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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

76 hedge funds and large institutions have $259M invested in JPMorgan US Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
26
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.6M
2
GCM
2
Gallacher Capital Management
Colorado
$1.46M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.42M
4
BWM
4
Baystate Wealth Management
Massachusetts
$2.18M
5
MFG
5
Mainsail Financial Group
Washington
$976K

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$1.15M
2
SPC
2
Sigma Planning Corp
Michigan
$5.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.64M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$24.5M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
26
RWA Wealth Partners
Massachusetts
$1.15M 33,285 -416,817 -93%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$1.01M 29,046 -30,639 -51%
MCM
28
MAI Capital Management
Ohio
$984K 29,686 -1,000 -3%
MFG
29
Mainsail Financial Group
Washington
$976K 28,645 +28,645 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$940K 28,357 +28,357 New
TCA
31
Transcend Capital Advisors
New Jersey
$924K 27,881 -4,127 -13%
Jane Street
32
Jane Street
New York
$862K 26,005 -26,262 -50%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$862K 26,003 -23,237 -47%
SFM
34
Signet Financial Management
New Jersey
$848K 25,581 +25,581 New
PAG
35
Private Advisor Group
New Jersey
$817K 29,618 +4,113 +16%
IB
36
Intrust Bank
Kansas
$760K 22,939 -1,883 -8%
DA
37
Detalus Advisors
Missouri
$675K 20,354 +3,854 +23%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$673K 20,307 -9,505 -32%
RJA
39
Raymond James & Associates
Florida
$637K 19,236 -3,982 -17%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$620K 18,711 -7,670 -29%
TFS
41
Thoroughbred Financial Services
Tennessee
$612K 18,481 -2,918 -14%
IWM
42
IHT Wealth Management
Illinois
$563K 16,977 +16,977 New
SWP
43
Stratos Wealth Partners
Ohio
$548K 16,545 -5,247 -24%
CWM
44
Catalyst Wealth Management
Georgia
$499K 15,064 +15,064 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$446K 13,448 +530 +4%
Wells Fargo
46
Wells Fargo
California
$437K 13,180 +11,563 +715%
CFGS
47
Concourse Financial Group Securities
Alabama
$423K 12,760 +2,143 +20%
Corient Private Wealth
48
Corient Private Wealth
Florida
$418K 12,621 +12,621 New
Goldman Sachs
49
Goldman Sachs
New York
$389K 11,748 +5,028 +75%
SFG
50
Snider Financial Group
Washington
$363K 10,947 -369 -3%
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