JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
MX ˙ BMV ˙ US46641Q7530
Statistici de bază
Proprietari instituționali 157 total, 157 long only, 0 short only, 0 long/short - change of 5,56% MRQ
Alocarea medie a portofoliului 0.4618 % - change of -8,14% MRQ
Acțiuni instituționale (lung) 10.926.327 (ex 13D/G) - change of 0,17MM shares 7,93% MRQ
Valoare instituțională (lungă) $ 510.234 USD ($1000)
Proprietatea instituțională și acționarii

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF (MX:JVAL) are 157 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 10,926,327 acțiuni. Cei mai mari acționari includ Cwm, Llc, Captrust Financial Advisors, Avidian Wealth Solutions, LLC, LPL Financial LLC, Jpmorgan Chase & Co, Bank Of America Corp /de/, Thrivent Financial For Lutherans, Mainsail Financial Group, LLC, Goodman Advisory Group, LLC, and Atria Investments Llc .

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF (BMV:JVAL) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

Scorul de sentiment al fondului

Scorul de sentiment al fondului (fka Ownership Accumulation Score) găsește acțiunile care sunt cele mai cumpărate de fonduri. Este rezultatul unui model cantitativ sofisticat, multifactorial, care identifică companiile cu cele mai înalte niveluri de acumulare instituțională. Modelul de scoring utilizează o combinație între creșterea totală a proprietarilor dezvăluiți, modificările alocărilor de portofoliu în acești proprietari și alte valori. Numărul variază de la 0 la 100, numerele mai mari indicând un nivel mai ridicat de acumulare pentru semenii săi, iar 50 fiind media.

Frecvența actualizării: zilnic

Consultați Ownership Explorer, care oferă o listă a companiilor cu cel mai înalt rang.

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Data fișierului Sursă Investitor Tip Preț mediu
(Est)
Acțiuni Δ Acțiuni
(%)
Raportat
Valoare
(1000 USD)
Valoarea Δ
(%)
Port Alloc
(%)
2026-05-15 13F Integrated Wealth Concepts LLC 37.201 23,39 1.818 22,85
2026-01-21 13F Modera Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-15 13F Qube Research & Technologies Ltd 1.042 -12,22 51 -13,79
2026-05-15 13F Citadel Advisors Llc 27.006 1.320
2026-05-13 13F BNB Wealth Management, LLC 4.831 0,00 236 -0,42
2026-05-14 13F Cwm, Llc 1.493.287 87,31 72.962 186.982,05
2026-04-28 13F/A First Citizens Asset Management, Inc. 0 -100,00 0
2026-05-14 13F Allworth Financial LP 87 0,00 4 0,00
2026-04-08 13F Miracle Mile Advisors, LLC 11.313 -27,66 553 -28,03
2026-04-30 13F Kestra Advisory Services, LLC 7.266 31,77 355 31,48
2026-05-15 13F Gateway Wealth Partners, LLC 44.672 113,39 2.183 112,46
2026-04-09 13F Park Place Capital Corp 1.180 0,00 58 0,00
2026-05-08 13F Campbell Deegan Wealth Management, LLC 4.704 0,34 230 -0,43
2026-05-15 13F Ascent Group, LLC 5.377 24,84 263 24,17
2026-05-07 13F Confluence Wealth Services, Inc. 52.141 0,20 2.548 -0,27
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2026-04-29 13F WealthPlan Investment Management, LLC 9.397 459
2026-05-15 13F Morgan Stanley 101.861 5,27 4.977 4,78
2026-04-27 13F Soltis Investment Advisors LLC 7.174 -38,25 351 -38,60
2026-05-07 13F Greykasell Wealth Strategies, Inc. 97 0,00 5 0,00
2026-05-13 13F Anson Capital, Inc. 4.301 -0,35 210 -0,47
2026-05-12 13F Cooper/haims Advisors, Llc 7.710 5,69 377 5,03
2026-04-30 13F Accredited Investors Inc. 4.648 -3,17 227 -3,40
2026-04-16 13F Triad Wealth Partners, LLC 8.057 26,56 394 25,96
2026-05-15 13F Advisory Services Network, LLC 5.340 0,00 261 -0,76
2026-04-10 13F Perigon Wealth Management, LLC 8.532 6,68 417 6,12
2026-05-14 13F Captrust Financial Advisors 1.198.576 1,19 58.562 0,74
2026-04-29 13F Cary Street Partners Financial Llc 24.148 -2,48 1.180 -2,96
2026-05-07 13F Avidian Wealth Solutions, LLC 1.184.322 14,28 57.866 13,76
2026-02-06 13F Global Retirement Partners, LLC 1.389 -2,80 68 1,49
2026-05-15 13F Magnolia Capital Advisors Llc 154.038 7.526
2026-05-05 13F Atria Investments Llc 213.641 69,12 10.438 68,38
2026-05-11 13F Capital Square, LLC 0 -100,00 0
2026-04-23 13F Columbia Advisory Partners Llc 163.496 0,02 7.988 -0,42
2026-05-11 13F Wells Fargo & Company/mn 0 -100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 134.581 -6,74 6.576 -7,16
2026-02-12 13F Commonwealth Equity Services, Llc 175.181 18,87 8.598 122.714,29
2026-04-10 13F Oxinas Partners Wealth Management LLC 89.720 4.384
2026-05-14 13F Simplex Trading, Llc 35 2
2026-05-15 13F Cresset Asset Management, LLC 24.405 0,00 1.192 -0,42
2026-05-06 13F LPL Financial LLC 644.056 -1,40 31.469 -1,84
2026-05-14 13F Greenline Wealth Management LLC 0 -100,00 0
2026-05-15 13F SIMA Wealth Partners, LLC 1.620 0,00 79 0,00
2026-04-28 13F MBL Wealth, LLC 11.000 0,00 537 -0,37
2026-05-04 13F Heritage Wealth Architects, Inc. 49.910 23,25 2.694 30,86
2026-05-13 13F/A Jpmorgan Chase & Co 573.270 47,96 27.282 43,47
2026-04-24 13F United Community Bank 2.101 103
2026-05-04 13F Geneos Wealth Management Inc. 3.180 22,35 155 22,05
2026-05-13 13F Triumph Capital Management 131 -95,12 6 -95,42
2026-05-15 13F/A Independent Financial Group, Llc 4.700 0,00 230 -0,43
2026-05-15 13F Goldman Sachs Group Inc 10.249 -87,67 501 -87,74
2026-05-11 13F Daymark Wealth Partners, Llc 59.163 26,69 2.891 26,15
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 960 47
2026-05-13 13F O'shaughnessy Asset Management, Llc 7.558 34,25 369 33,70
2026-05-15 13F Equitable Holdings, Inc. 5.091 4,41 250 4,18
2026-05-05 13F Gallacher Capital Management LLC 35.585 -9,81 1.739 -10,23
2026-04-20 13F Park Edge Advisors, LLC 4.750 0,00 232 -0,43
2026-05-04 13F Envestnet Asset Management Inc 16.681 94,83 815 94,05
2026-05-05 13F Howard Capital Management Inc. 10.763 0,00 526 -0,57
2026-05-04 13F Sigma Planning Corp 38.244 -3,82 1.869 -4,25
2026-04-27 13F Truist Financial Corp 10.683 -0,45 522 -0,95
2026-04-13 13F IFP Advisors, Inc 868 5,08 42 5,00
2026-05-13 13F Brinker Capital Investments, LLC 116.821 -17,35 5.708 -17,73
2026-05-13 13F AE Wealth Management LLC 1.149 56
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 45.165 -5,49 2.207 -5,93
2026-04-06 13F Versant Capital Management, Inc 46 0,00 2 0,00
2026-05-14 13F Regal Investment Advisors LLC 12.441 3,01 608 2,53
2026-04-24 13F Private Advisor Group, LLC 48.645 252,70 2.377 251,48
2026-02-12 13F CIBC Private Wealth Group, LLC 21.149 0,05 1.038 3,29
2026-04-09 13F Planned Solutions, Inc. 144.411 -0,69 7.056 -1,15
2026-04-28 13F Nbt Bank N A /ny 86 4
2026-01-22 13F Pinnacle Bancorp, Inc. 0 -100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 36.590 62,33 1.788 61,57
2026-05-15 13F MAI Capital Management 19.350 0,00 945 -0,42
2026-05-01 13F Fifth Third Bancorp 2.866 140
2026-05-08 13F Addison Advisors LLC 12.140 -13,75 593 -14,06
2026-05-05 13F Covestor Ltd 264 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 18.883 -15,57 1 -100,00
2026-05-07 13F Rothschild Investment Llc 217 0,00 11 0,00
2026-04-24 13F Patten Group, Inc. 11.658 -1,52 570 -2,07
2026-05-04 13F Mml Investors Services, Llc 0 -100,00 0
2026-04-23 13F 3Chopt Investment Partners, LLC 4.960 0,00 242 -0,41
2026-04-07 13F Farther Finance Advisors, LLC 1.577 1,22 78 1,32
2026-04-28 13F Whittier Trust Co Of Nevada Inc 749 37
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-24 13F Merited Wealth, LLC 5.653 0,00 276 -0,36
2026-04-30 13F Private Trust Co Na 1.009 0,00 49 0,00
2026-05-15 13F Cerity Partners LLC 175.947 -64,93 8.597 -65,09
2026-04-15 13F Atwood & Palmer Inc 30 0,00 1 0,00
2026-05-13 13F Federation des caisses Desjardins du Quebec 13.619 -1,54 665 -1,92
2026-05-01 13F American Trust 6.148 -3,95 300 -4,46
2026-05-06 13F Assetmark, Inc 961 0,00 47 -2,13
2026-05-06 13F TopTier Wealth Management, LLC 4.087 0,07 200 -0,50
2026-05-01 13F Monetary Solutions, Ltd 4.906 240
2026-05-15 13F Bank Of America Corp /de/ 559.159 3,98 27.320 3,51
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 4.183 -8,67 204 -8,93
2026-05-11 13F L & S Advisors Inc 20.328 1,52 993 1,12
2026-05-13 13F Mariner, LLC 147.209 -2,37 7.193 -2,81
2026-05-14 13F Capital Analysts, Inc. 2.364 -19,67 0
2026-01-29 13F Comerica Bank 2.866 -61,18 141 -60,00
2026-04-29 13F Cary Street Partner Investment Advisory Llc 417 2.352,94 20
2026-05-01 13F/A Lodestone Wealth Management LLC 1.003 -50,42 49 -50,51
2026-05-08 13F Russell Investments Group, Ltd. 0 -100,00 0
2026-05-06 13F Intrust Bank Na 58.814 -13,74 2.874 -14,14
2026-05-12 13F Thoroughbred Financial Services, Llc 26.982 -6,92 1 0,00
2026-04-28 13F Berger Financial Group, Inc 4.278 0,00 209 0,00
2026-05-08 13F Resources Investment Advisors, LLC. 7.346 0,34 359 -0,28
2026-05-15 13F TCG Advisory Services, LLC 20.817 15,38 1.017 14,92
2026-05-11 13F Aptus Capital Advisors, LLC 578 0,00 28 0,00
2026-05-11 13F Elevation Wealth Management LLC 4.728 231
2026-05-13 13F Jaffetilchin Investment Partners, LLC 25.879 -6,12 1.264 -6,51
2026-03-03 13F NWF Advisory Services Inc. 0 -100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 32.567 3,22 1.591 2,78
2026-05-01 13F Thrivent Financial For Lutherans 393.955 -9,66 19 -9,52
2026-05-13 13F First Citizens Bank & Trust Co 47.777 -0,00 2.334 -0,43
2026-05-15 13F Barnes Wealth Management Group, Inc 23.909 196,75 1.168 195,70
2026-04-24 13F Northwest Financial Advisors 0 -100,00 0
2026-05-04 13F Retirement Planning Group 15.440 -6,22 754 -6,68
2026-05-12 13F Goodwin Investment Advisory 4.985 0,00 244 -0,41
2026-04-22 13F Coastal Investment Advisors, Inc. 600 0,00 29 0,00
2026-05-14 13F Gts Securities Llc 5.144 -61,65 251 -61,85
2026-04-07 13F CoreCap Advisors, LLC 6.423 4,12 314 3,64
2026-05-14 13F Raymond James Financial Inc 117.861 -7,95 5.759 -8,37
2026-05-01 13F Wealthspire Advisors, LLC 4.313 -26,31 211 -26,83
2026-05-11 13F Citigroup Inc 0 -100,00 0
2026-04-28 13F Kathmere Capital Management, LLC 134.666 -1,66 6.580 -2,10
2026-04-22 13F MN Wealth Advisors, LLC 18.462 -1,81 902 -2,17
2026-05-11 13F SCS Capital Management LLC 17.721 0,00 866 -0,46
2026-01-14 13F Acropolis Investment Management, LLC 0 -100,00 0
2026-04-22 13F Goodman Advisory Group, LLC 376.094 -5,56 18.376 -5,99
2026-04-30 13F Mv Capital Management, Inc. 153 0,00 7 0,00
2026-05-07 13F Burk Holdings LLC 5.956 0,00 291 -0,34
2026-04-22 13F Janney Montgomery Scott LLC 7.426 -4,35 0
2026-05-19 13F Western Wealth Management, LLC 924 45
2026-04-14 13F Nbc Securities, Inc. 1.635 80
2026-05-15 13F Chilton Investment Co Llc 7.063 0,00 345 -0,29
2026-05-05 13F UBS Group AG 301 -67,74 15 -68,89
2026-05-15 13F GWM Advisors LLC 24.139 -1,40 42 -96,59
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 38.795 -0,76 1.915 -3,33
2026-04-22 13F Spire Wealth Management 4.966 0,00 243 -0,41
2026-05-13 13F Cetera Investment Advisers 154.443 -8,91 7.546 -9,31
2026-05-14 13F EP Wealth Advisors, Inc. 50.231 0,01 2.454 -0,45
2026-04-28 13F Cobblestone Asset Management LLC 22.922 -10,97 1.120 -11,40
2026-05-15 13F Royal Bank Of Canada 31.692 71,78 1.549 70,97
2026-04-29 13F Marino, Stram & Associates Llc 4.974 0,28 243 0,00
2026-04-30 13F First Horizon Corp 960 0,00 47 -2,13
2026-05-08 13F Steward Partners Investment Advisory, Llc 143 0,00 7 -14,29
2026-04-24 13F Root Financial Partners, LLC 20 0,00 1
2026-05-12 13F Independent Advisor Alliance 4.172 204
2026-05-15 13F Harbour Investments, Inc. 15.707 767
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 478 23
2026-05-18 13F Arkadios Wealth Advisors 12.268 -10,75 599 -11,13
2026-05-13 13F Lavaca Capital Llc 2.556 -0,66 125 -1,59
2026-04-13 13F 5T Wealth, LLC 32.560 4,93 1.591 4,47
2026-05-07 13F Northwestern Mutual Wealth Management Co 128.596 22,67 6.283 22,12
2026-04-17 13F Boston Private Wealth Llc 19.097 -9,14 933 -9,51
2026-05-05 13F HighTower Advisors, LLC 20.531 0,00 1.003 -0,40
2026-05-15 13F Smartleaf Asset Management LLC 34.276 1.631
2026-04-27 13F Apeiron RIA LLC 175.371 -4,62 8.569 -9,06
2026-04-24 13F National Asset Management, Inc. 0 -100,00 0
2026-04-21 13F Avaii Wealth Management, Llc 4.288 -0,69 210 -0,95
2026-05-15 13F Fmr Llc 4.733 14,43 231 14,36
2026-04-15 13F Mainsail Financial Group, LLC 390.737 2,36 19.091 1,91
2026-05-12 13F CIBC Bancorp USA Inc. 21.139 0,00 1.033 2,79
2026-05-15 13F Ancora Advisors, LLC 529 0,00 26 0,00
2026-05-15 13F Susquehanna International Group, Llp 21.563 -46,47 1.054 -46,74
2026-05-02 13F Auxano Advisors, LLC 66.724 789,65 3.260 785,87
2026-04-15 13F Fifth Third Securities, Inc. 42.433 -1,16 2.073 -1,61
2026-04-29 13F Strategic Blueprint, LLC 4.561 0,35 223 -0,45
2026-05-13 13F Adviser Investments LLC 6.389 0,05 312 -0,32
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-05-11 13F Ashton Thomas Private Wealth, LLC 53.127 78,44 2.596 77,62
2026-05-13 13F Alesco Advisors Llc 8.035 0,00 393 -0,51
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US:JVAL 56,62 USD
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