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JPMorgan US Value Factor ETF

154 hedge funds and large institutions have $531M invested in JPMorgan US Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 52 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 52

3.62% less ownership

Funds ownership: 82.61%78.99% (-3.6%)

Holders
154
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
MS
101
Monetary Solutions
Ohio
$240K
BWM
102
BNB Wealth Management
Maryland
$236K
PEA
103
Park Edge Advisors
Ohio
$232K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$231K
EWM
105
Elevation Wealth Management
Minnesota
$231K
CDWM
106
Campbell Deegan Wealth Management
Virginia
$230K
IFG
107
Independent Financial Group
California
$230K
AI
108
Accredited Investors
Minnesota
$227K
SB
109
Strategic Blueprint
Georgia
$223K
WANY
110
Wealthspire Advisors (New York)
New York
$211K
AC
111
Anson Capital
Georgia
$210K
AWM
112
Avaii Wealth Management
Wisconsin
$210K
BFG
113
Berger Financial Group
Minnesota
$209K
SWRP
114
Summit Wealth & Retirement Planning
California
$204K
IAA
115
Independent Advisor Alliance
North Carolina
$204K
TWM
116
TopTier Wealth Management
Wisconsin
$200K
GWM
117
Geneos Wealth Management
Colorado
$155K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$140K
LC
119
Lavaca Capital
Texas
$125K
CAL
120
Capital Analysts LLC
Pennsylvania
$116K
UCB
121
United Community Bank
South Carolina
$103K
NS
122
NBC Securities
Alabama
$79.9K
SWP
123
SIMA Wealth Partners
Virginia
$79.2K
FFA
124
Farther Finance Advisors
California
$77.7K
PPC
125
Park Place Capital
Alabama
$57.7K