We are live on ! Find out more
JVAL icon

JPMorgan US Value Factor ETF

136 hedge funds and large institutions have $454M invested in JPMorgan US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 62 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $419M → $454M (+$35M)

0.81% more ownership

Funds ownership: 80.88%81.69% (+0.81%)

0% more funds holding

Funds holding: 136136 (0)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

48% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 62

Holders
136
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
32
Reduced
62
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Cobblestone Capital Advisors
New York
$57.3M +$764K +16,604 +1%
AWE
2
Avidian Wealth Enterprises
Texas
$47.3M +$1.58M +34,447 +4%
LPL Financial
3
LPL Financial
California
$41.9M -$5.14M -111,660 -11%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$37.4M -$3.07M -66,644 -8%
Cerity Partners
5
Cerity Partners
New York
$25.4M -$807K -17,551 -3%
Bank of America
6
Bank of America
North Carolina
$24.5M +$862K +18,734 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$18.5M -$528K -11,470 -3%
MFG
8
Mainsail Financial Group
Washington
$17.8M +$365K +7,939 +2%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$15.5M +$15M +325,425 New
AR
10
Apeiron RIA
Texas
$10.2M -$567K -12,325 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.12M -$665K -14,448 -8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$8.06M +$88K +1,914 +1%
CAP
13
Columbia Advisory Partners
Washington
$7.83M -$55.5K -1,207 -0.7%
DFP
14
Defined Financial Planning
California
$7.48M -$284K -6,165 -4%
BCI
15
Brinker Capital Investments
Pennsylvania
$7.13M -$398K -8,643 -5%
AI
16
Atria Investments
North Carolina
$7.1M -$467K -10,151 -6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7M -$111K -2,423 -2%
PS
18
Planned Solutions
California
$6.99M -$252K -5,473 -4%
KCM
19
Kathmere Capital Management
Pennsylvania
$6.66M -$133K -2,889 -2%
Raymond James Financial
20
Raymond James Financial
Florida
$6.22M -$322 -7 -0%
Morgan Stanley
21
Morgan Stanley
New York
$4.62M -$427K -9,285 -9%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$3.84M +$191K +4,148 +5%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.84M +$3.35M +72,802 +903%
IB
24
Intrust Bank
Kansas
$3.34M -$115K -2,500 -3%
Goldman Sachs
25
Goldman Sachs
New York
$3.32M -$92K -1,999 -3%

JVAL Hedge Fund Activity: Q3 2025 in Review

136 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q3 2025, worth a combined $454M — up 8.4% from $419M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JVAL positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 62 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $15M. The largest seller was LPL Financial, cutting an estimated $5.14M.

  • 136 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $454M of JPMorgan US Value Factor ETF stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 11 funds opened new JPMorgan US Value Factor ETF positions in Q3 2025 and 7 closed out, a net change of +4 holders.
  • The largest JPMorgan US Value Factor ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $15M added.
  • The largest JPMorgan US Value Factor ETF seller in Q3 2025 was LPL Financial, an estimated $5.14M sold.

Based on aggregated 13F filings for Q3 2025.