JPMorgan US Value Factor ETFJVALETF
13F holders, Q4 2025 (December 31)145holders +9
14new positions
8sold out
$49.15avg. 13F price*
At the end of Q4 2025, 145 institutions reported holding JPMorgan US Value Factor ETF (JVAL) in their 13F filings, up 9 from Q3 2025. 14 opened new positions and 8 sold out. The largest holders were Captrust Financial Advisors ($58.1M), Avidian Wealth Enterprises, LLC ($50.9M) and Cwm, LLC ($39.1M).
- Company
- JPMorgan US Value Factor ETF
- CUSIP
- 46641Q753
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $21.6M |
| Exits | 8 | $4.0M |
All 13F filers, Q3 2025 → Q4 2025: 2,069,970 shares bought and 539,886 shares sold, net +1,530,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Captrust Financial Advisors | 0.11% | Add +23712.7% | 1,184,445 | $58.1M |
| Avidian Wealth Enterprises, LLC | 1.85% | Add +4.0% | 1,036,358 | $50.9M |
| Cwm, LLC | 0.11% | Add +1.3% | 797,213 | $39.1M |
| LPL Financial LLC | 0.01% | Reduce -26.0% | 653,170 | $32.1M |
| Bank of America Corp. | 0.00% | Add +4.3% | 537,765 | $26.4M |
| Cerity Partners LLC | 0.04% | Reduce -6.1% | 501,719 | $24.6M |
| Thrivent Financial for Lutherans | 0.04% | Add +34.0% | 436,091 | $21.6M |
| Goodman Advisory Group, LLC | 4.81% | New | 398,231 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 387,446 | $19.0M |
| Mainsail Financial Group, LLC | 7.79% | Add +2.0% | 381,712 | $18.7M |
| Apeiron RIA LLC | 1.91% | Reduce -14.8% | 183,862 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.9% | 175,181 | $8.6M |
| Cetera Investment Advisers | 0.01% | Reduce -0.0% | 169,545 | $8.3M |
| Columbia Advisory Partners LLC | 5.47% | Reduce -0.8% | 163,464 | $8.0M |
| Mariner, LLC | 0.01% | Add +890.6% | 150,781 | $7.4M |
| Planned Solutions, Inc. | 2.31% | Reduce -1.2% | 145,416 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.2% | 144,300 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -5.8% | 141,350 | $6.9M |
| Kathmere Capital Management, LLC | 0.45% | Reduce -2.3% | 136,936 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 128,037 | $6.3M |
| Atria Investments, Inc | 0.07% | Reduce -15.4% | 126,322 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.5% | 104,835 | $5.1M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 96,763 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +19.0% | 83,089 | $4.1M |
| Intrust Bank NA | 0.28% | Reduce -3.1% | 68,179 | $3.3M |
| Confluence Wealth Services, Inc. | 0.11% | Add +0.2% | 52,039 | $2.6M |
| EP Wealth Advisors, LLC | 0.01% | — | 50,225 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.4% | 47,789 | $2.3M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -0.7% | 47,778 | $2.3M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -1.2% | 46,699 | $2.3M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -1.3% | 42,933 | $2.1M |
| Boyum Wealth Architects LLC | 0.96% | Reduce -1.9% | 40,495 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.6% | 39,091 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.2% | 40,283 | $2.0M |
| Sigma Planning Corp | 0.05% | Reduce -1.7% | 39,762 | $2.0M |
| Gallacher Capital Management LLC | 0.75% | Add +4.2% | 39,454 | $1.9M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +0.3% | 31,552 | $1.5M |
| 5T Wealth, LLC | 0.61% | Reduce -0.3% | 31,030 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.8% | 30,150 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +59.5% | 29,773 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +8.7% | 28,989 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -2.4% | 27,565 | $1.4M |
| Cobblestone Asset Management LLC | 0.57% | Add +2.0% | 25,747 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +1.0% | 24,762 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +14.8% | 24,487 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +40.0% | 24,481 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | No change | 24,405 | $1.2M |
| Blue Trust, Inc. | 0.01% | Add +17.1% | 22,541 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.0% | 22,365 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 21,149 | $1.0M |
| SVB Wealth LLC | 0.06% | Reduce -32.6% | 21,019 | $1.0M |
| Gateway Wealth Partners, LLC | 0.11% | Reduce -1.2% | 20,934 | $1.0M |
| HighTower Advisors, LLC | 0.00% | No change | 20,531 | $1.0M |
| L & S Advisors Inc | 0.10% | Reduce -0.7% | 20,023 | $983K |
| MAI Capital Management | 0.01% | No change | 19,350 | $950K |
| MN Wealth Advisors, LLC | 0.47% | Reduce -2.0% | 18,802 | $923K |
| Royal Bank of Canada | 0.00% | Add +199.9% | 18,449 | $906K |
| HUB Investment Partners, LLC | 0.02% | Reduce -18.9% | 18,042 | $885K |
| SCS Capital Management LLC | 0.01% | No change | 17,721 | $870K |
| Retirement Planning Group, LLC | 0.03% | Reduce -1.8% | 16,464 | $808K |
| Composition Wealth, LLC | 0.01% | Reduce -18.7% | 15,638 | $768K |
| Addison Advisors LLC | 0.16% | Reduce -2.4% | 14,075 | $691K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 13,832 | $679K |
| Private Advisor Group, LLC | 0.00% | Add +5.3% | 13,792 | $677K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.7% | 13,745 | $675K |
| GTS Securities LLC | 0.02% | Reduce -12.7% | 13,413 | $658K |
| Regal Investment Advisors LLC | 0.04% | Add +2.6% | 12,077 | $593K |
| Patten Group, Inc. | 0.11% | Reduce -1.4% | 11,838 | $581K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -20.3% | 11,617 | $570K |
| MBL Wealth, LLC | 0.04% | No change | 11,000 | $540K |
| Howard Capital Management, LLC | 0.01% | No change | 10,763 | $528K |
| Truist Financial Corp. | 0.00% | Add +22.6% | 10,731 | $527K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.06% | — | 10,015 | $492K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 8,562 | $420K |
| Barnes Wealth Management Group, Inc | 0.21% | Reduce -0.8% | 8,057 | $395K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -6.2% | 8,035 | $394K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.1% | 7,998 | $393K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.5% | 7,764 | $381K |
| Auxano Advisors, LLC | 0.07% | Add +33.1% | 7,500 | $368K |
| OneDigital Investment Advisors LLC | 0.00% | New | 7,321 | $359K |
| Cooper/Haims Advisors, LLC | 0.16% | New | 7,295 | $358K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -11.5% | 7,063 | $347K |
| Capital Square, LLC | 0.16% | New | 6,495 | $319K |
| American Trust | 0.03% | Reduce -2.7% | 6,401 | $314K |
| Rwa Wealth Partners, LLC | 0.00% | Add +0.1% | 6,386 | $313K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -1.2% | 6,366 | $312K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.9% | 6,169 | $303K |
| Burk Holdings LLC | 0.14% | No change | 5,956 | $292K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -26.6% | 5,853 | $287K |
| Merited Wealth, LLC | 0.26% | — | 5,653 | $277K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 5,630 | $276K |
| Kestra Advisory Services, LLC | 0.00% | Add +17.3% | 5,514 | $271K |
| Advisory Services Network, LLC | 0.00% | No change | 5,340 | $262K |
| MML Investors Services, LLC | 0.00% | Add +9.4% | 5,226 | $257K |
| Goodwin Investment Advisory | 0.27% | No change | 4,985 | $245K |
| Spire Wealth Management | 0.01% | No change | 4,966 | $244K |
| 3Chopt Investment Partners, LLC | 0.05% | Reduce -0.3% | 4,960 | $243K |
| Marino, Stram & Associates LLC | 0.04% | New | 4,960 | $243K |
| Equitable Holdings, Inc. | 0.00% | New | 4,876 | $239K |
| BNB Wealth Management, LLC | 0.15% | — | 4,831 | $237K |
"% 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.