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JPMorgan US Value Factor ETF

126 hedge funds and large institutions have $424M invested in JPMorgan US Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
13
Increased
39
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$405K +$189K +4,562 +87%
WANY
77
Wealthspire Advisors (New York)
New York
$405K -$151K -3,640 -27%
BTI
78
Blue Trust Inc
Georgia
$395K -$419K -10,106 -51%
AA
79
Alesco Advisors
New York
$359K
RWP
80
RWA Wealth Partners
Massachusetts
$355K -$35.3K -852 -9%
BWMG
81
Barnes Wealth Management Group
California
$346K +$10.9K +262 +3%
MMA
82
Miracle Mile Advisors
California
$331K -$165K -3,973 -33%
CIC
83
Chilton Investment Company
Connecticut
$331K
CA
84
CoreCap Advisors
Michigan
$315K -$25.7K -621 -8%
Comerica Bank
85
Comerica Bank
Texas
$302K -$93.3K -2,253 -24%
ATPW
86
Ashton Thomas Private Wealth
Arizona
$302K +$302K +7,293 New
PWM
87
Perigon Wealth Management
California
$296K +$37.8K +913 +15%
AAS
88
Avantax Advisory Services
Texas
$271K -$49.8K -1,203 -16%
TRCT
89
Tower Research Capital (TRC)
New York
$247K +$247K +5,961 New
BH
90
Burk Holdings
Oklahoma
$247K
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$234K +$141K +3,399 +151%
MML Investors Services
92
MML Investors Services
Massachusetts
$215K -$581 -14 -0.3%
NAS
93
NWF Advisory Services
California
$214K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$212K -$79.6K -1,921 -27%
AA
95
Auxano Advisors
Washington
$211K +$211K +5,086 New
SWM
96
Spire Wealth Management
Virginia
$208K -$30.5K -737 -13%
BFG
97
Berger Financial Group
Minnesota
$207K -$15.7K -379 -7%
GIA
98
Goodwin Investment Advisory
Georgia
$206K -$768K -18,550 -79%
MWM
99
Modera Wealth Management
New Jersey
$202K
GWM
100
Geneos Wealth Management
Colorado
$168K +$87.7K +2,118 +109%