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JPMorgan US Value Factor ETF

153 hedge funds and large institutions have $532M invested in JPMorgan US Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more capital invested

Capital invested by funds: $481M → $532M (+$50.8M)

6% more funds holding

Funds holding: 144153 (+9)

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

3.64% less ownership

Funds ownership: 82.62%78.99% (-3.6%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
20
Increased
48
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73M +$35.2M +696,074 +87%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$58.6M +$714K +14,131 +1%
AWE
3
Avidian Wealth Enterprises
Texas
$57.9M +$7.48M +147,964 +14%
LPL Financial
4
LPL Financial
California
$31.5M -$460K -9,114 -1%
Bank of America
5
Bank of America
North Carolina
$27.3M +$1.08M +21,394 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$27.3M +$9.39M +185,824 +48%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$19.2M -$2.13M -42,136 -10%
MFG
8
Mainsail Financial Group
Washington
$19.1M +$456K +9,025 +2%
GAG
9
Goodman Advisory Group
Massachusetts
$18.4M -$1.12M -22,137 -6%
AI
10
Atria Investments
North Carolina
$10.4M +$4.41M +87,319 +69%
Cerity Partners
11
Cerity Partners
New York
$8.6M -$16.5M -325,772 -65%
AR
12
Apeiron RIA
Texas
$8.57M -$429K -8,491 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.55M -$9.24K -183 -0.1%
CAP
14
Columbia Advisory Partners
Washington
$7.99M +$1.62K +32 +0%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.55M -$763K -15,102 -9%
MCA
16
Magnolia Capital Advisors
Mississippi
$7.53M +$7.78M +154,038 New
Mariner
17
Mariner
Kansas
$7.19M -$180K -3,572 -2%
PS
18
Planned Solutions
California
$7.06M -$50.8K -1,005 -0.7%
KCM
19
Kathmere Capital Management
Pennsylvania
$6.58M -$115K -2,270 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.58M -$491K -9,719 -7%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$6.28M +$1.2M +23,761 +23%
Raymond James Financial
22
Raymond James Financial
Florida
$5.76M -$514K -10,176 -8%
BCI
23
Brinker Capital Investments
Pennsylvania
$5.71M -$1.24M -24,529 -17%
Morgan Stanley
24
Morgan Stanley
New York
$4.98M +$258K +5,098 +5%
OPWM
25
Oxinas Partners Wealth Management
Indiana
$4.38M +$4.53M +89,720 New