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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

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
–

Top Buyers

1
GAG
1
Goodman Advisory Group
Massachusetts
$18M
2
EWA
2
EP Wealth Advisors
California
$2.35M
3
GS
3
GTS Securities
New York
$1.39M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.33M
5
AR
5
Apeiron RIA
Texas
$6.85M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$4.84M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$5.2M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$8.68M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$8.68M
5
SW
5
SVB Wealth
Massachusetts
$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
PSI Advisors
Florida
$16.9K – – –
CAL
102
Capital Analysts LLC
Pennsylvania
$12K – – –
RIL
103
Rothschild Investment LLC
Illinois
$9.46K – – –
MCM
104
MV Capital Management
Maryland
$6.67K – – –
SPIA
105
Steward Partners Investment Advisory
New York
$6.23K – – –
CFD
106
Creative Financial Designs
Indiana
$4.62K – – –
UB
107
UMB Bank
Missouri
$4.44K +$4.44K +102 New
PA
108
Parallel Advisors
California
$2.66K – – –
AssetMark Inc
109
AssetMark Inc
California
$2.48K -$436 -10 -15%
VCM
110
Versant Capital Management
Arizona
$2K – – –
Russell Investments Group
111
Russell Investments Group
United Kingdom
$784 – – –
LIS
112
Legacy Investment Solutions
Idaho
$180 +$180 +4 New
LWMI
113
Legacy Wealth Management (Idaho)
Idaho
$180 +$180 +4 New
FCAM
114
First Citizens Asset Management
North Carolina
– -$7.99M -195,600 Closed
SFC
115
Strategic Financial Concepts
Texas
– -$1.95K -82,557 Closed
SW
116
SteelPeak Wealth
California
– -$3.19M -78,099 Closed
DWM
117
Drive Wealth Management
Utah
– -$1.62M -39,538 Closed
NRC
118
New Republic Capital
North Carolina
– -$734K -17,964 Closed
Corient Private Wealth
119
Corient Private Wealth
Florida
– -$217K -5,301 Closed
SFG
120
Snider Financial Group
Washington
– -$208K -5,096 Closed
GI
121
Gradient Investments
Minnesota
– -$79K -1,934 Closed
UBS Group
122
UBS Group
Switzerland
– -$38.9K -951 Closed
AWM
123
Avior Wealth Management
Nebraska
– -$31.3K -766 Closed
CP
124
Castleview Partners
Texas
– -$4.41K -108 Closed
FCA
125
FinTrust Capital Advisors
South Carolina
– -$1.23K -30 Closed
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