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JPMorgan US Value Factor ETF
JVAL

125 hedge funds and large institutions have $424M invested in JPMorgan US Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 115 → 125 (+10)

1% more capital invested

Capital invested by funds: $419M → $424M (+$4.69M)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

4.55% less ownership

Funds ownership: 66.39% → 61.84% (-4.5%)

Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
21
Increased
37
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAP
Columbia Advisory Partners
Washington
+$5.27M
2
SW
SteelPeak Wealth
California
+$3.8M
3
SW
SVB Wealth
Massachusetts
+$3.74M
4
AR
Apeiron RIA
Texas
+$2.42M
5
AI
Atria Investments
North Carolina
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.14M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$2.61M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.42M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$1.72M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
CoreCap Advisors
Michigan
$356K -$4.99K -113 -1%
BWMG
77
Barnes Wealth Management Group
California
$350K +$358K +8,098 New
CIC
78
Chilton Investment Company
Connecticut
$345K +$30K +680 +9%
AAS
79
Avantax Advisory Services
Texas
$335K -$77.3K -1,750 -18%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$304K +$6.27K +142 +2%
PWM
81
Perigon Wealth Management
California
$275K -$5.74K -130 -2%
BH
82
Burk Holdings
Oklahoma
$257K +$263K +5,956 New
AIM
83
Acropolis Investment Management
Missouri
$253K +$259K +5,860 New
SWM
84
Spire Wealth Management
Virginia
$249K +$26.4K +597 +12%
BFG
85
Berger Financial Group
Minnesota
$233K +$238K +5,388 New
SWP
86
Stratos Wealth Partners
Ohio
$228K -$54.5K -1,234 -19%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$226K -$73.3K -1,659 -24%
MML Investors Services
88
MML Investors Services
Massachusetts
$224K +$229K +5,195 New
NAS
89
NWF Advisory Services
California
$224K – – –
Citadel Advisors
90
Citadel Advisors
Florida
$212K -$1.13M -25,687 -84%
MWM
91
Modera Wealth Management
New Jersey
$210K – – –
PEA
92
Park Edge Advisors
Ohio
$205K – – –
LC
93
Lavaca Capital
Texas
$161K +$164K +3,718 New
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$97.2K – – –
GWM
95
Geneos Wealth Management
Colorado
$83.9K – – –
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$71.9K -$1.9K -43 -3%
SWP
97
SIMA Wealth Partners
Virginia
$70K – – –
GRP
98
Global Retirement Partners
California
$65.7K +$177 +4 +0.3%
FHA
99
First Horizon Advisors
Tennessee
$63.4K – – –
PPC
100
Park Place Capital
Alabama
$51K – – –
2 3
4
5 6

JVAL Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q4 2024, worth a combined $424M — up 1.1% from $419M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JVAL positions and 9 closed out — a net gain of 12 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was Columbia Advisory Partners, opening a new position worth an estimated $5.27M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.14M sold.

  • 125 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q4 2024, up from 115 in Q3 2024.
  • Funds reported $424M of JPMorgan US Value Factor ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 21 funds opened new JPMorgan US Value Factor ETF positions in Q4 2024 and 9 closed out, a net change of +12 holders.
  • The largest JPMorgan US Value Factor ETF buyer in Q4 2024 was Columbia Advisory Partners, an estimated $5.27M added.
  • The largest JPMorgan US Value Factor ETF seller in Q4 2024 was Goldman Sachs, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2024.