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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
+$5.27M |
| 2 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$3.8M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$3.74M |
| 4 |
AR
Apeiron RIA
Dallas,
Texas
|
+$2.42M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.14M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$2.61M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$2.42M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$1.72M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Goldman Sachs
New York
| – | -$3.14M | -72,041 | Closed |
|
|
127
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.62M | -37,229 | Closed |
|
|
GS
128
GTS Securities
New York
| – | -$1.39M | -31,993 | Closed |
|
|
TCA
129
Transcend Capital Advisors
Madison,
New Jersey
| – | -$1.07M | -24,601 | Closed |
|
|
TRCT
130
Tower Research Capital (TRC)
New York
| – | -$580K | -13,316 | Closed |
|
|
FTUS
131
Flow Traders U.S.
New York
| – | -$348K | -7,988 | Closed |
|
|
KAS
132
Kestra Advisory Services
Austin,
Texas
| – | -$230K | -5,276 | Closed |
|
|
OMC
133
Old Mission Capital
Chicago,
Illinois
| – | -$208K | -4,777 | Closed |
|
|
AWM
134
Avaii Wealth Management
Appleton,
Wisconsin
| – | -$203K | -4,650 | Closed |
|
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.