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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
SW
51
SVB Wealth
Massachusetts
$1.03M -$491K -10,146 -33%
GWP
52
Gateway Wealth Partners
Wisconsin
$1.03M -$12.6K -260 -1%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.01M
LSA
54
L & S Advisors
California
$983K -$7.16K -148 -0.7%
MCM
55
MAI Capital Management
Ohio
$950K
MWA
56
MN Wealth Advisors
Kansas
$923K -$18.7K -386 -2%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$906K +$595K +12,298 +200%
HIP
58
HUB Investment Partners
Texas
$885K -$203K -4,203 -19%
SCM
59
SCS Capital Management
Massachusetts
$870K
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$808K -$14.9K -309 -2%
MMA
61
Miracle Mile Advisors
California
$768K -$173K -3,587 -19%
AA
62
Addison Advisors
Vermont
$691K -$16.4K -340 -2%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$679K
PAG
64
Private Advisor Group
New Jersey
$677K +$33.8K +700 +5%
AWA
65
Arkadios Wealth Advisors
Georgia
$675K -$4.98K -103 -0.7%
GS
66
GTS Securities
New York
$658K -$94K -1,943 -13%
RIA
67
Regal Investment Advisors
Michigan
$593K +$15.1K +312 +3%
PG
68
Patten Group
Tennessee
$581K -$8.27K -171 -1%
SIA
69
Soltis Investment Advisors
Utah
$570K -$143K -2,951 -20%
MW
70
MBL Wealth
North Carolina
$540K
HCM
71
Howard Capital Management
Georgia
$528K
Truist Financial
72
Truist Financial
North Carolina
$527K +$95.5K +1,976 +23%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$420K -$13.7K -283 -3%
BWMG
74
Barnes Wealth Management Group
California
$395K -$2.95K -61 -0.8%
AA
75
Alesco Advisors
New York
$394K -$25.9K -535 -6%