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JPMorgan US Value Factor ETF

142 hedge funds and large institutions have $481M invested in JPMorgan US Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 18 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
142
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
CDWM
102
Campbell Deegan Wealth Management
Virginia
$230K
SWRP
103
Summit Wealth & Retirement Planning
California
$225K
NFA
104
Northwest Financial Advisors
Virginia
$225K
SB
105
Strategic Blueprint
Georgia
$223K
AWM
106
Avaii Wealth Management
Wisconsin
$212K
AC
107
Anson Capital
Georgia
$212K
AG
108
Ascent Group
Virginia
$211K
BFG
109
Berger Financial Group
Minnesota
$210K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$203K
TWM
111
TopTier Wealth Management
Wisconsin
$200K
CAL
112
Capital Analysts LLC
Pennsylvania
$144K
Comerica Bank
113
Comerica Bank
Texas
$141K
TCM
114
Triumph Capital Management
Colorado
$132K
GWM
115
Geneos Wealth Management
Colorado
$128K
LC
116
Lavaca Capital
Texas
$126K
LWM
117
Lodestone Wealth Management
Washington
$99.3K
FFA
118
Farther Finance Advisors
California
$76.5K
GRP
119
Global Retirement Partners
California
$68.2K
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$58.3K
PPC
121
Park Place Capital
Alabama
$57.9K
PTC
122
Private Trust Company
Ohio
$49.5K
AssetMark Inc
123
AssetMark Inc
California
$47.2K
FHC
124
First Horizon Corporation
Tennessee
$47.1K
UBS Group
125
UBS Group
Switzerland
$45.8K