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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

79 hedge funds and large institutions have $362M invested in JPMorgan US Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
25
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$43.1M
2
Cerity Partners
2
Cerity Partners
New York
$16.2M
3
Jane Street
3
Jane Street
New York
$3.82M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.24M
5
SPC
5
Sigma Planning Corp
Michigan
$14M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$12.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$969K
4
CIC
4
Cornercap Investment Counsel
Georgia
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$55M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
26
MassMutual Private Wealth & Trust
Connecticut
$2.68M 83,477 +515 +0.6%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$2.63M 81,913 +20,882 +34%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$2.34M 71,408 -2,693 -4%
MA
29
Mutual Advisors
Nebraska
$2.26M 70,459 +2,153 +3%
OPS
30
Orion Portfolio Solutions
Nebraska
$1.78M 55,491 +776 +1%
AAS
31
Avantax Advisory Services
Texas
$1.35M 41,930 +2,170 +5%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.19M 36,852 -6,246 -14%
TCA
33
Transcend Capital Advisors
New Jersey
$1.02M 31,685 -1,344 -4%
BWM
34
Baystate Wealth Management
Massachusetts
$999K 31,105 +31,105 New
Goldman Sachs
35
Goldman Sachs
New York
$969K 30,181 -155,995 -84%
MCM
36
MAI Capital Management
Ohio
$921K 28,686 +28,686 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$913K 28,422 +3,322 +13%
TFS
38
Thoroughbred Financial Services
Tennessee
$813K 25,349 -10,321 -29%
PAG
39
Private Advisor Group
New Jersey
$786K 24,471 +2,740 +13%
RJA
40
Raymond James & Associates
Florida
$751K 23,384 -503 -2%
SWP
41
Stratos Wealth Partners
Ohio
$706K 21,983 +4,196 +24%
IB
42
Intrust Bank
Kansas
$704K 21,927 +9,198 +72%
CW
43
CreativeOne Wealth
Kansas
$640K 19,936 +1,258 +7%
Citigroup
44
Citigroup
New York
$583K 18,145 -2,227 -11%
KCM
45
Kathmere Capital Management
Pennsylvania
$473K 14,727 +5,288 +56%
Citadel Advisors
46
Citadel Advisors
Florida
$463K 14,419 -81,323 -85%
LSPW
47
Lake Street Private Wealth
Illinois
$446K 13,874 +13,874 New
TRCT
48
Tower Research Capital (TRC)
New York
$431K 13,421 -1,424 -10%
SFS
49
Security Financial Services
Indiana
$421K 13,118 +374 +3%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$419K 13,060 -42,536 -77%
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