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JPMorgan US Value Factor ETF

136 hedge funds and large institutions have $454M invested in JPMorgan US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 62 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $419M → $454M (+$35M)

0.81% more ownership

Funds ownership: 80.88%81.69% (+0.81%)

0% more funds holding

Funds holding: 136136 (0)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

48% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 62

Holders
136
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
32
Reduced
62
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Confluence Wealth Services
Pennsylvania
$2.47M -$17.8K -386 -0.7%
FCBT
27
First Citizens Bank & Trust
North Carolina
$2.28M -$119K -2,588 -5%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$2.28M -$17.7K -384 -0.8%
DWP
29
Daymark Wealth Partners
Ohio
$2.24M -$19.4K -421 -0.9%
CGH
30
Crossmark Global Holdings
Texas
$2.22M -$517K -11,244 -19%
FTS
31
Fifth Third Securities
Ohio
$2.07M -$299K -6,491 -13%
HWA
32
Heritage Wealth Architects
Minnesota
$1.96M -$35.2K -766 -2%
SPC
33
Sigma Planning Corp
Michigan
$1.92M -$377K -8,191 -17%
GCM
34
Gallacher Capital Management
Colorado
$1.8M -$64.4K -1,400 -4%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.67M +$87.1K +1,894 +6%
SWP
36
Sagespring Wealth Partners
Tennessee
$1.49M +$1.38K +30 +0.1%
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.49M -$2.07M -44,900 -59%
SW
38
SVB Wealth
Massachusetts
$1.48M -$111K -2,405 -7%
5W
39
5T Wealth
California
$1.48M +$253K +5,496 +21%
JIP
40
Jaffetilchin Investment Partners
Florida
$1.34M +$2.67K +58 +0.2%
TFS
41
Thoroughbred Financial Services
Tennessee
$1.27M -$53.7K -1,168 -4%
CAM
42
Cobblestone Asset Management
Virginia
$1.2M +$28.1K +611 +2%
CSP
43
Cary Street Partners
Virginia
$1.16M -$23.2K -505 -2%
CAM
44
Cresset Asset Management
Illinois
$1.16M
HIP
45
HUB Investment Partners
Texas
$1.06M -$47.5K -1,033 -4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.02M -$68.8K -1,495 -7%
BRWA
47
B. Riley Wealth Advisors
Florida
$1.01M +$101K +2,187 +11%
GWP
48
Gateway Wealth Partners
Wisconsin
$1.01M -$65.9K -1,433 -6%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$1M +$68.4K +1,488 +8%
HighTower Advisors
50
HighTower Advisors
Illinois
$975K

JVAL Hedge Fund Activity: Q3 2025 in Review

136 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q3 2025, worth a combined $454M — up 8.4% from $419M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JVAL positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 62 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $15M. The largest seller was LPL Financial, cutting an estimated $5.14M.

  • 136 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $454M of JPMorgan US Value Factor ETF stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 11 funds opened new JPMorgan US Value Factor ETF positions in Q3 2025 and 7 closed out, a net change of +4 holders.
  • The largest JPMorgan US Value Factor ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $15M added.
  • The largest JPMorgan US Value Factor ETF seller in Q3 2025 was LPL Financial, an estimated $5.14M sold.

Based on aggregated 13F filings for Q3 2025.