Estatísticas Básicas
| Proprietários Institucionais | 144 total, 144 long only, 0 short only, 0 long/short - change of 5.56% MRQ |
| Alocação Média no Portfólio | 0.4618 % - change of -8.14% MRQ |
| Ações Institucionais (Longas) | 11,162,470 (ex 13D/G) - change of 0.17MM shares 7.93% MRQ |
| Valor Institucional (Longa) | $ 482,705 USD ($1000) |
Propriedade Institucional e Acionistas
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF (MX:JVAL) tem 144 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 11,162,470 ações. Os maiores acionistas incluem Cobblestone Capital Advisors Llc /ny/, Captrust Financial Advisors, Avidian Wealth Solutions, LLC, Cwm, Llc, LPL Financial LLC, Bank Of America Corp /de/, Cerity Partners LLC, Thrivent Financial For Lutherans, Goodman Advisory Group, LLC, and Jpmorgan Chase & Co .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF (BMV:JVAL) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 18,042 | -18.89 | 885 | -16.19 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 10,731 | 22.57 | 527 | 26.75 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Goodwin Investment Advisory | 4,985 | 0.00 | 245 | 3.39 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2,599 | 26.97 | 128 | 30.93 | ||||
| 2026-02-10 | 13F | 3Chopt Investment Partners, LLC | 4,960 | -0.30 | 243 | 2.97 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 537,765 | 4.30 | 26,393 | 7.77 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 24,487 | 14.78 | 1,202 | 18.56 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 153 | 0.00 | 8 | 16.67 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1,187 | -9.11 | 58 | -6.45 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 436,091 | 34.01 | 22 | 40.00 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-11-13 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 150,781 | 890.61 | 7,400 | 923.51 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 5,340 | 0.00 | 262 | 3.56 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 183,862 | -14.79 | 9,422 | -7.29 | ||||
| 2025-10-15 | 13F | Defined Financial Planning LLC | 155,620 | -3.81 | 7,478 | 3.70 | ||||
| 2026-01-28 | 13F | Planned Solutions, Inc. | 145,416 | -1.19 | 7,137 | 2.10 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1,389 | -2.80 | 68 | 1.49 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 47,778 | -0.68 | 2,345 | 2.63 | ||||
| 2026-01-16 | 13F | Park Edge Advisors, LLC | 4,750 | 0.00 | 233 | 3.56 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 10,763 | 0.00 | 528 | 3.33 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 47,789 | -0.40 | 2,346 | 2.90 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 20,023 | -0.73 | 983 | 2.51 | ||||
| 2026-02-13 | 13F | Lavaca Capital Llc | 2,573 | -1.76 | 126 | 1.61 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 169,545 | -0.04 | 8,321 | 3.29 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 29,773 | 59.55 | 1,461 | 64.90 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 24,405 | 0.00 | 1,198 | 3.28 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 8,057 | -0.75 | 395 | 2.60 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 175,181 | 18.87 | 8,598 | 122,714.29 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 387,446 | -0.56 | 19,016 | 2.75 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 13,832 | 0.00 | 679 | 3.20 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 17 | -5.56 | 1 | |||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 52,039 | 0.22 | 2,554 | 3.57 | ||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 21,019 | -32.56 | 1,032 | -30.34 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 24,481 | 39.98 | 1,202 | 44.70 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 7,500 | 33.10 | 368 | 37.83 | ||||
| 2026-01-23 | 13F | Mainsail Financial Group, LLC | 381,712 | 2.01 | 18,734 | 5.40 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 4,545 | 0.64 | 223 | 4.21 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 97 | 1.04 | 5 | 0.00 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 4,278 | 0.00 | 210 | 2.96 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 18 | 0.00 | 1 | |||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 1,036,358 | 4.03 | 50,864 | 7.49 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 4,318 | -3.08 | 212 | 0.00 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2,023 | 99 | ||||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 4,580 | 0.00 | 225 | 3.23 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 11,617 | -20.26 | 570 | -17.51 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 5,630 | 0.00 | 276 | 3.37 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 143 | 0.00 | 7 | 16.67 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 6,366 | -1.18 | 312 | 2.30 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 22,365 | 4.02 | 1 | 0.00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 83,089 | 19.01 | 4,078 | 22.98 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1,184,445 | 23,712.73 | 58,133 | 24,532.20 | ||||
| 2026-02-02 | 13F | MN Wealth Advisors, LLC | 18,802 | -2.01 | 923 | 1.21 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 826 | 0.00 | 41 | 2.56 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 578 | 0.00 | 28 | 3.70 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 7,764 | 9.48 | 0 | |||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 600 | 29 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 7,321 | 359 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 21,149 | 0.05 | 1,038 | 3.29 | ||||
| 2025-11-14 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 87 | 0.00 | 4 | 0.00 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 6,495 | 319 | ||||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-09 | 13F | Park Place Capital Corp | 1,180 | 0.00 | 58 | 1.79 | ||||
| 2026-01-22 | 13F | Columbia Advisory Partners Llc | 163,464 | -0.78 | 8,023 | 2.52 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 136,936 | -2.27 | 6,721 | 0.98 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1,206,529 | 1.40 | 57,310 | 8.89 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 4,084 | 200 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 13,413 | -12.65 | 658 | -9.74 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 5,226 | 9.42 | 257 | 13.27 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 13,792 | 5.35 | 677 | 8.86 | ||||
| 2026-01-26 | 13F | Heritage Wealth Architects, Inc. | 40,495 | -1.85 | 2,059 | 5.05 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 30,150 | -3.78 | 1,480 | -0.60 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 529 | 26 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 31,552 | 0.28 | 1,549 | 3.61 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 20 | 1 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 4,136 | 1,123.67 | 203 | 1,162.50 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 961 | 2,726.47 | 47 | 4,600.00 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 141,350 | -5.78 | 6,937 | -2.65 | ||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 398,231 | 19,545 | ||||||
| 2026-02-06 | 13F | Addison Advisors LLC | 14,075 | -2.36 | 691 | 0.88 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 906 | 44 | ||||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 39,454 | 4.22 | 1,936 | 7.68 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 7,295 | 358 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 7,063 | -11.52 | 347 | -8.71 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 12,077 | 2.65 | 593 | 6.09 | ||||
| 2026-01-29 | 13F | UBS Group AG | 933 | -35.03 | 46 | -33.82 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 8,035 | -6.24 | 394 | -3.19 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2,866 | -61.18 | 141 | -60.00 | ||||
| 2026-01-27 | 13F | 5T Wealth, LLC | 31,030 | -0.26 | 1,523 | 3.05 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 2,943 | 19.15 | 0 | |||||
| 2026-01-26 | 13F | Private Trust Co Na | 1,009 | 0.00 | 50 | 4.26 | ||||
| 2026-03-26 | 13F | Merited Wealth, LLC | 5,653 | 277 | ||||||
| 2026-01-20 | 13F | Ascent Group, LLC | 4,307 | 0.00 | 211 | 3.43 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 144,300 | -17.18 | 7,083 | -12.74 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 22,541 | 17.07 | 1,106 | 21.01 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 4,800 | 0.00 | 236 | 3.07 | ||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 4,831 | 237 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 19,350 | 0.00 | 950 | 3.26 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 24,762 | 1.01 | 1,215 | 4.38 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 128,037 | -2.21 | 6,284 | 1.05 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 18,449 | 199.93 | 906 | 210.27 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 4,960 | 243 | ||||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 11,000 | 0.00 | 540 | 3.26 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 653,170 | -25.99 | 32,058 | -23.53 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 15,638 | -18.66 | 768 | -15.99 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 2,687 | -4.48 | 132 | -1.50 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 7,998 | 2.12 | 393 | 5.38 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 28,989 | 8.68 | 1 | 0.00 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 13,745 | -0.74 | 675 | 2.59 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 5,853 | -26.64 | 287 | -24.27 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 46 | 0.00 | 2 | 0.00 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 42,933 | -1.33 | 2,107 | 1.98 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-22 | 13F | Campbell Deegan Wealth Management, LLC | 4,688 | 0.60 | 230 | 4.07 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 20,531 | 0.00 | 1,008 | 3.28 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 797,213 | 1.30 | 39 | 5.41 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 8,562 | -3.20 | 420 | 0.00 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 21,139 | 1,004 | ||||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 6,169 | -3.85 | 303 | -0.66 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 17,721 | 0.00 | 870 | 3.33 | ||||
| 2026-02-14 | 13F | American Trust | 6,401 | -2.68 | 314 | 0.64 | ||||
| 2026-01-15 | 13F | Cobblestone Asset Management LLC | 25,747 | 2.04 | 1,264 | 5.43 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 30 | 1 | ||||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 27,565 | -2.38 | 1,353 | 0.82 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 11,838 | -1.42 | 581 | 1.93 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 39,091 | 11.57 | 1,981 | 18.34 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 4,876 | 239 | ||||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 1,558 | 0.00 | 76 | 2.70 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 16,464 | -1.84 | 808 | 1.51 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 40,283 | -50.19 | 1,977 | -48.53 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 6,386 | 0.08 | 313 | 3.30 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 4,579 | -54.34 | 225 | -52.94 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 20,934 | -1.23 | 1,027 | 2.09 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 50,225 | -3.18 | 2,465 | 7.45 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 39,762 | -1.74 | 1,952 | 1.51 | ||||
| 2026-02-06 | 13F | Intrust Bank Na | 68,179 | -3.06 | 3,346 | 0.18 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 126,322 | -15.45 | 6,200 | -12.64 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 4,966 | 0.00 | 244 | 3.40 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 960 | -17.53 | 47 | -14.55 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 96,763 | -0.52 | 4,749 | 2.79 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 46,699 | -1.16 | 2,292 | 2.09 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 217 | 0.00 | 11 | 0.00 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 5,956 | 0.00 | 292 | 3.55 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 501,719 | -6.07 | 24,624 | -2.94 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 407 | -22.48 | 20 | -20.83 | ||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 4,316 | 0.00 | 212 | 2.93 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 104,835 | 29.53 | 5,145 | 33.84 |
Other Listings
| US:JVAL | US$ 49,23 |
