JPMorgan U.S. Value Factor
JVAL • ARCA
JPMorgan U.S. Value Factor is an exchange-traded fund on ARCA. As of Q3 2025, 125 institutional investors hold shares in this ETF, with total holdings valued at $390.5M. COBBLESTONE CAPITAL ADVISORS LLC /NY/ is the largest holder with a position valued at $57.3M.
Overview
Overview of institutional ownership in JVAL as of Q3 2025
All Institutions
- Institutions
- 125
- Value Held
- $390.5M
- Shares Held
- 8.2M
- Avg Position
- $3.1M
- Median Position
- $570.4K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $1.2M
- Shares Held
- 24.8K
- Avg Position
- $392.4K
- Median Position
- $379.2K
Biggest Investors
Institutions with the largest positions in JVAL as of Q3 2025
| Institution | Position Value |
|---|---|
 COBBLESTONE CAPITAL ADVISORS LLC /NY/ RIA/Wealth | $57.3M 2.75% of portfolio |
 Streettalk Advisors, LLC RIA/Wealth | $47.3M 1.79% of portfolio |
L LPL Financial LLC Institution | $41.9M 0.01% of portfolio |
 HPM Partners LLC RIA/Wealth | $25.4M 0.04% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $24.5M 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $18.5M 0.00% of portfolio |
 Mainsail Financial Group, LLC RIA/Wealth | $17.8M 7.64% of portfolio |
 Apeiron RIA LLC RIA/Wealth | $10.2M 2.41% of portfolio |
A Advisor Group Holdings, Inc. Institution | $8.1M 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $8.1M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JVAL in Q3 2025
- Traded
- −$3.3M
- Buyers
- 44
- Sellers
- 64
- Total Bought
- +$12.6M
- Total Sold
- −$15.9M
- Avg Position
- $3.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$3.5M +72.8K shares |
Streettalk Advisors, LLC RIA/Wealth | +$1.6M +34.4K shares |
BANK OF AMERICA CORP /DE/ Institution | +$889.9K +18.7K shares |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ RIA/Wealth | +$788.7K +16.6K shares |
 Soltis Investment Advisors LLC RIA/Wealth | +$692.0K +14.6K shares |
 Arkadios Wealth Advisors RIA/Wealth | +$657.8K +13.8K shares |
 Regal Investment Advisors, LLC RIA/Wealth | +$558.8K +11.8K shares |
 Miracle Mile Advisors, LLC RIA/Wealth | +$533.4K +11.2K shares |
Mainsail Financial Group, LLC RIA/Wealth | +$377.1K +7.9K shares |
 5T Wealth, LLC RIA/Wealth | +$261.1K +5.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$5.3M −111.7K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | −$2.1M −44.9K shares |
HPM Partners LLC RIA/Wealth | −$833.7K −17.6K shares |
A Advisor Group Holdings, Inc. Institution | −$673.0K −14.4K shares |
Apeiron RIA LLC RIA/Wealth | −$580.5K −12.3K shares |
JPMORGAN CHASE & CO Institution | −$544.8K −11.5K shares |
C Crossmark Global Holdings, Inc. Institution | −$533.2K −11.2K shares |
A ATRIA INVESTMENTS LLC Institution | −$482.2K −10.2K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$482.1K −10.9K shares |
 MORGAN STANLEY RIA/Wealth | −$441.0K −9.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JVAL in Q3 2025
- New Positions
- 8
- New Value
- $2.6M
- Exited Positions
- 7
- Exited Value
- $581.5K
New Positions
| Institution | Position Value |
|---|---|
Soltis Investment Advisors LLC RIA/Wealth | $692.0K 14.6K shares |
Arkadios Wealth Advisors RIA/Wealth | $657.8K 13.8K shares |
Regal Investment Advisors, LLC RIA/Wealth | $558.8K 11.8K shares |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $236.3K 5.0K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $226.9K 4.8K shares |
 Triumph Capital Management RIA/Wealth | $133.6K 2.8K shares |
 FIRST HORIZON NATIONAL CORP RIA/Wealth | $55.3K 1.2K shares |
 Greykasell Wealth Strategies, Inc. RIA/Wealth | $4.6K 96.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ameritas Advisory Services, LLC RIA/Wealth | $482.1K 10.9K shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $35.4K 778.0 shares |
 Coastal Investment Advisors, Inc. RIA/Wealth | $26.5K 600.0 shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $21.1K 478.0 shares |
 Crewe Advisors LLC RIA/Wealth | $6.1K 137.0 shares |
T TOTAL INVESTMENT MANAGEMENT INC Institution | $5.6K 126.0 shares |
N NATIONAL BANK OF CANADA /FI/ Institution | $4.7K 106.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in JVAL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JVAL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Mainsail Financial Group, LLC RIA/Wealth | 7.64% $17.8M |
D Defined Financial Planning LLC RIA/Wealth | 6.34% $7.5M |
 COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth | 5.41% $7.8M |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ RIA/Wealth | 2.75% $57.3M |
 Planned Solutions, Inc. RIA/Wealth | 2.47% $7.0M |
Apeiron RIA LLC RIA/Wealth | 2.41% $10.2M |
Streettalk Advisors, LLC RIA/Wealth | 1.79% $47.3M |
 Heritage Wealth Architects, Inc. RIA/Wealth | 1.22% $2.0M |
 Gallacher Capital Management LLC RIA/Wealth | 0.71% $1.8M |
5T Wealth, LLC RIA/Wealth | 0.64% $1.5M |
Hedge Fund Spotlight
Discover hedge funds investing in JVAL
CHILTON INVESTMENT CO LLC
Hedge Fund • Long/Short
Portfolio ManagerRichard Lockwood Chilton
- Portfolio Value
- $4.9B
- Positions
- 270
- Last Reported
- Q3 2025
Sector Allocation
Position in JPMorgan U.S. Value Factor
- Market Value
- $379.2K
- Shares Held
- 8.0K
- Portfolio Weight
- 0.01%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $495.8M | 10.11% | |
Discount Stores Consumer Defensive | $365.6M | 7.45% | |
Chemicals - Specialty Basic Materials | $350.7M | 7.15% |
