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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

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.

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
7
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$10.7M
2
ACM
2
Avalon Capital Management
California
$5.38M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$1.02M
4
CW
4
CreativeOne Wealth
Kansas
$890K
5
TCA
5
Transcend Capital Advisors
New Jersey
$800K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
CIC
2
Cornercap Investment Counsel
Georgia
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$861K
4
Bank of America
4
Bank of America
North Carolina
$3.28M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
1
Palladium Partners
Virginia
$15M 502,026 +21,767 +5%
SL
2
Systelligence LLC
Minnesota
$10.7M 357,757 +357,757 New
ACM
3
Avalon Capital Management
California
$5.38M 180,285 +180,285 New
Bank of America
4
Bank of America
North Carolina
$3.28M 109,700 -29,554 -21%
BCI
5
Brinker Capital Investments
Pennsylvania
$3.16M 105,936 -9,883 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.11M 37,156 +1,358 +4%
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$1.02M 34,077 +34,077 New
CW
8
CreativeOne Wealth
Kansas
$890K 29,793 +29,793 New
LNC
9
Lincoln National Corp
Pennsylvania
$861K 28,847 -90,983 -76%
TCA
10
Transcend Capital Advisors
New Jersey
$800K 26,788 +26,788 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$590K 19,749 +1,056 +6%
Morgan Stanley
12
Morgan Stanley
New York
$353K 11,846 +11,631 +5,410%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$307K 10,292 +8,913 +646%
OPS
14
Orion Portfolio Solutions
Nebraska
$291K 9,752 -267 -3%
KCM
15
Kathmere Capital Management
Pennsylvania
$282K 9,439 -2,757 -23%
GM
16
GeoWealth Management
Illinois
$268K 9,090 +9,090 New
IB
17
Intrust Bank
Kansas
$260K 8,718 +106 +1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$221K 7,411 +7,411 New
GI
19
Gradient Investments
Minnesota
$49K 1,934 – –
Citigroup
20
Citigroup
New York
$27K 921 – –
MAM
21
Meeder Asset Management
Ohio
$22K 727 – –
PA
22
Parallel Advisors
California
$4K 142 +1 +0.7%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$1K 26 +26 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
– – -688,000 Closed
CIC
25
Cornercap Investment Counsel
Georgia
– – -226,389 Closed
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2