We are live on ! Find out more
JVAL icon

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
3IP
101
3Chopt Investment Partners
Virginia
$242K
MS
102
Monetary Solutions
Ohio
$240K +$248K +4,906 New
BWM
103
BNB Wealth Management
Maryland
$236K
PEA
104
Park Edge Advisors
Ohio
$232K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$231K +$30.2K +597 +14%
EWM
106
Elevation Wealth Management
Minnesota
$231K +$239K +4,728 New
CDWM
107
Campbell Deegan Wealth Management
Virginia
$230K +$808 +16 +0.3%
IFG
108
Independent Financial Group
California
$230K
AI
109
Accredited Investors
Minnesota
$227K -$7.68K -152 -3%
SB
110
Strategic Blueprint
Georgia
$223K +$808 +16 +0.4%
WANY
111
Wealthspire Advisors (New York)
New York
$211K -$77.8K -1,540 -26%
AC
112
Anson Capital
Georgia
$210K -$758 -15 -0.3%
AWM
113
Avaii Wealth Management
Wisconsin
$210K -$1.52K -30 -0.7%
BFG
114
Berger Financial Group
Minnesota
$209K
SWRP
115
Summit Wealth & Retirement Planning
California
$204K -$20.1K -397 -9%
IAA
116
Independent Advisor Alliance
North Carolina
$204K +$211K +4,172 New
TWM
117
TopTier Wealth Management
Wisconsin
$200K +$152 +3 +0.1%
GWM
118
Geneos Wealth Management
Colorado
$155K +$29.4K +581 +22%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$140K +$145K +2,866 New
LC
120
Lavaca Capital
Texas
$125K -$859 -17 -0.7%
CAL
121
Capital Analysts LLC
Pennsylvania
$116K -$29.3K -579 -20%
UCB
122
United Community Bank
South Carolina
$103K +$106K +2,101 New
NS
123
NBC Securities
Alabama
$79.9K +$82.6K +1,635 New
SWP
124
SIMA Wealth Partners
Virginia
$79.2K
FFA
125
Farther Finance Advisors
California
$77.7K +$960 +19 +1%