JPMORGAN US VALUE FACTOR ETF (JVAL) Institutional Ownership Changes & 13F Activity
JPMORGAN US VALUE FACTOR ETF (JVAL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Thrivent Financial For Lutherans, Mercer Global Advisors Inc, Mariner, Llc, and Steward Partners Investment Advisory, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -280 | -0.8% | 36,921 | $2.17M | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Buy | +102,761 | — | 102,761 | $6.03M | Q2 2026 | Aug 19, 2026 |
| Caitlin John, Llc | Buy | +2,000 | — | 2,000 | $117.28K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +677 | +13.3% | 5,768 | $338.21K | Q2 2026 | Aug 17, 2026 |
| Thrivent Financial For Lutherans | Sell | -111,260 | -28.2% | 282,695 | $16.58M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +40,022 | +29.7% | 174,603 | $10.24M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +21,378 | +3.8% | 580,537 | $34.04M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -20,136 | -11.4% | 155,811 | $9.14M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +17,537 | +1897.9% | 18,461 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +16,334 | — | 16,334 | $958.00K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +10,994 | — | 10,994 | $644.69K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +9,195 | — | 9,195 | $539.20K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -7,286 | -6.2% | 109,535 | $6.42M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +4,076 | — | 4,076 | $239.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -3,908 | -18.1% | 17,655 | $1.04M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +3,581 | — | 3,581 | $217.12K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,398 | +10.7% | 35,090 | $2.06M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +2,529 | +49.2% | 7,673 | $449.94K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -1,050 | -5.4% | 18,300 | $1.07M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Sell | -931 | -3.8% | 23,474 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Cooper/Haims Advisors, Llc | Sell | -915 | -11.9% | 6,795 | $398.46K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +300 | +2.4% | 12,741 | $747.13K | Q2 2026 | Aug 14, 2026 |
| Magnolia Capital Advisors Llc | Buy | +294 | +0.2% | 154,332 | $9.05M | Q2 2026 | Aug 14, 2026 |
| American Trust | Sell | -81 | -1.3% | 6,067 | $355.78K | Q2 2026 | Aug 14, 2026 |
| Lavaca Capital Llc | Sell | -62 | -2.4% | 2,494 | $146.25K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +54 | +0.0% | 117,915 | $6.91M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -16 | -1.5% | 1,026 | $60.16K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +191,932 | +188.4% | 293,793 | $17.23M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -62,602 | -42.5% | 84,607 | $4.96M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +56,989 | +39852.4% | 57,132 | $3.35M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about JVAL activity
Which institutional owners are buying JVAL?
Institutional owners buying JVAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JVAL activity?
"Buy" means an investor increased their reported position in JVAL compared to the prior reporting period. This reflects growing exposure to JPMORGAN US VALUE FACTOR ETF (JVAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JVAL increasing?
Institutional interest in JVAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.