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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

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
144
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
FHC
126
First Horizon Corporation
Tennessee
$47.1K
UBS Group
127
UBS Group
Switzerland
$45.8K
GWM
128
Greenline Wealth Management
Florida
$44.5K
IA
129
IFP Advisors
Florida
$40.5K
RIA
130
Realta Investment Advisors
Delaware
$29.4K
ACA
131
Aptus Capital Advisors
Alabama
$28.4K
AA
132
Ancora Advisors
Ohio
$26K
Wells Fargo
133
Wells Fargo
California
$20K
RIL
134
Rothschild Investment LLC
Illinois
$10.7K
MCM
135
MV Capital Management
Maryland
$7.51K
SPIA
136
Steward Partners Investment Advisory
New York
$7.02K
GWS
137
Greykasell Wealth Strategies
California
$4.76K
AF
138
Allworth Financial
California
$4.27K
VCM
139
Versant Capital Management
Arizona
$2.26K
AP
140
Atwood & Palmer
Missouri
$1.47K
RFP
141
Root Financial Partners
California
$982
Russell Investments Group
142
Russell Investments Group
United Kingdom
$883
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$834
Citigroup
144
Citigroup
New York
$49
SAM
145
Smartleaf Asset Management
Massachusetts
$17
CGH
146
Crossmark Global Holdings
Texas
Citadel Advisors
147
Citadel Advisors
Florida
AIM
148
Acropolis Investment Management
Missouri
NAS
149
NWF Advisory Services
California
MWM
150
Modera Wealth Management
New Jersey