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JPMorgan US Value Factor ETF

144 hedge funds and large institutions have $481M invested in JPMorgan US Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $454M → $481M (+$27.5M)

6% more funds holding

Funds holding: 136144 (+8)

0.94% more ownership

Funds ownership: 81.69%82.62% (+0.94%)

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
144
Holders Change
+8
Holders Change %
+5.88%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
40
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Confluence Wealth Services
Pennsylvania
$2.55M +$5.56K +115 +0.2%
EWA
27
EP Wealth Advisors
California
$2.47M +$2.43M +50,225 New
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$2.35M -$9.28K -192 -0.4%
FCBT
29
First Citizens Bank & Trust
North Carolina
$2.34M -$15.8K -327 -0.7%
DWP
30
Daymark Wealth Partners
Ohio
$2.29M -$26.4K -547 -1%
FTS
31
Fifth Third Securities
Ohio
$2.11M -$27.9K -578 -1%
HWA
32
Heritage Wealth Architects
Minnesota
$2.06M -$36.9K -763 -2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.98M +$196K +4,054 +12%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.98M -$1.96M -40,583 -50%
SPC
35
Sigma Planning Corp
Michigan
$1.95M -$34.1K -706 -2%
GCM
36
Gallacher Capital Management
Colorado
$1.94M +$77.2K +1,596 +4%
SWP
37
Sagespring Wealth Partners
Tennessee
$1.55M +$4.3K +89 +0.3%
5W
38
5T Wealth
California
$1.52M -$3.96K -82 -0.3%
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.48M -$57.3K -1,184 -4%
ATPW
40
Ashton Thomas Private Wealth
Arizona
$1.46M +$537K +11,112 +60%
TFS
41
Thoroughbred Financial Services
Tennessee
$1.42M +$112K +2,315 +9%
JIP
42
Jaffetilchin Investment Partners
Florida
$1.35M -$32.5K -672 -2%
CAM
43
Cobblestone Asset Management
Virginia
$1.26M +$24.9K +515 +2%
CSP
44
Cary Street Partners
Virginia
$1.22M +$11.9K +247 +1%
BRWA
45
B. Riley Wealth Advisors
Florida
$1.2M +$152K +3,153 +15%
NA
46
NewEdge Advisors
Louisiana
$1.2M +$338K +6,992 +40%
CAM
47
Cresset Asset Management
Illinois
$1.2M
BTI
48
Blue Trust Inc
Georgia
$1.11M +$159K +3,287 +17%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.1M +$41.8K +864 +4%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$1.04M +$484 +10 +0%