JPMorgan US Value Factor ETF
JVAL
115 hedge funds and large institutions have $829M invested in JPMorgan US Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
4.09% more ownership
Funds ownership: 98.82% → 102.91% (+4.1%)
3% more funds holding
Funds holding: 112 → 115 (+3)
2% less capital invested
Capital invested by funds: $845M → $829M (-$15.8M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
17% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$13.9M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$5.37M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$3.35M |
| 4 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$2.36M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.22M |
| 2 |
GS
GTS Securities
New York
|
-$3.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.52M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.37M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.37M |
JVAL Hedge Fund Activity: Q2 2024 in Review
115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q2 2024, worth a combined $829M — down 1.9% from $845M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JVAL positions and 7 closed out — a net gain of 5 holders — while 38 added to existing stakes and 46 trimmed.
The largest buyer was Avidian Wealth Enterprises, opening a new position worth an estimated $13.9M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.22M.
- 115 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q2 2024, up from 112 in Q1 2024.
- Funds reported $829M of JPMorgan US Value Factor ETF stock for Q2 2024, down 1.9% quarter-over-quarter.
- 12 funds opened new JPMorgan US Value Factor ETF positions in Q2 2024 and 7 closed out, a net change of +5 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q2 2024 was Avidian Wealth Enterprises, an estimated $13.9M added.
- The largest JPMorgan US Value Factor ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $4.22M sold.
Based on aggregated 13F filings for Q2 2024.