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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

134 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
Holders
134
Holders Change
+8
Holders Change %
+6.35%
% of All Funds
1.8%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
18
Increased
44
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWE
Avidian Wealth Enterprises
Texas
$42.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.7M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
4
Goldman Sachs
Goldman Sachs
New York
$3.18M
5
Bank of America
Bank of America
North Carolina
$22M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676K
2
GAG
Goodman Advisory Group
Massachusetts
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
4
IWP
Invenio Wealth Partners
Florida
$0
5
PS
Planned Solutions
California
$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
101
Summit Wealth & Retirement Planning
California
$203K +$203K +4,580 New
BFG
102
Berger Financial Group
Minnesota
$201K -$20.7K -467 -9%
AG
103
Ascent Group
Virginia
$200K +$200K +4,530 New
TRCT
104
Tower Research Capital (TRC)
New York
$199K -$64.6K -1,460 -24%
LC
105
Lavaca Capital
Texas
$116K -$3.54K -80 -3%
GWM
106
Geneos Wealth Management
Colorado
$85.9K -$93.7K -2,118 -52%
FFA
107
Farther Finance Advisors
California
$68.9K +$34.1K +772 +98%
GRP
108
Global Retirement Partners
California
$66.4K +$66.4K +1,500 New
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$59.4K -$10.2K -231 -15%
PPC
110
Park Place Capital
Alabama
$52.9K – – –
FHA
111
First Horizon Advisors
Tennessee
$51.5K – – –
CAL
112
Capital Analysts LLC
Pennsylvania
$50K +$8.16K +185 +19%
PTC
113
Private Trust Company
Ohio
$44.6K – – –
Wells Fargo
114
Wells Fargo
California
$39.8K -$433K -9,790 -92%
TPWA
115
Twin Peaks Wealth Advisors
California
$35.4K +$35.4K +778 New
IA
116
IFP Advisors
Florida
$27.1K +$27.1K +612 New
RIA
117
Realta Investment Advisors
Delaware
$26.5K – – –
UBS Group
118
UBS Group
Switzerland
$23.9K +$3.89K +88 +19%
ACA
119
Aptus Capital Advisors
Alabama
$21.1K – – –
GWANC
120
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.1K – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$19.8K +$2.57K +58 +15%
RIL
122
Rothschild Investment LLC
Illinois
$9.6K – – –
MAS
123
MPWM Advisory Solutions
Georgia
$6.99K – – –
MCM
124
MV Capital Management
Maryland
$6.77K – – –
SPIA
125
Steward Partners Investment Advisory
New York
$6.33K – – –
2 3 4
5
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