 | $44.0M |
| Avidian Wealth Enterprises, LLC | 1.73% | Add +81.5% | 961,736 | $42.5M |
| Cwm, LLC | 0.13% | Add +0.5% | 853,589 | $37.8M |
| Cerity Partners LLC | 0.04% | Add +1.4% | 551,676 | $24.4M |
| Bank of America Corp. | 0.00% | Add +9.1% | 496,878 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Add +42.9% | 401,083 | $17.7M |
| Mainsail Financial Group, LLC | 7.60% | Add +0.7% | 366,260 | $16.3M |
| Apeiron RIA LLC | 2.60% | Add +5.7% | 228,112 | $10.1M |
| Osaic Holdings, Inc. | 0.01% | Add +22.2% | 188,691 | $8.3M |
| Cetera Investment Advisers | 0.01% | Add +0.8% | 167,694 | $7.4M |
| Columbia Advisory Partners LLC | 5.56% | Add +18.1% | 165,954 | $7.3M |
| Defined Financial Planning LLC | 6.41% | Add +14.7% | 161,785 | $7.2M |
| Atria Investments, Inc | 0.08% | Add +15.3% | 159,559 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -8.8% | 158,665 | $7.0M |
| Planned Solutions, Inc. | 2.59% | Reduce -38.3% | 152,636 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.2% | 149,798 | $6.6M |
| Kathmere Capital Management, LLC | 0.49% | Add +36.2% | 143,006 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.0% | 130,935 | $5.8M |
| Morgan Stanley | 0.00% | Reduce -10.3% | 106,553 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.7% | 76,784 | $3.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -19.4% | 76,234 | $3.4M |
| Intrust Bank NA | 0.29% | Reduce -0.2% | 72,829 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 71,816 | $3.2M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -4.5% | 58,094 | $2.6M |
| Confluence Wealth Services, Inc. | 0.13% | Add +0.0% | 52,310 | $2.3M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.9% | 51,872 | $2.3M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -12.2% | 50,693 | $2.2M |
| Fifth Third Securities, Inc. | 0.17% | Add +1.3% | 50,002 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +4.7% | 48,659 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -12.0% | 48,365 | $2.1M |
| Daymark Wealth Partners, LLC | 0.08% | Add +57.2% | 47,667 | $2.1M |
| Boyum Wealth Architects LLC | 1.37% | Reduce -0.7% | 42,024 | $1.9M |
| Gallacher Capital Management LLC | 0.80% | Reduce -0.5% | 39,258 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.7% | 33,143 | $1.5M |
| SVB Wealth LLC | 0.08% | Reduce -30.8% | 33,570 | $1.5M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -2.4% | 31,433 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -2.7% | 28,179 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -20.4% | 27,842 | $1.2M |
| 5T Wealth, LLC | 0.58% | Add +12.5% | 25,616 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Add +0.5% | 25,020 | $1.1M |
| Cobblestone Asset Management LLC | 0.57% | Add +15.6% | 24,621 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce 0.0% | 24,405 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | Reduce -27.4% | 23,278 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.6% | 22,996 | $1.0M |
| Gateway Wealth Partners, LLC | 0.19% | New | 22,627 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +14.7% | 20,531 | $908K |
| MAI Capital Management | 0.01% | Add +0.5% | 20,350 | $900K |
| Retirement Planning Group, LLC | 0.04% | Reduce -21.8% | 19,932 | $882K |
| MN Wealth Advisors, LLC | 0.51% | Add +70.8% | 19,892 | $880K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.3% | 19,651 | $869K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -44.5% | 19,147 | $847K |
| Citadel Advisors | 0.00% | Reduce -63.8% | 18,920 | $837K |
| Addison Advisors LLC | 0.21% | Add +70.7% | 18,590 | $822K |
| NewEdge Advisors, LLC | 0.00% | Add +15.1% | 18,466 | $817K |
| L & S Advisors Inc | 0.09% | Add +16.3% | 18,349 | $812K |
| Blue Trust, Inc. | 0.01% | Add +91.9% | 18,306 | $810K |
| SCS Capital Management LLC | 0.01% | No change | 17,721 | $784K |
| GTS Securities LLC | 0.03% | New | 16,193 | $716K |
| Blue Oak Capital, LLC | 0.38% | Reduce -7.6% | 16,148 | $714K |
| Mariner, LLC | 0.00% | Reduce -2.7% | 15,747 | $696K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -97.1% | 15,280 | $676K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +97.1% | 14,375 | $636K |
| Private Advisor Group, LLC | 0.00% | Add +1.2% | 12,659 | $560K |
| Patten Group, Inc. | 0.11% | Reduce -6.2% | 12,118 | $536K |
| MBL Wealth, LLC | 0.05% | No change | 12,000 | $531K |
| Ameritas Advisory Services, LLC | 0.03% | Add +10.8% | 10,899 | $482K |
| Howard Capital Management, LLC | 0.01% | No change | 10,763 | $476K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -4.4% | 9,650 | $427K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +3.5% | 8,975 | $397K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.0% | 8,884 | $393K |
| Truist Financial Corp. | 0.00% | Reduce -34.2% | 8,779 | $388K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -0.7% | 8,522 | $377K |
| Barnes Wealth Management Group, Inc | 0.21% | Reduce -2.4% | 8,156 | $361K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.6% | 8,064 | $357K |
| Composition Wealth, LLC | 0.01% | No change | 7,996 | $354K |
| Northwest Financial Advisors | 0.49% | Reduce -27.5% | 7,990 | $353K |
| Chilton Investment Co. Inc. | 0.01% | No change | 7,983 | $353K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.7% | 7,562 | $334K |
| Comerica Bank | 0.00% | Add +1.1% | 7,383 | $327K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.5% | 7,262 | $321K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.8% | 7,234 | $320K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -42.2% | 7,092 | $314K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.8% | 6,929 | $306K |
| Royal Bank of Canada | 0.00% | Reduce -32.2% | 6,631 | $293K |
| American Trust | 0.03% | New | 6,488 | $287K |
| Triad Wealth Partners, LLC | 0.06% | New | 6,447 | $285K |
| Burk Holdings LLC | 0.17% | No change | 5,956 | $263K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.3% | 5,630 | $249K |
| Advisory Services Network, LLC | 0.00% | New | 5,349 | $239K |
| MML Investors Services, LLC | 0.00% | Add +0.3% | 5,198 | $230K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,177 | $229K |
| Auxano Advisors, LLC | 0.05% | Add +0.7% | 5,121 | $226K |
| Goodwin Investment Advisory | 0.25% | No change | 4,985 | $220K |
| Captrust Financial Advisors | 0.00% | Reduce -2.8% | 4,974 | $220K |
| Spire Wealth Management | 0.01% | Reduce -1.2% | 4,966 | $220K |
| 3Chopt Investment Partners, LLC | 0.05% | New | 4,961 | $219K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,867 | $215K |
| Accredited Investors Inc. | 0.01% | New | 4,800 | $212K |
| Park Edge Advisors, LLC | 0.05% | New | 4,750 | $210K |
| Campbell Deegan Wealth Management, LLC | 0.20% | New | 4,638 | $205K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | New | 4,580 | $203K |
| Berger Financial Group, Inc | 0.01% | Reduce -9.3% | 4,542 | $201K |
| Ascent Group, LLC | 0.01% | New | 4,530 | $200K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -24.5% | 4,501 | $199K |
| Lavaca Capital LLC | 0.05% | Reduce -3.0% | 2,619 | $116K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,942 | $86K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 1,620 | $72K |
| Farther Finance Advisors, LLC | 0.00% | Add +98.2% | 1,558 | $69K |
| Global Retirement Partners, LLC | 0.00% | — | 1,500 | $66K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -14.7% | 1,342 | $59K |
| Park Place Capital Corp | 0.01% | No change | 1,180 | $53K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,164 | $51K |
| Capital Analysts, LLC | 0.00% | Add +19.5% | 1,134 | $50K |
| Private Trust Co. NA | 0.00% | No change | 1,009 | $45K |
| Wells Fargo & Company | 0.00% | Reduce -91.6% | 900 | $40K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 778 | $35K |
| IFP Advisors, Inc | 0.00% | New | 612 | $27K |
| Realta Investment Advisors | 0.01% | No change | 600 | $27K |
| UBS Group AG | 0.00% | Add +19.5% | 540 | $24K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 478 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 478 | $21K |
| FMR LLC | 0.00% | Add +14.9% | 447 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 217 | $10K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 158 | $7K |
| MV Capital Management, Inc. | 0.00% | No change | 153 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 143 | $6K |
| Crewe Advisors LLC | 0.00% | New | 137 | $6K |
| Total Investment Management Inc. | 0.00% | New | 126 | $6K |
| National Bank of Canada | 0.00% | No change | 106 | $5K |
| Allworth Financial LP | 0.00% | No change | 87 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 46 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -40.4% | 34 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -25.0% | 18 | $796 |
| Russell Investments Group, Ltd. | 0.00% | No change | 18 | $796 |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 10 | $442 |
"% 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.