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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

76 hedge funds and large institutions have $259M invested in JPMorgan US Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
26
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.42M
3
BWM
3
Baystate Wealth Management
Massachusetts
$2.18M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$940K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.21M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$1.15M
2
SPC
2
Sigma Planning Corp
Michigan
$5.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.64M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$24.5M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$358K 10,791 -16,197 -60%
MCC
52
Money Concepts Capital
Florida
$344K 10,367 +5,931 +134%
IA
53
IFP Advisors
Florida
$327K 12,633 -714 -5%
RF
54
RHS Financial
California
$313K 9,452 +9,452 New
AA
55
Alesco Advisors
New York
$297K 8,975 -600 -6%
MML Investors Services
56
MML Investors Services
Massachusetts
$238K 7,195 +7,195 New
AAS
57
Ameritas Advisory Services
Nebraska
$212K 6,393 +6,393 New
GIA
58
Goodwin Investment Advisory
Georgia
$155K 4,663 +4,663 New
BTI
59
Blue Trust Inc
Georgia
$129K 4,339 +4,339 New
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$101K 3,048 +3,048 New
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$101K 3,047 -65,290 -96%
RIA
62
Realta Investment Advisors
Delaware
$80.5K 2,430 +130 +6%
FHA
63
First Horizon Advisors
Tennessee
$68.7K 2,072 – –
GI
64
Gradient Investments
Minnesota
$64.1K 1,934 – –
CA
65
CoreCap Advisors
Michigan
$63.6K 1,918 -7,168 -79%
GWM
66
Geneos Wealth Management
Colorado
$62.1K 1,873 +96 +5%
GRP
67
Global Retirement Partners
California
$32.8K 990 +928 +1,497%
CIAS
68
Capital Investment Advisory Services
North Carolina
$28.2K 850 +850 New
IGWM
69
ICA Group Wealth Management
Colorado
$27.5K 830 +830 New
FFA
70
Farther Finance Advisors
California
$22.9K 691 +691 New
AssetMark Inc
71
AssetMark Inc
California
$18.8K 566 +566 New
FA
72
Fiduciary Alliance
South Carolina
$6.1K 184 +184 New
SPIA
73
Steward Partners Investment Advisory
New York
$4.94K 149 +6 +4%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$2.95K 89 +65 +271%
NA
75
NewEdge Advisors
Louisiana
$1.48K 45 +45 New
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