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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

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
144
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
PEA
101
Park Edge Advisors
Ohio
$233K
IFG
102
Independent Financial Group
California
$231K
CDWM
103
Campbell Deegan Wealth Management
Virginia
$230K
SWRP
104
Summit Wealth & Retirement Planning
California
$225K
NFA
105
Northwest Financial Advisors
Virginia
$225K
SB
106
Strategic Blueprint
Georgia
$223K
AWM
107
Avaii Wealth Management
Wisconsin
$212K
AC
108
Anson Capital
Georgia
$212K
AG
109
Ascent Group
Virginia
$211K
BFG
110
Berger Financial Group
Minnesota
$210K
Fidelity Investments
111
Fidelity Investments
Massachusetts
$203K
TWM
112
TopTier Wealth Management
Wisconsin
$200K
CAL
113
Capital Analysts LLC
Pennsylvania
$144K
Comerica Bank
114
Comerica Bank
Texas
$141K
TCM
115
Triumph Capital Management
Colorado
$132K
GWM
116
Geneos Wealth Management
Colorado
$128K
LC
117
Lavaca Capital
Texas
$126K
LWM
118
Lodestone Wealth Management
Washington
$99.3K
SWP
119
SIMA Wealth Partners
Virginia
$79.5K
FFA
120
Farther Finance Advisors
California
$76.5K
GRP
121
Global Retirement Partners
California
$68.2K
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$58.3K
PPC
123
Park Place Capital
Alabama
$57.9K
PTC
124
Private Trust Company
Ohio
$49.5K
AssetMark Inc
125
AssetMark Inc
California
$47.2K