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JPMorgan US Value Factor ETF
JVAL
JVAL
153 hedge funds and large institutions have $532M invested in JPMorgan US Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
11% more capital invested
Capital invested by funds: $481M → $532M (+$50.8M)
6% more funds holding
Funds holding: 144 → 153 (+9)
6% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 51
3.64% less ownership
Funds ownership: 82.62% → 78.99% (-3.6%)
Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
20
Increased
48
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Cerity Partners
New York
|
-$16.5M |
| 2 |
Goldman Sachs
New York
|
-$3.68M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.13M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.24M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Simplex Trading
Chicago,
Illinois
| $1.71K | +$1.77K | +35 | New |
|
|
AP
152
Atwood & Palmer
Kansas City,
Missouri
| $1.47K | – | – | – |
|
|
RFP
153
Root Financial Partners
Encinitas,
California
| $977 | – | – | – |
|
|
BRWA
154
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$1.2M | -24,487 | Closed |
|
|
CS
155
Capital Square
Chattanooga,
Tennessee
| – | -$319K | -6,495 | Closed |
|
156
MML Investors Services
Springfield,
Massachusetts
| – | -$257K | -5,226 | Closed |
|
|
NFA
157
Northwest Financial Advisors
Herndon,
Virginia
| – | -$225K | -4,579 | Closed |
|
|
GWM
158
Greenline Wealth Management
Boca Raton,
Florida
| – | -$44.5K | -906 | Closed |
|
159
Wells Fargo
San Francisco,
California
| – | -$20K | -407 | Closed |
|
160
Russell Investments Group
London,
United Kingdom
| – | -$883 | -18 | Closed |
|
161
Citigroup
New York
| – | -$49 | -1 | Closed |
|