JVAL

JPMorgan U.S. Value Factor ETF
$48.95-0.15 (-0.31%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.1844451036358796e+264B

Total Value

$5.800050864391273e+199T

% of Float

Price History

$36.14$40.15$44.16$48.17$52.18Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CAPTRUST FINANCIAL ADVISORS1,184,445$58.0M0.11%Share
2Avidian Wealth Enterprises, LLC1,036,358$50.9M1.85%Share
3CWM, LLC797,213$39.1M0.11%Share
4LPL Financial LLC653,170$32.0M0.01%Share
5BANK OF AMERICA CORP /DE/509,860$25.0M0.00%Share
6Cerity Partners LLC501,719$24.0M0.03%Share
7THRIVENT FINANCIAL FOR LUTHERANS436,091$21.0M0.04%Share
8Goodman Advisory Group, LLC398,231$19.0M4.68%Share
9Mainsail Financial Group, LLC381,712$18.7M7.79%Share
10Apeiron RIA LLC183,862$9.4M1.91%Share
11JPMORGAN CHASE & CO199,701$9.0M0.00%Share
12COLUMBIA ADVISORY PARTNERS LLC163,464$8.0M5.47%Share
13Cetera Investment Advisers169,545$8.0M0.01%Share
14COMMONWEALTH EQUITY SERVICES, LLC175,181$8.0M0.01%Share
15Planned Solutions, Inc.145,416$7.1M2.29%Share
16OSAIC HOLDINGS, INC.143,863$7.0M0.01%Share
17Kathmere Capital Management, LLC136,936$6.7M0.45%Share
18Orion Porfolio Solutions, LLC141,350$6.0M0.04%Share
19Atria Investments, Inc126,322$6.0M0.07%Share
20Mariner, LLC133,121$6.0M0.01%Share
21JPMORGAN CHASE & CO103,850$5.0M0.00%Share
22MORGAN STANLEY96,333$4.0M0.00%Share
23GOLDMAN SACHS GROUP INC83,089$4.0M0.00%Share
24RAYMOND JAMES FINANCIAL INC100,072$4.0M0.00%Share
25INTRUST BANK NA66,660$3.0M0.25%Share
26Confluence Wealth Services, Inc.52,039$2.6M0.11%Share
27DAYMARK WEALTH PARTNERS, LLC46,699$2.3M0.07%Share
28FIFTH THIRD SECURITIES, INC.42,933$2.1M0.14%Share
29BOYUM WEALTH ARCHITECTS LLC40,495$2.1M0.96%Share
30FIRST CITIZENS BANK & TRUST CO47,778$2.0M0.04%Share
31Envestnet Portfolio Solutions, Inc.47,789$2.0M0.01%Share
32JPMORGAN CHASE & CO58,512$2.0M0.00%Share
33EP Wealth Advisors, LLC50,225$2.0M0.01%Share
34WEALTH ENHANCEMENT ADVISORY SERVICES, LLC39,091$2.0M0.00%Share
35Sigma Planning Corp39,762$2.0M0.05%Share
36Gallacher Capital Management LLC39,454$1.9M0.75%Share
37SAGESPRING WEALTH PARTNERS, LLC31,552$1.5M0.03%Share
385T Wealth, LLC31,030$1.5M0.61%Share
39Ashton Thomas Private Wealth, LLC29,773$1.5M0.04%Share
40Jaffetilchin Investment Partners, LLC27,565$1.4M0.08%Share
41Cobblestone Asset Management LLC25,747$1.3M0.57%Share
42CARY STREET PARTNERS FINANCIAL LLC24,762$1.2M0.03%Share
43B. Riley Wealth Advisors, Inc.24,487$1.2M0.06%Share
44Blue Trust, Inc.22,028$1.1M0.01%Share
45Gateway Wealth Partners, LLC20,934$1.0M0.11%Share
46THOROUGHBRED FINANCIAL SERVICES, LLC28,989$1.0M0.06%Share
47JPMORGAN CHASE & CO25,383$1.0M0.00%Share
48CIBC Private Wealth Group LLC21,149$1.0M0.00%Share
49NewEdge Advisors, LLC24,481$1.0M0.00%Share
50RAYMOND JAMES FINANCIAL INC27,965$1.0M0.00%Share