JPMorgan US Value Factor ETFJVALETF
13F holders, Q1 2026 (March 31)156holders +11
20new positions
8sold out
1famous investor
$48.82avg. 13F price*
At the end of Q1 2026, 156 institutions reported holding JPMorgan US Value Factor ETF (JVAL) in their 13F filings, up 11 from Q4 2025. 20 opened new positions and 8 sold out. The largest holders were Cwm, LLC ($73.0M), Captrust Financial Advisors ($58.6M) and Avidian Wealth Enterprises, LLC ($57.9M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $45.1M |
| Exits | 8 | $2.1M |
All 13F filers, Q4 2025 → Q1 2026: 2,385,457 shares bought and 668,522 shares sold, net +1,716,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Cwm, LLC | 0.19% | Add +87.3% | 1,493,287 | $73.0M |
| Captrust Financial Advisors | 0.10% | Add +1.2% | 1,198,576 | $58.6M |
| Avidian Wealth Enterprises, LLC | 1.83% | Add +14.3% | 1,184,322 | $57.9M |
| LPL Financial LLC | 0.01% | Reduce -1.4% | 644,056 | $31.5M |
| Affinity Wealth LLC | 18.66% | New | 598,339 | $29.2M |
| Bank of America Corp. | 0.00% | Add +4.0% | 559,159 | $27.3M |
| JPMorgan Chase & Co. | 0.00% | Add +48.0% | 573,270 | $27.3M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -9.7% | 393,955 | $19.2M |
| Mainsail Financial Group, LLC | 7.95% | Add +2.4% | 390,737 | $19.1M |
| Goodman Advisory Group, LLC | 4.77% | Reduce -5.6% | 376,094 | $18.4M |
| Atria Investments, Inc | 0.12% | Add +69.1% | 213,641 | $10.4M |
| Cerity Partners LLC | 0.01% | Reduce -64.9% | 175,947 | $8.6M |
| Apeiron RIA LLC | 1.99% | Reduce -4.6% | 175,371 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 174,998 | $8.6M |
| Columbia Advisory Partners LLC | 5.10% | Add +0.0% | 163,496 | $8.0M |
| Cetera Investment Advisers | 0.01% | Reduce -8.9% | 154,443 | $7.5M |
| Magnolia Capital Advisors LLC | 1.48% | New | 154,038 | $7.5M |
| Mariner, LLC | 0.01% | Reduce -2.4% | 147,209 | $7.2M |
| Planned Solutions, Inc. | 2.33% | Reduce -0.7% | 144,411 | $7.1M |
| Kathmere Capital Management, LLC | 0.41% | Reduce -1.7% | 134,666 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.7% | 134,581 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.7% | 128,596 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.0% | 117,861 | $5.8M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -17.4% | 116,821 | $5.7M |
| Morgan Stanley | 0.00% | Add +5.3% | 101,861 | $5.0M |
| Oxinas Partners, LLC | 2.00% | New | 89,720 | $4.4M |
| Auxano Advisors, LLC | 0.65% | Add +789.6% | 66,724 | $3.3M |
| Daymark Wealth Partners, LLC | 0.09% | Add +26.7% | 59,163 | $2.9M |
| Intrust Bank NA | 0.23% | Reduce -13.7% | 58,814 | $2.9M |
| Boyum Wealth Architects LLC | 1.13% | Add +23.3% | 49,910 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +78.4% | 53,127 | $2.6M |
| Confluence Wealth Services, Inc. | 0.10% | Add +0.2% | 52,141 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.0% | 50,231 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +252.7% | 48,645 | $2.4M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce 0.0% | 47,777 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -5.5% | 45,165 | $2.2M |
| Gateway Wealth Partners, LLC | 0.09% | Add +113.4% | 44,672 | $2.2M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -1.2% | 42,433 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.8% | 38,795 | $1.9M |
| Sigma Planning Corp | 0.05% | Reduce -3.8% | 38,244 | $1.9M |
| Integrated Wealth Concepts LLC | 0.01% | Add +23.4% | 37,201 | $1.8M |
| Blue Trust, Inc. | 0.02% | Add +62.3% | 36,590 | $1.8M |
| Gallacher Capital Management LLC | 0.67% | Reduce -9.8% | 35,585 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | Add +0.0% | 34,276 | $1.6M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +3.2% | 32,567 | $1.6M |
| 5T Wealth, LLC | 0.63% | Add +4.9% | 32,560 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +71.8% | 31,692 | $1.5M |
| Citadel Advisors | 0.00% | New | 27,006 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -6.9% | 26,982 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -6.1% | 25,879 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 24,501 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | No change | 24,405 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -2.5% | 24,148 | $1.2M |
| Barnes Wealth Management Group, Inc | 0.59% | Add +196.8% | 23,909 | $1.2M |
| Cobblestone Asset Management LLC | 0.50% | Reduce -11.0% | 22,922 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.5% | 21,563 | $1.1M |
| CIBC Bancorp USA Inc. | 0.00% | — | 21,139 | $1.0M |
| HUB Investment Partners, LLC | 0.02% | Add +15.4% | 20,817 | $1.0M |
| HighTower Advisors, LLC | 0.00% | No change | 20,531 | $1.0M |
| L & S Advisors Inc | 0.13% | Add +1.5% | 20,328 | $993K |
| MAI Capital Management | 0.01% | No change | 19,350 | $945K |
| SVB Wealth LLC | 0.06% | Reduce -9.1% | 19,097 | $933K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.6% | 18,883 | $923K |
| MN Wealth Advisors, LLC | 0.44% | Reduce -1.8% | 18,462 | $902K |
| SCS Capital Management LLC | 0.01% | No change | 17,721 | $866K |
| Envestnet Asset Management Inc. | 0.00% | Add +94.8% | 16,681 | $815K |
| Harbour Investments, Inc. | 0.01% | New | 15,707 | $767K |
| Retirement Planning Group, LLC | 0.02% | Reduce -6.2% | 15,440 | $754K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.5% | 13,619 | $665K |
| Regal Investment Advisors LLC | 0.04% | Add +3.0% | 12,441 | $608K |
| Arkadios Wealth Advisors | 0.01% | Reduce -10.8% | 12,268 | $599K |
| Addison Advisors LLC | 0.13% | Reduce -13.8% | 12,140 | $593K |
| Patten Group, Inc. | 0.10% | Reduce -1.5% | 11,658 | $570K |
| Composition Wealth, LLC | 0.01% | Reduce -27.7% | 11,313 | $553K |
| MBL Wealth, LLC | 0.04% | No change | 11,000 | $537K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.06% | Add +8.4% | 10,855 | $530K |
| Howard Capital Management, LLC | 0.01% | No change | 10,763 | $526K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 10,683 | $522K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -87.7% | 10,249 | $501K |
| WealthPlan Investment Management, LLC | 0.03% | New | 9,397 | $459K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.7% | 8,532 | $417K |
| Triad Wealth Partners, LLC | 0.03% | Add +26.6% | 8,057 | $394K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,035 | $393K |
| Cooper/Haims Advisors, LLC | 0.18% | Add +5.7% | 7,710 | $377K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.3% | 7,558 | $369K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.3% | 7,426 | $363K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.3% | 7,346 | $359K |
| Kestra Advisory Services, LLC | 0.00% | Add +31.8% | 7,266 | $355K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -38.3% | 7,174 | $351K |
| Chilton Investment Co. Inc. | 0.01% | No change | 7,063 | $345K |
| CoreCap Advisors, LLC | 0.01% | Add +4.1% | 6,423 | $314K |
| Rwa Wealth Partners, LLC | 0.00% | Add +0.1% | 6,389 | $312K |
| American Trust | 0.03% | Reduce -4.0% | 6,148 | $300K |
| Burk Holdings LLC | 0.12% | No change | 5,956 | $291K |
| Merited Wealth, LLC | 0.23% | No change | 5,653 | $276K |
| Ascent Group, LLC | 0.01% | Add +24.8% | 5,377 | $263K |
| Advisory Services Network, LLC | 0.00% | No change | 5,340 | $261K |
| GTS Securities LLC | 0.01% | Reduce -61.6% | 5,144 | $251K |
| Equitable Holdings, Inc. | 0.00% | Add +4.4% | 5,091 | $250K |
| Goodwin Investment Advisory | 0.29% | No change | 4,985 | $244K |
"% 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.