JPMorgan U.S. Value Factor ETF (JVAL)
ETF ยท NYSE Arca
JPMorgan U.S. Value Factor ETF (JVAL) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 8, 2017.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- November 8, 2017
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 164 institutions reported holding JVAL, with 10.2 million shares worth $600.3 million in aggregate. The largest reported holder was Avidian Wealth Enterprises, with 1.2 million shares worth $71.4 million. Of the 5 largest holders listed below, 1 opened a new position in JVAL, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Avidian Wealth Enterprises | 1,217,925 | $71M | Added 2.84% |
| Captrust Financial Advisors | 1,151,907 | $68M | Reduced 3.89% |
| Lpl Financial | 1,134,481 | $67M | Added 76.15% |
| Affinity Wealth | 627,106 | $37M | New position |
| Bank of America | 580,537 | $34M | Added 3.82% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is JVAL?
JPMorgan U.S. Value Factor ETF (JVAL) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 8, 2017.
Who are the largest institutional holders of JVAL?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of JVAL were Avidian Wealth Enterprises, Captrust Financial Advisors and Lpl Financial.
How many institutions own JVAL?
164 institutions reported a position in JVAL for the quarter ended June 30, 2026, worth $600.3 million in total.
Did institutions buy or sell JVAL last quarter?
Of the 5 largest reported holders, 1 opened a new position in JVAL, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for JVAL.
Every reported institutional holder, plus insider and congressional trades in JVAL, on SentiSense.