JVAL · Insider trading · 13F holders · Congress trades
Jpmorgan U.s. Value Factor ETF US Value (JVAL)
Who is buying and selling JVAL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 21
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JVAL at a glance
- No open-market insider purchases or sales of JVAL were filed in the last 90 days.
- 21 13F filers hold JVAL among their 50 largest positions, worth $199.3M combined. The biggest bets by portfolio weight are Affinity Wealth LLC (19.8%), Mainsail Financial Group, LLC (7.3%) and Columbia Advisory Partners LLC (5.0%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in JVAL.
JVAL insider trading
No open-market insider purchases or sales of JVAL were filed in the last 90 days.
Who owns JVAL? Hedge funds and superinvestors
21 13F filers hold JVAL among their 50 largest positions, worth $199.3M combined. The biggest bets by portfolio weight are Affinity Wealth LLC (19.8%), Mainsail Financial Group, LLC (7.3%) and Columbia Advisory Partners LLC (5.0%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Avidian Wealth Enterprises, LLCWealth manager | 1.9% | $69.3M | 1,196,536 | -1.8% shares | Q3 2026 |
| Affinity Wealth LLCWealth manager | 19.8% | $36.8M | 627,106 | +4.8% shares | Q2 2026 |
| Mainsail Financial Group, LLCWealth manager | 7.3% | $21.8M | 376,676 | -9.0% shares | Q3 2026 |
| Prism Advisors, Inc.Wealth manager | 3.4% | $13.6M | 232,402 | — | Q3 2026 |
| Columbia Advisory Partners LLCWealth manager | 5.0% | $9.1M | 156,767 | -5.2% shares | Q3 2026 |
| Magnolia Capital Advisors LLCWealth manager | 1.6% | $9.1M | 154,332 | +0.2% shares | Q2 2026 |
| Apeiron RIA LLCWealth manager | 1.9% | $8.4M | 144,456 | -12.1% shares | Q3 2026 |
| Planned Solutions, Inc.Wealth manager | 2.2% | $8.1M | 140,135 | -2.0% shares | Q3 2026 |
| Oxinas Partners, LLCWealth manager | 2.0% | $5.1M | 86,756 | -3.3% shares | Q2 2026 |
| Auxano Advisors, LLCWealth manager | 0.8% | $4.2M | 71,797 | +7.6% shares | Q2 2026 |
| Plus Group Wealth Advisors LLCWealth manager | 2.7% | $3.0M | 51,557 | New | Q3 2026 |
| Boyum Wealth Architects LLCWealth manager | 1.2% | $2.8M | 48,519 | -2.4% shares | Q3 2026 |
| 5T Wealth, LLCWealth manager | 0.6% | $1.6M | 28,011 | -14.0% shares | Q2 2026 |
| RiverGlades Family Offices LLCWealth manager | 0.6% | $1.4M | 23,731 | — | Q2 2026 |
| Barnes Wealth Management Group, IncWealth manager | 0.6% | $1.3M | 22,791 | -4.7% shares | Q2 2026 |
| MN Wealth Advisors, LLCWealth manager | 0.4% | $998K | 17,228 | -5.4% shares | Q3 2026 |
| Gallacher Capital Management LLCWealth manager | 0.5% | $967K | 16,492 | -53.7% shares | Q2 2026 |
| Cobblestone Asset Management LLCWealth manager | 0.3% | $711K | 12,269 | -4.9% shares | Q3 2026 |
| Monetary Solutions, LtdWealth manager | 0.3% | $342K | 5,906 | — | Q3 2026 |
| Goodwin Investment AdvisoryWealth manager | 0.6% | $292K | 4,985 | +0.0% shares | Q2 2026 |
| Campbell Deegan Wealth Management, LLCWealth manager | 0.2% | $277K | 4,721 | +0.4% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 10). Screen JVAL in the grand portfolio →
JVAL stock trades by members of Congress
No member of Congress has disclosed a trade in JVAL.
JVAL questions and answers
Are insiders buying JVAL stock?
No open-market insider purchases or sales of JVAL were filed in the last 90 days.
Which hedge funds own JVAL?
21 13F filers hold JVAL among their 50 largest positions, worth $199.3M combined. The biggest bets by portfolio weight are Affinity Wealth LLC (19.8%), Mainsail Financial Group, LLC (7.3%) and Columbia Advisory Partners LLC (5.0%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
Has Congress traded JVAL?
No member of Congress has disclosed a trade in JVAL.
Who is the largest holder of JVAL?
Among 13F filers, Avidian Wealth Enterprises, LLC reports the largest JVAL position, $69.3M (1,196,536 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Affinity Wealth LLC's: 19.8% of its portfolio.
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