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JPMorgan US Value Factor ETF

126 hedge funds and large institutions have $424M invested in JPMorgan US Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
13
Increased
39
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCA
1
Cobblestone Capital Advisors
New York
$49.6M 1,196,798 +5,222 +0.4%
LPL Financial
2
LPL Financial
California
$40.6M 980,313 +147,494 +18%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$35.2M 849,049 -11,169 -1%
Cerity Partners
4
Cerity Partners
New York
$22.5M 543,784 +2,757 +0.5%
AWE
5
Avidian Wealth Enterprises
Texas
$22M 529,993 +163,322 +45%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.6M 522,173 +8,767 +2%
Bank of America
7
Bank of America
North Carolina
$18.9M 455,477 +11,700 +3%
GAG
8
Goodman Advisory Group
Massachusetts
$18.1M 438,131 +7,212 +2%
MFG
9
Mainsail Financial Group
Washington
$15.1M 363,657 +58,478 +19%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$11.6M 280,684 +15,495 +6%
PS
11
Planned Solutions
California
$10.2M 247,267 +6,684 +3%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$9.76M 215,070
AR
13
Apeiron RIA
Texas
$8.94M 215,842 +4,029 +2%
BCI
14
Brinker Capital Investments
Pennsylvania
$7.2M 173,874 -23,435 -12%
OPS
15
Orion Portfolio Solutions
Nebraska
$7.2M 173,874 -23,435 -12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$6.89M 166,347 +27,000 +19%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.4M 154,395 -91,969 -37%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.19M 149,521 -2,881 -2%
DFP
19
Defined Financial Planning
California
$5.84M 141,075 +94,206 +201%
CAP
20
Columbia Advisory Partners
Washington
$5.82M 140,501 +21,276 +18%
AI
21
Atria Investments
North Carolina
$5.73M 138,330 +92,890 +204%
Raymond James Financial
22
Raymond James Financial
Florida
$5.48M 132,291 -3,249 -2%
Morgan Stanley
23
Morgan Stanley
New York
$4.92M 118,803 -74,128 -38%
IWP
24
Invenio Wealth Partners
Florida
$4.58M 110,559 +110,559 New
KCM
25
Kathmere Capital Management
Pennsylvania
$4.35M 104,966 -472 -0.4%