JPMorgan US Value Factor ETF
JVAL
136 hedge funds and large institutions have $419M 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, 49 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
17.38% more ownership
Funds ownership: 63.5% → 80.88% (+17%)
7% more funds holding
Funds holding: 127 → 136 (+9)
1% less capital invested
Capital invested by funds: $424M → $419M (-$5.3M)
10% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 49
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$17.8M |
| 2 |
JP Morgan Chase
New York
|
+$4.97M |
| 3 |
Goldman Sachs
New York
|
+$2.96M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.71M |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$20.9M |
| 2 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$18.1M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$9.76M |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
-$4.58M |
| 5 |
PS
Planned Solutions
Folsom,
California
|
-$3.9M |
JVAL Hedge Fund Activity: Q2 2025 in Review
136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q2 2025, worth a combined $419M — down 1.2% from $424M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new JVAL positions and 8 closed out — a net gain of 10 holders — while 44 added to existing stakes and 49 trimmed.
The largest buyer was Avidian Wealth Enterprises, adding an estimated $17.8M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $20.9M.
- 136 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q2 2025, up from 127 in Q1 2025.
- Funds reported $419M of JPMorgan US Value Factor ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
- 18 funds opened new JPMorgan US Value Factor ETF positions in Q2 2025 and 8 closed out, a net change of +10 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q2 2025 was Avidian Wealth Enterprises, an estimated $17.8M added.
- The largest JPMorgan US Value Factor ETF seller in Q2 2025 was Federation des caisses Desjardins du Quebec, an estimated $20.9M sold.
Based on aggregated 13F filings for Q2 2025.