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Disclosery

JVAL J P MORGAN EXCHANGE TRADED F

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US VALUE FACTR (fund)

136 managers (138 13F filers) reported a position in JVAL shares at 2025-06-30, 9,462,852 shares in all. 17 filers opened a position and 8 filers sold out during the quarter.

Managers
136
13F filers
138
New
17
Added
44
Reduced
50
Sold out
8
Shares held by filers
9,462,852

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,189,925$52.6M2.69%-6,87313F-HRTimeline
LPL Financial LLC994,237$44M0.01%+13,92413F-HRTimeline
Avidian Wealth Enterprises, LLC961,736$42.5M1.73%+431,74313F-HRTimeline
CWM, LLCin group CWM, LLC853,589$37.8M0.13%+4,54013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC551,676$24.4M0.04%+7,89213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/496,878$22M<0.01%+41,40113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO401,083$17.7M<0.01%+120,39913F-HRTimelineGroup
Mainsail Financial Group, LLC366,260$16.3M7.6%+2,60313F-HRTimeline
Apeiron RIA LLC228,112$10.1M2.6%+12,27013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,691$8.35M0.01%+34,29613F-HR/ATimelineGroup
Cetera Investment Advisers167,694$7.42M0.01%+1,34713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC165,954$7.34M5.56%+25,45313F-HRTimeline
Defined Financial Planning LLC161,785$7.21M6.41%+20,71013F-HRTimeline
Atria Investments, Inc159,559$7.06M0.08%+21,22913F-HRTimeline
Orion Porfolio Solutions, LLC158,665$7.02M0.06%-15,20913F-HR/ATimeline
Planned Solutions, Inc.152,636$6.75M2.59%-94,63113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC149,798$6.63M0.01%+27713F-HRTimeline
Kathmere Capital Management, LLC143,006$6.33M0.49%+38,04013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC130,935$5.79M<0.01%-1,35613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY106,553$4.71M<0.01%-12,25013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…76,784$3.4M<0.01%+2,73813F-HRTimelineGroup
Integrated Wealth Concepts LLC76,234$3.37M0.03%-18,29213F-HRTimeline
INTRUST BANK NA72,829$3.22M0.29%-14413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC71,816$3.18M<0.01%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.58,094$2.56M0.04%-2,75213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding55,599$2.46M-11,378Timeline
Confluence Wealth Services, Inc.52,310$2.31M0.13%+513F-HRTimeline
EP Wealth Advisors, LLC51,872$2.29M0.02%-46013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO50,693$2.24M0.04%-7,01713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…50,002$2.21M0.17%+62813F-HRTimelineGroup
Sigma Planning Corp48,659$2.15M0.06%+2,19813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC47,667$2.11M0.08%+17,34213F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC42,024$1.86M1.37%-29513F-HRTimeline
Gallacher Capital Management LLC39,258$1.74M0.8%-18113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,143$1.5M<0.01%+2,65813F-HRTimeline
SVB WEALTH LLC33,570$1.48M0.08%-14,94613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC31,433$1.39M0.03%-76613F-HRTimeline
Jaffetilchin Investment Partners, LLC28,179$1.25M0.08%-77613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,842$1.23M0.09%-7,15213F-HRTimeline
5T Wealth, LLC25,616$1.13M0.58%+2,85213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding25,038$1.11M+111Timeline
Cobblestone Asset Management LLC24,621$1.09M0.57%+3,31913F-HRTimeline
Cresset Asset Management, LLC24,405$1.08M0.01%-113F-HR/ATimeline
HUB Investment Partners, LLC23,278$1.03M0.04%-8,79813F-HRTimeline
Cambridge Investment Research Advisors,…22,996$1.02M<0.01%-86313F-HRTimeline
Gateway Wealth Partners, LLC22,627$1M0.19%new13F-HRTimeline
HighTower Advisors, LLC20,531$908K<0.01%+2,62713F-HRTimeline
MAI Capital Management20,350$900K0.01%+10013F-HRTimeline
Retirement Planning Group, LLC19,932$882K0.04%-5,54313F-HRTimeline
MN Wealth Advisors, LLC19,892$880K0.51%+8,24513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,651$869K<0.01%-3,53713F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.19,147$847K0.04%-15,33213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,920$837K<0.01%-33,36413F-HRTimelineGroup
Addison Advisors LLC18,590$822K0.21%+7,70013F-HRTimeline
NewEdge Advisors, LLC18,466$817K<0.01%+2,42713F-HRTimeline
L & S Advisors Inc18,349$812K0.08%+2,57413F-HRTimeline
Blue Trust, Inc.18,306$810K0.01%+8,76713F-HRTimeline
SCS Capital Management LLC17,721$784K0.01%013F-HRTimeline
GTS SECURITIES LLC16,193$716K0.03%new13F-HRTimeline
Blue Oak Capital, LLC16,148$714K0.38%-1,33413F-HRTimeline
Mariner, LLCin group Mariner, LLC15,747$696K<0.01%-44413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…15,280$676K<0.01%-506,89313F-HRTimeline
Ashton Thomas Private Wealth, LLC14,375$636K0.02%+7,08213F-HRTimeline
Private Advisor Group, LLC12,659$560K<0.01%+14913F-HRTimeline
Patten Group, Inc.12,118$536K0.11%-80013F-HRTimeline
MBL Wealth, LLC12,000$531K0.05%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,899$482K0.03%+1,06713F-HRTimelineGroup
Howard Capital Management, LLC10,763$476K0.01%013F-HRTimeline
Acropolis Investment Management, LLC9,650$427K0.02%-44013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,975$397K0.01%+30513F-HRTimeline
Wealthspire Advisors, LLC8,884$393K<0.01%-88313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,779$388K<0.01%-4,56813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC8,522$377K<0.01%-5613F-HRTimeline
Barnes Wealth Management Group, Inc8,156$361K0.21%-20413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,064$357K<0.01%-11,42113F-HRTimelineGroup
Composition Wealth, LLC7,996$354K0.01%013F-HRTimeline
Northwest Financial Advisors7,990$353K0.49%-3,02713F-HRTimeline
CHILTON INVESTMENT CO INC.7,983$353K0.01%013F-HRTimeline
CoreCap Advisors, LLC7,562$334K0.01%-5213F-HRTimeline
COMERICA BANK7,383$327K<0.01%+8013F-HRTimeline
Perigon Wealth Management, LLC7,262$321K0.01%+11013F-HRTimeline
Janney Montgomery Scott LLC7,092$314K<0.01%-5,18313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,929$306K<0.01%+38113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,631$293K<0.01%-3,14613F-HR/ATimelineGroup
American Trust6,488$287K0.03%new13F-HRTimeline
Triad Wealth Partners, LLC6,447$285K0.06%new13F-HRTimeline
Burk Holdings LLC5,956$263K0.16%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,630$249K<0.01%-2013F-HRTimeline
Advisory Services Network, LLC5,349$239K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC5,198$230K<0.01%+1713F-HRTimeline
NWF Advisory Services Inc.5,177$229K0.03%013F-HRTimeline
Auxano Advisors, LLC5,121$226K0.05%+3513F-HRTimeline
Goodwin Investment Advisory4,985$220K0.25%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,974$220K<0.01%-14313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,966$220K0.01%-6213F-HRTimelineGroup
3Chopt Investment Partners, LLC4,961$219K0.05%new13F-HRTimeline
Modera Wealth Management, LLC4,867$215K<0.01%013F-HRTimeline
Accredited Investors Inc.4,800$212K0.01%new13F-HRTimeline
Park Edge Advisors, LLC4,750$210K0.05%new13F-HRTimeline
Campbell Deegan Wealth Management, LLC4,638$205K0.2%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,580$203K0.05%new13F-HRTimeline
Berger Financial Group, Inc4,542$201K0.01%-46713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,530$200K0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,501$199K0.01%-1,46013F-HRTimelineGroup
Lavaca Capital LLC2,619$116K0.05%-8013F-HR/ATimeline
Geneos Wealth Management Inc.1,942$85.9K<0.01%-2,11813F-HRTimeline
SIMA Wealth Partners, LLC1,620$71.7K0.06%013F-HRTimeline
Farther Finance Advisors, LLC1,558$68.9K<0.01%+77213F-HRTimeline
Global Retirement Partners, LLC1,500$66.4K<0.01%13F-HRTimeline
Qube Research & Technologies Ltd1,342$59.4K<0.01%-23113F-HRTimeline
Park Place Capital Corp1,180$52.9K0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,164$51.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,134$50K<0.01%+18513F-HRTimelineGroup
PRIVATE TRUST CO NA1,009$44.6K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN900$39.8K<0.01%-9,79013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC778$35.4K0.01%new13F-HRTimeline
IFP Advisors, Inc612$27.1K<0.01%new13F-HRTimeline
Realta Investment Advisors600$26.5K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG540$23.9K<0.01%+8813F-HRTimelineGroup
Aptus Capital Advisors, LLC478$21.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC478$21.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC447$19.8K<0.01%+5813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC217$9.6K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC158$6.99K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.153$6.77K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…143$6.33K<0.01%013F-HRTimeline
Crewe Advisors LLC137$6.06K<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC126$5.57K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/106$4.68K<0.01%013F-HR/ATimelineGroup
Allworth Financial LP87$3.85K<0.01%013F-HRTimeline
Versant Capital Management, Inc46$2.04K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC34$1.5K<0.01%-2313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18$796<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.10$442<0.01%013F-HRTimeline
Smartleaf Asset Management LLC0$15<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.