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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

89 hedge funds and large institutions have $777M invested in JPMorgan US Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
+7
Holders Change %
+8.54%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
36
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCBT
1
First Citizens Bank & Trust
North Carolina
$192M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$39.6M
3
FCAM
3
First Citizens Asset Management
North Carolina
$8.42M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.55M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.16M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
OPS
2
Orion Portfolio Solutions
Nebraska
$52.6M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$52.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$16.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$607K +$762 +22 +0.1%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$591K +$591K +17,059 New
SW
53
SVB Wealth
Massachusetts
$554K +$554K +15,992 New
LSA
54
L & S Advisors
California
$527K -$32.7K -945 -6%
RF
55
RHS Financial
California
$492K -$409K -11,802 -45%
GIA
56
Goodwin Investment Advisory
Georgia
$484K +$59K +1,703 +14%
Corient Private Wealth
57
Corient Private Wealth
Florida
$472K +$22.1K +639 +5%
TFS
58
Thoroughbred Financial Services
Tennessee
$442K +$35 +1 +0%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$425K -$17.1K -494 -4%
MW
60
MBL Wealth
North Carolina
$416K +$762 +22 +0.2%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$408K – – –
AA
62
Alesco Advisors
New York
$310K -$866 -25 -0.3%
DWM
63
Drive Wealth Management
Utah
$303K +$37.1K +1,071 +14%
DWP
64
Daymark Wealth Partners
Ohio
$293K +$84.7K +2,444 +41%
HighTower Advisors
65
HighTower Advisors
Illinois
$292K +$292K +8,424 New
Comerica Bank
66
Comerica Bank
Texas
$282K +$282K +8,137 New
SWP
67
Stratos Wealth Partners
Ohio
$263K -$89.4K -2,582 -25%
SWM
68
Spire Wealth Management
Virginia
$254K +$32.2K +930 +15%
CAN
69
Cetera Advisor Networks
California
$212K +$212K +6,122 New
RIA
70
Realta Investment Advisors
Delaware
$86.7K – – –
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$77.3K – – –
FHA
72
First Horizon Advisors
Tennessee
$71.8K – – –
GWM
73
Geneos Wealth Management
Colorado
$69.1K +$13.9K +400 +25%
GI
74
Gradient Investments
Minnesota
$67K – – –
HGERS
75
Householder Group Estate & Retirement Specialist
Arizona
$51.5K +$51.5K +1,488 New
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