JPMorgan US Value Factor ETF
JVAL
156 hedge funds and large institutions have $562M invested in JPMorgan US Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
17% more capital invested
Capital invested by funds: $482M → $562M (+$80.3M)
8% more funds holding
Funds holding: 145 → 156 (+11)
0.72% more ownership
Funds ownership: 82.71% → 83.43% (+0.72%)
4% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$35.2M |
| 2 |
AW
Affinity Wealth
Canton,
Ohio
|
+$30.2M |
| 3 |
JP Morgan Chase
New York
|
+$9.39M |
| 4 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
+$7.78M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
JVAL Hedge Fund Activity: Q1 2026 in Review
156 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q1 2026, worth a combined $562M — up 17% from $482M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new JVAL positions and 8 closed out — a net gain of 14 holders — while 49 added to existing stakes and 51 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $35.2M. The largest seller was Cerity Partners, cutting an estimated $16.5M.
- 156 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q1 2026, up from 145 in Q4 2025.
- Funds reported $562M of JPMorgan US Value Factor ETF stock for Q1 2026, up 17% quarter-over-quarter.
- 22 funds opened new JPMorgan US Value Factor ETF positions in Q1 2026 and 8 closed out, a net change of +14 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q1 2026 was Carson Wealth (CWM LLC), an estimated $35.2M added.
- The largest JPMorgan US Value Factor ETF seller in Q1 2026 was Cerity Partners, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2026.