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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 %
MMA
76
Miracle Mile Advisors
California
$354K – – –
NFA
77
Northwest Financial Advisors
Virginia
$353K -$134K -3,027 -27%
CIC
78
Chilton Investment Company
Connecticut
$353K – – –
CA
79
CoreCap Advisors
Michigan
$334K -$2.3K -52 -0.7%
Comerica Bank
80
Comerica Bank
Texas
$327K +$3.54K +80 +1%
PWM
81
Perigon Wealth Management
California
$321K +$4.87K +110 +2%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$320K -$212K -4,786 -40%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$314K -$229K -5,183 -42%
AAS
84
Avantax Advisory Services
Texas
$306K +$16.9K +381 +6%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$293K -$139K -3,146 -32%
AT
86
American Trust
Kentucky
$287K +$287K +6,488 New
TWP
87
Triad Wealth Partners
Kansas
$285K +$285K +6,447 New
BH
88
Burk Holdings
Oklahoma
$263K – – –
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$249K -$885 -20 -0.4%
ASN
90
Advisory Services Network
Georgia
$239K +$239K +5,349 New
MML Investors Services
91
MML Investors Services
Massachusetts
$230K +$752 +17 +0.3%
AA
92
Auxano Advisors
Washington
$226K +$1.55K +35 +0.7%
GIA
93
Goodwin Investment Advisory
Georgia
$220K – – –
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$220K -$6.33K -143 -3%
SWM
95
Spire Wealth Management
Virginia
$220K -$2.74K -62 -1%
3IP
96
3Chopt Investment Partners
Virginia
$219K +$219K +4,961 New
MWM
97
Modera Wealth Management
New Jersey
$215K – – –
AI
98
Accredited Investors
Minnesota
$212K +$212K +4,800 New
PEA
99
Park Edge Advisors
Ohio
$210K +$210K +4,750 New
CDWM
100
Campbell Deegan Wealth Management
Virginia
$205K +$205K +4,638 New
2 3
4
5 6