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Public ownership evidence

JPMorgan U.S. Value Factor ETF (JVAL) Ownership Disclosures

Read JVAL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2934,479$1,428,103None
AFFINITY WEALTH LLC2026-06-302026-08-27627,106$36,773,496None
AFFINITY WEALTH LLC2026-03-312026-08-27598,339$29,234,844None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2610,015$491,536None
Goodwin Investment Advisory2026-06-302026-08-204,985$292,320None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20102,761$6,025,925None
Caitlin John, LLC2026-06-302026-08-182,000$117,280None
Equitable Holdings, Inc.2026-06-302026-08-185,768$338,213None
Hopwood Nicholas Hunter2026-06-302026-08-154,117$241,408None
Hopwood Nicholas Hunter2026-03-312026-08-154,329$211,502None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1513,619$798,618None
Advyzon Investment Management, LLC2026-06-302026-08-153,212$188,364None
Advyzon Investment Management, LLC2026-06-302026-08-15864$50,639None
American Trust2026-06-302026-08-156,067$355,779None
KINTRA WEALTH, LLC2026-06-302026-08-153,581$217,116None
Ameritas Advisory Services, LLC2026-06-302026-08-1510,994$644,688None
Western Wealth Management, LLC2026-06-302026-08-1518,461$1,082,553None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-15154,332$9,050,000None
Qube Research & Technologies Ltd2026-06-302026-08-151,026$60,165None
OSAIC HOLDINGS, INC.2026-06-302026-08-15697$40,872None
OSAIC HOLDINGS, INC.2026-06-302026-08-15173,906$10,198,070None
COOPER/HAIMS ADVISORS, LLC2026-06-302026-08-156,795$398,459None
JANE STREET GROUP, LLC2026-06-302026-08-159,195$539,195None
Orion Porfolio Solutions, LLC2026-06-302026-08-15109,535$6,423,118None
Regal Investment Advisors LLC2026-06-302026-08-1512,741$747,133None
FLOW TRADERS U.S. LLC2026-06-302026-08-1516,334$958,000None
GTS SECURITIES LLC2026-06-302026-08-157,673$449,945None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,166$713,414None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,489$321,875None
Ancora Advisors LLC2026-06-302026-08-15529$31,021None
Lavaca Capital LLC2026-06-302026-08-152,494$146,248None
CHILTON INVESTMENT CO INC.2026-06-302026-08-157,063$414,174None
Merited Wealth, LLC2026-06-302026-08-155,653$331,492None
Thrivent Financial for Lutherans2026-06-302026-08-15282,695$16,577,000None
MAI Capital Management2026-06-302026-08-1518,300$1,073,112None
Cerity Partners LLC2026-06-302026-08-15155,811$9,136,770None
Cresset Asset Management, LLC2026-06-302026-08-1523,474$1,376,515None
Park Place Capital Corp2026-06-302026-08-151,180$69,195None
ROYAL BANK OF CANADA2026-06-302026-08-1531,144$1,826,000None
ROYAL BANK OF CANADA2026-06-302026-08-153,946$231,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1596,844$5,678,941None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1521,071$1,235,589None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1524,766$1,452,278None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15555,771$32,590,409None
Burk Holdings LLC2026-06-302026-08-145,956$349,260None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1457,132$3,350,197None
UBS Group AG2026-06-302026-08-14301$17,651None
Mariner, LLC2026-06-302026-08-147,301$428,103None
Mariner, LLC2026-06-302026-08-1477,306$4,533,224None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-148,561$502,017None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Goodwin Investment Advisory ↗MERCER GLOBAL ADVISORS INC /ADV ↗Caitlin John, LLC ↗Equitable Holdings, Inc. ↗Hopwood Nicholas Hunter ↗Hopwood Nicholas Hunter ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.