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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

73 hedge funds and large institutions have $1.08B invested in JPMorgan US Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
10
Increased
35
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$373M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$359M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$54.5M
4
FCAM
4
First Citizens Asset Management
North Carolina
$16.4M
5
Bank of America
5
Bank of America
North Carolina
$12.9M

Top Sellers

1
SPC
1
Sigma Planning Corp
Michigan
$4.27M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.44M
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BWM
5
Baystate Wealth Management
Massachusetts
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
26
Gallacher Capital Management
Colorado
$1.44M 42,304 -1,829 -4%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$1.44M 42,200 -26,700 -39%
AR
28
Apeiron RIA
Texas
$1.3M 38,260 +38,260 New
RJA
29
Raymond James & Associates
Florida
$1.15M 33,665 +14,429 +75%
PAG
30
Private Advisor Group
New Jersey
$1.14M 33,407 +3,789 +13%
MA
31
Mutual Advisors
Nebraska
$1.12M 32,930 -8,917 -21%
IB
32
Intrust Bank
Kansas
$1.08M 31,589 +8,650 +38%
AAS
33
Avantax Advisory Services
Texas
$1.06M 31,150 -5,358 -15%
MCM
34
MAI Capital Management
Ohio
$997K 29,286 -400 -1%
MFG
35
Mainsail Financial Group
Washington
$955K 28,121 -524 -2%
TCA
36
Transcend Capital Advisors
New Jersey
$924K 27,139 -742 -3%
RWP
37
RWA Wealth Partners
Massachusetts
$923K 27,105 -6,180 -19%
SFM
38
Signet Financial Management
New Jersey
$785K 23,039 -2,542 -10%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$749K 21,964 +1,657 +8%
RF
40
RHS Financial
California
$734K 21,560 +12,108 +128%
TFS
41
Thoroughbred Financial Services
Tennessee
$638K 18,751 +270 +1%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$595K 17,461 -1,250 -7%
SWP
43
Stratos Wealth Partners
Ohio
$518K 15,216 -1,329 -8%
CFGS
44
Concourse Financial Group Securities
Alabama
$507K 14,900 +2,140 +17%
GIA
45
Goodwin Investment Advisory
Georgia
$498K 14,622 +9,959 +214%
Goldman Sachs
46
Goldman Sachs
New York
$482K 14,148 +2,400 +20%
Wells Fargo
47
Wells Fargo
California
$445K 13,076 -104 -0.8%
CWM
48
Catalyst Wealth Management
Georgia
$440K 12,927 -2,137 -14%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$438K 12,849 -599 -4%
Corient Private Wealth
50
Corient Private Wealth
Florida
$434K 12,745 +124 +1%
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