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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

64 hedge funds and large institutions have $297M invested in JPMorgan US Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
28
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$67.3M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$6.86M
3
5L
3
55I LLC
Massachusetts
$6.41M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$4.96M
5
LPL Financial
5
LPL Financial
California
$15.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.61M
3
SL
3
Systelligence LLC
Minnesota
$17.9M
4
CIC
4
Cornercap Investment Counsel
Georgia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
BlackDiamond Wealth Management
New York
$1.62M +$1.62M +42,222 New
WA
27
WESPAC Advisors
California
$1.35M +$1.35M +35,185 New
TFS
28
Thoroughbred Financial Services
Tennessee
$1.32M +$353K +9,198 +36%
WA
29
Winfield Associates
Ohio
$1.24M +$211K +5,500 +21%
TCA
30
Transcend Capital Advisors
New Jersey
$1.09M +$16.4K +427 +2%
RJA
31
Raymond James & Associates
Florida
$927K +$584K +15,198 +170%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$902K +$407K +10,604 +82%
Citigroup
33
Citigroup
New York
$781K +$273K +7,104 +54%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$706K +$133K +3,461 +23%
GM
35
GeoWealth Management
Illinois
$666K +$574 +15 +0.1%
SFS
36
Security Financial Services
Indiana
$633K +$633K +16,465 New
Goldman Sachs
37
Goldman Sachs
New York
$523K +$198K +5,155 +61%
LNC
38
Lincoln National Corp
Pennsylvania
$456K -$73.4K -1,910 -14%
FTUS
39
Flow Traders U.S.
New York
$402K +$402K +10,455 New
PAG
40
Private Advisor Group
New Jersey
$399K -$412K -10,731 -51%
RIG
41
Roosevelt Investment Group
New York
$382K +$48.8K +1,268 +15%
AA
42
Alesco Advisors
New York
$369K – – –
IB
43
Intrust Bank
Kansas
$365K +$10.4K +272 +3%
KCM
44
Kathmere Capital Management
Pennsylvania
$363K – – –
SB
45
Strategic Blueprint
Georgia
$288K – – –
SAM
46
Strategic Asset Management
Minnesota
$284K +$103K +2,678 +57%
SWM
47
Spire Wealth Management
Virginia
$259K – – –
PAA
48
Peregrine Asset Advisers
Oregon
$213K +$213K +5,555 New
CFGS
49
Concourse Financial Group Securities
Alabama
$205K -$71.7K -1,866 -26%
Citadel Advisors
50
Citadel Advisors
Florida
$200K +$200K +5,206 New
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2
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