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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
PPC
126
Park Place Capital
Alabama
$57.7K
AWM
127
AE Wealth Management
Kansas
$56.1K
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$50.9K
PTC
129
Private Trust Company
Ohio
$49.3K
LWM
130
Lodestone Wealth Management
Washington
$49K
AssetMark Inc
131
AssetMark Inc
California
$47K
FHC
132
First Horizon Corporation
Tennessee
$46.9K
TPWA
133
Twin Peaks Wealth Advisors
California
$46.9K
IA
134
IFP Advisors
Florida
$42.4K
WTC
135
WhitTier Trust Company
Nevada
$37.1K
RIA
136
Realta Investment Advisors
Delaware
$29.3K
ACA
137
Aptus Capital Advisors
Alabama
$28.2K
AA
138
Ancora Advisors
Ohio
$25.8K
GWANC
139
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.4K
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$20.4K
UBS Group
141
UBS Group
Switzerland
$14.7K
C
142
Covestor
United Kingdom
$13K
RIL
143
Rothschild Investment LLC
Illinois
$10.6K
MCM
144
MV Capital Management
Maryland
$7.48K
SPIA
145
Steward Partners Investment Advisory
New York
$6.99K
TCM
146
Triumph Capital Management
Colorado
$6.4K
GWS
147
Greykasell Wealth Strategies
California
$4.76K
AF
148
Allworth Financial
California
$4.25K
NB
149
NBT Bank
New York
$4.2K
VCM
150
Versant Capital Management
Arizona
$2.25K