Who Owns JVAL?
JPMorgan U.S. Value Factor ETF — Institutional Ownership & 13F Holdings
$53.84
+0.64 (+1.19%)
Market Cap
$695.9M
Shares Outstanding
12,333,845
Institutional Holders
120
Total Inst. Value
$258.0M
% of Float Held
—
QoQ Holder Change
+40
Institutional data as of Q1 2025
New Positions
27
Closed Positions
12
Increased
28
Decreased
41
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | $49.6M | 1,196,798 |
| 2 | Avidian Wealth Enterprises, LLC | $22.0M | 529,993 |
| 3 | Federation des caisses Desjardins du Quebec | $21.6M | 522,173 |
| 4 | BANK OF AMERICA CORP /DE/ | $18.9M | 455,477 |
| 5 | Mainsail Financial Group, LLCNew | $15.1M | 363,657 |
| 6 | JPMORGAN CHASE & CO | $11.6M | 280,684 |
| 7 | Planned Solutions, Inc.New | $10.2M | 247,267 |
| 8 | Apeiron RIA LLCNew | $8.9M | 215,842 |
| 9 | Cetera Investment Advisers | $6.9M | 166,347 |
| 10 | OSAIC HOLDINGS, INC. | $6.4M | 154,395 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | +5K | $49.6M |
| Avidian Wealth Enterprises, LLC | +163K | $22.0M |
| Federation des caisses Desjardins du Quebec | +9K | $21.6M |
| BANK OF AMERICA CORP /DE/ | +12K | $18.9M |
| Mainsail Financial Group, LLCNew | +364K | $15.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Jaffetilchin Investment Partners, LLC | -137K | $1.2M |
| MORGAN STANLEY | -74K | $4.9M |
| OSAIC HOLDINGS, INC. | -72K | $6.4M |
| HUB Investment Partners, LLC | -25K | $1.3M |
| Goodwin Investment Advisory | -19K | $206K |
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Frequently Asked Questions
How many institutional investors hold JVAL?
As of Q1 2025, 120 institutional investors report holding JVAL (JPMorgan U.S. Value Factor ETF) in their 13F filings.
Which hedge fund owns the most JVAL?
The largest institutional holder of JVAL is COBBLESTONE CAPITAL ADVISORS LLC /NY/ with $49.6M in shares.
Are institutions buying or selling JVAL?
This quarter, 27 institutions opened new positions in JVAL and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.