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Disclosery

JVAL J P MORGAN EXCHANGE TRADED F

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US VALUE FACTR (fund)

134 managers (136 13F filers) reported a position in JVAL shares at 2025-09-30, 9,557,382 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
134
13F filers
136
New
9
Added
33
Reduced
62
Sold out
7
Shares held by filers
9,557,382

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/1,206,529$57.3M2.75%+16,60413F-HRTimeline
Avidian Wealth Enterprises, LLC996,183$47.3M1.78%+34,44713F-HRTimeline
LPL Financial LLC882,577$41.9M0.01%-111,66013F-HRTimeline
CWM, LLCin group CWM, LLC786,945$37.4M0.11%-66,64413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC534,125$25.4M0.04%-17,55113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/515,612$24.5M<0.01%+18,73413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO389,613$18.5M<0.01%-11,47013F-HR/ATimelineGroup
Mainsail Financial Group, LLC374,199$17.8M7.64%+7,93913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…325,425$15.5M0.03%new13F-HRTimelineGroup
Apeiron RIA LLC215,787$10.2M2.29%-12,32513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.174,243$8.12M0.01%-14,44813F-HRTimelineGroup
Cetera Investment Advisers169,608$8.06M0.01%+1,91413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC164,747$7.83M5.41%-1,20713F-HRTimeline
Defined Financial Planning LLC155,620$7.48M6.2%-6,16513F-HRTimeline
Orion Porfolio Solutions, LLC150,022$7.13M0.06%-8,64313F-HRTimeline
Atria Investments, Inc149,408$7.1M0.08%-10,15113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC147,375$7M0.01%-2,42313F-HRTimeline
Planned Solutions, Inc.147,163$6.99M2.43%-5,47313F-HRTimeline
Kathmere Capital Management, LLC140,117$6.66M0.47%-2,88913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC130,928$6.22M<0.01%-713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY97,268$4.62M<0.01%-9,28513F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…80,932$3.84M<0.01%+4,14813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…80,866$3.84M0.01%+72,80213F-HRTimelineGroup
INTRUST BANK NA70,329$3.34M0.28%-2,50013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,817$3.32M<0.01%-1,99913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding56,826$2.7M+1,227Timeline
Confluence Wealth Services, Inc.51,924$2.47M0.12%-38613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO48,105$2.28M0.05%-2,58813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC47,246$2.24M0.08%-42113F-HRTimeline
Crossmark Global Holdings, Inc.46,850$2.22M0.03%-11,24413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…43,511$2.07M0.14%-6,49113F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC41,258$1.96M1.21%-76613F-HRTimeline
Sigma Planning Corp40,468$1.92M0.05%-8,19113F-HRTimeline
Gallacher Capital Management LLC37,858$1.8M0.71%-1,40013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,037$1.67M<0.01%+1,89413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC31,463$1.49M0.03%+3013F-HRTimeline
Integrated Wealth Concepts LLC31,334$1.49M0.01%-44,90013F-HRTimeline
SVB WEALTH LLC31,165$1.48M0.08%-2,40513F-HRTimeline
5T Wealth, LLC31,112$1.48M0.64%+5,49613F-HRTimeline
Jaffetilchin Investment Partners, LLC28,237$1.34M0.08%+5813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,674$1.27M0.08%-1,16813F-HRTimeline
Cobblestone Asset Management LLC25,232$1.2M0.55%+61113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding24,533$1.17M-505Timeline
Cresset Asset Management, LLC24,405$1.16M0.01%013F-HR/ATimeline
HUB Investment Partners, LLC22,245$1.06M0.04%-1,03313F-HRTimeline
Cambridge Investment Research Advisors,…21,501$1.02M<0.01%-1,49513F-HRTimeline
B. Riley Wealth Advisors, Inc.21,334$1.01M0.05%+2,18713F-HRTimeline
Gateway Wealth Partners, LLC21,194$1.01M0.14%-1,43313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.21,139$1M<0.01%+1,48813F-HRTimelineGroup
HighTower Advisors, LLC20,531$975K<0.01%013F-HRTimeline
L & S Advisors Inc20,171$958K0.09%+1,82213F-HRTimeline
MAI Capital Management19,350$919K0.01%-1,00013F-HRTimeline
Blue Trust, Inc.19,254$915K0.01%+94813F-HRTimeline
Composition Wealth, LLC19,225$913K0.01%+11,22913F-HRTimeline
MN Wealth Advisors, LLC19,188$911K0.49%-70413F-HRTimeline
Ashton Thomas Private Wealth, LLC18,661$886K0.02%+4,28613F-HRTimeline
SCS Capital Management LLC17,721$842K0.01%013F-HRTimeline
NewEdge Advisors, LLC17,489$831K<0.01%-97713F-HRTimeline
Retirement Planning Group, LLC16,773$797K0.03%-3,15913F-HRTimeline
GTS SECURITIES LLC15,356$729K0.03%-83713F-HRTimeline
Mariner, LLCin group Mariner, LLC15,221$723K<0.01%-52613F-HRTimelineGroup
Soltis Investment Advisors LLC14,568$692K0.05%new13F-HRTimeline
Addison Advisors LLC14,415$685K0.16%-4,17513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,183$674K<0.01%-4,73713F-HRTimelineGroup
Arkadios Wealth Advisors13,848$658K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…13,832$657K<0.01%-1,44813F-HRTimeline
Private Advisor Group, LLC13,092$622K<0.01%+43313F-HRTimeline
Patten Group, Inc.12,009$570K0.11%-10913F-HRTimeline
Regal Investment Advisors LLC11,765$559K0.04%new13F-HRTimeline
MBL Wealth, LLC11,000$522K0.05%-1,00013F-HRTimeline
Howard Capital Management, LLC10,763$511K0.01%013F-HRTimeline
Northwest Financial Advisors10,029$476K0.61%+2,03913F-HRTimeline
Acropolis Investment Management, LLC9,885$437K0.02%+23513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,755$416K<0.01%-2413F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co8,570$407K0.01%-40513F-HRTimeline
Barnes Wealth Management Group, Inc8,118$386K0.21%-3813F-HRTimeline
CHILTON INVESTMENT CO INC.7,983$379K0.01%013F-HRTimeline
Wealthspire Advisors, LLC7,979$379K<0.01%-90513F-HRTimeline
Perigon Wealth Management, LLC7,832$372K0.01%+57013F-HRTimeline
COMERICA BANK7,383$351K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC7,092$337K<0.01%013F-HRTimeline
American Trust6,577$312K0.03%+8913F-HRTimeline
Triad Wealth Partners, LLC6,442$306K0.04%-513F-HRTimeline
CoreCap Advisors, LLC6,416$305K0.01%-1,14613F-HRTimeline
RWA WEALTH PARTNERS, LLC6,381$303K<0.01%-2,14113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,151$292K<0.01%-48013F-HRTimelineGroup
Burk Holdings LLC5,956$283K0.15%013F-HRTimeline
Auxano Advisors, LLC5,635$268K0.06%+51413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,630$267K<0.01%013F-HRTimeline
Advisory Services Network, LLC5,340$254K<0.01%-913F-HRTimeline
NWF Advisory Services Inc.5,177$246K0.03%013F-HRTimeline
Goodwin Investment Advisory4,985$237K0.25%013F-HRTimeline
3Chopt Investment Partners, LLC4,975$236K0.05%+1413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,974$236K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,966$236K0.01%013F-HRTimelineGroup
Modera Wealth Management, LLC4,867$231K<0.01%013F-HRTimeline
Accredited Investors Inc.4,800$228K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,776$227K<0.01%-42213F-HRTimeline
Park Edge Advisors, LLC4,750$226K0.05%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,700$223K<0.01%new13F-HRTimelineGroup
Campbell Deegan Wealth Management, LLC4,660$221K0.2%+2213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,580$218K0.05%013F-HRTimeline
Strategic Blueprint, LLC4,516$215K0.01%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,455$212K0.08%new13F-HRTimeline
Anson Capital, Inc.4,316$205K0.15%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,307$205K0.01%-22313F-HRTimelineGroup
Berger Financial Group, Inc4,278$203K0.01%-26413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,640$173K<0.01%-86113F-HRTimelineGroup
Lavaca Capital LLC2,619$124K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,470$117K<0.01%+1,33613F-HRTimelineGroup
Geneos Wealth Management Inc.2,047$97.2K<0.01%+10513F-HRTimeline
SIMA Wealth Partners, LLC1,620$77K0.06%013F-HRTimeline
Farther Finance Advisors, LLC1,558$74K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,436$68.2K<0.01%+89613F-HRTimelineGroup
Global Retirement Partners, LLC1,429$67.9K<0.01%-7113F-HRTimeline
Qube Research & Technologies Ltd1,306$62K<0.01%-3613F-HRTimeline
Park Place Capital Corp1,180$56K0.01%013F-HRTimeline
FIRST HORIZON CORP1,164$55.3K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA1,009$47.9K<0.01%013F-HRTimeline
IFP Advisors, Inc826$39.2K<0.01%+21413F-HR/ATimeline
Aptus Capital Advisors, LLC578$27.5K<0.01%+10013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN525$24.9K<0.01%-37513F-HRTimelineGroup
FMR LLCin group FMR LLC338$16.1K<0.01%-10913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC217$10.3K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.153$7.27K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…143$6.79K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.96$4.58K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC92$4.37K<0.01%-6613F-HRTimeline
Allworth Financial LP87$4.13K<0.01%013F-HRTimeline
Versant Capital Management, Inc46$2.19K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC34$1.61K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18$855<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.10$475<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1$16<0.01%+113F-HRTimeline