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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

107 hedge funds and large institutions have $1.02B invested in JPMorgan US Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 4 closing their positions.

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
36
Reduced
35
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$265M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$253M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.2M
4
LPL Financial
4
LPL Financial
California
$30M
5
FCAM
5
First Citizens Asset Management
North Carolina
$19.9M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.79M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$40M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$870K 22,543 -1,358 -6%
DWM
52
Drive Wealth Management
Utah
$858K 22,231 +13,484 +154%
SFM
53
Signet Financial Management
New Jersey
$828K 21,456 -658 -3%
HGERS
54
Householder Group Estate & Retirement Specialist
Arizona
$812K 21,055 +19,567 +1,315%
AAS
55
Avantax Advisory Services
Texas
$807K 20,918 -6,580 -24%
HighTower Advisors
56
HighTower Advisors
Illinois
$791K 20,509 +12,085 +143%
BTI
57
Blue Trust Inc
Georgia
$750K 21,664 -2,418 -10%
RWP
58
RWA Wealth Partners
Massachusetts
$743K 19,260 -2,724 -12%
LSA
59
L & S Advisors
California
$543K 14,072 -1,148 -8%
Jane Street
60
Jane Street
New York
$513K 13,287 -26,002 -66%
MWA
61
MN Wealth Advisors
Kansas
$470K 12,191 +12,191 New
MW
62
MBL Wealth
North Carolina
$463K 12,000 -22 -0.2%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$455K 11,786 – –
Corient Private Wealth
64
Corient Private Wealth
Florida
$428K 11,101 -2,514 -18%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$417K 10,805 -1,459 -12%
Citadel Advisors
66
Citadel Advisors
Florida
$354K 9,176 -53,185 -85%
AA
67
Alesco Advisors
New York
$344K 8,905 -55 -0.6%
CA
68
Cetera Advisors
Colorado
$334K 8,664 +8,664 New
SWM
69
Spire Wealth Management
Virginia
$325K 8,460 +1,140 +16%
Comerica Bank
70
Comerica Bank
Texas
$314K 8,137 – –
SWP
71
Stratos Wealth Partners
Ohio
$305K 7,912 +329 +4%
PA
72
Prism Advisors
California
$294K 7,630 +7,630 New
RF
73
RHS Financial
California
$283K 7,324 -6,871 -48%
CAN
74
Cetera Advisor Networks
California
$258K 6,696 +574 +9%
AAS
75
Ameritas Advisory Services
Nebraska
$244K 6,328 +6,328 New
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3
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