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JPMorgan US Value Factor ETF

141 hedge funds and large institutions have $481M invested in JPMorgan US Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 55 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

27% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 55

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 Sellers

1 -$11.1M
2 -$2.22M
3 -$1.96M
4
Cerity Partners
Cerity Partners
New York
-$1.57M
5
AR
Apeiron RIA
Texas
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Confluence Wealth Services
Pennsylvania
$2.55M
EWA
27
EP Wealth Advisors
California
$2.47M
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$2.35M
FCBT
29
First Citizens Bank & Trust
North Carolina
$2.34M
DWP
30
Daymark Wealth Partners
Ohio
$2.29M
FTS
31
Fifth Third Securities
Ohio
$2.11M
HWA
32
Heritage Wealth Architects
Minnesota
$2.06M
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.98M
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.98M
SPC
35
Sigma Planning Corp
Michigan
$1.95M
GCM
36
Gallacher Capital Management
Colorado
$1.94M
SWP
37
Sagespring Wealth Partners
Tennessee
$1.55M
5W
38
5T Wealth
California
$1.52M
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.48M
ATPW
40
Ashton Thomas Private Wealth
Arizona
$1.46M
TFS
41
Thoroughbred Financial Services
Tennessee
$1.42M
JIP
42
Jaffetilchin Investment Partners
Florida
$1.35M
CAM
43
Cobblestone Asset Management
Virginia
$1.26M
CSP
44
Cary Street Partners
Virginia
$1.22M
BRWA
45
B. Riley Wealth Advisors
Florida
$1.2M
NA
46
NewEdge Advisors
Louisiana
$1.2M
CAM
47
Cresset Asset Management
Illinois
$1.2M
BTI
48
Blue Trust Inc
Georgia
$1.11M
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.1M
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$1.04M