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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

126 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
Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
13
Increased
39
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWE
1
Avidian Wealth Enterprises
Texas
$22M
2
LPL Financial
2
LPL Financial
California
$40.6M
3
IWP
3
Invenio Wealth Partners
Florida
$4.58M
4
DFP
4
Defined Financial Planning
California
$5.84M
5
AI
5
Atria Investments
North Carolina
$5.73M

Top Sellers

1
JIP
1
Jaffetilchin Investment Partners
Florida
$1.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.4M
3
SW
3
SteelPeak Wealth
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$4.92M
5
SW
5
SVB Wealth
Massachusetts
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$988K -$7.58K -183 -0.8%
5W
52
5T Wealth
California
$943K +$65.5K +1,582 +7%
CAM
53
Cobblestone Asset Management
Virginia
$882K +$365K +8,822 +71%
MCM
54
MAI Capital Management
Ohio
$839K – – –
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$838K +$16.1K +445 +2%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$807K +$807K +19,485 New
HighTower Advisors
57
HighTower Advisors
Illinois
$742K +$7.46K +180 +1%
SCM
58
SCS Capital Management
Massachusetts
$734K +$734K +17,721 New
BOC
59
Blue Oak Capital
California
$724K +$98.7K +2,383 +16%
Mariner
60
Mariner
Kansas
$671K -$8.82K -213 -1%
NA
61
NewEdge Advisors
Louisiana
$664K +$101K +2,430 +18%
LSA
62
L & S Advisors
California
$653K +$31.8K +767 +5%
Truist Financial
63
Truist Financial
North Carolina
$553K -$787 -19 -0.1%
PG
64
Patten Group
Tennessee
$535K -$4.02K -97 -0.7%
PAG
65
Private Advisor Group
New Jersey
$518K -$26.8K -648 -5%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$508K +$39.2K +946 +8%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$498K +$64.1K +1,547 +15%
MW
68
MBL Wealth
North Carolina
$497K – – –
MWA
69
MN Wealth Advisors
Kansas
$482K -$15K -362 -3%
NFA
70
Northwest Financial Advisors
Virginia
$456K +$456K +11,017 New
AA
71
Addison Advisors
Vermont
$451K – – –
HCM
72
Howard Capital Management
Georgia
$446K +$446K +10,763 New
Wells Fargo
73
Wells Fargo
California
$443K -$67.3K -1,625 -13%
AIM
74
Acropolis Investment Management
Missouri
$418K +$175K +4,230 +72%
AAS
75
Ameritas Advisory Services
Nebraska
$407K +$27.7K +668 +7%
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