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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

112 hedge funds and large institutions have $848M invested in JPMorgan US Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
31
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$13.9M
2
GS
2
GTS Securities
New York
$3.45M
3
LPL Financial
3
LPL Financial
California
$35.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10.3M
5
Jane Street
5
Jane Street
New York
$3.07M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$190M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$185M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$193K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$44.4M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
51
Wealthspire Advisors (New York)
New York
$966K -$132K -3,171 -12%
HGERS
52
Householder Group Estate & Retirement Specialist
Arizona
$921K +$44.7K +1,073 +5%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$901K -$100K -2,411 -10%
SFM
54
Signet Financial Management
New Jersey
$868K -$25.1K -602 -3%
SW
55
SteelPeak Wealth
California
$826K +$826K +19,838 New
BTI
56
Blue Trust Inc
Georgia
$741K -$161K -3,862 -18%
HighTower Advisors
57
HighTower Advisors
Illinois
$737K -$116K -2,785 -14%
AAS
58
Avantax Advisory Services
Texas
$725K -$146K -3,510 -17%
PAG
59
Private Advisor Group
New Jersey
$676K -$262K -6,300 -28%
RWP
60
RWA Wealth Partners
Massachusetts
$663K -$139K -3,335 -17%
TRCT
61
Tower Research Capital (TRC)
New York
$659K +$589K +14,158 +840%
LSA
62
L & S Advisors
California
$591K +$5.7K +137 +1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$502K +$52.6K +1,265 +12%
MW
64
MBL Wealth
North Carolina
$499K – – –
MWA
65
MN Wealth Advisors
Kansas
$498K -$9.61K -231 -2%
PG
66
Patten Group
Tennessee
$376K +$376K +9,025 New
AA
67
Alesco Advisors
New York
$371K – – –
SWM
68
Spire Wealth Management
Virginia
$361K +$9.12K +219 +3%
Comerica Bank
69
Comerica Bank
Texas
$354K +$15.5K +372 +5%
Truist Financial
70
Truist Financial
North Carolina
$308K +$70.2K +1,686 +29%
CAM
71
Cobblestone Asset Management
Virginia
$307K +$307K +7,386 New
SWP
72
Stratos Wealth Partners
Ohio
$297K -$32.5K -782 -10%
CAN
73
Cetera Advisor Networks
California
$297K +$18.1K +434 +6%
Corient Private Wealth
74
Corient Private Wealth
Florida
$250K -$212K -5,093 -46%
KAS
75
Kestra Advisory Services
Texas
$230K +$230K +5,530 New
1 2
3
4 5