Skip to content
Disclosery

JVAL J P MORGAN EXCHANGE TRADED F

Follow

US VALUE FACTR (fund)

153 managers (156 13F filers) reported a position in JVAL shares at 2026-03-31, 11,513,701 shares in all. 20 filers opened a position and 8 filers sold out during the quarter.

Managers
153
13F filers
156
New
20
Added
50
Reduced
51
Sold out
8
Shares held by filers
11,513,701

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CWM, LLCin group CWM, LLC1,493,287$73M0.19%+696,07413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,198,576$58.6M0.1%+14,13113F-HRTimeline
Avidian Wealth Enterprises, LLC1,184,322$57.9M1.83%+147,96413F-HRTimeline
LPL Financial LLC644,056$31.5M0.01%-9,11413F-HRTimeline
AFFINITY WEALTH LLC598,339$29.2M18.66%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/559,159$27.3M<0.01%+21,39413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO573,270$27.3M<0.01%+185,82413F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…393,955$19.2M0.04%-42,13613F-HRTimelineGroup
Mainsail Financial Group, LLC390,737$19.1M7.95%+9,02513F-HRTimeline
Goodman Advisory Group, LLC376,094$18.4M4.77%-22,13713F-HRTimeline
Atria Investments, Inc213,641$10.4M0.12%+87,31913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC175,947$8.6M0.01%-325,77213F-HRTimelineGroup
Apeiron RIA LLC175,371$8.57M1.99%-8,49113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC174,998$8.55M0.01%-18313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC163,496$7.99M5.1%+3213F-HRTimeline
Cetera Investment Advisers154,443$7.55M0.01%-15,10213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC154,038$7.53M1.48%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC147,209$7.19M0.01%-3,57213F-HRTimelineGroup
Planned Solutions, Inc.144,411$7.06M2.33%-1,00513F-HRTimeline
Kathmere Capital Management, LLC134,666$6.58M0.41%-2,27013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.134,581$6.58M0.01%-9,71913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…128,596$6.28M<0.01%+23,76113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,861$5.76M<0.01%-10,17613F-HRTimelineGroup
Orion Porfolio Solutions, LLC116,821$5.71M0.05%-24,52913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY101,861$4.98M<0.01%+5,09813F-HRTimelineGroup
Oxinas Partners, LLC89,720$4.38M2%new13F-HRTimeline
Auxano Advisors, LLC66,724$3.26M0.65%+59,22413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding61,846$3.02M+5,495Timeline
DAYMARK WEALTH PARTNERS, LLC59,163$2.89M0.09%+12,46413F-HRTimeline
INTRUST BANK NA58,814$2.87M0.23%-9,36513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC49,910$2.69M1.13%+9,41513F-HRTimeline
Ashton Thomas Private Wealth, LLC53,127$2.6M0.06%+23,35413F-HRTimeline
Confluence Wealth Services, Inc.52,141$2.55M0.1%+10213F-HRTimeline
EP Wealth Advisors, LLC50,231$2.45M0.01%+613F-HRTimeline
Private Advisor Group, LLC48,645$2.38M0.01%+34,85313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO47,777$2.33M0.05%-113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding45,299$2.21M+2,366Timeline
Gateway Wealth Partners, LLC44,672$2.18M0.09%+23,73813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,795$1.92M<0.01%-29613F-HRTimeline
Sigma Planning Corp38,244$1.87M0.05%-1,51813F-HRTimeline
Integrated Wealth Concepts LLC37,201$1.82M0.01%+7,05113F-HRTimeline
Blue Trust, Inc.36,590$1.79M0.02%+14,04913F-HRTimeline
Gallacher Capital Management LLC35,585$1.74M0.67%-3,86913F-HRTimeline
Smartleaf Asset Management LLC34,276$1.63M0.06%+34,27613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC32,567$1.59M0.03%+1,01513F-HRTimeline
5T Wealth, LLC32,560$1.59M0.63%+1,53013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,692$1.55M<0.01%+13,24313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,006$1.32M<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC26,982$1.32M0.08%-2,00713F-HRTimeline
Jaffetilchin Investment Partners, LLC25,879$1.26M0.08%-1,68613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding24,565$1.2M-214Timeline
NewEdge Advisors, LLC24,501$1.2M<0.01%+2013F-HR/ATimeline
Cresset Asset Management, LLC24,405$1.19M0.01%013F-HRTimeline
Barnes Wealth Management Group, Inc23,909$1.17M0.59%+15,85213F-HRTimeline
Cobblestone Asset Management LLC22,922$1.12M0.5%-2,82513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,563$1.05M<0.01%-18,72013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.21,139$1.03M<0.01%13F-HRTimelineGroup
HUB Investment Partners, LLC20,817$1.02M0.02%+2,77513F-HRTimeline
HighTower Advisors, LLC20,531$1M<0.01%013F-HRTimeline
L & S Advisors Inc20,328$993K0.12%+30513F-HRTimeline
MAI Capital Management19,350$945K0.01%013F-HRTimeline
SVB WEALTH LLC19,097$933K0.06%-1,92213F-HRTimeline
Cambridge Investment Research Advisors,…18,883$923K<0.01%-3,48213F-HRTimeline
MN Wealth Advisors, LLC18,462$902K0.44%-34013F-HRTimeline
SCS Capital Management LLC17,721$866K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,707$767K0.01%new13F-HRTimeline
Retirement Planning Group, LLC15,440$754K0.02%-1,02413F-HRTimeline
Federation des caisses Desjardins du Qu…13,619$665K<0.01%-21313F-HRTimeline
Regal Investment Advisors LLC12,441$608K0.04%+36413F-HRTimeline
Arkadios Wealth Advisors12,268$599K0.01%-1,47713F-HRTimeline
Addison Advisors LLC12,140$593K0.13%-1,93513F-HRTimeline
Patten Group, Inc.11,658$570K0.1%-18013F-HRTimeline
Composition Wealth, LLC11,313$553K0.01%-4,32513F-HRTimeline
MBL Wealth, LLC11,000$537K0.04%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…10,855$530K0.06%+84013F-HRTimeline
Howard Capital Management, LLC10,763$526K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,683$522K<0.01%-4813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,249$501K<0.01%-72,84013F-HRTimelineGroup
WealthPlan Investment Management, LLC9,397$459K0.03%new13F-HRTimeline
Perigon Wealth Management, LLC8,532$417K0.01%+53413F-HRTimeline
Triad Wealth Partners, LLC8,057$394K0.03%+1,69113F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,035$393K0.01%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC7,710$377K0.18%+41513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,558$369K<0.01%+1,92813F-HRTimeline
Janney Montgomery Scott LLC7,426$363K<0.01%-33813F-HRTimeline
OneDigital Investment Advisors LLC7,346$359K<0.01%+2513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,266$355K<0.01%+1,75213F-HRTimelineGroup
Soltis Investment Advisors LLC7,174$351K0.02%-4,44313F-HRTimeline
CHILTON INVESTMENT CO INC.7,063$345K0.01%013F-HRTimeline
CoreCap Advisors, LLC6,423$314K0.01%+25413F-HRTimeline
RWA WEALTH PARTNERS, LLC6,389$312K<0.01%+313F-HRTimeline
American Trust6,148$300K0.03%-25313F-HRTimeline
Burk Holdings LLC5,956$291K0.12%013F-HRTimeline
Merited Wealth, LLC5,653$276K0.23%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,377$263K0.01%+1,07013F-HRTimelineGroup
Advisory Services Network, LLC5,340$261K<0.01%013F-HRTimeline
GTS SECURITIES LLC5,144$251K0.01%-8,26913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,091$250K<0.01%+21513F-HRTimelineGroup
Goodwin Investment Advisory4,985$244K0.29%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,974$243K0.04%+1413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,966$243K0.01%013F-HRTimelineGroup
3Chopt Investment Partners, LLC4,960$242K0.06%013F-HRTimeline
Monetary Solutions, Ltd4,906$240K0.23%new13F-HRTimeline
BNB Wealth Management, LLC4,831$236K0.15%013F-HRTimeline
Park Edge Advisors, LLC4,750$232K0.05%013F-HRTimeline
FMR LLCin group FMR LLC4,733$231K<0.01%+59713F-HRTimelineGroup
Elevation Wealth Management LLC4,728$231K0.21%new13F-HRTimeline
Campbell Deegan Wealth Management, LLC4,704$230K0.18%+1613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,700$230K0.01%013F-HR/ATimeline
Accredited Investors Inc.4,648$227K0.01%-15213F-HRTimeline
Strategic Blueprint, LLC4,561$223K0.01%+1613F-HRTimeline
Hopwood Nicholas Hunter4,329$212K0.07%new13F-HRTimeline
Wealthspire Advisors, LLC4,313$211K<0.01%-1,54013F-HRTimeline
Anson Capital, Inc.4,301$210K0.14%-1513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,288$210K0.07%-3013F-HRTimeline
Berger Financial Group, Inc4,278$209K0.01%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,183$204K0.05%-39713F-HRTimeline
Independent Advisor Alliance4,172$204K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC4,087$200K0.12%+313F-HRTimeline
Geneos Wealth Management Inc.3,180$155K<0.01%+58113F-HRTimeline
Lavaca Capital LLC2,556$125K0.02%-1713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,364$116K<0.01%-57913F-HRTimelineGroup
United Community Bankin group United Community Bank2,101$103K0.03%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,635$79.9K0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC1,620$79.2K0.06%013F-HRTimeline
Farther Finance Advisors, LLC1,577$77.7K<0.01%+1913F-HRTimeline
Park Place Capital Corp1,180$57.7K0.01%013F-HRTimeline
AE Wealth Management LLC1,149$56.1K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1,042$50.9K<0.01%-14513F-HRTimeline
PRIVATE TRUST CO NA1,009$49.3K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC1,003$49K0.02%-1,02013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC961$47K<0.01%013F-HRTimelineGroup
FIRST HORIZON CORP960$46.9K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC960$46.9K0.01%new13F-HRTimeline
IFP Advisors, Inc868$42.4K<0.01%+4213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC749$37.1K<0.01%new13F-HRTimeline
Realta Investment Advisors600$29.3K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC578$28.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC529$25.8K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC478$23.4K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG301$14.7K<0.01%-63213F-HRTimelineGroup
Covestor Ltd264$13K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC217$10.6K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.153$7.48K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…143$6.99K<0.01%013F-HRTimeline
Triumph Capital Management131$6.4K<0.01%-2,55613F-HRTimeline
Greykasell Wealth Strategies, Inc.97$4.76K<0.01%013F-HRTimeline
Allworth Financial LP87$4.25K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.86$4.2K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc46$2.25K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC35$1.71K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC30$1.47K<0.01%013F-HRTimeline
Root Financial Partners, LLC20$977<0.01%013F-HRTimeline