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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

124 hedge funds and large institutions have $424M invested in JPMorgan US Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
22
Increased
37
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAP
1
Columbia Advisory Partners
Washington
$5.15M
2
SW
2
SteelPeak Wealth
California
$3.72M
3
SW
3
SVB Wealth
Massachusetts
$3.89M
4
AR
4
Apeiron RIA
Texas
$9.15M
5
AI
5
Atria Investments
North Carolina
$1.96M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$2.61M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$2.44M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$1.55M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
26
SteelPeak Wealth
California
$3.72M +$3.72M +86,134 New
IB
27
Intrust Bank
Kansas
$3.19M -$44.2K -1,023 -1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.18M -$313K -7,245 -9%
FCBT
29
First Citizens Bank & Trust
North Carolina
$2.61M -$2.55M -59,131 -50%
HIP
30
HUB Investment Partners
Texas
$2.45M -$919K -21,283 -27%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$2.44M -$2.36M -54,691 -49%
CWS
32
Confluence Wealth Services
Pennsylvania
$2.38M +$858 +19 +0%
EWA
33
EP Wealth Advisors
California
$2.26M -$71.3K -1,650 -3%
FTS
34
Fifth Third Securities
Ohio
$2.22M -$87K -2,015 -4%
SPC
35
Sigma Planning Corp
Michigan
$2.12M -$51.4K -1,189 -2%
DFP
36
Defined Financial Planning
California
$2.02M +$2.02M +46,869 New
AI
37
Atria Investments
North Carolina
$1.96M +$1.96M +45,440 New
GCM
38
Gallacher Capital Management
Colorado
$1.71M -$31.1K -721 -2%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$1.55M -$1.68M -38,965 -52%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.51M -$21.8K -504 -1%
SWP
41
Sagespring Wealth Partners
Tennessee
$1.35M +$1.35M +31,152 New
DWP
42
Daymark Wealth Partners
Ohio
$1.24M +$171K +3,965 +16%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$19.2K +445 +2%
CFGS
44
Concourse Financial Group Securities
Alabama
$1.09M +$76.5K +1,702 +8%
CSP
45
Cary Street Partners
Virginia
$1.08M +$1.08M +24,903 New
CAM
46
Cresset Asset Management
Illinois
$1.05M +$43 +1 +0%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.04M -$208K -4,804 -17%
GIA
48
Goodwin Investment Advisory
Georgia
$1.02M -$9.37K -217 -0.9%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$987K +$1.74K +40 +0.2%
HGERS
50
Householder Group Estate & Retirement Specialist
Arizona
$985K +$23.2K +537 +2%
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