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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
SW
51
SVB Wealth
Massachusetts
$1.03M
GWP
52
Gateway Wealth Partners
Wisconsin
$1.03M
HighTower Advisors
53
HighTower Advisors
Illinois
$1.01M
LSA
54
L & S Advisors
California
$983K
MCM
55
MAI Capital Management
Ohio
$950K
MWA
56
MN Wealth Advisors
Kansas
$923K
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$906K
HIP
58
HUB Investment Partners
Texas
$885K
SCM
59
SCS Capital Management
Massachusetts
$870K
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$808K
MMA
61
Miracle Mile Advisors
California
$768K
AA
62
Addison Advisors
Vermont
$691K
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$679K
PAG
64
Private Advisor Group
New Jersey
$677K
AWA
65
Arkadios Wealth Advisors
Georgia
$675K
GS
66
GTS Securities
New York
$658K
RIA
67
Regal Investment Advisors
Michigan
$593K
PG
68
Patten Group
Tennessee
$581K
SIA
69
Soltis Investment Advisors
Utah
$570K
MW
70
MBL Wealth
North Carolina
$540K
HCM
71
Howard Capital Management
Georgia
$528K
Truist Financial
72
Truist Financial
North Carolina
$527K
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$420K
BWMG
74
Barnes Wealth Management Group
California
$395K
AA
75
Alesco Advisors
New York
$394K