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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

132 hedge funds and large institutions have $419M 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, 46 reducing their positions, and 8 closing their positions.

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
1.77%
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
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 %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$869K 19,651 -3,537 -15%
BRWA
52
B. Riley Wealth Advisors
Florida
$847K 19,147 +19,147 New
Citadel Advisors
53
Citadel Advisors
Florida
$837K 18,920 -33,364 -64%
AA
54
Addison Advisors
Vermont
$822K 18,590 +7,700 +71%
NA
55
NewEdge Advisors
Louisiana
$817K 18,466 +2,427 +15%
LSA
56
L & S Advisors
California
$812K 18,349 +2,574 +16%
BTI
57
Blue Trust Inc
Georgia
$810K 18,306 +8,767 +92%
SCM
58
SCS Capital Management
Massachusetts
$784K 17,721 – –
GS
59
GTS Securities
New York
$716K 16,193 +16,193 New
BOC
60
Blue Oak Capital
California
$714K 16,148 -1,334 -8%
Mariner
61
Mariner
Kansas
$696K 15,747 -444 -3%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676K 15,280 -506,893 -97%
ATPW
63
Ashton Thomas Private Wealth
Arizona
$636K 14,375 +7,082 +97%
PAG
64
Private Advisor Group
New Jersey
$560K 12,659 +149 +1%
PG
65
Patten Group
Tennessee
$536K 12,118 -800 -6%
MW
66
MBL Wealth
North Carolina
$531K 12,000 – –
AAS
67
Ameritas Advisory Services
Nebraska
$482K 10,899 +1,067 +11%
HCM
68
Howard Capital Management
Georgia
$476K 10,763 – –
AIM
69
Acropolis Investment Management
Missouri
$427K 9,650 -440 -4%
AA
70
Alesco Advisors
New York
$397K 8,975 +305 +4%
WANY
71
Wealthspire Advisors (New York)
New York
$393K 8,884 -883 -9%
Truist Financial
72
Truist Financial
North Carolina
$388K 8,779 -4,568 -34%
RWP
73
RWA Wealth Partners
Massachusetts
$377K 8,522 -56 -0.7%
BWMG
74
Barnes Wealth Management Group
California
$361K 8,156 -204 -2%
MMA
75
Miracle Mile Advisors
California
$354K 7,996 – –
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