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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 %
NFA
76
Northwest Financial Advisors
Virginia
$353K 7,990 -3,027 -27%
CIC
77
Chilton Investment Company
Connecticut
$353K 7,983 – –
CA
78
CoreCap Advisors
Michigan
$334K 7,562 -52 -0.7%
Comerica Bank
79
Comerica Bank
Texas
$327K 7,383 +80 +1%
PWM
80
Perigon Wealth Management
California
$321K 7,262 +110 +2%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$320K 7,234 -4,786 -40%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$314K 7,092 -5,183 -42%
AAS
83
Avantax Advisory Services
Texas
$306K 6,929 +381 +6%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$293K 6,631 -3,146 -32%
AT
85
American Trust
Kentucky
$287K 6,488 +6,488 New
TWP
86
Triad Wealth Partners
Kansas
$285K 6,447 +6,447 New
BH
87
Burk Holdings
Oklahoma
$263K 5,956 – –
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$249K 5,630 -20 -0.4%
ASN
89
Advisory Services Network
Georgia
$239K 5,349 +5,349 New
MML Investors Services
90
MML Investors Services
Massachusetts
$230K 5,198 +17 +0.3%
AA
91
Auxano Advisors
Washington
$226K 5,121 +35 +0.7%
GIA
92
Goodwin Investment Advisory
Georgia
$220K 4,985 – –
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$220K 4,974 -143 -3%
SWM
94
Spire Wealth Management
Virginia
$220K 4,966 -62 -1%
3IP
95
3Chopt Investment Partners
Virginia
$219K 4,961 +4,961 New
MWM
96
Modera Wealth Management
New Jersey
$215K 4,867 – –
AI
97
Accredited Investors
Minnesota
$212K 4,800 +4,800 New
PEA
98
Park Edge Advisors
Ohio
$210K 4,750 +4,750 New
CDWM
99
Campbell Deegan Wealth Management
Virginia
$205K 4,638 +4,638 New
SWRP
100
Summit Wealth & Retirement Planning
California
$203K 4,580 +4,580 New
2 3
4
5 6