JPMorgan US Value Factor ETF
JVAL
6 hedge funds and large institutions have $36.4M invested in JPMorgan US Value Factor ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
31% more capital invested
Capital invested by funds: $27.7M → $36.4M (+$8.69M)
3.18% less ownership
Funds ownership: 98.16% → 94.98% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$7.69M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$253K |
| 3 |
Jane Street
New York
|
+$177K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$50 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$299K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $23.2M | – | – | – |
|
|
PP
2
Palladium Partners
Norfolk,
Virginia
| $7.14M | +$7.69M | +307,675 | New |
|
|
PFG
3
Pacific Financial Group
Bellevue,
Washington
| $5.17M | +$5.57M | +222,695 | New |
|
|
4
Jane Street
New York
| $665K | +$177K | +7,070 | +33% |
|
|
5
Citadel Advisors
Miami,
Florida
| $235K | +$253K | +10,138 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$299K | -11,117 | Closed |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| – | +$50 | +2 | New |
|
JVAL Hedge Fund Activity: Q4 2018 in Review
6 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q4 2018, worth a combined $36.4M — up 31% from $27.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JVAL positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Palladium Partners, opening a new position worth an estimated $7.69M. The largest seller was Bank of America, exiting entirely with an estimated $299K sold.
- 6 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q4 2018, up from 3 in Q3 2018.
- Funds reported $36.4M of JPMorgan US Value Factor ETF stock for Q4 2018, up 31% quarter-over-quarter.
- 4 funds opened new JPMorgan US Value Factor ETF positions in Q4 2018 and 1 closed out, a net change of +3 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q4 2018 was Palladium Partners, an estimated $7.69M added.
- The largest JPMorgan US Value Factor ETF seller in Q4 2018 was Bank of America, an estimated $299K sold.
Based on aggregated 13F filings for Q4 2018.