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JPMorgan US Value Factor ETF

135 hedge funds and large institutions have $421M invested in JPMorgan US Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 48 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 ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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 Buyers

1 +$19.1M
2 +$5.33M
3 +$3.93M
4
Goldman Sachs
Goldman Sachs
New York
+$3.18M
5
Bank of America
Bank of America
North Carolina
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CDWM
101
Campbell Deegan Wealth Management
Virginia
$205K
SWRP
102
Summit Wealth & Retirement Planning
California
$203K
BFG
103
Berger Financial Group
Minnesota
$201K
AG
104
Ascent Group
Virginia
$200K
TRCT
105
Tower Research Capital (TRC)
New York
$199K
LC
106
Lavaca Capital
Texas
$116K
GWM
107
Geneos Wealth Management
Colorado
$85.9K
FFA
108
Farther Finance Advisors
California
$68.9K
GRP
109
Global Retirement Partners
California
$66.4K
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$59.4K
PPC
111
Park Place Capital
Alabama
$52.9K
FHA
112
First Horizon Advisors
Tennessee
$51.5K
CAL
113
Capital Analysts LLC
Pennsylvania
$50K
PTC
114
Private Trust Company
Ohio
$44.6K
Wells Fargo
115
Wells Fargo
California
$39.8K
TPWA
116
Twin Peaks Wealth Advisors
California
$35.4K
IA
117
IFP Advisors
Florida
$27.1K
RIA
118
Realta Investment Advisors
Delaware
$26.5K
UBS Group
119
UBS Group
Switzerland
$23.9K
ACA
120
Aptus Capital Advisors
Alabama
$21.1K
GWANC
121
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.1K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$19.8K
RIL
123
Rothschild Investment LLC
Illinois
$9.6K
MAS
124
MPWM Advisory Solutions
Georgia
$6.99K
MCM
125
MV Capital Management
Maryland
$6.77K