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JPMorgan US Value Factor ETF

141 hedge funds and large institutions have $481M invested in JPMorgan US Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 55 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

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
141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$11.1M
2 -$2.22M
3 -$1.96M
4
Cerity Partners
Cerity Partners
New York
-$1.57M
5
AR
Apeiron RIA
Texas
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$393K
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$381K
AA
78
Auxano Advisors
Washington
$368K
OIA
79
OneDigital Investment Advisors
Kansas
$359K
CHA
80
Cooper/Haims Advisors
New York
$358K
CIC
81
Chilton Investment Company
Connecticut
$347K
CS
82
Capital Square
Tennessee
$319K
AT
83
American Trust
Kentucky
$314K
RWP
84
RWA Wealth Partners
Massachusetts
$313K
TWP
85
Triad Wealth Partners
Kansas
$312K
CA
86
CoreCap Advisors
Michigan
$303K
BH
87
Burk Holdings
Oklahoma
$292K
WANY
88
Wealthspire Advisors (New York)
New York
$287K
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$276K
KAS
90
Kestra Advisory Services
Texas
$271K
ASN
91
Advisory Services Network
Georgia
$262K
MML Investors Services
92
MML Investors Services
Massachusetts
$257K
GIA
93
Goodwin Investment Advisory
Georgia
$245K
SWM
94
Spire Wealth Management
Virginia
$244K
3IP
95
3Chopt Investment Partners
Virginia
$243K
MSA
96
Marino Stram & Associates
Massachusetts
$243K
EH
97
Equitable Holdings
New York
$239K
BWM
98
BNB Wealth Management
Maryland
$237K
AI
99
Accredited Investors
Minnesota
$236K
PEA
100
Park Edge Advisors
Ohio
$233K