We are live on ! Find out more
JVAL icon

JPMorgan US Value Factor ETF
JVAL

127 hedge funds and large institutions have $424M invested in JPMorgan US Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

1.66% more ownership

Funds ownership: 61.84% → 63.5% (+1.7%)

2% more funds holding

Funds holding: 125 → 127 (+2)

0% more capital invested

Capital invested by funds: $424M → $424M (+$5.5K)

13% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 45

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
1.7%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
13
Increased
39
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWE
Avidian Wealth Enterprises
Texas
+$7.12M
2
LPL Financial
LPL Financial
California
+$6.43M
3
IWP
Invenio Wealth Partners
Florida
+$4.82M
4
DFP
Defined Financial Planning
California
+$4.11M
5
AI
Atria Investments
North Carolina
+$4.05M

Top Sellers

Rank Fund Capital Flow
1
JIP
Jaffetilchin Investment Partners
Florida
-$5.96M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.01M
3
SW
SteelPeak Wealth
California
-$3.72M
4
Morgan Stanley
Morgan Stanley
New York
-$3.23M
5
SW
SVB Wealth
Massachusetts
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
101
Lavaca Capital
Texas
$112K -$44.4K -1,019 -27%
SWP
102
SIMA Wealth Partners
Virginia
$67.1K – – –
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$65.2K -$4.01K -92 -6%
PPC
104
Park Place Capital
Alabama
$48.9K – – –
FHA
105
First Horizon Advisors
Tennessee
$48.2K -$13.2K -303 -21%
PTC
106
Private Trust Company
Ohio
$41.8K – – –
CAL
107
Capital Analysts LLC
Pennsylvania
$39K +$29.5K +677 +249%
FFA
108
Farther Finance Advisors
California
$32.5K – – –
RIA
109
Realta Investment Advisors
Delaware
$24.9K – – –
ACA
110
Aptus Capital Advisors
Alabama
$19.8K – – –
GWANC
111
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.8K – – –
AWM
112
AE Wealth Management
Kansas
$18.9K +$19.9K +456 New
UBS Group
113
UBS Group
Switzerland
$18.7K -$4.36K -100 -18%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$16.1K -$3.09K -71 -15%
PA
115
PSI Advisors
Florida
$16.1K – – –
CT
116
Colonial Trust
South Carolina
$11.8K -$31.6K -725 -72%
RIL
117
Rothschild Investment LLC
Illinois
$8.99K – – –
MAS
118
MPWM Advisory Solutions
Georgia
$6.54K – – –
MCM
119
MV Capital Management
Maryland
$6.34K – – –
SPIA
120
Steward Partners Investment Advisory
New York
$5.92K – – –
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$4.38K – – –
AF
122
Allworth Financial
California
$3.46K – – –
AssetMark Inc
123
AssetMark Inc
California
$2.36K – – –
VCM
124
Versant Capital Management
Arizona
$1.91K – – –
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
$994 – – –
2 3 4
5
6

JVAL Hedge Fund Activity: Q1 2025 in Review

127 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q1 2025, worth a combined $424M — up 0% from $424M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JVAL positions and 8 closed out — a net gain of 5 holders — while 39 added to existing stakes and 45 trimmed.

The largest buyer was Avidian Wealth Enterprises, adding an estimated $7.12M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $5.96M.

  • 127 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $424M of JPMorgan US Value Factor ETF stock for Q1 2025, up 0% quarter-over-quarter.
  • 13 funds opened new JPMorgan US Value Factor ETF positions in Q1 2025 and 8 closed out, a net change of +5 holders.
  • The largest JPMorgan US Value Factor ETF buyer in Q1 2025 was Avidian Wealth Enterprises, an estimated $7.12M added.
  • The largest JPMorgan US Value Factor ETF seller in Q1 2025 was Jaffetilchin Investment Partners, an estimated $5.96M sold.

Based on aggregated 13F filings for Q1 2025.