JVAL icon

JPMorgan US Value Factor ETF

135 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$19.1M
2 +$5.33M
3 +$3.93M
4
Goldman Sachs
Goldman Sachs
New York
+$3.18M
5
Bank of America
Bank of America
North Carolina
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
76
Miracle Mile Advisors
California
$354K
NFA
77
Northwest Financial Advisors
Virginia
$353K
CIC
78
Chilton Investment Company
Connecticut
$353K
CA
79
CoreCap Advisors
Michigan
$334K
Comerica Bank
80
Comerica Bank
Texas
$327K
PWM
81
Perigon Wealth Management
California
$321K
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$320K
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$314K
AAS
84
Avantax Advisory Services
Texas
$306K
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$293K
AT
86
American Trust
Kentucky
$287K
TWP
87
Triad Wealth Partners
Kansas
$285K
BH
88
Burk Holdings
Oklahoma
$263K
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$249K
ASN
90
Advisory Services Network
Georgia
$239K
MML Investors Services
91
MML Investors Services
Massachusetts
$230K
NAS
92
NWF Advisory Services
California
$229K
AA
93
Auxano Advisors
Washington
$226K
GIA
94
Goodwin Investment Advisory
Georgia
$220K
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$220K
SWM
96
Spire Wealth Management
Virginia
$220K
3IP
97
3Chopt Investment Partners
Virginia
$219K
MWM
98
Modera Wealth Management
New Jersey
$215K
AI
99
Accredited Investors
Minnesota
$212K
PEA
100
Park Edge Advisors
Ohio
$210K