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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

73 hedge funds and large institutions have $1.08B invested in JPMorgan US Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
10
Increased
35
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$373M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$359M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$54.5M
4
FCAM
4
First Citizens Asset Management
North Carolina
$16.4M
5
Bank of America
5
Bank of America
North Carolina
$12.9M

Top Sellers

1
SPC
1
Sigma Planning Corp
Michigan
$4.27M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.44M
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BWM
5
Baystate Wealth Management
Massachusetts
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$417K 12,232 -16,814 -58%
SFG
52
Snider Financial Group
Washington
$379K 11,116 +169 +2%
AA
53
Alesco Advisors
New York
$306K 8,985 +10 +0.1%
BTI
54
Blue Trust Inc
Georgia
$301K 9,089 +4,750 +109%
MML Investors Services
55
MML Investors Services
Massachusetts
$233K 6,851 -344 -5%
SWM
56
Spire Wealth Management
Virginia
$210K 6,166 +6,166 New
DWP
57
Daymark Wealth Partners
Ohio
$209K 6,132 +6,132 New
TRCT
58
Tower Research Capital (TRC)
New York
$173K 5,067 +5,067 New
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$145K 4,248 +1,200 +39%
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$104K 3,047 – –
AAS
61
Ameritas Advisory Services
Nebraska
$88K 2,596 -3,797 -59%
UBS Group
62
UBS Group
Switzerland
$79K 2,318 +2,318 New
GWM
63
Geneos Wealth Management
Colorado
$78.2K 2,295 +422 +23%
FHA
64
First Horizon Advisors
Tennessee
$70.6K 2,072 – –
GI
65
Gradient Investments
Minnesota
$65.9K 1,934 – –
GRP
66
Global Retirement Partners
California
$42.2K 1,271 +281 +28%
CIAS
67
Capital Investment Advisory Services
North Carolina
$29K 850 – –
IGWM
68
ICA Group Wealth Management
Colorado
$29K 850 +20 +2%
ASN
69
Advisory Services Network
Georgia
$25.5K 750 +750 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$6.55K 192,262 -7,434 -4%
SPIA
71
Steward Partners Investment Advisory
New York
$4.87K 143 -6 -4%
WP
72
WealthPLAN Partners
Nebraska
$579 17 +17 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$68 2 -87 -98%
Jane Street
74
Jane Street
New York
– – -26,005 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– – -26,003 Closed
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