JVAL · JPMorgan U.S. Value Factor ETF ETF
$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.
Holders: 2
Total Value: $37,407,041
Total Shares: 637,910
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
98.3%
+85.3 pts
Top 5
100.0%
+55.4 pts
Top 10
100.0%
+35.5 pts
HHI
9,667
Highly concentrated+9,111
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
1
Sold Out
154
Unchanged
0
Holder count:
-154
Institutional value:
-93.3%
Shares held:
-94.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small AFFINITY WEALTH LLC | +28,767 | 627,106 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −51 | 10,804 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large CWM, LLC | 1,493,287 | $72,962,002 | |
| Large CAPTRUST FINANCIAL ADVISORS | 1,198,576 | $58,562,423 | |
| Small Avidian Wealth Enterprises, LLC | 1,184,322 | $57,865,972 | |
| Mega LPL Financial LLC | 644,056 | $31,468,576 | |
| Mega JPMORGAN CHASE & CO | 573,270 | $28,009,970 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small AFFINITY WEALTH LLC JVAL | $36,773,495 | 98.31% | 627,106 | Shares | 2026-08-26 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group JVAL | $633,546 | 1.69% | 10,804 | Shares | 2026-09-02 |