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JPMorgan US Value Factor ETF

144 hedge funds and large institutions have $481M invested in JPMorgan US Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $454M → $481M (+$27.5M)

6% more funds holding

Funds holding: 136144 (+8)

0.94% more ownership

Funds ownership: 81.69%82.62% (+0.94%)

27% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 55

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
144
Holders Change
+8
Holders Change %
+5.88%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
40
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$393K +$8.03K +166 +2%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$381K +$32.5K +672 +9%
AA
78
Auxano Advisors
Washington
$368K +$90.2K +1,865 +33%
OIA
79
OneDigital Investment Advisors
Kansas
$359K +$354K +7,321 New
CHA
80
Cooper/Haims Advisors
New York
$358K +$353K +7,295 New
CIC
81
Chilton Investment Company
Connecticut
$347K -$44.5K -920 -12%
CS
82
Capital Square
Tennessee
$319K +$314K +6,495 New
AT
83
American Trust
Kentucky
$314K -$8.51K -176 -3%
RWP
84
RWA Wealth Partners
Massachusetts
$313K +$242 +5 +0.1%
TWP
85
Triad Wealth Partners
Kansas
$312K -$3.67K -76 -1%
CA
86
CoreCap Advisors
Michigan
$303K -$11.9K -247 -4%
BH
87
Burk Holdings
Oklahoma
$292K
WANY
88
Wealthspire Advisors (New York)
New York
$287K -$103K -2,126 -27%
MW
89
Merited Wealth
Florida
$277K +$273K +5,653 New
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$276K
KAS
91
Kestra Advisory Services
Texas
$271K +$39.4K +814 +17%
ASN
92
Advisory Services Network
Georgia
$262K
MML Investors Services
93
MML Investors Services
Massachusetts
$257K +$21.8K +450 +9%
GIA
94
Goodwin Investment Advisory
Georgia
$245K
SWM
95
Spire Wealth Management
Virginia
$244K
3IP
96
3Chopt Investment Partners
Virginia
$243K -$725 -15 -0.3%
MSA
97
Marino Stram & Associates
Massachusetts
$243K +$240K +4,960 New
EH
98
Equitable Holdings
New York
$239K +$236K +4,876 New
BWM
99
BNB Wealth Management
Maryland
$237K +$234K +4,831 New
AI
100
Accredited Investors
Minnesota
$236K