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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 %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$869K -$156K -3,537 -15%
BRWA
52
B. Riley Wealth Advisors
Florida
$847K +$847K +19,147 New
Citadel Advisors
53
Citadel Advisors
Florida
$837K -$1.48M -33,364 -64%
AA
54
Addison Advisors
Vermont
$822K +$341K +7,700 +71%
NA
55
NewEdge Advisors
Louisiana
$817K +$107K +2,427 +15%
LSA
56
L & S Advisors
California
$812K +$114K +2,574 +16%
BTI
57
Blue Trust Inc
Georgia
$810K +$388K +8,767 +92%
SCM
58
SCS Capital Management
Massachusetts
$784K – – –
GS
59
GTS Securities
New York
$716K +$716K +16,193 New
BOC
60
Blue Oak Capital
California
$714K -$59K -1,334 -8%
Mariner
61
Mariner
Kansas
$696K -$19.6K -444 -3%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676K -$22.4M -506,893 -97%
ATPW
63
Ashton Thomas Private Wealth
Arizona
$636K +$313K +7,082 +97%
PAG
64
Private Advisor Group
New Jersey
$560K +$6.59K +149 +1%
PG
65
Patten Group
Tennessee
$536K -$35.4K -800 -6%
MW
66
MBL Wealth
North Carolina
$531K – – –
AAS
67
Ameritas Advisory Services
Nebraska
$482K +$47.2K +1,067 +11%
HCM
68
Howard Capital Management
Georgia
$476K – – –
AIM
69
Acropolis Investment Management
Missouri
$427K -$19.5K -440 -4%
AA
70
Alesco Advisors
New York
$397K +$13.5K +305 +4%
WANY
71
Wealthspire Advisors (New York)
New York
$393K -$39.1K -883 -9%
Truist Financial
72
Truist Financial
North Carolina
$388K -$202K -4,568 -34%
RWP
73
RWA Wealth Partners
Massachusetts
$377K -$2.48K -56 -0.7%
BWMG
74
Barnes Wealth Management Group
California
$361K -$9.02K -204 -2%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$357K -$505K -11,421 -59%
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