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JPMorgan US Value Factor ETF

154 hedge funds and large institutions have $531M invested in JPMorgan US Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 52 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 52

3.62% less ownership

Funds ownership: 82.61%78.99% (-3.6%)

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Auxano Advisors
Washington
$3.26M
DWP
27
Daymark Wealth Partners
Ohio
$2.89M
IB
28
Intrust Bank
Kansas
$2.87M
HWA
29
Heritage Wealth Architects
Minnesota
$2.69M
ATPW
30
Ashton Thomas Private Wealth
Arizona
$2.6M
CWS
31
Confluence Wealth Services
Pennsylvania
$2.55M
EWA
32
EP Wealth Advisors
California
$2.45M
PAG
33
Private Advisor Group
New Jersey
$2.38M
FCBT
34
First Citizens Bank & Trust
North Carolina
$2.33M
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$2.21M
GWP
36
Gateway Wealth Partners
Wisconsin
$2.18M
FTS
37
Fifth Third Securities
Ohio
$2.07M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.92M
SPC
39
Sigma Planning Corp
Michigan
$1.87M
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.82M
BTI
41
Blue Trust Inc
Georgia
$1.79M
GCM
42
Gallacher Capital Management
Colorado
$1.74M
SAM
43
Smartleaf Asset Management
Massachusetts
$1.63M
SWP
44
Sagespring Wealth Partners
Tennessee
$1.59M
5W
45
5T Wealth
California
$1.59M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.55M
Citadel Advisors
47
Citadel Advisors
Florida
$1.32M
TFS
48
Thoroughbred Financial Services
Tennessee
$1.32M
JIP
49
Jaffetilchin Investment Partners
Florida
$1.26M
CAM
50
Cresset Asset Management
Illinois
$1.19M