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JPMorgan US Value Factor ETF

133 hedge funds and large institutions have $454M invested in JPMorgan US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 63 reducing their positions, and 7 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 ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

51% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 63

Holders
133
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
AA
76
Alesco Advisors
New York
$407K
BWMG
77
Barnes Wealth Management Group
California
$386K
CIC
78
Chilton Investment Company
Connecticut
$379K
WANY
79
Wealthspire Advisors (New York)
New York
$379K
PWM
80
Perigon Wealth Management
California
$372K
Comerica Bank
81
Comerica Bank
Texas
$351K
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$337K
AT
83
American Trust
Kentucky
$312K
TWP
84
Triad Wealth Partners
Kansas
$306K
CA
85
CoreCap Advisors
Michigan
$305K
RWP
86
RWA Wealth Partners
Massachusetts
$303K
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$292K
BH
88
Burk Holdings
Oklahoma
$283K
AA
89
Auxano Advisors
Washington
$268K
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$267K
ASN
91
Advisory Services Network
Georgia
$254K
NAS
92
NWF Advisory Services
California
$246K
GIA
93
Goodwin Investment Advisory
Georgia
$237K
3IP
94
3Chopt Investment Partners
Virginia
$236K
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$236K
SWM
96
Spire Wealth Management
Virginia
$236K
MWM
97
Modera Wealth Management
New Jersey
$231K
AI
98
Accredited Investors
Minnesota
$228K
MML Investors Services
99
MML Investors Services
Massachusetts
$227K
PEA
100
Park Edge Advisors
Ohio
$226K