JPMorgan US Value Factor ETF
JVAL
145 hedge funds and large institutions have $482M invested in JPMorgan US Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
7% more funds holding
Funds holding: 136 → 145 (+9)
6% more capital invested
Capital invested by funds: $454M → $482M (+$28M)
1.02% more ownership
Funds ownership: 81.69% → 82.71% (+1%)
27% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 55
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$57M |
| 2 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$19.3M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$6.55M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$5.35M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$11.1M |
| 2 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$2.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.96M |
| 4 |
Cerity Partners
New York
|
-$1.57M |
| 5 |
AR
Apeiron RIA
Dallas,
Texas
|
-$1.54M |
JVAL Hedge Fund Activity: Q4 2025 in Review
145 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q4 2025, worth a combined $482M — up 6.2% from $454M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new JVAL positions and 9 closed out — a net gain of 11 holders — while 40 added to existing stakes and 55 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $57M. The largest seller was LPL Financial, cutting an estimated $11.1M.
- 145 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q4 2025, up from 136 in Q3 2025.
- Funds reported $482M of JPMorgan US Value Factor ETF stock for Q4 2025, up 6.2% quarter-over-quarter.
- 20 funds opened new JPMorgan US Value Factor ETF positions in Q4 2025 and 9 closed out, a net change of +11 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q4 2025 was CAPTRUST Financial Advisors, an estimated $57M added.
- The largest JPMorgan US Value Factor ETF seller in Q4 2025 was LPL Financial, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2025.