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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

131 hedge funds and large institutions have $419M invested in JPMorgan US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
17
Increased
44
Reduced
46
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWE
1
Avidian Wealth Enterprises
Texas
$42.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.18M
5
Bank of America
5
Bank of America
North Carolina
$22M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676K
2
GAG
2
Goodman Advisory Group
Massachusetts
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
IWP
4
Invenio Wealth Partners
Florida
$0
5
PS
5
Planned Solutions
California
$6.75M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
1
Cobblestone Capital Advisors
New York
$52.6M 1,189,925 -6,873 -0.6%
LPL Financial
2
LPL Financial
California
$44M 994,237 +13,924 +1%
AWE
3
Avidian Wealth Enterprises
Texas
$42.5M 961,736 +431,743 +81%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$37.8M 853,589 +4,540 +0.5%
Cerity Partners
5
Cerity Partners
New York
$24.4M 551,676 +7,892 +1%
Bank of America
6
Bank of America
North Carolina
$22M 496,878 +41,401 +9%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$17.7M 401,083 +120,399 +43%
MFG
8
Mainsail Financial Group
Washington
$16.3M 366,260 +2,603 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.6M 245,396 +91,001 +59%
AR
10
Apeiron RIA
Texas
$10.1M 228,112 +12,270 +6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$7.42M 167,694 +1,347 +0.8%
CAP
12
Columbia Advisory Partners
Washington
$7.34M 165,954 +25,453 +18%
DFP
13
Defined Financial Planning
California
$7.21M 161,785 +20,710 +15%
AI
14
Atria Investments
North Carolina
$7.06M 159,559 +21,229 +15%
BCI
15
Brinker Capital Investments
Pennsylvania
$7.02M 158,665 -15,209 -9%
PS
16
Planned Solutions
California
$6.75M 152,636 -94,631 -38%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.63M 149,798 +277 +0.2%
KCM
18
Kathmere Capital Management
Pennsylvania
$6.33M 143,006 +38,040 +36%
Raymond James Financial
19
Raymond James Financial
Florida
$5.79M 130,935 -1,356 -1%
Morgan Stanley
20
Morgan Stanley
New York
$4.71M 106,553 -12,250 -10%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.4M 76,784 +2,738 +4%
IWC
22
Integrated Wealth Concepts
Massachusetts
$3.37M 76,234 -18,292 -19%
IB
23
Intrust Bank
Kansas
$3.22M 72,829 -144 -0.2%
Goldman Sachs
24
Goldman Sachs
New York
$3.18M 71,816 +71,816 New
CGH
25
Crossmark Global Holdings
Texas
$2.56M 58,094 -2,752 -5%
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