We are live on ! Find out more
JVAL icon

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
AA
26
Auxano Advisors
Washington
$3.26M +$2.99M +59,224 +790%
DWP
27
Daymark Wealth Partners
Ohio
$2.89M +$630K +12,464 +27%
IB
28
Intrust Bank
Kansas
$2.87M -$473K -9,365 -14%
HWA
29
Heritage Wealth Architects
Minnesota
$2.69M +$476K +9,415 +23%
ATPW
30
Ashton Thomas Private Wealth
Arizona
$2.6M +$1.18M +23,354 +78%
CWS
31
Confluence Wealth Services
Pennsylvania
$2.55M +$5.15K +102 +0.2%
EWA
32
EP Wealth Advisors
California
$2.45M +$303 +6 +0%
PAG
33
Private Advisor Group
New Jersey
$2.38M +$1.76M +34,853 +253%
FCBT
34
First Citizens Bank & Trust
North Carolina
$2.33M -$51 -1 -0%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$2.21M -$133K -2,624 -5%
GWP
36
Gateway Wealth Partners
Wisconsin
$2.18M +$1.2M +23,738 +113%
FTS
37
Fifth Third Securities
Ohio
$2.07M -$25.3K -500 -1%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.92M -$15K -296 -0.8%
SPC
39
Sigma Planning Corp
Michigan
$1.87M -$76.7K -1,518 -4%
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.82M +$356K +7,051 +23%
BTI
41
Blue Trust Inc
Georgia
$1.79M +$710K +14,049 +62%
GCM
42
Gallacher Capital Management
Colorado
$1.74M -$195K -3,869 -10%
SAM
43
Smartleaf Asset Management
Massachusetts
$1.63M +$1.73M +34,276 New
SWP
44
Sagespring Wealth Partners
Tennessee
$1.59M +$51.3K +1,015 +3%
5W
45
5T Wealth
California
$1.59M +$77.3K +1,530 +5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.55M +$669K +13,243 +72%
Citadel Advisors
47
Citadel Advisors
Florida
$1.32M +$1.36M +27,006 New
TFS
48
Thoroughbred Financial Services
Tennessee
$1.32M -$101K -2,007 -7%
JIP
49
Jaffetilchin Investment Partners
Florida
$1.26M -$85.2K -1,686 -6%
NA
50
NewEdge Advisors
Louisiana
$1.2M +$1.01K +20 +0.1%