JPMorgan US Value Factor ETF
JVAL
169 hedge funds and large institutions have $603M invested in JPMorgan US Value Factor ETF in 2026 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 66 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
8% more funds holding
Funds holding: 156 → 169 (+13)
7% more capital invested
Capital invested by funds: $562M → $603M (+$41.4M)
9.9% less ownership
Funds ownership: 83.43% → 73.53% (-9.9%)
35% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$27M |
| 2 |
Morgan Stanley
New York
|
+$10.6M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.66M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$3.14M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$18.4M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.12M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$3.45M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.98M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.57M |
JVAL Hedge Fund Activity: Q2 2026 in Review
169 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q2 2026, worth a combined $603M — up 7.4% from $562M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new JVAL positions and 9 closed out — a net gain of 15 holders — while 43 added to existing stakes and 66 trimmed.
The largest buyer was LPL Financial, adding an estimated $27M. The largest seller was Goodman Advisory Group, exiting entirely with an estimated $18.4M sold.
- 169 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q2 2026, up from 156 in Q1 2026.
- Funds reported $603M of JPMorgan US Value Factor ETF stock for Q2 2026, up 7.4% quarter-over-quarter.
- 24 funds opened new JPMorgan US Value Factor ETF positions in Q2 2026 and 9 closed out, a net change of +15 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q2 2026 was LPL Financial, an estimated $27M added.
- The largest JPMorgan US Value Factor ETF seller in Q2 2026 was Goodman Advisory Group, an estimated $18.4M sold.
Based on aggregated 13F filings for Q2 2026.