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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

79 hedge funds and large institutions have $398M invested in JPMorgan US Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
29
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$32.1M
2
RWP
2
RWA Wealth Partners
Massachusetts
$24.6M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$16.2M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$17.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$928K
3
FA
3
Fermata Advisors
California
$760K
4
WA
4
WESPAC Advisors
California
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
51
Snider Financial Group
Washington
$611K +$611K +16,514 New
TRCT
52
Tower Research Capital (TRC)
New York
$549K +$463K +12,525 +540%
SFS
53
Security Financial Services
Indiana
$471K -$138K -3,721 -23%
IB
54
Intrust Bank
Kansas
$471K +$119K +3,222 +34%
LNC
55
Lincoln National Corp
Pennsylvania
$423K -$15.7K -424 -4%
RIG
56
Roosevelt Investment Group
New York
$421K +$53.9K +1,459 +15%
AA
57
Alesco Advisors
New York
$355K – – –
KCM
58
Kathmere Capital Management
Pennsylvania
$349K – – –
CFGS
59
Concourse Financial Group Securities
Alabama
$334K +$137K +3,691 +69%
IA
60
IFP Advisors
Florida
$333K +$333K +12,847 New
SAM
61
Strategic Asset Management
Minnesota
$320K +$47K +1,272 +17%
MCC
62
Money Concepts Capital
Florida
$267K +$239K +6,465 +851%
GM
63
GeoWealth Management
Illinois
$254K -$386K -10,494 -60%
SWM
64
Spire Wealth Management
Virginia
$249K – – –
OWM
65
OneAscent Wealth Management
Alabama
$247K +$247K +6,674 New
AC
66
Anson Capital
Georgia
$203K +$203K +5,492 New
APA
67
American Portfolios Advisors
New York
$181K +$10.4K +280 +6%
FHA
68
First Horizon Advisors
Tennessee
$177K +$177K +4,795 New
GI
69
Gradient Investments
Minnesota
$71K – – –
PA
70
Parallel Advisors
California
$71K – – –
FMII
71
Farmers & Merchants Investments Inc
Nebraska
$42K +$42K +1,134 New
Franklin Resources
72
Franklin Resources
California
$32K +$32K +866 New
GWM
73
Geneos Wealth Management
Colorado
$24K +$10.2K +287 +74%
T
74
TCWP
Ohio
$13K +$13K +365 New
HA
75
Herold Advisors
New York
$7.21K +$7.21K +195 New
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