JPMorgan US Value Factor ETF
JVAL
17 hedge funds and large institutions have $46.8M invested in JPMorgan US Value Factor ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
15% more capital invested
Capital invested by funds: $40.7M → $46.8M (+$6.09M)
13% more funds holding
Funds holding: 15 → 17 (+2)
8.03% more ownership
Funds ownership: 66.38% → 74.41% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$5.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$902K |
| 3 |
IB
Intrust Bank
Wichita,
Kansas
|
+$217K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$94.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$77.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$881K |
| 2 |
Jane Street
New York
|
-$775K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$749K |
| 4 |
PP
Palladium Partners
Norfolk,
Virginia
|
-$223K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$110K |
JVAL Hedge Fund Activity: Q3 2020 in Review
17 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q3 2020, worth a combined $46.8M — up 15% from $40.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JVAL positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Cornercap Investment Counsel, opening a new position worth an estimated $5.7M. The largest seller was JP Morgan Chase, cutting an estimated $881K.
- 17 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q3 2020, up from 15 in Q2 2020.
- Funds reported $46.8M of JPMorgan US Value Factor ETF stock for Q3 2020, up 15% quarter-over-quarter.
- 4 funds opened new JPMorgan US Value Factor ETF positions in Q3 2020 and 2 closed out, a net change of +2 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q3 2020 was Cornercap Investment Counsel, an estimated $5.7M added.
- The largest JPMorgan US Value Factor ETF seller in Q3 2020 was JP Morgan Chase, an estimated $881K sold.
Based on aggregated 13F filings for Q3 2020.