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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 %
CWS
26
Confluence Wealth Services
Pennsylvania
$2.31M 52,310 +5 +0%
EWA
27
EP Wealth Advisors
California
$2.29M 51,872 -460 -0.9%
FCBT
28
First Citizens Bank & Trust
North Carolina
$2.24M 50,693 -7,017 -12%
FTS
29
Fifth Third Securities
Ohio
$2.21M 50,002 +628 +1%
SPC
30
Sigma Planning Corp
Michigan
$2.15M 48,659 +2,198 +5%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$2.14M 48,365 -6,592 -12%
DWP
32
Daymark Wealth Partners
Ohio
$2.11M 47,667 +17,342 +57%
HWA
33
Heritage Wealth Architects
Minnesota
$1.86M 42,024 -295 -0.7%
GCM
34
Gallacher Capital Management
Colorado
$1.74M 39,258 -181 -0.5%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.5M 33,143 +2,658 +9%
SW
36
SVB Wealth
Massachusetts
$1.48M 33,570 -14,946 -31%
SWP
37
Sagespring Wealth Partners
Tennessee
$1.39M 31,433 -766 -2%
JIP
38
Jaffetilchin Investment Partners
Florida
$1.25M 28,179 -776 -3%
TFS
39
Thoroughbred Financial Services
Tennessee
$1.23M 27,842 -7,152 -20%
5W
40
5T Wealth
California
$1.13M 25,616 +2,852 +13%
CSP
41
Cary Street Partners
Virginia
$1.11M 25,020 +117 +0.5%
CAM
42
Cobblestone Asset Management
Virginia
$1.09M 24,621 +3,319 +16%
CAM
43
Cresset Asset Management
Illinois
$1.08M 24,406 – –
HIP
44
HUB Investment Partners
Texas
$1.03M 23,278 -8,798 -27%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.02M 22,996 -863 -4%
GWP
46
Gateway Wealth Partners
Wisconsin
$1M 22,627 +22,627 New
HighTower Advisors
47
HighTower Advisors
Illinois
$908K 20,531 +2,627 +15%
MCM
48
MAI Capital Management
Ohio
$900K 20,350 +100 +0.5%
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$882K 19,932 -5,543 -22%
MWA
50
MN Wealth Advisors
Kansas
$880K 19,892 +8,245 +71%
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