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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

131 hedge funds and large institutions have $419M invested in JPMorgan US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
17
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 %
TRCT
101
Tower Research Capital (TRC)
New York
$199K 4,501 -1,460 -24%
LC
102
Lavaca Capital
Texas
$116K 2,619 -80 -3%
GWM
103
Geneos Wealth Management
Colorado
$85.9K 1,942 -2,118 -52%
FFA
104
Farther Finance Advisors
California
$68.9K 1,558 +772 +98%
GRP
105
Global Retirement Partners
California
$66.4K 1,500 +1,500 New
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$59.4K 1,342 -231 -15%
PPC
107
Park Place Capital
Alabama
$52.9K 1,180 – –
FHA
108
First Horizon Advisors
Tennessee
$51.5K 1,164 – –
CAL
109
Capital Analysts LLC
Pennsylvania
$50K 1,134 +185 +19%
PTC
110
Private Trust Company
Ohio
$44.6K 1,009 – –
Wells Fargo
111
Wells Fargo
California
$39.8K 900 -9,790 -92%
TPWA
112
Twin Peaks Wealth Advisors
California
$35.4K 778 +778 New
IA
113
IFP Advisors
Florida
$27.1K 612 +612 New
RIA
114
Realta Investment Advisors
Delaware
$26.5K 600 – –
UBS Group
115
UBS Group
Switzerland
$23.9K 540 +88 +19%
GWANC
116
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.1K 478 – –
ACA
117
Aptus Capital Advisors
Alabama
$21.1K 478 – –
Fidelity Investments
118
Fidelity Investments
Massachusetts
$19.8K 447 +58 +15%
RIL
119
Rothschild Investment LLC
Illinois
$9.6K 217 – –
MAS
120
MPWM Advisory Solutions
Georgia
$6.99K 158 – –
MCM
121
MV Capital Management
Maryland
$6.77K 153 – –
SPIA
122
Steward Partners Investment Advisory
New York
$6.33K 143 – –
CA
123
Crewe Advisors
Utah
$6.06K 137 +137 New
TIM
124
Total Investment Management
Arizona
$5.57K 126 +126 New
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$4.69K 106 – –
2 3 4
5
6