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JPMorgan US Value Factor ETF (JVAL)

CUSIP: 46641Q753 | NYSE | 306 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Avidian Wealth Enterprises, LLC1,196,536
1.9% of portfolio›$69.3M
Affinity Wealth LLC645,304
20.0% of portfolio›$37.8M
Mainsail Financial Group, LLC376,676
7.3% of portfolio›$21.8M
Goodman Advisory Group, LLC333,793
4.4% of portfolio›$19.3M
Prism Advisors, Inc.232,402
3.4% of portfolio›$13.6M
Columbia Advisory Partners LLC156,767
5.0% of portfolio›$9.1M
Atria Investments, Inc151,936
0.1% of portfolio›$8.8M
Apeiron RIA LLC144,456
1.9% of portfolio›$8.4M
Planned Solutions, Inc.140,135
2.2% of portfolio›$8.1M
Commonwealth Equity Services, LLC131,975
0.0% of portfolio›$7.6M
Kathmere Capital Management, LLC129,195
0.4% of portfolio›$7.5M
Ashton Thomas Private Wealth, LLC103,972
0.1% of portfolio›$6.0M
Concurrent Investment Advisors, LLC68,360
0.0% of portfolio›$4.0M
Daymark Wealth Partners, LLC56,608
0.1% of portfolio›$3.3M
Plus Group Wealth Advisors LLC51,557
2.7% of portfolio›$3.0M
Boyum Wealth Architects LLC48,519
1.2% of portfolio›$2.8M
Wealth Enhancement Advisory Services, LLC41,663
0.0% of portfolio›$2.4M
Fifth Third Securities, Inc.38,730
0.1% of portfolio›$2.2M
Sigma Planning Corp33,330
0.0% of portfolio›$1.9M
B. Riley Wealth Advisors, Inc.32,643
0.1% of portfolio›$1.9M
Sagespring Wealth Partners, LLC32,564
0.0% of portfolio›$1.9M
Mirae Asset Global Investments Co., Ltd.20,167
0.0% of portfolio›$1.2M
WealthPlan Investment Management, LLC18,856
0.1% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.18,211
0.0% of portfolio›$1.1K
Prospera Financial Services Inc18,039
0.0% of portfolio›$1.1M
Retirement Planning Group, LLC17,594
0.0% of portfolio›$1.0M
HUB Investment Partners, LLC17,242
0.0% of portfolio›$998.7K
MN Wealth Advisors, LLC17,228
0.4% of portfolio›$997.9K
Apollon Wealth Management, LLC15,132
0.0% of portfolio›$876.5K
RFG Advisory, LLC14,459
0.0% of portfolio›$837.5K
Vise Technologies, Inc.13,389
0.0% of portfolio›$775.5K
Cobblestone Asset Management LLC12,269
0.3% of portfolio›$710.6K
Patten Group, Inc.11,237
0.1% of portfolio›$650.8K
MBL Wealth, LLC11,000
0.0% of portfolio›$637.1K
Howard Capital Management, LLC10,763
0.0% of portfolio›$623.4K
Truist Financial Corp10,600
0.0% of portfolio›$613.9K
Gallacher Capital Management LLC10,391
0.5% of portfolio›$601.9K
Perigon Wealth Management, LLC8,844
0.0% of portfolio›$512.2K
MLG Wealth Management DBA Pine Grove Financial Group7,868
0.0% of portfolio›$455.7K
Triad Wealth Partners, LLC7,464
0.0% of portfolio›$432.3K
BNB Wealth Management, LLC7,367
0.2% of portfolio›$426.7K
Elevation Wealth Management LLC6,849
0.3% of portfolio›$396.7K
Cooper S Advisors, LLC6,795
0.2% of portfolio›$393.6K
Kestra Advisory Services, LLC6,742
0.0% of portfolio›$390.5K
CoreCap Advisors, LLC6,154
0.0% of portfolio›$356.4K
Monetary Solutions, Ltd5,906
0.3% of portfolio›$342.1K
Merited Wealth, LLC5,848
0.2% of portfolio›$338.7K
Abner Herrman & Brock LLC5,695
0.0% of portfolio›$330
Revisor Wealth Management LLC5,486
0.1% of portfolio›$318.4K
First Citizens Bank & Trust Co5,269
0.0% of portfolio›$305.2K
Blue Trust, Inc.5,212
0.0% of portfolio›$301.9K
Ascent Group, LLC5,117
0.0% of portfolio›$296.4K
Marino, Stram & Associates LLC5,008
0.0% of portfolio›$290.0K
3Chopt Investment Partners, LLC4,960
0.1% of portfolio›$287.3K
Independent Financial Group, LLC4,894
0.0% of portfolio›$283.5K
Spire Wealth Management4,870
0.0% of portfolio›$282.1K
Accredited Investors Inc.4,648
0.0% of portfolio›$269.2K
Strategic Blueprint, LLC4,596
0.0% of portfolio›$266.2K
Avaii Wealth Management, LLC4,180
0.1% of portfolio›$245.3K
Anson Capital, Inc.4,176
0.2% of portfolio›$241.9K
TopTier Wealth Management, LLC4,088
0.1% of portfolio›$236.8K
Windsor Capital Management, LLC3,872
0.1% of portfolio›$224.3K
Farther Finance Advisors, LLC3,626
0.0% of portfolio›$210.0K
Detalus Advisors, LLC3,623
0.0% of portfolio›$209.8K
Intrua Financial, LLC3,482
0.0% of portfolio›$201.7K
GK Wealth Management LLC2,743
0.1% of portfolio›$158.9K
United Community Bank2,101
0.0% of portfolio›$121.7K
Lanark Financial, Inc.1,634
0.0% of portfolio›$94.6K
Sima Wealth Partners, LLC1,620
0.1% of portfolio›$93.8K
Private Trust Co NA1,401
0.0% of portfolio›$81.1K
IFP Advisors, Inc1,077
0.0% of portfolio›$62.4K
Assetmark, Inc927
0.0% of portfolio›$53.7K
First Horizon Corp708
0.0% of portfolio›$41.0K
Lodestone Wealth Management LLC514
0.0% of portfolio›$29.8K
Ascentis Independent Advisors338
0.0% of portfolio›$19.6K
Covestor Ltd178
0.0% of portfolio›$10
MV Capital Management, Inc.153
0.0% of portfolio›$8.9K
NBT Bank, N.A.86
0.0% of portfolio›$5.0K
Versant Capital Management, Inc46
0.0% of portfolio›$2.7K
Atwood & Palmer Inc30
0.0% of portfolio›$1.7K
Root Financial Partners, LLC20
0.0% of portfolio›$1.2K
Parallel Advisors, LLC19
0.0% of portfolio›$1.1K
Citigroup Inc1
0.0% of portfolio›$58
StyleTurnoverLocationFiled
Avidian Wealth Enterprises, LLC
1,196,536$69.3M1.9%ETFLowHouston, TX2026-10-08
Affinity Wealth LLC
645,304$37.8M20.0%ETFHighCanton, OH2026-11-03
Mainsail Financial Group, LLC
376,676$21.8M7.3%ETFLowBellevue, WA2026-10-23
Goodman Advisory Group, LLC
333,793$19.3M4.4%GrowthHighNeedham, MA2026-11-02
Prism Advisors, Inc.
232,402$13.6M3.4%ETFMediumStudio City, CA2026-10-09
Columbia Advisory Partners LLC
156,767$9.1M5.0%ETFMediumSpokane, WA2026-10-15
Atria Investments, Inc
151,936$8.8M0.1%CoreMediumCharlotte, NC2026-10-15
Apeiron RIA LLC
144,456$8.4M1.9%ETFMediumDallas, TX2026-10-08
Planned Solutions, Inc.
140,135$8.1M2.2%ETFLowFolsom, CA2026-10-19
Commonwealth Equity Services, LLC
131,975$7.6M0.0%ETFLowWaltham, MA2026-11-02
Kathmere Capital Management, LLC
129,195$7.5M0.4%ETFLowWayne, PA2026-10-20
Ashton Thomas Private Wealth, LLC
103,972$6.0M0.1%CoreMediumScottsdale, AZ2026-11-03
Concurrent Investment Advisors, LLC
68,360$4.0M0.0%GrowthMediumTampa, FL2026-10-16
Daymark Wealth Partners, LLC
56,608$3.3M0.1%CoreLowCincinnati, OH2026-11-04
Plus Group Wealth Advisors LLC
51,557$3.0M2.7%ETFLowBelgium, WI2026-10-19
Boyum Wealth Architects LLC
48,519$2.8M1.2%ETFLowBloomington, MN2026-10-06
Wealth Enhancement Advisory Services, LLC
41,663$2.4M0.0%CoreLowPlymouth, MN2026-10-13
Fifth Third Securities, Inc.
38,730$2.2M0.1%ETFLowCincinnati, OH2026-10-21
Sigma Planning Corp
33,330$1.9M0.0%GrowthMediumAnn Arbor, MI2026-10-23
B. Riley Wealth Advisors, Inc.
32,643$1.9M0.1%GrowthLowMemphis, TN2026-10-13
Sagespring Wealth Partners, LLC
32,564$1.9M0.0%ETFLowFranklin, TN2026-10-22
Mirae Asset Global Investments Co., Ltd.
20,167$1.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
WealthPlan Investment Management, LLC
18,856$1.1M0.1%GrowthMediumOmaha, NE2026-10-15
Cambridge Investment Research Advisors, Inc.
18,211$1.1K0.0%ETFLowFairfield, IA2026-11-02
Prospera Financial Services Inc
18,039$1.1M0.0%CoreMediumDallas, TX2026-11-04
Retirement Planning Group, LLC
17,594$1.0M0.0%ETFVery LowLeawood, KS2026-10-19
HUB Investment Partners, LLC
17,242$998.7K0.0%GrowthLowAustin, TX2026-11-03
MN Wealth Advisors, LLC
17,228$997.9K0.4%ETFMediumOverland Park, KS2026-10-23
Apollon Wealth Management, LLC
15,132$876.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
RFG Advisory, LLC
14,459$837.5K0.0%ETFMediumBirmingham, AL2026-11-03
Vise Technologies, Inc.
13,389$775.5K0.0%IndexLowNew York, NY2026-10-29
Cobblestone Asset Management LLC
12,269$710.6K0.3%ETFMediumRichmond, VA2026-10-13
Patten Group, Inc.
11,237$650.8K0.1%CoreLowChattanooga, TN2026-10-26
MBL Wealth, LLC
11,000$637.1K0.0%ETFLowCharlotte, NC2026-10-22
Howard Capital Management, LLC
10,763$623.4K0.0%ETFHighAlpharetta, GA2026-10-16
Truist Financial Corp
10,600$613.9K0.0%CoreLowCharlotte, NC2026-10-30
Gallacher Capital Management LLC
10,391$601.9K0.5%ValueMediumLone Tree, CO2026-10-30
Perigon Wealth Management, LLC
8,844$512.2K0.0%GrowthLowSan Francisco, CA2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
7,868$455.7K0.0%ETFMediumWoodbury, MN2026-10-13
Triad Wealth Partners, LLC
7,464$432.3K0.0%ETFMediumLawrence, KS2026-10-26
BNB Wealth Management, LLC
7,367$426.7K0.2%ETFMediumSilver Spring, MD2026-10-28
Elevation Wealth Management LLC
6,849$396.7K0.3%Agg GrowthLowEden Prairie, MN2026-11-02
Cooper S Advisors, LLC
6,795$393.6K0.2%ETFLowVictor, NY2026-11-03
Kestra Advisory Services, LLC
6,742$390.5K0.0%CoreLowAustin, TX2026-11-02
CoreCap Advisors, LLC
6,154$356.4K0.0%ETFMediumSouthfield, MI2026-10-08
Monetary Solutions, Ltd
5,906$342.1K0.3%ETFVery LowDayton, OH2026-10-22
Merited Wealth, LLC
5,848$338.7K0.2%ETFMediumNorth Bay Village, FL2026-10-13
Abner Herrman & Brock LLC
5,695$3300.0%GARPLowJersey City, NJ2026-10-20
Revisor Wealth Management LLC
5,486$318.4K0.1%CoreLowAkron, OH2026-10-20
First Citizens Bank & Trust Co
5,269$305.2K0.0%CoreMediumRaleigh, NC2026-10-14
Blue Trust, Inc.
5,212$301.9K0.0%ETFLowBrentwood, TN2026-10-15
Ascent Group, LLC
5,117$296.4K0.0%CoreLowVirginia Beach, VA2026-10-30
Marino, Stram & Associates LLC
5,008$290.0K0.0%ETFVery LowBraintree, MA2026-10-22
3Chopt Investment Partners, LLC
4,960$287.3K0.1%CoreLowRichmond, VA2026-10-30
Independent Financial Group, LLC
4,894$283.5K0.0%GrowthLowSan Diego, CA2026-10-13
Spire Wealth Management
4,870$282.1K0.0%GrowthMediumMclean, VA2026-10-30
Accredited Investors Inc.
4,648$269.2K0.0%ETFLowEdina, MN2026-11-03
Strategic Blueprint, LLC
4,596$266.2K0.0%ETFLowAtlanta, GA2026-10-22
Avaii Wealth Management, LLC
4,180$245.3K0.1%ETFMediumAppleton, WI2026-10-09
Anson Capital, Inc.
4,176$241.9K0.2%ETFLowTyrone, GA2026-10-23
TopTier Wealth Management, LLC
4,088$236.8K0.1%ETFVery LowMuskego, WI2026-10-16
Windsor Capital Management, LLC
3,872$224.3K0.1%ETFVery LowPhoenix, AZ2026-10-13
Farther Finance Advisors, LLC
3,626$210.0K0.0%IndexLowSan Francisco, CA2026-10-08
Detalus Advisors, LLC
3,623$209.8K0.0%ETFLowSt. Louis, MO2026-10-15
Intrua Financial, LLC
3,482$201.7K0.0%ETFMediumHouston, TX2026-10-28
GK Wealth Management LLC
2,743$158.9K0.1%GARPVery HighReno, NV2026-10-09
United Community Bank
2,101$121.7K0.0%CoreLowGreenville, SC2026-10-28
Lanark Financial, Inc.
1,634$94.6K0.0%CoreMediumBirmingham, AL2026-10-26
Sima Wealth Partners, LLC
1,620$93.8K0.1%ETFVery LowRichmond, VA2026-10-19
Private Trust Co NA
1,401$81.1K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
1,077$62.4K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
927$53.7K0.0%ETFLowConcord, CA2026-10-21
First Horizon Corp
708$41.0K0.0%CoreLowMemphis, TN2026-10-26
Lodestone Wealth Management LLC
514$29.8K0.0%CoreLowSpokane, WA2026-10-14
Ascentis Independent Advisors
338$19.6K0.0%ETFLowDallas, TX2026-11-03
Covestor Ltd
178$100.0%ValueHighLondon, United Kingdom2026-10-30
MV Capital Management, Inc.
153$8.9K0.0%ETFLowBethesda, MD2026-10-29
NBT Bank, N.A.
86$5.0K0.0%CoreLowNorwich, NY2026-10-21
Versant Capital Management, Inc
46$2.7K0.0%GARPLowPhoenix, AZ2026-10-02
Atwood & Palmer Inc
30$1.7K0.0%CoreVery LowKansas City, MO2026-10-08
Root Financial Partners, LLC
20$1.2K0.0%ETFMediumEncinitas, CA2026-10-21
Parallel Advisors, LLC
19$1.1K0.0%IndexLowSan Francisco, CA2026-11-03
Citigroup Inc
1$580.0%CoreMediumNew York, NY2026-11-04