JVAL icon

JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

75 hedge funds and large institutions have $279M invested in JPMorgan US Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
29
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Planned Solutions
California
$4.84M
2
LPL Financial
2
LPL Financial
California
$18.3M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$4.25M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.39M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
ACM
2
Avalon Capital Management
California
$0
3
JIP
3
Jaffetilchin Investment Partners
Florida
$5.55M
4
RWP
4
RWA Wealth Partners
Massachusetts
$13.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$2M 67,110 +52,691 +365%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$1.82M 59,685 -11,723 -16%
OPS
28
Orion Portfolio Solutions
Nebraska
$1.61M 54,067 -1,424 -3%
Jane Street
29
Jane Street
New York
$1.56M 52,267 -66,571 -56%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.47M 49,240 +49,240 New
MA
31
Mutual Advisors
Nebraska
$1.35M 45,395 -25,064 -36%
AAS
32
Avantax Advisory Services
Texas
$1.28M 42,850 +920 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.19M 40,056 +3,204 +9%
TRCT
34
Tower Research Capital (TRC)
New York
$1.12M 37,571 +24,150 +180%
BWM
35
Baystate Wealth Management
Massachusetts
$1.04M 34,853 +3,748 +12%
TCA
36
Transcend Capital Advisors
New Jersey
$953K 32,008 +323 +1%
MCM
37
MAI Capital Management
Ohio
$914K 30,686 +2,000 +7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$888K 29,812 -53,982 -64%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$804K 26,988 -1,434 -5%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$786K 26,381 +26,381 New
PAG
41
Private Advisor Group
New Jersey
$760K 25,505 +1,034 +4%
IB
42
Intrust Bank
Kansas
$739K 24,822 +2,895 +13%
RJA
43
Raymond James & Associates
Florida
$691K 23,218 -166 -0.7%
SWP
44
Stratos Wealth Partners
Ohio
$649K 21,792 -191 -0.9%
TFS
45
Thoroughbred Financial Services
Tennessee
$637K 21,399 -3,950 -16%
DA
46
Detalus Advisors
Missouri
$491K 16,500 +16,500 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$385K 12,918 -142 -1%
RIG
48
Roosevelt Investment Group
New York
$364K 12,238 +575 +5%
SFG
49
Snider Financial Group
Washington
$358K 11,316 -25 -0.2%
IA
50
IFP Advisors
Florida
$346K 13,347 +500 +4%
1
2
3 4