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JPMorgan US Value Factor ETF

125 hedge funds and large institutions have $424M invested in JPMorgan US Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 115125 (+10)

1% more capital invested

Capital invested by funds: $419M → $424M (+$4.69M)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

4.55% less ownership

Funds ownership: 66.39%61.84% (-4.5%)

Holders
125
Holders Change
+10
Holders Change %
+8.7%
% 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
21
Increased
37
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
SteelPeak Wealth
California
$3.72M +$3.8M +86,134 New
IB
27
Intrust Bank
Kansas
$3.19M -$45.2K -1,023 -1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.18M -$320K -7,245 -9%
FCBT
29
First Citizens Bank & Trust
North Carolina
$2.61M -$2.61M -59,131 -50%
HIP
30
HUB Investment Partners
Texas
$2.45M -$940K -21,283 -27%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$2.44M -$2.42M -54,691 -49%
CWS
32
Confluence Wealth Services
Pennsylvania
$2.38M +$839 +19 +0%
EWA
33
EP Wealth Advisors
California
$2.26M -$72.9K -1,650 -3%
FTS
34
Fifth Third Securities
Ohio
$2.22M -$89K -2,015 -4%
SPC
35
Sigma Planning Corp
Michigan
$2.12M -$52.5K -1,189 -2%
DFP
36
Defined Financial Planning
California
$2.02M +$2.07M +46,869 New
AI
37
Atria Investments
North Carolina
$1.96M +$2.01M +45,440 New
GCM
38
Gallacher Capital Management
Colorado
$1.71M -$31.8K -721 -2%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$1.55M -$1.72M -38,965 -52%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.51M -$22.3K -504 -1%
SWP
41
Sagespring Wealth Partners
Tennessee
$1.35M +$1.38M +31,152 New
DWP
42
Daymark Wealth Partners
Ohio
$1.24M +$175K +3,965 +16%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$19.7K +445 +2%
CFGS
44
Concourse Financial Group Securities
Alabama
$1.09M +$75.2K +1,702 +8%
CSP
45
Cary Street Partners
Virginia
$1.08M +$1.1M +24,903 New
CAM
46
Cresset Asset Management
Illinois
$1.05M +$44 +1 +0%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.04M -$212K -4,804 -17%
GIA
48
Goodwin Investment Advisory
Georgia
$1.02M -$9.59K -217 -0.9%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$987K +$1.77K +40 +0.2%
HGERS
50
Householder Group Estate & Retirement Specialist
Arizona
$985K +$23.7K +537 +2%

JVAL Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q4 2024, worth a combined $424M — up 1.1% from $419M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JVAL positions and 9 closed out — a net gain of 12 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was Columbia Advisory Partners, opening a new position worth an estimated $5.27M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.14M sold.

  • 125 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q4 2024, up from 115 in Q3 2024.
  • Funds reported $424M of JPMorgan US Value Factor ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 21 funds opened new JPMorgan US Value Factor ETF positions in Q4 2024 and 9 closed out, a net change of +12 holders.
  • The largest JPMorgan US Value Factor ETF buyer in Q4 2024 was Columbia Advisory Partners, an estimated $5.27M added.
  • The largest JPMorgan US Value Factor ETF seller in Q4 2024 was Goldman Sachs, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2024.