JPMORGAN US VALUE FACTOR ETF (JVAL) Institutional Shareholders
JPMORGAN US VALUE FACTOR ETF (JVAL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $508.40M in JVAL holdings during the latest filing period.
Cwm, Llc is currently the largest disclosed institutional shareholder of JVAL tracked by InsiderSet, reporting ownership valued at approximately $72.96M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $86.14M, representing an estimated gain of +18.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed JVAL value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Avidian Wealth Enterprises, Llc, Captrust Financial Advisors, and several other long-term asset managers with concentrated positions in JPMORGAN US VALUE FACTOR ETF (JVAL).
This page ranks the largest institutional JVAL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
153
Total Reported Value
$508.40M
Largest Holder
Cwm, Llc
Largest Position
$72.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
150
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.19% | 1,493,287 | $72,962,014 | $86,140,261 | +$13,178,247 | +18.06% | |
| Avidian Wealth Enterprises, Llc | 1.98% | 1,217,925 | $71,419,131 | $70,256,004 | -$1,163,127 | -1.63% | |
| Captrust Financial Advisors | 0.10% | 1,198,576 | $58,562,331 | $69,139,857 | +$10,577,526 | +18.06% | |
| Lpl Financial Llc | 0.01% | 644,056 | $31,468,566 | $37,152,370 | +$5,683,804 | +18.06% | |
| Bank Of America Corp | 0.00% | 559,159 | $27,320,493 | $32,255,087 | +$4,934,594 | +18.06% | |
| Mainsail Financial Group, Llc | 8.24% | 413,727 | $24,260,957 | $23,865,842 | -$395,115 | -1.63% | |
| Goodman Advisory Group, Llc | 4.77% | 376,094 | $18,375,963 | $21,694,982 | +$3,319,019 | +18.06% | |
| Commonwealth Equity Services, Llc | 0.01% | 167,236 | $9,806,726 | $9,647,009 | -$159,717 | -1.63% | |
| Columbia Advisory Partners Llc | 5.35% | 165,339 | $9,695,476 | $9,537,580 | -$157,896 | -1.63% | |
| Apeiron Ria Llc | 2.47% | 164,391 | $9,639,888 | $9,482,895 | -$156,993 | -1.63% | |
| Atria Investments, Inc | 0.09% | 159,427 | $9,348,799 | $9,196,546 | -$152,253 | -1.63% | |
| Cerity Partners Llc | 0.01% | 175,947 | $8,596,770 | $10,149,503 | +$1,552,733 | +18.06% | |
| Planned Solutions, Inc. | 2.41% | 143,018 | $8,386,556 | $8,249,993 | -$136,563 | -1.63% | |
| Kathmere Capital Management, Llc | 0.41% | 130,843 | $7,672,634 | $7,547,678 | -$124,956 | -1.63% | |
| Cetera Investment Advisers | 0.01% | 154,443 | $7,546,105 | $8,909,044 | +$1,362,939 | +18.06% | |
| Magnolia Capital Advisors Llc | 1.48% | 154,038 | $7,526,297 | $8,885,682 | +$1,359,385 | +18.06% | |
| Mariner, Llc | 0.01% | 147,209 | $7,192,627 | $8,491,751 | +$1,299,124 | +18.06% | |
| Osaic Holdings, Inc. | 0.01% | 134,581 | $6,575,855 | $7,763,305 | +$1,187,450 | +18.06% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 128,596 | $6,283,221 | $7,418,060 | +$1,134,839 | +18.06% | |
| Raymond James Financial Inc | 0.00% | 117,861 | $5,758,721 | $6,798,812 | +$1,040,091 | +18.06% | |
| Orion Porfolio Solutions, Llc | 0.05% | 116,821 | $5,707,907 | $6,738,819 | +$1,030,912 | +18.06% | |
| Ashton Thomas Private Wealth, Llc | 0.11% | 86,921 | $5,097,035 | $5,014,038 | -$82,997 | -1.63% | |
| Oxinas Partners, Llc | 2.01% | 86,756 | $5,087,372 | $5,004,520 | -$82,852 | -1.63% | |
| Morgan Stanley | 0.00% | 101,861 | $4,976,984 | $5,875,852 | +$898,868 | +18.06% | |
| Auxano Advisors, Llc | 0.65% | 66,724 | $3,260,130 | $3,848,974 | +$588,844 | +18.06% | |
| Daymark Wealth Partners, Llc | 0.08% | 55,472 | $3,252,862 | $3,199,902 | -$52,960 | -1.63% | |
| Confluence Wealth Services, Inc. | 0.09% | 53,182 | $3,118,587 | $3,067,804 | -$50,783 | -1.63% | |
| Boyum Wealth Architects Llc | 1.15% | 49,707 | $2,882,509 | $2,867,348 | -$15,161 | -0.53% | |
| Intrust Bank Na | 0.23% | 58,814 | $2,873,651 | $3,392,686 | +$519,035 | +18.06% | |
| Ep Wealth Advisors, Llc | 0.01% | 50,231 | $2,454,306 | $2,897,575 | +$443,269 | +18.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 41,413 | $2,414,350 | $2,388,909 | -$25,441 | -1.05% | |
| Fifth Third Securities, Inc. | 0.13% | 39,078 | $2,291,534 | $2,254,214 | -$37,320 | -1.63% | |
| Gateway Wealth Partners, Llc | 0.09% | 44,672 | $2,182,682 | $2,576,904 | +$394,222 | +18.06% | |
| Sigma Planning Corp | 0.05% | 38,244 | $1,868,608 | $2,206,105 | +$337,497 | +18.06% | |
| Integrated Wealth Concepts Llc | 0.01% | 37,201 | $1,817,638 | $2,145,940 | +$328,302 | +18.06% | |
| 5T Wealth, Llc | 0.61% | 28,011 | $1,642,564 | $1,615,815 | -$26,749 | -1.63% | |
| Smartleaf Asset Management Llc | 0.06% | 34,276 | $1,631,211 | $1,977,211 | +$346,000 | +21.21% | |
| Sagespring Wealth Partners, Llc | 0.03% | 32,567 | $1,591,240 | $1,878,627 | +$287,387 | +18.06% | |
| Royal Bank Of Canada | 0.00% | 31,692 | $1,549,000 | $1,828,153 | +$279,153 | +18.02% | |
| Barnes Wealth Management Group, Inc | 0.62% | 22,791 | $1,336,464 | $1,314,699 | -$21,765 | -1.63% | |
| Private Advisor Group, Llc | 0.01% | 22,525 | $1,320,842 | $1,299,355 | -$21,487 | -1.63% | |
| Citadel Advisors Llc | 0.00% | 27,006 | $1,319,513 | $1,557,841 | +$238,328 | +18.06% | |
| Jaffetilchin Investment Partners, Llc | 0.08% | 25,879 | $1,264,444 | $1,492,830 | +$228,386 | +18.06% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 21,347 | $1,251,817 | $1,231,402 | -$20,415 | -1.63% | |
| First Citizens Bank & Trust Co | 0.02% | 21,346 | $1,251,729 | $1,231,344 | -$20,385 | -1.63% | |
| Cary Street Partners Financial Llc | 0.03% | 20,799 | $1,219,653 | $1,199,790 | -$19,863 | -1.63% | |
| Hub Investment Partners, Llc | 0.02% | 20,428 | $1,197,871 | $1,178,389 | -$19,482 | -1.63% | |
| Cresset Asset Management, Llc | 0.01% | 24,405 | $1,192,428 | $1,407,802 | +$215,374 | +18.06% | |
| Mn Wealth Advisors, Llc | 0.45% | 18,212 | $1,067,981 | $1,050,559 | -$17,422 | -1.63% | |
| Prospera Financial Services Inc | 0.02% | 18,082 | $1,060,317 | $1,043,060 | -$17,257 | -1.63% |
Frequently asked questions about JVAL
Who owns the most JVAL stock?
The largest holders of JVAL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN US VALUE FACTOR ETF (JVAL).
Is JVAL widely held by superinvestors?
Many widely followed stocks like JVAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JVAL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.