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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 %
Truist Financial
76
Truist Financial
North Carolina
$221K 5,716 +5,716 New
AWM
77
Avaii Wealth Management
Wisconsin
$210K 5,437 +5,437 New
SFG
78
Snider Financial Group
Washington
$209K 5,425 +5,425 New
GLA
79
Good Life Advisors
Pennsylvania
$200K 5,186 +5,186 New
AA
80
Addison Advisors
Vermont
$167K 4,320 +3,990 +1,209%
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$86.1K 2,231 – –
FHA
82
First Horizon Advisors
Tennessee
$79.9K 2,072 – –
CT
83
Colonial Trust
South Carolina
$77.9K 2,018 +2,018 New
GI
84
Gradient Investments
Minnesota
$74.6K 1,934 – –
GWM
85
Geneos Wealth Management
Colorado
$73.1K 1,895 -100 -5%
TRCT
86
Tower Research Capital (TRC)
New York
$65K 1,686 -18,862 -92%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$51.2K 1,328 +1,328 New
GRP
88
Global Retirement Partners
California
$48.4K 1,273 -11 -0.9%
IGWM
89
ICA Group Wealth Management
Colorado
$43.6K 1,130 +1,130 New
FFA
90
Farther Finance Advisors
California
$28.8K 746 +194 +35%
UBS Group
91
UBS Group
Switzerland
$17.1K 443 +443 New
PA
92
PSI Advisors
Florida
$15K 388 – –
KFS
93
Kelly Financial Services
Massachusetts
$13.9K 359 +359 New
SC
94
SouthState Corp
Florida
$12K 311 +311 New
RIL
95
Rothschild Investment LLC
Illinois
$8.37K 217 +217 New
Wells Fargo
96
Wells Fargo
California
$7.91K 205 -18,483 -99%
SPIA
97
Steward Partners Investment Advisory
New York
$5.52K 143 – –
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$5.47K 142 +142 New
CP
99
Castleview Partners
Texas
$4.17K 108 – –
CFD
100
Creative Financial Designs
Indiana
$4.09K 106 – –
1 2 3
4
5