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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

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $454M → $481M (+$27.5M)

6% more funds holding

Funds holding: 136144 (+8)

0.94% more ownership

Funds ownership: 81.69%82.62% (+0.94%)

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
+8
Holders Change %
+5.88%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
40
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PEA
101
Park Edge Advisors
Ohio
$233K
IFG
102
Independent Financial Group
California
$231K +$227K +4,700 New
CDWM
103
Campbell Deegan Wealth Management
Virginia
$230K +$1.35K +28 +0.6%
SWRP
104
Summit Wealth & Retirement Planning
California
$225K
NFA
105
Northwest Financial Advisors
Virginia
$225K -$264K -5,450 -54%
SB
106
Strategic Blueprint
Georgia
$223K +$1.4K +29 +0.6%
AWM
107
Avaii Wealth Management
Wisconsin
$212K -$6.62K -137 -3%
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 +$184K +3,798 +1,124%
TWM
112
TopTier Wealth Management
Wisconsin
$200K +$197K +4,084 New
CAL
113
Capital Analysts LLC
Pennsylvania
$144K +$22.9K +473 +19%
Comerica Bank
114
Comerica Bank
Texas
$141K -$218K -4,517 -61%
TCM
115
Triumph Capital Management
Colorado
$132K +$130K +2,687 New
GWM
116
Geneos Wealth Management
Colorado
$128K +$26.7K +552 +27%
LC
117
Lavaca Capital
Texas
$126K -$2.22K -46 -2%
LWM
118
Lodestone Wealth Management
Washington
$99.3K +$97.8K +2,023 New
SWP
119
SIMA Wealth Partners
Virginia
$79.5K
FFA
120
Farther Finance Advisors
California
$76.5K
GRP
121
Global Retirement Partners
California
$68.2K -$1.93K -40 -3%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$58.3K -$5.75K -119 -9%
PPC
123
Park Place Capital
Alabama
$57.9K
PTC
124
Private Trust Company
Ohio
$49.5K
AssetMark Inc
125
AssetMark Inc
California
$47.2K +$44.8K +927 +2,726%