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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

112 hedge funds and large institutions have $848M invested in JPMorgan US Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
31
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$13.9M
2
GS
2
GTS Securities
New York
$3.45M
3
LPL Financial
3
LPL Financial
California
$35.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10.3M
5
Jane Street
5
Jane Street
New York
$3.07M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$190M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$185M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$193K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$44.4M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kathmere Capital Management
Pennsylvania
$4.62M -$13.2K -318 -0.3%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.55M -$3.77M -90,690 -52%
GS
28
GTS Securities
New York
$3.45M +$3.45M +82,784 New
HIP
29
HUB Investment Partners
Texas
$3.42M -$156K -3,745 -4%
Goldman Sachs
30
Goldman Sachs
New York
$3.4M -$1.98M -47,546 -37%
IB
31
Intrust Bank
Kansas
$3.18M -$63K -1,514 -2%
Jane Street
32
Jane Street
New York
$3.07M +$2.52M +60,561 +456%
SPC
33
Sigma Planning Corp
Michigan
$2.26M +$797K +19,147 +54%
CWS
34
Confluence Wealth Services
Pennsylvania
$2.17M +$541 +13 +0%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.9M +$477K +11,468 +33%
Citadel Advisors
36
Citadel Advisors
Florida
$1.82M +$1.44M +34,541 +376%
FTS
37
Fifth Third Securities
Ohio
$1.73M +$7.2K +173 +0.4%
GCM
38
Gallacher Capital Management
Colorado
$1.71M -$49.7K -1,193 -3%
DWM
39
Drive Wealth Management
Utah
$1.44M +$511K +12,286 +55%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.42M +$403K +9,693 +40%
Mariner
41
Mariner
Kansas
$1.36M +$1.36M +32,757 New
TFS
42
Thoroughbred Financial Services
Tennessee
$1.34M -$81.8K -1,966 -6%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.13M -$54.3K -1,304 -5%
RJA
44
Raymond James & Associates
Florida
$1.13M -$41K -986 -4%
DWP
45
Daymark Wealth Partners
Ohio
$1.07M -$67.3K -1,616 -6%
TCA
46
Transcend Capital Advisors
New Jersey
$1.02M -$8.45K -203 -0.8%
CAM
47
Cresset Asset Management
Illinois
$1.02M – – –
GIA
48
Goodwin Investment Advisory
Georgia
$986K -$149K -3,577 -13%
MCM
49
MAI Capital Management
Ohio
$982K -$83.2K -2,000 -8%
CFGS
50
Concourse Financial Group Securities
Alabama
$968K -$5.12K -123 -0.5%
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