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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$7.12M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.43M |
| 3 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$4.82M |
| 4 |
DFP
Defined Financial Planning
San Rafael,
California
|
+$4.11M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$5.96M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.01M |
| 3 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
-$3.72M |
| 4 |
Morgan Stanley
New York
|
-$3.23M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$1.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Russell Investments Group
London,
United Kingdom
| $746 | – | – | – |
|
|
PB
127
Pinnacle Bancorp
Beatrice,
Nebraska
| $414 | +$436 | +10 | New |
|
|
SW
128
SteelPeak Wealth
Woodland Hills,
California
| – | -$3.72M | -86,134 | Closed |
|
|
CFGS
129
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.09M | -24,134 | Closed |
|
|
SWP
130
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$228K | -5,283 | Closed |
|
|
PEA
131
Park Edge Advisors
Cleveland,
Ohio
| – | -$205K | -4,750 | Closed |
|
|
CFD
132
Creative Financial Designs
Kokomo,
Indiana
| – | -$4.58K | -106 | Closed |
|
|
UB
133
UMB Bank
Kansas City,
Missouri
| – | -$4.41K | -102 | Closed |
|
|
PA
134
Parallel Advisors
San Francisco,
California
| – | -$2.63K | -61 | Closed |
|
|
LWMI
135
Legacy Wealth Management (Idaho)
Boise,
Idaho
| – | -$180 | -4 | Closed |
|
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.