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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$9.37M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$2.14M |
| 3 |
JP Morgan Chase
New York
|
+$76.2K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$50.8K |
| 5 |
AOWM
Alpha Omega Wealth Management
Richmond,
Virginia
|
+$24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$665K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $26M | +$76.2K | +3,001 | +0.3% |
|
|
PP
2
Palladium Partners
Norfolk,
Virginia
| $17.6M | +$9.37M | +369,034 | +120% |
|
|
PFG
3
Pacific Financial Group
Bellevue,
Washington
| $7.96M | +$2.14M | +84,224 | +38% |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $52K | +$50.8K | +2,000 | New |
|
|
AOWM
5
Alpha Omega Wealth Management
Richmond,
Virginia
| $25K | +$24K | +945 | New |
|
|
PFO
6
Pathstone Family Office
Englewood,
New Jersey
| $12K | +$11.3K | +445 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $5K | +$4.72K | +186 | New |
|
|
8
Jane Street
New York
| – | -$665K | -28,638 | Closed |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$235K | -10,138 | Closed |
|
JVAL Hedge Fund Activity: Q1 2019 in Review
7 of the 4,620 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.