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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

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:

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
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
CAM
51
Cresset Asset Management
Illinois
$1.19M
CSP
52
Cary Street Partners
Virginia
$1.18M
BWMG
53
Barnes Wealth Management Group
California
$1.17M
CAM
54
Cobblestone Asset Management
Virginia
$1.12M
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.05M
CBU
56
CIBC Bancorp USA
Illinois
$1.03M
HIP
57
HUB Investment Partners
Texas
$1.02M
HighTower Advisors
58
HighTower Advisors
Illinois
$1M
LSA
59
L & S Advisors
California
$993K
MCM
60
MAI Capital Management
Ohio
$945K
SW
61
SVB Wealth
Massachusetts
$933K
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$923K
MWA
63
MN Wealth Advisors
Kansas
$902K
SCM
64
SCS Capital Management
Massachusetts
$866K
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$815K
HI
66
Harbour Investments
Wisconsin
$767K
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$754K
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$665K
RIA
69
Regal Investment Advisors
Michigan
$608K
AWA
70
Arkadios Wealth Advisors
Georgia
$599K
AA
71
Addison Advisors
Vermont
$593K
PG
72
Patten Group
Tennessee
$570K
MMA
73
Miracle Mile Advisors
California
$553K
MW
74
MBL Wealth
North Carolina
$537K
HCM
75
Howard Capital Management
Georgia
$526K