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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
FHC
126
First Horizon Corporation
Tennessee
$47.1K -$9.86K -204 -18%
UBS Group
127
UBS Group
Switzerland
$45.8K -$24.3K -503 -35%
GWM
128
Greenline Wealth Management
Florida
$44.5K +$43.8K +906 New
IA
129
IFP Advisors
Florida
$40.5K
RIA
130
Realta Investment Advisors
Delaware
$29.4K +$29K +600 New
ACA
131
Aptus Capital Advisors
Alabama
$28.4K
AA
132
Ancora Advisors
Ohio
$26K +$25.6K +529 New
Wells Fargo
133
Wells Fargo
California
$20K -$5.71K -118 -22%
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 +$48 +1 +1%
AF
138
Allworth Financial
California
$4.27K
VCM
139
Versant Capital Management
Arizona
$2.26K
AP
140
Atwood & Palmer
Missouri
$1.47K +$1.45K +30 New
RFP
141
Root Financial Partners
California
$982 +$967 +20 New
Russell Investments Group
142
Russell Investments Group
United Kingdom
$883
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$834 -$48 -1 -6%
Citigroup
144
Citigroup
New York
$49 +$48 +1 New
SAM
145
Smartleaf Asset Management
Massachusetts
$17 -$48 -1 Closed
CGH
146
Crossmark Global Holdings
Texas
-$2.22M -46,850 Closed
Citadel Advisors
147
Citadel Advisors
Florida
-$674K -14,183 Closed
AIM
148
Acropolis Investment Management
Missouri
-$437K -9,885 Closed
NAS
149
NWF Advisory Services
California
-$246K -5,177 Closed
MWM
150
Modera Wealth Management
New Jersey
-$231K -4,867 Closed