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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

134 hedge funds and large institutions have $421M invested in JPMorgan US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+8
Holders Change %
+6.35%
% of All Funds
1.8%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
18
Increased
44
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676K
2
GAG
Goodman Advisory Group
Massachusetts
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
4
IWP
Invenio Wealth Partners
Florida
$0
5
PS
Planned Solutions
California
$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
26
Confluence Wealth Services
Pennsylvania
$2.31M +$221 +5 +0%
EWA
27
EP Wealth Advisors
California
$2.29M -$20.3K -460 -0.9%
FCBT
28
First Citizens Bank & Trust
North Carolina
$2.24M -$310K -7,017 -12%
FTS
29
Fifth Third Securities
Ohio
$2.21M +$27.8K +628 +1%
SPC
30
Sigma Planning Corp
Michigan
$2.15M +$97.2K +2,198 +5%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$2.14M -$292K -6,592 -12%
DWP
32
Daymark Wealth Partners
Ohio
$2.11M +$767K +17,342 +57%
HWA
33
Heritage Wealth Architects
Minnesota
$1.86M -$13K -295 -0.7%
GCM
34
Gallacher Capital Management
Colorado
$1.74M -$8.01K -181 -0.5%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.5M +$121K +2,658 +9%
SW
36
SVB Wealth
Massachusetts
$1.48M -$661K -14,946 -31%
SWP
37
Sagespring Wealth Partners
Tennessee
$1.39M -$33.9K -766 -2%
JIP
38
Jaffetilchin Investment Partners
Florida
$1.25M -$34.3K -776 -3%
TFS
39
Thoroughbred Financial Services
Tennessee
$1.23M -$316K -7,152 -20%
5W
40
5T Wealth
California
$1.13M +$126K +2,852 +13%
CSP
41
Cary Street Partners
Virginia
$1.11M +$5.18K +117 +0.5%
CAM
42
Cobblestone Asset Management
Virginia
$1.09M +$147K +3,319 +16%
CAM
43
Cresset Asset Management
Illinois
$1.08M – – –
HIP
44
HUB Investment Partners
Texas
$1.03M -$389K -8,798 -27%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.02M -$38.2K -863 -4%
GWP
46
Gateway Wealth Partners
Wisconsin
$1M +$1M +22,627 New
HighTower Advisors
47
HighTower Advisors
Illinois
$908K +$116K +2,627 +15%
MCM
48
MAI Capital Management
Ohio
$900K +$4.42K +100 +0.5%
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$882K -$245K -5,543 -22%
MWA
50
MN Wealth Advisors
Kansas
$880K +$365K +8,245 +71%
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