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