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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

56 hedge funds and large institutions have $403M invested in JPMorgan US Value Factor ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
22
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPC
1
Sigma Planning Corp
Michigan
$10.9M
2
ACM
2
Avalon Capital Management
California
$11.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.2M
4
LPL Financial
4
LPL Financial
California
$10M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$157M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.26M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$52.8M
4
CW
4
CreativeOne Wealth
Kansas
$1.29M
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
26
Vestmark Advisory Solutions
Massachusetts
$762K +$48.6K +1,367 +7%
PAG
27
Private Advisor Group
New Jersey
$751K +$415K +11,669 +123%
GM
28
GeoWealth Management
Illinois
$616K -$442K -12,456 -42%
Jane Street
29
Jane Street
New York
$584K +$584K +16,441 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$529K +$31.4K +885 +6%
LNC
31
Lincoln National Corp
Pennsylvania
$490K -$40.5K -1,140 -8%
Citigroup
32
Citigroup
New York
$469K +$166K +4,677 +55%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$457K +$457K +12,877 New
AA
34
Alesco Advisors
New York
$341K +$341K +9,600 New
KCM
35
Kathmere Capital Management
Pennsylvania
$335K – – –
IB
36
Intrust Bank
Kansas
$328K +$18.4K +517 +6%
RJA
37
Raymond James & Associates
Florida
$317K +$317K +8,921 New
RIG
38
Roosevelt Investment Group
New York
$308K +$25K +704 +9%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$307K -$34.9K -985 -10%
Goldman Sachs
40
Goldman Sachs
New York
$300K +$300K +8,460 New
KAS
41
Kestra Advisory Services
Texas
$291K -$1.14K -32 -0.4%
SB
42
Strategic Blueprint
Georgia
$266K -$199K -5,600 -43%
FA
43
Fermata Advisors
California
$266K +$266K +7,481 New
CFGS
44
Concourse Financial Group Securities
Alabama
$256K -$5.05K -142 -2%
SWM
45
Spire Wealth Management
Virginia
$239K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$231K -$47.6K -1,337 -17%
SAM
47
Strategic Asset Management
Minnesota
$170K +$170K +4,702 New
Wells Fargo
48
Wells Fargo
California
$82K – – –
GI
49
Gradient Investments
Minnesota
$69K – – –
FWP
50
FAS Wealth Partners
Kansas
$49K +$49K +1,374 New
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2
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