JPMorgan US Value Factor ETF
JVAL
23 hedge funds and large institutions have $44.8M invested in JPMorgan US Value Factor ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
35% more funds holding
Funds holding: 17 → 23 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $46.8M → $44.8M (-$1.93M)
15.49% less ownership
Funds ownership: 74.41% → 58.92% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$9.94M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$5.01M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$947K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$828K |
| 5 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$744K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$17.2M |
| 2 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$5.71M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.53M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$821K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$275K |
JVAL Hedge Fund Activity: Q4 2020 in Review
23 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q4 2020, worth a combined $44.8M — down 4.1% from $46.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JVAL positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $9.94M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $17.2M sold.
- 23 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q4 2020, up from 17 in Q3 2020.
- Funds reported $44.8M of JPMorgan US Value Factor ETF stock for Q4 2020, down 4.1% quarter-over-quarter.
- 8 funds opened new JPMorgan US Value Factor ETF positions in Q4 2020 and 2 closed out, a net change of +6 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q4 2020 was Systelligence LLC, an estimated $9.94M added.
- The largest JPMorgan US Value Factor ETF seller in Q4 2020 was JP Morgan Chase, an estimated $17.2M sold.
Based on aggregated 13F filings for Q4 2020.