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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

75 hedge funds and large institutions have $279M invested in JPMorgan US Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
29
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Planned Solutions
California
$4.84M
2
LPL Financial
2
LPL Financial
California
$18.3M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$4.25M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.39M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
ACM
2
Avalon Capital Management
California
$0
3
JIP
3
Jaffetilchin Investment Partners
Florida
$5.55M
4
RWP
4
RWA Wealth Partners
Massachusetts
$13.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.98M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
51
Security Financial Services
Indiana
$319K 10,716 -2,402 -18%
CFGS
52
Concourse Financial Group Securities
Alabama
$316K 10,617 -360 -3%
LSPW
53
Lake Street Private Wealth
Illinois
$297K 9,977 -3,897 -28%
AA
54
Alesco Advisors
New York
$285K 9,575 -25 -0.3%
CA
55
CoreCap Advisors
Michigan
$271K 9,086 +2,397 +36%
LNC
56
Lincoln National Corp
Pennsylvania
$234K 7,865 -47 -0.6%
SAM
57
Strategic Asset Management
Minnesota
$226K 7,585 -413 -5%
HighTower Advisors
58
HighTower Advisors
Illinois
$207K 6,922 -390 -5%
Goldman Sachs
59
Goldman Sachs
New York
$200K 6,720 -23,461 -78%
APA
60
American Portfolios Advisors
New York
$169K 5,665 – –
MCC
61
Money Concepts Capital
Florida
$132K 4,436 +3,676 +484%
RIA
62
Realta Investment Advisors
Delaware
$68K 2,300 +2,300 New
FHA
63
First Horizon Advisors
Tennessee
$62K 2,072 – –
GI
64
Gradient Investments
Minnesota
$58K 1,934 – –
GWM
65
Geneos Wealth Management
Colorado
$52K 1,777 -46 -3%
Wells Fargo
66
Wells Fargo
California
$48K 1,617 +1,420 +721%
HI
67
Harbour Investments
Wisconsin
$7K 231 – –
FMII
68
Farmers & Merchants Investments Inc
Nebraska
$6K 188 -946 -83%
SPIA
69
Steward Partners Investment Advisory
New York
$4K 143 +143 New
BWL
70
Bogart Wealth LLC
Virginia
$3K 92 +7 +8%
GRP
71
Global Retirement Partners
California
$2K 62 – –
BlackRock
72
BlackRock
New York
$1K 22 – –
CAAS
73
Capital Asset Advisory Services
Michigan
$1K 20 +20 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$1K 24 +24 New
MOS
75
MGO One Seven
Ohio
$358 12,041 +1,645 +16%
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