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JPMorgan US Value Factor ETF

113 hedge funds and large institutions have $419M invested in JPMorgan US Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
38
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$300K +$83.7K +1,922 +39%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$299K -$496K -11,405 -62%
SWP
78
Stratos Wealth Partners
Ohio
$284K +$5.05K +116 +2%
PWM
79
Perigon Wealth Management
California
$278K +$24.9K +571 +10%
SW
80
SVB Wealth
Massachusetts
$236K -$13.4M -306,640 -98%
KAS
81
Kestra Advisory Services
Texas
$230K +$9.46K +217 +4%
SWM
82
Spire Wealth Management
Virginia
$225K -$179K -4,119 -44%
MWM
83
Modera Wealth Management
New Jersey
$212K +$212K +4,867 New
OMC
84
Old Mission Capital
Illinois
$208K +$208K +4,777 New
PEA
85
Park Edge Advisors
Ohio
$207K +$207K +4,750 New
AWM
86
Avaii Wealth Management
Wisconsin
$203K -$19.3K -442 -9%
Wells Fargo
87
Wells Fargo
California
$146K +$146K +3,347 New
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$99.3K +$882 +20 +0.9%
GWM
89
Geneos Wealth Management
Colorado
$84.6K
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$74.4K +$34.9K +801 +88%
RIA
91
Realta Investment Advisors
Delaware
$70.6K -$36.6K -830 -34%
GRP
92
Global Retirement Partners
California
$66.1K +$261 +6 +0.4%
FHA
93
First Horizon Advisors
Tennessee
$63.9K -$26.4K -605 -29%
PPC
94
Park Place Capital
Alabama
$51.4K
CT
95
Colonial Trust
South Carolina
$44K
PTC
96
Private Trust Company
Ohio
$44K
FFA
97
Farther Finance Advisors
California
$34.2K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$23.1K -$25.3K -581 -52%
ACA
99
Aptus Capital Advisors
Alabama
$20.8K
GWANC
100
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.8K