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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
Truist Financial
76
Truist Financial
North Carolina
$522K -$2.42K -48 -0.4%
Goldman Sachs
77
Goldman Sachs
New York
$501K -$3.68M -72,840 -88%
WIM
78
WealthPlan Investment Management
Nebraska
$459K +$475K +9,397 New
PWM
79
Perigon Wealth Management
California
$417K +$27K +534 +7%
TWP
80
Triad Wealth Partners
Kansas
$394K +$85.4K +1,691 +27%
AA
81
Alesco Advisors
New York
$393K
CHA
82
Cooper/Haims Advisors
New York
$377K +$21K +415 +6%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$369K +$97.4K +1,928 +34%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$363K -$17.1K -338 -4%
OIA
85
OneDigital Investment Advisors
Kansas
$359K +$1.26K +25 +0.3%
KAS
86
Kestra Advisory Services
Texas
$355K +$88.5K +1,752 +32%
SIA
87
Soltis Investment Advisors
Utah
$351K -$224K -4,443 -38%
CIC
88
Chilton Investment Company
Connecticut
$345K
CA
89
CoreCap Advisors
Michigan
$314K +$12.8K +254 +4%
RWP
90
RWA Wealth Partners
Massachusetts
$312K +$152 +3 +0%
AT
91
American Trust
Kentucky
$300K -$12.8K -253 -4%
BH
92
Burk Holdings
Oklahoma
$291K
MW
93
Merited Wealth
Florida
$276K
AG
94
Ascent Group
Virginia
$263K +$54.1K +1,070 +25%
ASN
95
Advisory Services Network
Georgia
$261K
GS
96
GTS Securities
New York
$251K -$418K -8,269 -62%
EH
97
Equitable Holdings
New York
$250K +$10.9K +215 +4%
GIA
98
Goodwin Investment Advisory
Georgia
$244K
MSA
99
Marino Stram & Associates
Massachusetts
$243K +$707 +14 +0.3%
SWM
100
Spire Wealth Management
Virginia
$243K