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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

113 hedge funds and large institutions have $419M invested in JPMorgan US Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
38
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAG
1
Goodman Advisory Group
Massachusetts
$18M
2
EWA
2
EP Wealth Advisors
California
$2.35M
3
GS
3
GTS Securities
New York
$1.39M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.33M
5
AR
5
Apeiron RIA
Texas
$6.85M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$4.84M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$5.2M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$8.68M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$8.68M
5
SW
5
SVB Wealth
Massachusetts
$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$3.53M +$313K +7,191 +10%
HIP
27
HUB Investment Partners
Texas
$3.4M -$179K -4,107 -5%
IB
28
Intrust Bank
Kansas
$3.26M -$30.2K -694 -0.9%
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$3.26M -$2.51M -57,578 -43%
Goldman Sachs
30
Goldman Sachs
New York
$3.14M +$257K +5,900 +9%
EWA
31
EP Wealth Advisors
California
$2.35M +$2.35M +53,958 New
FTS
32
Fifth Third Securities
Ohio
$2.32M -$472K -10,830 -17%
CWS
33
Confluence Wealth Services
Pennsylvania
$2.29M +$11.6K +267 +0.5%
SPC
34
Sigma Planning Corp
Michigan
$2.19M -$96.4K -2,212 -4%
Jane Street
35
Jane Street
New York
$2.14M -$10.6K -243 -0.5%
GCM
36
Gallacher Capital Management
Colorado
$1.75M -$12.6K -290 -0.7%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.62M +$465K +10,661 +40%
TFS
38
Thoroughbred Financial Services
Tennessee
$1.55M -$24.1K -553 -2%
GS
39
GTS Securities
New York
$1.39M +$1.39M +31,993 New
Citadel Advisors
40
Citadel Advisors
Florida
$1.33M +$907K +20,813 +213%
RJA
41
Raymond James & Associates
Florida
$1.3M +$63K +1,447 +5%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.26M +$131K +3,009 +12%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.18M -$2.61K -60 -0.2%
DWP
44
Daymark Wealth Partners
Ohio
$1.08M +$87 +2 +0%
TCA
45
Transcend Capital Advisors
New Jersey
$1.07M -$741 -17 -0.1%
CAM
46
Cresset Asset Management
Illinois
$1.06M – – –
GIA
47
Goodwin Investment Advisory
Georgia
$1.03M -$35.5K -815 -3%
Mariner
48
Mariner
Kansas
$1.02M -$83.2K -1,909 -8%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$989K +$68.8K +1,580 +7%
CFGS
50
Concourse Financial Group Securities
Alabama
$977K -$67.8K -1,556 -6%
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