JPMorgan US Value Factor ETF
JVAL
39 hedge funds and large institutions have $633M invested in JPMorgan US Value Factor ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 2 closing their positions.
1,311% more capital invested
Capital invested by funds: $44.8M → $633M (+$588M)
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
550% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 2
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
70% more funds holding
Funds holding: 23 → 39 (+16)
33.89% more ownership
Funds ownership: 58.92% → 92.81% (+34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$426M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$48.1M |
| 3 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$29.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.2M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$276K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$221K |
| 3 |
PA
Parallel Advisors
San Francisco,
California
|
-$4K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$806 |
JVAL Hedge Fund Activity: Q1 2021 in Review
39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q1 2021, worth a combined $633M — up 1,311% from $44.8M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new JVAL positions and 2 closed out — a net gain of 16 holders — while 13 added to existing stakes and 2 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $426M. The largest seller was Lincoln National Corp, cutting an estimated $276K.
- 39 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q1 2021, up from 23 in Q4 2020.
- Funds reported $633M of JPMorgan US Value Factor ETF stock for Q1 2021, up 1,311% quarter-over-quarter.
- 18 funds opened new JPMorgan US Value Factor ETF positions in Q1 2021 and 2 closed out, a net change of +16 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $426M added.
- The largest JPMorgan US Value Factor ETF seller in Q1 2021 was Lincoln National Corp, an estimated $276K sold.
Based on aggregated 13F filings for Q1 2021.