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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

114 hedge funds and large institutions have $829M invested in JPMorgan US Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
37
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWE
1
Avidian Wealth Enterprises
Texas
$14M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$5.41M
3
SW
3
SteelPeak Wealth
California
$3.19M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$189M
5
MFG
5
Mainsail Financial Group
Washington
$11.8M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$36.2M
2
GS
2
GTS Securities
New York
$0
3
FCAM
3
First Citizens Asset Management
North Carolina
$7.99M
4
Bank of America
4
Bank of America
North Carolina
$17.1M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kathmere Capital Management
Pennsylvania
$4.5M -$32.9K -804 -0.7%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.48M -$1.39M -33,888 -24%
HIP
28
HUB Investment Partners
Texas
$3.35M -$2.82K -69 -0.1%
SW
29
SteelPeak Wealth
California
$3.19M +$2.38M +58,261 +294%
IB
30
Intrust Bank
Kansas
$3.09M -$31.5K -770 -1%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$3.01M -$471K -11,516 -14%
Goldman Sachs
32
Goldman Sachs
New York
$2.7M -$637K -15,574 -19%
FTS
33
Fifth Third Securities
Ohio
$2.62M +$926K +22,660 +55%
SPC
34
Sigma Planning Corp
Michigan
$2.15M -$73.8K -1,805 -3%
CWS
35
Confluence Wealth Services
Pennsylvania
$2.14M +$10.9K +267 +0.5%
Jane Street
36
Jane Street
New York
$2.02M -$996K -24,380 -33%
GCM
37
Gallacher Capital Management
Colorado
$1.66M -$24.3K -594 -1%
DWM
38
Drive Wealth Management
Utah
$1.62M +$205K +5,021 +15%
TFS
39
Thoroughbred Financial Services
Tennessee
$1.47M +$155K +3,782 +12%
RJA
40
Raymond James & Associates
Florida
$1.16M +$51.9K +1,271 +5%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$82 +2 +0%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.09M -$782K -19,146 -42%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.06M +$171K +4,189 +19%
Mariner
44
Mariner
Kansas
$1.03M -$307K -7,519 -23%
DWP
45
Daymark Wealth Partners
Ohio
$1.01M -$39.4K -963 -4%
TCA
46
Transcend Capital Advisors
New Jersey
$1.01M +$245 +6 +0%
GIA
47
Goodwin Investment Advisory
Georgia
$1M +$35.8K +876 +4%
CAM
48
Cresset Asset Management
Illinois
$997K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$980K +$29.5K +722 +3%
HGERS
50
Householder Group Estate & Retirement Specialist
Arizona
$905K +$899 +22 +0.1%
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