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JPMorgan US Value Factor ETF
JVAL

127 hedge funds and large institutions have $424M invested in JPMorgan US Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

1.66% more ownership

Funds ownership: 61.84% → 63.5% (+1.7%)

2% more funds holding

Funds holding: 125 → 127 (+2)

0% more capital invested

Capital invested by funds: $424M → $424M (+$5.5K)

13% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 45

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
1.7%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
13
Increased
39
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWE
Avidian Wealth Enterprises
Texas
+$7.12M
2
LPL Financial
LPL Financial
California
+$6.43M
3
IWP
Invenio Wealth Partners
Florida
+$4.82M
4
DFP
Defined Financial Planning
California
+$4.11M
5
AI
Atria Investments
North Carolina
+$4.05M

Top Sellers

Rank Fund Capital Flow
1
JIP
Jaffetilchin Investment Partners
Florida
-$5.96M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.01M
3
SW
SteelPeak Wealth
California
-$3.72M
4
Morgan Stanley
Morgan Stanley
New York
-$3.23M
5
SW
SVB Wealth
Massachusetts
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.92M -$539K -12,363 -12%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.07M +$14.9K +341 +0.5%
IB
28
Intrust Bank
Kansas
$3.02M -$39.7K -911 -1%
CGH
29
Crossmark Global Holdings
Texas
$2.51M +$2.65M +60,846 New
FCBT
30
First Citizens Bank & Trust
North Carolina
$2.39M -$113K -2,593 -4%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$2.28M -$63.7K -1,462 -3%
EWA
32
EP Wealth Advisors
California
$2.17M +$1.05K +24 +0%
Citadel Advisors
33
Citadel Advisors
Florida
$2.17M +$2.07M +47,387 +968%
FTS
34
Fifth Third Securities
Ohio
$2.05M -$84.8K -1,945 -4%
CWS
35
Confluence Wealth Services
Pennsylvania
$2.03M -$15.9K -365 -0.7%
SW
36
SVB Wealth
Massachusetts
$2.01M -$1.81M -41,576 -46%
SPC
37
Sigma Planning Corp
Michigan
$1.92M -$117K -2,689 -5%
HWA
38
Heritage Wealth Architects
Minnesota
$1.75M +$1.84M +42,319 New
GCM
39
Gallacher Capital Management
Colorado
$1.63M -$4.79K -110 -0.3%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.45M – – –
SWP
41
Sagespring Wealth Partners
Tennessee
$1.33M +$45.6K +1,047 +3%
HIP
42
HUB Investment Partners
Texas
$1.33M -$1.07M -24,617 -43%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$126K +2,897 +11%
DWP
44
Daymark Wealth Partners
Ohio
$1.26M +$71K +1,629 +6%
JIP
45
Jaffetilchin Investment Partners
Florida
$1.2M -$5.96M -136,807 -83%
Jane Street
46
Jane Street
New York
$1.17M +$489K +11,216 +66%
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$1.06M -$452K -10,372 -29%
CSP
48
Cary Street Partners
Virginia
$1.03M – – –
FTUS
49
Flow Traders U.S.
New York
$1.03M +$1.08M +24,894 New
CAM
50
Cresset Asset Management
Illinois
$1.01M – – –
1
2
3 4 5

JVAL Hedge Fund Activity: Q1 2025 in Review

127 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q1 2025, worth a combined $424M — up 0% from $424M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JVAL positions and 8 closed out — a net gain of 5 holders — while 39 added to existing stakes and 45 trimmed.

The largest buyer was Avidian Wealth Enterprises, adding an estimated $7.12M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $5.96M.

  • 127 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $424M of JPMorgan US Value Factor ETF stock for Q1 2025, up 0% quarter-over-quarter.
  • 13 funds opened new JPMorgan US Value Factor ETF positions in Q1 2025 and 8 closed out, a net change of +5 holders.
  • The largest JPMorgan US Value Factor ETF buyer in Q1 2025 was Avidian Wealth Enterprises, an estimated $7.12M added.
  • The largest JPMorgan US Value Factor ETF seller in Q1 2025 was Jaffetilchin Investment Partners, an estimated $5.96M sold.

Based on aggregated 13F filings for Q1 2025.