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JPMorgan US Value Factor ETF

133 hedge funds and large institutions have $454M invested in JPMorgan US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 63 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

51% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 63

Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Confluence Wealth Services
Pennsylvania
$2.47M
FCBT
27
First Citizens Bank & Trust
North Carolina
$2.28M
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$2.28M
DWP
29
Daymark Wealth Partners
Ohio
$2.24M
CGH
30
Crossmark Global Holdings
Texas
$2.22M
FTS
31
Fifth Third Securities
Ohio
$2.07M
HWA
32
Heritage Wealth Architects
Minnesota
$1.96M
SPC
33
Sigma Planning Corp
Michigan
$1.92M
GCM
34
Gallacher Capital Management
Colorado
$1.8M
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.67M
SWP
36
Sagespring Wealth Partners
Tennessee
$1.49M
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.49M
SW
38
SVB Wealth
Massachusetts
$1.48M
5W
39
5T Wealth
California
$1.48M
JIP
40
Jaffetilchin Investment Partners
Florida
$1.34M
TFS
41
Thoroughbred Financial Services
Tennessee
$1.27M
CAM
42
Cobblestone Asset Management
Virginia
$1.2M
CSP
43
Cary Street Partners
Virginia
$1.16M
CAM
44
Cresset Asset Management
Illinois
$1.16M
HIP
45
HUB Investment Partners
Texas
$1.06M
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.02M
BRWA
47
B. Riley Wealth Advisors
Florida
$1.01M
GWP
48
Gateway Wealth Partners
Wisconsin
$1.01M
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$1M
HighTower Advisors
50
HighTower Advisors
Illinois
$975K