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JPMorgan US Value Factor ETF
JVAL

125 hedge funds and large institutions have $424M invested in JPMorgan US Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 115 → 125 (+10)

1% more capital invested

Capital invested by funds: $419M → $424M (+$4.69M)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

4.55% less ownership

Funds ownership: 66.39% → 61.84% (-4.5%)

Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
21
Increased
37
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAP
Columbia Advisory Partners
Washington
+$5.27M
2
SW
SteelPeak Wealth
California
+$3.8M
3
SW
SVB Wealth
Massachusetts
+$3.74M
4
AR
Apeiron RIA
Texas
+$2.42M
5
AI
Atria Investments
North Carolina
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.14M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$2.61M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.42M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$1.72M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
101
Colonial Trust
South Carolina
$43.6K – – –
PTC
102
Private Trust Company
Ohio
$43.6K – – –
FFA
103
Farther Finance Advisors
California
$33.9K +$44 +1 +0.1%
RIA
104
Realta Investment Advisors
Delaware
$26.1K -$44.2K -1,000 -63%
UBS Group
105
UBS Group
Switzerland
$23.8K +$24.4K +552 New
ACA
106
Aptus Capital Advisors
Alabama
$20.6K – – –
GWANC
107
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.6K – – –
Fidelity Investments
108
Fidelity Investments
Massachusetts
$19.9K -$3.14K -71 -13%
PA
109
PSI Advisors
Florida
$16.8K – – –
CAL
110
Capital Analysts LLC
Pennsylvania
$12K +$44 +1 +0.4%
RIL
111
Rothschild Investment LLC
Illinois
$9.37K – – –
MAS
112
MPWM Advisory Solutions
Georgia
$6.83K +$6.98K +158 New
MCM
113
MV Capital Management
Maryland
$6.61K – – –
SPIA
114
Steward Partners Investment Advisory
New York
$6.18K – – –
CFD
115
Creative Financial Designs
Indiana
$4.58K – – –
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$4.58K +$4.68K +106 New
UB
117
UMB Bank
Missouri
$4.41K – – –
AF
118
Allworth Financial
California
$3.91K +$3.84K +87 New
PA
119
Parallel Advisors
California
$2.63K – – –
AssetMark Inc
120
AssetMark Inc
California
$2.46K – – –
VCM
121
Versant Capital Management
Arizona
$1.99K – – –
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$1.04K +$1.06K +24 New
Russell Investments Group
123
Russell Investments Group
United Kingdom
$778 – – –
LIS
124
Legacy Investment Solutions
Idaho
$180 – – –
LWMI
125
Legacy Wealth Management (Idaho)
Idaho
$180 – – –
2 3 4
5
6

JVAL Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q4 2024, worth a combined $424M — up 1.1% from $419M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JVAL positions and 9 closed out — a net gain of 12 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was Columbia Advisory Partners, opening a new position worth an estimated $5.27M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.14M sold.

  • 125 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q4 2024, up from 115 in Q3 2024.
  • Funds reported $424M of JPMorgan US Value Factor ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 21 funds opened new JPMorgan US Value Factor ETF positions in Q4 2024 and 9 closed out, a net change of +12 holders.
  • The largest JPMorgan US Value Factor ETF buyer in Q4 2024 was Columbia Advisory Partners, an estimated $5.27M added.
  • The largest JPMorgan US Value Factor ETF seller in Q4 2024 was Goldman Sachs, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2024.