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Disclosery

JVAL J P MORGAN EXCHANGE TRADED F

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US VALUE FACTR (fund)

165 managers (168 13F filers) reported a position in JVAL shares at 2026-06-30, 10,297,795 shares in all. 23 filers opened a position and 9 filers sold out during the quarter.

Managers
165
13F filers
168
New
23
Added
44
Reduced
64
Sold out
9
Shares held by filers
10,297,795

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Avidian Wealth Enterprises, LLC1,217,925$71.4M1.98%+33,60313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,151,907$67.5M0.1%-46,66913F-HRTimeline
LPL Financial LLC1,134,481$66.5M0.01%+490,42513F-HRTimeline
AFFINITY WEALTH LLC627,106$36.8M19.75%+28,76713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/580,537$34M<0.01%+21,37813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO577,595$33.7M<0.01%+4,32513F-HRTimelineGroup
Mainsail Financial Group, LLC413,727$24.3M8.24%+22,99013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY293,793$17.2M<0.01%+191,93213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…282,695$16.6M0.03%-111,26013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.174,603$10.2M0.01%+40,02213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC167,236$9.81M0.01%-7,76213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC165,339$9.7M5.35%+1,84313F-HRTimeline
Apeiron RIA LLC164,391$9.64M2.47%-10,98013F-HRTimeline
Cetera Investment Advisers163,774$9.6M0.01%+9,33113F-HRTimeline
Atria Investments, Inc159,427$9.35M0.09%-54,21413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC155,811$9.14M0.01%-20,13613F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC154,332$9.05M1.55%+29413F-HRTimeline
Planned Solutions, Inc.143,018$8.39M2.41%-1,39313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…138,202$8.1M<0.01%+9,60613F-HRTimelineGroup
Kathmere Capital Management, LLC130,843$7.67M0.41%-3,82313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,915$6.91M<0.01%+5413F-HRTimelineGroup
Orion Porfolio Solutions, LLC109,535$6.42M0.05%-7,28613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV102,761$6.03M0.01%new13F-HR/ATimeline
Ashton Thomas Private Wealth, LLC86,921$5.1M0.11%+33,79413F-HRTimeline
Oxinas Partners, LLC86,756$5.09M2.01%-2,96413F-HRTimeline
Mariner, LLCin group Mariner, LLC84,607$4.96M0.01%-62,60213F-HRTimelineGroup
Auxano Advisors, LLC71,797$4.21M0.8%+5,07313F-HRTimeline
Steward Partners Investment Advisory, L…57,132$3.35M0.02%+56,98913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC55,472$3.25M0.08%-3,69113F-HRTimeline
Confluence Wealth Services, Inc.53,182$3.12M0.09%+1,04113F-HRTimeline
INTRUST BANK NA51,214$3M0.22%-7,60013F-HRTimeline
Integrated Wealth Concepts LLC50,894$2.98M0.01%+13,69313F-HRTimeline
EP Wealth Advisors, LLC50,171$2.94M0.01%-6013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC49,707$2.88M1.15%-20313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding41,864$2.45M-3,435Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,413$2.41M<0.01%+2,61813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding39,952$2.34M-21,894Timeline
Sigma Planning Corp36,039$2.11M0.05%-2,20513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,090$2.06M<0.01%+3,39813F-HRTimelineGroup
Smartleaf Asset Management LLC34,276$2M0.07%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC32,152$1.89M0.03%-41513F-HRTimeline
5T Wealth, LLC28,011$1.64M0.61%-4,54913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,948$1.64M0.08%+96613F-HRTimeline
RiverGlades Family Offices LLC23,731$1.39M0.64%new13F-HRTimeline
Cresset Asset Management, LLC23,474$1.38M0.01%-93113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding23,420$1.37M-1,145Timeline
NewEdge Advisors, LLC23,335$1.37M<0.01%-1,16613F-HRTimeline
Barnes Wealth Management Group, Inc22,791$1.34M0.62%-1,11813F-HRTimeline
Private Advisor Group, LLC22,525$1.32M0.01%-26,12013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO21,346$1.25M0.02%-26,43113F-HRTimeline
Gateway Wealth Partners, LLC21,155$1.24M0.07%-23,51713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.21,139$1.24M<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC20,576$1.21M<0.01%+4513F-HRTimeline
HUB Investment Partners, LLC20,428$1.2M0.02%-38913F-HRTimeline
L & S Advisors Inc20,232$1.19M0.12%-9613F-HRTimeline
Cambridge Investment Research Advisors,…18,931$1.11M<0.01%+4813F-HR/ATimeline
Western Wealth Management, LLC18,461$1.08M0.04%new13F-HRTimeline
MAI Capital Management18,300$1.07M<0.01%-1,05013F-HRTimeline
MN Wealth Advisors, LLC18,212$1.07M0.45%-25013F-HRTimeline
Prospera Financial Services Inc18,082$1.06M0.02%new13F-HRTimeline
Retirement Planning Group, LLC17,835$1.05M0.03%+2,39513F-HRTimeline
SCS Capital Management LLC17,721$1.04M0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,655$1.04M<0.01%-3,90813F-HRTimelineGroup
Gallacher Capital Management LLC16,492$967K0.54%-19,09313F-HRTimeline
FLOW TRADERS U.S. LLC16,334$958K0.04%new13F-HRTimeline
SVB WEALTH LLC15,915$933K0.06%-3,18213F-HRTimeline
HARBOUR INVESTMENTS, INC.15,701$921K0.01%-613F-HRTimeline
RFG Advisory, LLC14,164$831K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…13,619$799K<0.01%013F-HRTimeline
Vise Technologies, Inc.13,462$789K0.01%new13F-HRTimeline
Cobblestone Asset Management LLC12,904$757K0.32%-10,01813F-HRTimeline
Regal Investment Advisors LLC12,741$747K0.04%+30013F-HRTimeline
WealthPlan Investment Management, LLC12,483$732K0.04%+3,08613F-HRTimeline
LANARK FINANCIAL, INC.12,219$717K0.05%+10,58413F-HRTimeline
Arkadios Wealth Advisors11,835$694K0.01%-43313F-HRTimeline
Patten Group, Inc.11,548$677K0.11%-11013F-HRTimeline
Addison Advisors LLC11,085$650K0.31%-1,05513F-HRTimeline
MBL Wealth, LLC11,000$645K0.04%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,994$645K0.01%new13F-HRTimelineGroup
Howard Capital Management, LLC10,763$631K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,644$624K<0.01%-3913F-HRTimelineGroup
Composition Wealth, LLC10,583$621K0.01%-73013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,195$539K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,561$502K<0.01%+1,00313F-HRTimeline
Perigon Wealth Management, LLC8,528$500K0.01%-413F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,035$471K0.01%013F-HRTimeline
Janney Montgomery Scott LLC7,952$466K<0.01%+52613F-HRTimeline
GTS SECURITIES LLC7,673$450K0.01%+2,52913F-HRTimeline
Triad Wealth Partners, LLC7,688$449K0.03%-36913F-HRTimeline
OneDigital Investment Advisors LLC7,375$432K<0.01%+2913F-HRTimeline
CHILTON INVESTMENT CO INC.7,063$414K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,843$401K<0.01%-42313F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC6,795$398K0.17%-91513F-HRTimeline
RWA WEALTH PARTNERS, LLC6,393$375K<0.01%+413F-HRTimeline
American Trust6,067$356K0.03%-8113F-HRTimeline
CoreCap Advisors, LLC6,046$355K0.01%-37713F-HRTimeline
Burk Holdings LLC5,956$349K0.13%013F-HRTimeline
Blue Trust, Inc.5,935$348K<0.01%-30,65513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,768$338K<0.01%+67713F-HRTimelineGroup
Merited Wealth, LLC5,653$331K0.23%013F-HRTimeline
Revisor Wealth Management LLC5,486$322K0.08%new13F-HRTimeline
Advisory Services Network, LLC5,340$313K<0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,156$302K0.01%-22113F-HRTimelineGroup
Global Retirement Partners, LLC5,030$295K<0.01%13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,989$293K0.05%+1513F-HRTimeline
Goodwin Investment Advisory4,985$292K0.59%013F-HRTimeline
3Chopt Investment Partners, LLC4,960$291K0.05%013F-HRTimeline
Monetary Solutions, Ltd4,906$288K0.25%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,870$286K0.01%-9613F-HRTimelineGroup
BNB Wealth Management, LLC4,831$283K0.15%013F-HRTimeline
Park Edge Advisors, LLC4,750$279K0.06%013F-HRTimeline
Elevation Wealth Management LLC4,728$277K0.21%013F-HRTimeline
Campbell Deegan Wealth Management, LLC4,721$277K0.2%+1713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,700$276K0.01%013F-HRTimeline
Accredited Investors Inc.4,648$273K0.01%013F-HRTimeline
FMR LLCin group FMR LLC4,587$269K<0.01%-14613F-HRTimelineGroup
Strategic Blueprint, LLC4,579$268K0.01%+1813F-HRTimeline
MML INVESTORS SERVICES, LLC4,456$261K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC4,308$253K<0.01%-513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,290$252K0.07%+213F-HRTimeline
Berger Financial Group, Inc4,278$251K0.01%013F-HRTimeline
Rialto Wealth Management, LLC4,265$250K0.05%new13F-HRTimeline
Anson Capital, Inc.4,226$248K0.16%-7513F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,183$245K0.05%013F-HRTimeline
Hopwood Nicholas Hunter4,117$241K0.07%-21213F-HRTimeline
TopTier Wealth Management, LLC4,087$240K0.14%013F-HRTimeline
Advyzon Investment Management, LLC4,076$239K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.3,800$223K<0.01%new13F-HRTimeline
KINTRA WEALTH, LLC3,581$217K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,683$216K<0.01%+2,10613F-HRTimeline
Detalus Advisors, LLC3,623$212K0.04%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,481$204K<0.01%new13F-HRTimeline
Intrua Financial, LLC3,477$204K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.3,286$193K<0.01%+10613F-HRTimeline
Lavaca Capital LLC2,494$146K0.02%-6213F-HRTimeline
United Community Bankin group United Community Bank2,101$123K0.04%013F-HRTimelineGroup
Caitlin John, LLC2,000$117K0.06%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,896$111K<0.01%-46813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,800$106K<0.01%new13F-HRTimelineGroup
SIMA Wealth Partners, LLC1,620$95K0.07%013F-HRTimeline
PRIVATE TRUST CO NA1,401$82.2K0.01%+39213F-HRTimeline
Park Place Capital Corp1,180$69.2K0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,026$60.2K<0.01%-1613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC961$56.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC896$52.5K<0.01%-25313F-HRTimeline
FIRST HORIZON CORP895$52.5K<0.01%-6513F-HRTimeline
IFP Advisors, Inc855$50.1K<0.01%-1313F-HRTimeline
Oakmont Advisory Group, LLC833$48.9K0.04%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC749$43.2K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC719$42.2K0.01%-28413F-HRTimeline
Realta Investment Advisors600$35.2K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC579$34K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC529$31K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG301$17.7K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC217$12.7K<0.01%013F-HRTimeline
Covestor Ltd173$10K0.01%-9113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.153$8.97K<0.01%013F-HR/ATimeline
Triumph Capital Management131$7.68K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.98$5.74K<0.01%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.86$5.04K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc46$2.7K<0.01%013F-HRTimeline
ATWOOD & PALMER INC30$1.76K<0.01%013F-HRTimeline
Parallel Advisors, LLC19$1.11K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10$586<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC2$117<0.01%-3313F-HRTimeline