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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
CSP
51
Cary Street Partners
Virginia
$1.18M
BWMG
52
Barnes Wealth Management Group
California
$1.17M
CAM
53
Cobblestone Asset Management
Virginia
$1.12M
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.05M
CBU
55
CIBC Bancorp USA
Illinois
$1.03M
HIP
56
HUB Investment Partners
Texas
$1.02M
HighTower Advisors
57
HighTower Advisors
Illinois
$1M
LSA
58
L & S Advisors
California
$993K
MCM
59
MAI Capital Management
Ohio
$945K
SW
60
SVB Wealth
Massachusetts
$933K
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$923K
MWA
62
MN Wealth Advisors
Kansas
$902K
SCM
63
SCS Capital Management
Massachusetts
$866K
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$815K
HI
65
Harbour Investments
Wisconsin
$767K
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$754K
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$665K
RIA
68
Regal Investment Advisors
Michigan
$608K
AWA
69
Arkadios Wealth Advisors
Georgia
$599K
AA
70
Addison Advisors
Vermont
$593K
PG
71
Patten Group
Tennessee
$570K
MMA
72
Miracle Mile Advisors
California
$553K
MW
73
MBL Wealth
North Carolina
$537K
HCM
74
Howard Capital Management
Georgia
$526K
Truist Financial
75
Truist Financial
North Carolina
$522K