JVAL icon

JPMorgan US Value Factor ETF

154 hedge funds and large institutions have $531M invested in JPMorgan US Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 52

3.62% less ownership

Funds ownership: 82.61%78.99% (-3.6%)

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$56.1K
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$50.9K
PTC
128
Private Trust Company
Ohio
$49.3K
LWM
129
Lodestone Wealth Management
Washington
$49K
AssetMark Inc
130
AssetMark Inc
California
$47K
FHC
131
First Horizon Corporation
Tennessee
$46.9K
TPWA
132
Twin Peaks Wealth Advisors
California
$46.9K
WWM
133
Western Wealth Management
Colorado
$45.1K
IA
134
IFP Advisors
Florida
$42.4K
NA
135
NewEdge Advisors
Louisiana
$41.8K
WTC
136
WhitTier Trust Company
Nevada
$37.1K
RIA
137
Realta Investment Advisors
Delaware
$29.3K
ACA
138
Aptus Capital Advisors
Alabama
$28.2K
AA
139
Ancora Advisors
Ohio
$25.8K
GWANC
140
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.4K
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$20.4K
UBS Group
142
UBS Group
Switzerland
$14.7K
C
143
Covestor
United Kingdom
$13K
RIL
144
Rothschild Investment LLC
Illinois
$10.6K
MCM
145
MV Capital Management
Maryland
$7.48K
SPIA
146
Steward Partners Investment Advisory
New York
$6.99K
TCM
147
Triumph Capital Management
Colorado
$6.4K
GWS
148
Greykasell Wealth Strategies
California
$4.76K
AF
149
Allworth Financial
California
$4.25K
NB
150
NBT Bank
New York
$4.2K