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JPMorgan US Value Factor ETF

134 hedge funds and large institutions have $454M invested in JPMorgan US Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 63 reducing their positions, and 7 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 ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

49% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 63

Holders
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$223K
CDWM
102
Campbell Deegan Wealth Management
Virginia
$221K
SWRP
103
Summit Wealth & Retirement Planning
California
$218K
SB
104
Strategic Blueprint
Georgia
$215K
AWM
105
Avaii Wealth Management
Wisconsin
$212K
AC
106
Anson Capital
Georgia
$205K
AG
107
Ascent Group
Virginia
$205K
BFG
108
Berger Financial Group
Minnesota
$203K
TRCT
109
Tower Research Capital (TRC)
New York
$173K
LC
110
Lavaca Capital
Texas
$124K
CAL
111
Capital Analysts LLC
Pennsylvania
$117K
GWM
112
Geneos Wealth Management
Colorado
$97.2K
FFA
113
Farther Finance Advisors
California
$74K
UBS Group
114
UBS Group
Switzerland
$68.2K
GRP
115
Global Retirement Partners
California
$67.9K
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$62K
PPC
117
Park Place Capital
Alabama
$56K
FHC
118
First Horizon Corporation
Tennessee
$55.3K
PTC
119
Private Trust Company
Ohio
$47.9K
IA
120
IFP Advisors
Florida
$39.2K
ACA
121
Aptus Capital Advisors
Alabama
$27.5K
Wells Fargo
122
Wells Fargo
California
$24.9K
Fidelity Investments
123
Fidelity Investments
Massachusetts
$16.1K
RIL
124
Rothschild Investment LLC
Illinois
$10.3K
SPIA
125
Steward Partners Investment Advisory
New York
$6.79K