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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
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$58.1M +$57M +1,179,471 +23,713%
AWE
2
Avidian Wealth Enterprises
Texas
$50.9M +$1.94M +40,175 +4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$39.1M +$496K +10,268 +1%
LPL Financial
4
LPL Financial
California
$32.1M -$11.1M -229,407 -26%
Bank of America
5
Bank of America
North Carolina
$26.4M +$1.07M +22,153 +4%
Cerity Partners
6
Cerity Partners
New York
$24.6M -$1.57M -32,406 -6%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$21.6M +$5.35M +110,666 +34%
GAG
8
Goodman Advisory Group
Massachusetts
$19.5M +$19.3M +398,231 New
JP Morgan Chase
9
JP Morgan Chase
New York
$19M -$105K -2,167 -0.6%
MFG
10
Mainsail Financial Group
Washington
$18.7M +$363K +7,513 +2%
AR
11
Apeiron RIA
Texas
$9.42M -$1.54M -31,925 -15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.6M +$1.34M +27,806 +19%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.32M -$3.05K -63 -0%
CAP
14
Columbia Advisory Partners
Washington
$8.02M -$62K -1,283 -0.8%
Mariner
15
Mariner
Kansas
$7.4M +$6.55M +135,560 +891%
PS
16
Planned Solutions
California
$7.14M -$84.5K -1,747 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.08M -$1.45M -29,943 -17%
BCI
18
Brinker Capital Investments
Pennsylvania
$6.94M -$419K -8,672 -6%
KCM
19
Kathmere Capital Management
Pennsylvania
$6.72M -$154K -3,181 -2%
Raymond James Financial
20
Raymond James Financial
Florida
$6.28M -$140K -2,891 -2%
AI
21
Atria Investments
North Carolina
$6.2M -$1.12M -23,086 -15%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.15M +$1.16M +23,903 +30%
Morgan Stanley
23
Morgan Stanley
New York
$4.75M -$24.4K -505 -0.5%
Goldman Sachs
24
Goldman Sachs
New York
$4.08M +$642K +13,272 +19%
IB
25
Intrust Bank
Kansas
$3.35M -$104K -2,150 -3%