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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

79 hedge funds and large institutions have $398M invested in JPMorgan US Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
29
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$32.1M
2
RWP
2
RWA Wealth Partners
Massachusetts
$24.6M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$16.2M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$17.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$928K
3
FA
3
Fermata Advisors
California
$760K
4
WA
4
WESPAC Advisors
California
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$3.01M -$52.9K -1,432 -2%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$2.76M +$300K +8,119 +12%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$2.75M -$78.1K -2,104 -3%
MA
29
Mutual Advisors
Nebraska
$2.53M +$202K +5,476 +9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.31M -$168K -4,539 -7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$2.26M +$489K +13,240 +28%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.06M +$2.06M +55,596 New
OPS
33
Orion Portfolio Solutions
Nebraska
$2.02M -$1.34M -36,347 -40%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.59M -$24.6K -666 -2%
AAS
35
Avantax Advisory Services
Texas
$1.47M +$1.47M +39,760 New
TFS
36
Thoroughbred Financial Services
Tennessee
$1.32M +$46.6K +1,261 +4%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.29M +$1.29M +34,838 New
CAG
38
Csenge Advisory Group
Florida
$1.28M +$1.28M +34,678 New
TCA
39
Transcend Capital Advisors
New Jersey
$1.22M +$172K +4,656 +16%
WA
40
Winfield Associates
Ohio
$1.19M – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$928K -$1.59M -42,923 -63%
CA
42
Cetera Advisors
Colorado
$896K +$896K +24,246 New
RJA
43
Raymond James & Associates
Florida
$883K -$8.58K -232 -1%
BWM
44
BlackDiamond Wealth Management
New York
$876K -$685K -18,526 -44%
KPWS
45
Kestra Private Wealth Services
Texas
$823K +$823K +22,260 New
PAG
46
Private Advisor Group
New Jersey
$804K +$420K +11,341 +109%
FA
47
Fermata Advisors
California
$760K -$1.4M -37,804 -65%
Citigroup
48
Citigroup
New York
$753K +$1.96K +53 +0.3%
CW
49
CreativeOne Wealth
Kansas
$690K -$895K -24,218 -56%
SWP
50
Stratos Wealth Partners
Ohio
$658K +$658K +17,787 New
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