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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

107 hedge funds and large institutions have $1.02B invested in JPMorgan US Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 4 closing their positions.

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
36
Reduced
35
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$265M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$253M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.2M
4
LPL Financial
4
LPL Financial
California
$30M
5
FCAM
5
First Citizens Asset Management
North Carolina
$19.9M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.79M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$40M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$354K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$5.26M +$96.1K +2,490 +2%
Goldman Sachs
27
Goldman Sachs
New York
$4.99M +$4.99M +129,261 New
KCM
28
Kathmere Capital Management
Pennsylvania
$4.29M -$191K -4,954 -4%
AR
29
Apeiron RIA
Texas
$3.92M +$706K +18,290 +22%
HIP
30
HUB Investment Partners
Texas
$3.31M -$108K -2,805 -3%
IB
31
Intrust Bank
Kansas
$3M +$1.7M +44,158 +131%
CWS
32
Confluence Wealth Services
Pennsylvania
$2.01M +$2.01M +52,104 New
GCM
33
Gallacher Capital Management
Colorado
$1.63M -$38.1K -988 -2%
FTS
34
Fifth Third Securities
Ohio
$1.59M +$1.59M +41,331 New
BWM
35
Baystate Wealth Management
Massachusetts
$1.45M -$139K -3,611 -9%
SPC
36
Sigma Planning Corp
Michigan
$1.36M -$915K -23,719 -40%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.32M -$407K -10,538 -24%
TFS
38
Thoroughbred Financial Services
Tennessee
$1.32M +$827K +21,453 +168%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.12M +$460K +11,923 +70%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.1M +$77 +2 +0%
RJA
41
Raymond James & Associates
Florida
$1.08M -$248K -6,434 -19%
DWP
42
Daymark Wealth Partners
Ohio
$1.05M +$727K +18,855 +223%
GIA
43
Goodwin Investment Advisory
Georgia
$1.05M +$513K +13,298 +95%
WANY
44
Wealthspire Advisors (New York)
New York
$1.02M +$1.02M +26,388 New
MCM
45
MAI Capital Management
Ohio
$988K -$69.4K -1,800 -7%
TCA
46
Transcend Capital Advisors
New Jersey
$957K -$50.2K -1,300 -5%
CAM
47
Cresset Asset Management
Illinois
$942K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$938K -$363K -9,410 -28%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$928K +$6.87K +178 +0.7%
CFGS
50
Concourse Financial Group Securities
Alabama
$902K – – –
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