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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
CDWM
101
Campbell Deegan Wealth Management
Virginia
$230K
SWRP
102
Summit Wealth & Retirement Planning
California
$225K
NFA
103
Northwest Financial Advisors
Virginia
$225K
SB
104
Strategic Blueprint
Georgia
$223K
AWM
105
Avaii Wealth Management
Wisconsin
$212K
AC
106
Anson Capital
Georgia
$212K
AG
107
Ascent Group
Virginia
$211K
BFG
108
Berger Financial Group
Minnesota
$210K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$203K
TWM
110
TopTier Wealth Management
Wisconsin
$200K
CAL
111
Capital Analysts LLC
Pennsylvania
$144K
Comerica Bank
112
Comerica Bank
Texas
$141K
TCM
113
Triumph Capital Management
Colorado
$132K
GWM
114
Geneos Wealth Management
Colorado
$128K
LC
115
Lavaca Capital
Texas
$126K
LWM
116
Lodestone Wealth Management
Washington
$99.3K
FFA
117
Farther Finance Advisors
California
$76.5K
GRP
118
Global Retirement Partners
California
$68.2K
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$58.3K
PPC
120
Park Place Capital
Alabama
$57.9K
PTC
121
Private Trust Company
Ohio
$49.5K
AssetMark Inc
122
AssetMark Inc
California
$47.2K
FHC
123
First Horizon Corporation
Tennessee
$47.1K
UBS Group
124
UBS Group
Switzerland
$45.8K
GWM
125
Greenline Wealth Management
Florida
$44.5K