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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-280-0.8%36,921$2.17MQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+102,761102,761$6.03MQ2 2026Aug 19, 2026
Caitlin John, LlcBuy+2,0002,000$117.28KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+677+13.3%5,768$338.21KQ2 2026Aug 17, 2026
Thrivent Financial For LutheransSell-111,260-28.2%282,695$16.58MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+40,022+29.7%174,603$10.24MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+21,378+3.8%580,537$34.04MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-20,136-11.4%155,811$9.14MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+17,537+1897.9%18,461$1.08MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+16,33416,334$958.00KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+10,99410,994$644.69KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+9,1959,195$539.20KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-7,286-6.2%109,535$6.42MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+4,0764,076$239.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-3,908-18.1%17,655$1.04MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+3,5813,581$217.12KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,398+10.7%35,090$2.06MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+2,529+49.2%7,673$449.94KQ2 2026Aug 14, 2026
Mai Capital ManagementSell-1,050-5.4%18,300$1.07MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcSell-931-3.8%23,474$1.38MQ2 2026Aug 14, 2026
Cooper/Haims Advisors, LlcSell-915-11.9%6,795$398.46KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+300+2.4%12,741$747.13KQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcBuy+294+0.2%154,332$9.05MQ2 2026Aug 14, 2026
American TrustSell-81-1.3%6,067$355.78KQ2 2026Aug 14, 2026
Lavaca Capital LlcSell-62-2.4%2,494$146.25KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+54+0.0%117,915$6.91MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-16-1.5%1,026$60.16KQ2 2026Aug 14, 2026
Morgan StanleyBuy+191,932+188.4%293,793$17.23MQ2 2026Aug 13, 2026
Mariner, LlcSell-62,602-42.5%84,607$4.96MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+56,989+39852.4%57,132$3.35MQ2 2026Aug 13, 2026
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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.