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JPMorgan US Value Factor ETF

153 hedge funds and large institutions have $532M invested in JPMorgan US Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 51 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:

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

3.64% less ownership

Funds ownership: 82.62%78.99% (-3.6%)

Holders
153
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
3IP
101
3Chopt Investment Partners
Virginia
$242K
MS
102
Monetary Solutions
Ohio
$240K
BWM
103
BNB Wealth Management
Maryland
$236K
PEA
104
Park Edge Advisors
Ohio
$232K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$231K
EWM
106
Elevation Wealth Management
Minnesota
$231K
CDWM
107
Campbell Deegan Wealth Management
Virginia
$230K
IFG
108
Independent Financial Group
California
$230K
AI
109
Accredited Investors
Minnesota
$227K
SB
110
Strategic Blueprint
Georgia
$223K
WANY
111
Wealthspire Advisors (New York)
New York
$211K
AC
112
Anson Capital
Georgia
$210K
AWM
113
Avaii Wealth Management
Wisconsin
$210K
BFG
114
Berger Financial Group
Minnesota
$209K
SWRP
115
Summit Wealth & Retirement Planning
California
$204K
IAA
116
Independent Advisor Alliance
North Carolina
$204K
TWM
117
TopTier Wealth Management
Wisconsin
$200K
GWM
118
Geneos Wealth Management
Colorado
$155K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$140K
LC
120
Lavaca Capital
Texas
$125K
CAL
121
Capital Analysts LLC
Pennsylvania
$116K
UCB
122
United Community Bank
South Carolina
$103K
NS
123
NBC Securities
Alabama
$79.9K
SWP
124
SIMA Wealth Partners
Virginia
$79.2K
FFA
125
Farther Finance Advisors
California
$77.7K