JPMorgan US Value Factor ETF
JVAL
136 hedge funds and large institutions have $454M invested in JPMorgan US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 62 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
8% more capital invested
Capital invested by funds: $419M → $454M (+$35M)
0.81% more ownership
Funds ownership: 80.88% → 81.69% (+0.81%)
0% more funds holding
Funds holding: 136 → 136 (0)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
48% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.35M |
| 3 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$1.58M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$862K |
| 5 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$764K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.14M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.07M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.07M |
| 4 |
Cerity Partners
New York
|
-$807K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$665K |
JVAL Hedge Fund Activity: Q3 2025 in Review
136 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q3 2025, worth a combined $454M — up 8.4% from $419M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JVAL positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 62 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $15M. The largest seller was LPL Financial, cutting an estimated $5.14M.
- 136 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $454M of JPMorgan US Value Factor ETF stock for Q3 2025, up 8.4% quarter-over-quarter.
- 11 funds opened new JPMorgan US Value Factor ETF positions in Q3 2025 and 7 closed out, a net change of +4 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $15M added.
- The largest JPMorgan US Value Factor ETF seller in Q3 2025 was LPL Financial, an estimated $5.14M sold.
Based on aggregated 13F filings for Q3 2025.