§ EQUITY
USDJVAL
JPMORGAN US VALUE FACTOR ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CWM, LLC | 1.5M | 0.2% | +87% |
| CAPTRUST FINANCIAL ADVISORS | 1.2M | 0.1% | +1% |
| Avidian Wealth Enterprises, LLC | 1.2M | 1.8% | +14% |
| LPL Financial LLC | 644K | 0.0% | −1% |
| Bank of America Corp | 534K | 0.0% | +4% |
| Mainsail Financial Group, LLC | 391K | 8.0% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for JVAL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER85.2% · 132 holders
DEALER / BANK13.1% · 14 holders
INCOME / DEFENSIVE1.4% · 3 holders
TACTICAL / MACRO0.2% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for JVAL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention JVAL yet.