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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 %
SFG
76
Snider Financial Group
Washington
$224K -$2K -48 -0.9%
AWM
77
Avaii Wealth Management
Wisconsin
$223K -$2.91K -70 -1%
AAS
78
Ameritas Advisory Services
Nebraska
$222K -$41.2K -991 -16%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$212K +$212K +5,099 New
CA
80
CoreCap Advisors
Michigan
$209K +$209K +5,029 New
PWM
81
Perigon Wealth Management
California
$209K +$209K +5,011 New
CAL
82
Capital Analysts LLC
Pennsylvania
$193K -$21.5M -516,754 -99%
AA
83
Addison Advisors
Vermont
$166K -$13.7K -330 -8%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$118K +$62.9K +1,512 +114%
RIA
85
Realta Investment Advisors
Delaware
$101K +$101K +2,430 New
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$92.9K – – –
FHA
87
First Horizon Advisors
Tennessee
$86.2K – – –
CT
88
Colonial Trust
South Carolina
$84K – – –
GI
89
Gradient Investments
Minnesota
$80.5K – – –
GWM
90
Geneos Wealth Management
Colorado
$78.9K – – –
GRP
91
Global Retirement Partners
California
$53.4K +$416 +10 +0.8%
IGWM
92
ICA Group Wealth Management
Colorado
$47.1K +$42 +1 +0.1%
MPWT
93
MassMutual Private Wealth & Trust
Connecticut
$41.5K +$41.5K +997 New
FFA
94
Farther Finance Advisors
California
$38.9K +$7.93K +191 +26%
AWM
95
Avior Wealth Management
Nebraska
$29.3K +$29.3K +704 New
ACA
96
Aptus Capital Advisors
Alabama
$19.9K +$19.9K +478 New
GWANC
97
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.9K +$19.9K +478 New
SC
98
SouthState Corp
Florida
$12.9K – – –
UBS Group
99
UBS Group
Switzerland
$11.7K -$6.7K -161 -36%
S
100
SignatureFD
Georgia
$11.4K +$11.4K +275 New
1 2 3
4
5