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JVAL · JPMorgan U.S. Value Factor ETF ETF

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$59.94 +0.05 (+0.08%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $37,407,041
Total Shares: 637,910

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
98.3%
Dec 2021 → Jun 2026 · range 15.2% – 100.0%
+0.1 pts
Top 5
100.0%
Dec 2021 → Jun 2026 · range 45.4% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 67.4% – 100.0%
0.0 pts
HHI
9,667
Dec 2021 → Jun 2026 · range 641 – 10,000
Highly concentrated+17

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
1
Decreased
1
Sold Out
0
Unchanged
0
Holder count: 0
Institutional value: +25.7%
Shares held: +4.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
AFFINITY WEALTH LLC +28,767 627,106

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −51 10,804
Filter: New 0 Increased 1 Reduced 1 Sold out 0 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
AFFINITY WEALTH LLC JVAL $36,773,495 98.31% 627,106
MLG Wealth Management DBA Pine Grove Financial Group JVAL $633,546 1.69% 10,804