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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

134 hedge funds and large institutions have $421M invested in JPMorgan US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+8
Holders Change %
+6.35%
% of All Funds
1.8%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
18
Increased
44
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWE
Avidian Wealth Enterprises
Texas
$42.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.7M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.6M
4
Goldman Sachs
Goldman Sachs
New York
$3.18M
5
Bank of America
Bank of America
North Carolina
$22M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676K
2
GAG
Goodman Advisory Group
Massachusetts
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
4
IWP
Invenio Wealth Partners
Florida
$0
5
PS
Planned Solutions
California
$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1
Cobblestone Capital Advisors
New York
$52.6M -$304K -6,873 -0.6%
LPL Financial
2
LPL Financial
California
$44M +$616K +13,924 +1%
AWE
3
Avidian Wealth Enterprises
Texas
$42.5M +$19.1M +431,743 +81%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$37.8M +$201K +4,540 +0.5%
Cerity Partners
5
Cerity Partners
New York
$24.4M +$349K +7,892 +1%
Bank of America
6
Bank of America
North Carolina
$22M +$1.83M +41,401 +9%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$17.7M +$5.33M +120,399 +43%
MFG
8
Mainsail Financial Group
Washington
$16.3M +$116K +2,603 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.6M +$3.93M +91,001 +59%
AR
10
Apeiron RIA
Texas
$10.1M +$543K +12,270 +6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$7.42M +$59.6K +1,347 +0.8%
CAP
12
Columbia Advisory Partners
Washington
$7.34M +$1.13M +25,453 +18%
DFP
13
Defined Financial Planning
California
$7.21M +$923K +20,710 +15%
AI
14
Atria Investments
North Carolina
$7.06M +$939K +21,229 +15%
BCI
15
Brinker Capital Investments
Pennsylvania
$7.02M -$673K -15,209 -9%
PS
16
Planned Solutions
California
$6.75M -$4.19M -94,631 -38%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.63M +$12.3K +277 +0.2%
KCM
18
Kathmere Capital Management
Pennsylvania
$6.33M +$1.68M +38,040 +36%
Raymond James Financial
19
Raymond James Financial
Florida
$5.79M -$60K -1,356 -1%
Morgan Stanley
20
Morgan Stanley
New York
$4.71M -$542K -12,250 -10%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.4M +$121K +2,738 +4%
IWC
22
Integrated Wealth Concepts
Massachusetts
$3.37M -$809K -18,292 -19%
IB
23
Intrust Bank
Kansas
$3.22M -$6.37K -144 -0.2%
Goldman Sachs
24
Goldman Sachs
New York
$3.18M +$3.18M +71,816 New
CGH
25
Crossmark Global Holdings
Texas
$2.56M -$121K -2,752 -5%
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