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JPMorgan US Value Factor ETF
JVAL

136 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, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

17.38% more ownership

Funds ownership: 63.5% → 80.88% (+17%)

7% more funds holding

Funds holding: 127 → 136 (+9)

1% less capital invested

Capital invested by funds: $424M → $419M (-$5.3M)

10% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 49

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
1.79%
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
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWE
Avidian Wealth Enterprises
Texas
+$17.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.97M
3
Goldman Sachs
Goldman Sachs
New York
+$2.96M
4
Bank of America
Bank of America
North Carolina
+$1.71M
5
KCM
Kathmere Capital Management
Pennsylvania
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$20.9M
2
GAG
Goodman Advisory Group
Massachusetts
-$18.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.76M
4
IWP
Invenio Wealth Partners
Florida
-$4.58M
5
PS
Planned Solutions
California
-$3.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
76
Miracle Mile Advisors
California
$354K – – –
NFA
77
Northwest Financial Advisors
Virginia
$353K -$125K -3,027 -27%
CIC
78
Chilton Investment Company
Connecticut
$353K – – –
CA
79
CoreCap Advisors
Michigan
$334K -$2.15K -52 -0.7%
Comerica Bank
80
Comerica Bank
Texas
$327K +$3.3K +80 +1%
PWM
81
Perigon Wealth Management
California
$321K +$4.54K +110 +2%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$320K -$197K -4,786 -40%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$314K -$214K -5,183 -42%
AAS
84
Avantax Advisory Services
Texas
$306K +$15.7K +381 +6%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$293K -$130K -3,146 -32%
AT
86
American Trust
Kentucky
$287K +$268K +6,488 New
TWP
87
Triad Wealth Partners
Kansas
$285K +$266K +6,447 New
BH
88
Burk Holdings
Oklahoma
$263K – – –
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$249K -$825 -20 -0.4%
ASN
90
Advisory Services Network
Georgia
$239K +$221K +5,349 New
MML Investors Services
91
MML Investors Services
Massachusetts
$230K +$701 +17 +0.3%
NAS
92
NWF Advisory Services
California
$229K – – –
AA
93
Auxano Advisors
Washington
$226K +$1.44K +35 +0.7%
GIA
94
Goodwin Investment Advisory
Georgia
$220K – – –
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$220K -$5.9K -143 -3%
SWM
96
Spire Wealth Management
Virginia
$220K -$2.56K -62 -1%
3IP
97
3Chopt Investment Partners
Virginia
$219K +$205K +4,961 New
MWM
98
Modera Wealth Management
New Jersey
$215K – – –
AI
99
Accredited Investors
Minnesota
$212K +$198K +4,800 New
PEA
100
Park Edge Advisors
Ohio
$210K +$196K +4,750 New
2 3
4
5 6

JVAL Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q2 2025, worth a combined $419M — down 1.2% from $424M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JVAL positions and 8 closed out — a net gain of 10 holders — while 44 added to existing stakes and 49 trimmed.

The largest buyer was Avidian Wealth Enterprises, adding an estimated $17.8M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $20.9M.

  • 136 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $419M of JPMorgan US Value Factor ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 18 funds opened new JPMorgan US Value Factor ETF positions in Q2 2025 and 8 closed out, a net change of +10 holders.
  • The largest JPMorgan US Value Factor ETF buyer in Q2 2025 was Avidian Wealth Enterprises, an estimated $17.8M added.
  • The largest JPMorgan US Value Factor ETF seller in Q2 2025 was Federation des caisses Desjardins du Quebec, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2025.