Who owns JVAL?
JPMorgan U.S. Value Factor ETF · JPMorgan
169 institutions reported holding JVAL, worth $605.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JVAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Avidian Wealth Enterprises, LLC | Houston, TX | $71.4M | 1,217,925 | +33,603 shares |
| Captrust Financial Advisors | Raleigh, NC | $67.5M | 1,151,907 | −46,669 shares |
| LPL Financial LLC | Fort Mill, SC | $66.5M | 1,134,481 | +490,425 shares |
| Affinity Wealth LLC | Canton, OH | $36.8M | 627,106 | New position |
| Bank of America Corp. | Charlotte, NC | $34.0M | 580,537 | +21,378 shares |
| JPMorgan Chase & Co | New York, NY | $33.7M | 577,595 | +4,325 shares |
| Mainsail Financial Group, LLC | Bellevue, WA | $24.3M | 413,727 | +22,990 shares |
| Morgan Stanley | New York, NY | $17.2M | 293,793 | +191,932 shares |
| Thrivent Financial for Lutherans | Minneapolis, MN | $16.6M | 282,695 | −111,260 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $10.2M | 174,603 | +40,022 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JVAL?
169 institutional managers reported holding JVAL in Form 13F filings for June 30, 2026, worth $605.3M in total. The largest reported position was held by Avidian Wealth Enterprises, LLC, at $71.4M.
Did institutions buy or sell JVAL last quarter?
Reported 13F value rose 32.5% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JVAL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.