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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

82 hedge funds and large institutions have $644M invested in JPMorgan US Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
1.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
34
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$108M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$108M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.87M
4
Bank of America
4
Bank of America
North Carolina
$15.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$28.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$91.4M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$91.7M
3
FCAM
3
First Citizens Asset Management
North Carolina
$3.55M
4
LPL Financial
4
LPL Financial
California
$16.8M
5
SPC
5
Sigma Planning Corp
Michigan
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$465K +$465K +13,020 New
Corient Private Wealth
52
Corient Private Wealth
Florida
$463K +$8.24K +231 +2%
TFS
53
Thoroughbred Financial Services
Tennessee
$456K -$213K -5,970 -32%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$455K +$455K +12,758 New
GIA
55
Goodwin Investment Advisory
Georgia
$438K -$84K -2,355 -16%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$430K -$6.32K -177 -1%
MW
57
MBL Wealth
North Carolina
$428K +$428K +12,000 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$421K +$421K +11,786 New
SWP
59
Stratos Wealth Partners
Ohio
$363K -$180K -5,051 -33%
AA
60
Alesco Advisors
New York
$321K – – –
DWM
61
Drive Wealth Management
Utah
$274K +$274K +7,676 New
SWM
62
Spire Wealth Management
Virginia
$228K +$7.99K +224 +4%
UBS Group
63
UBS Group
Switzerland
$217K +$135K +3,773 +163%
DWP
64
Daymark Wealth Partners
Ohio
$214K -$4.39K -123 -2%
SFG
65
Snider Financial Group
Washington
$204K -$193K -5,412 -49%
SB
66
Strategic Blueprint
Georgia
$201K +$201K +5,622 New
RIA
67
Realta Investment Advisors
Delaware
$86.7K +$86.7K +2,430 New
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$79.6K +$79.6K +2,231 New
FHA
69
First Horizon Advisors
Tennessee
$73.9K – – –
GI
70
Gradient Investments
Minnesota
$69K – – –
GWM
71
Geneos Wealth Management
Colorado
$56.9K -$25K -700 -31%
GRP
72
Global Retirement Partners
California
$45.6K +$285 +8 +0.6%
CIAS
73
Capital Investment Advisory Services
North Carolina
$40.6K +$10.2K +287 +34%
IGWM
74
ICA Group Wealth Management
Colorado
$32.1K +$1.82K +51 +6%
FFA
75
Farther Finance Advisors
California
$19.7K +$19.7K +552 New
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