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JPMorgan US Value Factor ETF

153 hedge funds and large institutions have $532M invested in JPMorgan US Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more capital invested

Capital invested by funds: $481M → $532M (+$50.8M)

6% more funds holding

Funds holding: 144153 (+9)

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

3.64% less ownership

Funds ownership: 82.62%78.99% (-3.6%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
20
Increased
48
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Cresset Asset Management
Illinois
$1.19M
CSP
52
Cary Street Partners
Virginia
$1.18M -$31K -614 -2%
BWMG
53
Barnes Wealth Management Group
California
$1.17M +$801K +15,852 +197%
CAM
54
Cobblestone Asset Management
Virginia
$1.12M -$143K -2,825 -11%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.05M -$946K -18,720 -46%
CBU
56
CIBC Bancorp USA
Illinois
$1.03M +$1.07M +21,139 New
HIP
57
HUB Investment Partners
Texas
$1.02M +$140K +2,775 +15%
HighTower Advisors
58
HighTower Advisors
Illinois
$1M
LSA
59
L & S Advisors
California
$993K +$15.4K +305 +2%
MCM
60
MAI Capital Management
Ohio
$945K
SW
61
SVB Wealth
Massachusetts
$933K -$97.1K -1,922 -9%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$923K -$176K -3,482 -16%
MWA
63
MN Wealth Advisors
Kansas
$902K -$17.2K -340 -2%
SCM
64
SCS Capital Management
Massachusetts
$866K
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$815K +$410K +8,119 +95%
HI
66
Harbour Investments
Wisconsin
$767K +$794K +15,707 New
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$754K -$51.7K -1,024 -6%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$665K -$10.8K -213 -2%
RIA
69
Regal Investment Advisors
Michigan
$608K +$18.4K +364 +3%
AWA
70
Arkadios Wealth Advisors
Georgia
$599K -$74.6K -1,477 -11%
AA
71
Addison Advisors
Vermont
$593K -$97.8K -1,935 -14%
PG
72
Patten Group
Tennessee
$570K -$9.09K -180 -2%
MMA
73
Miracle Mile Advisors
California
$553K -$218K -4,325 -28%
MW
74
MBL Wealth
North Carolina
$537K
HCM
75
Howard Capital Management
Georgia
$526K