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JPMorgan US Value Factor ETF
JVAL

7 hedge funds and large institutions have $51.6M invested in JPMorgan US Value Factor ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $36.4M → $51.6M (+$15.2M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more funds holding

Funds holding: 6 → 7 (+1)

2.5% less ownership

Funds ownership: 94.98% → 92.47% (-2.5%)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
Palladium Partners
Virginia
+$9.37M
2
PFG
Pacific Financial Group
Washington
+$2.14M
3
JP Morgan Chase
JP Morgan Chase
New York
+$76.2K
4
AG
Advisor Group
Arizona
+$50.8K
5
AOWM
Alpha Omega Wealth Management
Virginia
+$24K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$665K
2
Citadel Advisors
Citadel Advisors
Florida
-$235K

JVAL Hedge Fund Activity: Q1 2019 in Review

7 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q1 2019, worth a combined $51.6M — up 42% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JVAL positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Palladium Partners, adding an estimated $9.37M. The largest seller was Jane Street, exiting entirely with an estimated $665K sold.

  • 7 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q1 2019, up from 6 in Q4 2018.
  • Funds reported $51.6M of JPMorgan US Value Factor ETF stock for Q1 2019, up 42% quarter-over-quarter.
  • 4 funds opened new JPMorgan US Value Factor ETF positions in Q1 2019 and 3 closed out, a net change of +1 holder.
  • The largest JPMorgan US Value Factor ETF buyer in Q1 2019 was Palladium Partners, an estimated $9.37M added.
  • The largest JPMorgan US Value Factor ETF seller in Q1 2019 was Jane Street, an estimated $665K sold.

Based on aggregated 13F filings for Q1 2019.