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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

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.

Holders
39
Holders Change
+16
Holders Change %
+69.57%
% of All Funds
0.69%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
13
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$454M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$54.9M
3
CCA
3
Cobblestone Capital Advisors
New York
$31.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.4M
5
CIC
5
Cornercap Investment Counsel
Georgia
$3.8M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$697K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
PA
3
Parallel Advisors
California
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$353K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$454M 13,211,010 +13,211,010 New
BCI
2
Brinker Capital Investments
Pennsylvania
$54.9M 1,597,707 +1,491,771 +1,408%
CCA
3
Cobblestone Capital Advisors
New York
$31.4M 913,625 +913,625 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.4M 534,504 +534,504 New
PP
5
Palladium Partners
Virginia
$17.4M 506,000 +3,974 +0.8%
SL
6
Systelligence LLC
Minnesota
$15.7M 458,262 +100,505 +28%
ACM
7
Avalon Capital Management
California
$6.27M 182,714 +2,429 +1%
Bank of America
8
Bank of America
North Carolina
$4.2M 122,170 +12,470 +11%
OPS
9
Orion Portfolio Solutions
Nebraska
$4.02M 117,145 +107,393 +1,101%
CIC
10
Cornercap Investment Counsel
Georgia
$3.8M 110,674 +110,674 New
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$3.79M 110,401 +76,324 +224%
Morgan Stanley
12
Morgan Stanley
New York
$3.18M 92,550 +80,704 +681%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.59M 75,376 +38,220 +103%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$2.42M 69,077 +69,077 New
CW
15
CreativeOne Wealth
Kansas
$2.27M 66,171 +36,378 +122%
Citadel Advisors
16
Citadel Advisors
Florida
$1.26M 36,590 +36,590 New
TCA
17
Transcend Capital Advisors
New Jersey
$935K 27,226 +438 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$897K 26,130 +26,130 New
GM
19
GeoWealth Management
Illinois
$783K 22,731 +13,641 +150%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$713K 20,755 +1,006 +5%
LNC
21
Lincoln National Corp
Pennsylvania
$697K 20,293 -8,554 -30%
Jane Street
22
Jane Street
New York
$386K 11,249 +11,249 New
LPL Financial
23
LPL Financial
California
$372K 10,833 +10,833 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$353K 10,267 -25 -0.2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$330K 9,603 +9,603 New
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