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JPMorgan US Value Factor ETF

126 hedge funds and large institutions have $424M invested in JPMorgan US Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
13
Increased
39
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.92M -$512K -12,363 -12%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.07M +$14.1K +341 +0.5%
IB
28
Intrust Bank
Kansas
$3.02M -$37.7K -911 -1%
CGH
29
Crossmark Global Holdings
Texas
$2.51M +$2.51M +60,846 New
FCBT
30
First Citizens Bank & Trust
North Carolina
$2.39M -$107K -2,593 -4%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$2.28M -$60.6K -1,462 -3%
EWA
32
EP Wealth Advisors
California
$2.17M +$994 +24 +0%
Citadel Advisors
33
Citadel Advisors
Florida
$2.17M +$1.96M +47,387 +968%
FTS
34
Fifth Third Securities
Ohio
$2.05M -$80.6K -1,945 -4%
CWS
35
Confluence Wealth Services
Pennsylvania
$2.03M -$14.2K -365 -0.7%
SW
36
SVB Wealth
Massachusetts
$2.01M -$1.72M -41,576 -46%
SPC
37
Sigma Planning Corp
Michigan
$1.92M -$111K -2,689 -5%
HWA
38
Heritage Wealth Architects
Minnesota
$1.75M +$1.75M +42,319 New
GCM
39
Gallacher Capital Management
Colorado
$1.63M -$4.56K -110 -0.3%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.45M
SWP
41
Sagespring Wealth Partners
Tennessee
$1.33M +$43.4K +1,047 +3%
HIP
42
HUB Investment Partners
Texas
$1.33M -$1.02M -24,617 -43%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$120K +2,897 +11%
DWP
44
Daymark Wealth Partners
Ohio
$1.26M +$67.5K +1,629 +6%
JIP
45
Jaffetilchin Investment Partners
Florida
$1.2M -$5.67M -136,807 -83%
Jane Street
46
Jane Street
New York
$1.17M +$465K +11,216 +66%
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$1.06M -$430K -10,372 -29%
CSP
48
Cary Street Partners
Virginia
$1.03M
FTUS
49
Flow Traders U.S.
New York
$1.03M +$1.03M +24,894 New
CAM
50
Cresset Asset Management
Illinois
$1.01M