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JPMorgan US Value Factor ETF
JVAL

136 hedge funds and large institutions have $454M invested in JPMorgan US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 62 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $419M → $454M (+$35M)

0.81% more ownership

Funds ownership: 80.88% → 81.69% (+0.81%)

0% more funds holding

Funds holding: 136 → 136 (0)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

48% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 62

Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
32
Reduced
62
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.35M
3
AWE
Avidian Wealth Enterprises
Texas
+$1.58M
4
Bank of America
Bank of America
North Carolina
+$862K
5
CCA
Cobblestone Capital Advisors
New York
+$764K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$5.14M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.07M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$2.07M
4
Cerity Partners
Cerity Partners
New York
-$807K
5
Osaic Holdings
Osaic Holdings
Arizona
-$665K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Alesco Advisors
New York
$407K -$18.6K -405 -5%
BWMG
77
Barnes Wealth Management Group
California
$386K -$1.75K -38 -0.5%
CIC
78
Chilton Investment Company
Connecticut
$379K – – –
WANY
79
Wealthspire Advisors (New York)
New York
$379K -$41.6K -905 -10%
PWM
80
Perigon Wealth Management
California
$372K +$26.2K +570 +8%
Comerica Bank
81
Comerica Bank
Texas
$351K – – –
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$337K – – –
AT
83
American Trust
Kentucky
$312K +$4.09K +89 +1%
TWP
84
Triad Wealth Partners
Kansas
$306K -$230 -5 -0.1%
CA
85
CoreCap Advisors
Michigan
$305K -$52.7K -1,146 -15%
RWP
86
RWA Wealth Partners
Massachusetts
$303K -$98.5K -2,141 -25%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$292K -$22.1K -480 -7%
BH
88
Burk Holdings
Oklahoma
$283K – – –
AA
89
Auxano Advisors
Washington
$268K +$23.6K +514 +10%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$267K – – –
ASN
91
Advisory Services Network
Georgia
$254K -$414 -9 -0.2%
NAS
92
NWF Advisory Services
California
$246K – – –
GIA
93
Goodwin Investment Advisory
Georgia
$237K – – –
3IP
94
3Chopt Investment Partners
Virginia
$236K +$644 +14 +0.3%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$236K – – –
SWM
96
Spire Wealth Management
Virginia
$236K – – –
MWM
97
Modera Wealth Management
New Jersey
$231K – – –
AI
98
Accredited Investors
Minnesota
$228K – – –
MML Investors Services
99
MML Investors Services
Massachusetts
$227K -$19.4K -422 -8%
PEA
100
Park Edge Advisors
Ohio
$226K – – –
2 3
4
5 6

JVAL Hedge Fund Activity: Q3 2025 in Review

136 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q3 2025, worth a combined $454M — up 8.4% from $419M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JVAL positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 62 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $15M. The largest seller was LPL Financial, cutting an estimated $5.14M.

  • 136 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $454M of JPMorgan US Value Factor ETF stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 11 funds opened new JPMorgan US Value Factor ETF positions in Q3 2025 and 7 closed out, a net change of +4 holders.
  • The largest JPMorgan US Value Factor ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $15M added.
  • The largest JPMorgan US Value Factor ETF seller in Q3 2025 was LPL Financial, an estimated $5.14M sold.

Based on aggregated 13F filings for Q3 2025.