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JPMorgan US Value Factor ETF

135 hedge funds and large institutions have $421M invested in JPMorgan US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$19.1M
2 +$5.33M
3 +$3.93M
4
Goldman Sachs
Goldman Sachs
New York
+$3.18M
5
Bank of America
Bank of America
North Carolina
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Confluence Wealth Services
Pennsylvania
$2.31M
EWA
27
EP Wealth Advisors
California
$2.29M
FCBT
28
First Citizens Bank & Trust
North Carolina
$2.24M
FTS
29
Fifth Third Securities
Ohio
$2.21M
SPC
30
Sigma Planning Corp
Michigan
$2.15M
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$2.14M
DWP
32
Daymark Wealth Partners
Ohio
$2.11M
HWA
33
Heritage Wealth Architects
Minnesota
$1.86M
GCM
34
Gallacher Capital Management
Colorado
$1.74M
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.5M
SW
36
SVB Wealth
Massachusetts
$1.48M
SWP
37
Sagespring Wealth Partners
Tennessee
$1.39M
JIP
38
Jaffetilchin Investment Partners
Florida
$1.25M
TFS
39
Thoroughbred Financial Services
Tennessee
$1.23M
5W
40
5T Wealth
California
$1.13M
CSP
41
Cary Street Partners
Virginia
$1.11M
CAM
42
Cobblestone Asset Management
Virginia
$1.09M
CAM
43
Cresset Asset Management
Illinois
$1.08M
HIP
44
HUB Investment Partners
Texas
$1.03M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.02M
GWP
46
Gateway Wealth Partners
Wisconsin
$1M
HighTower Advisors
47
HighTower Advisors
Illinois
$908K
MCM
48
MAI Capital Management
Ohio
$900K
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$882K
MWA
50
MN Wealth Advisors
Kansas
$880K