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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

48 hedge funds and large institutions have $1.01B invested in JPMorgan US Value Factor ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
18
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$782M
2
Morgan Stanley
2
Morgan Stanley
New York
$31.4M
3
LPL Financial
3
LPL Financial
California
$6.97M
4
SL
4
Systelligence LLC
Minnesota
$20.3M
5
CCA
5
Cobblestone Capital Advisors
New York
$34.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.3M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$56.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
TCA
4
Transcend Capital Advisors
New Jersey
$0
5
CIC
5
Cornercap Investment Counsel
Georgia
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$782M 21,588,579 +8,377,569 +63%
BCI
2
Brinker Capital Investments
Pennsylvania
$56.2M 1,551,884 -45,823 -3%
CCA
3
Cobblestone Capital Advisors
New York
$34.8M 962,217 +48,592 +5%
Morgan Stanley
4
Morgan Stanley
New York
$31.4M 865,900 +773,350 +836%
SL
5
Systelligence LLC
Minnesota
$20.3M 560,712 +102,450 +22%
PP
6
Palladium Partners
Virginia
$18.3M 504,687 -1,313 -0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.3M 396,195 -138,309 -26%
LPL Financial
8
LPL Financial
California
$6.97M 192,393 +181,560 +1,676%
ACM
9
Avalon Capital Management
California
$6.59M 182,105 -609 -0.3%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$5.61M 155,019 +44,618 +40%
Bank of America
11
Bank of America
North Carolina
$4.94M 136,408 +14,238 +12%
OPS
12
Orion Portfolio Solutions
Nebraska
$4.17M 115,076 -2,069 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.51M 96,892 +21,516 +29%
CIC
14
Cornercap Investment Counsel
Georgia
$3.45M 95,190 -15,484 -14%
CW
15
CreativeOne Wealth
Kansas
$2.99M 82,448 +16,277 +25%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$2.55M 70,690 +1,613 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.67M 46,167 +20,037 +77%
SPC
18
Sigma Planning Corp
Michigan
$1.5M 41,353 +41,353 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.1M 30,287 +9,532 +46%
GM
20
GeoWealth Management
Illinois
$1.08M 29,832 +7,101 +31%
WA
21
Winfield Associates
Ohio
$767K 21,186 +21,186 New
VAS
22
Vestmark Advisory Solutions
Massachusetts
$732K 20,088 +20,088 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$564K 15,572 +15,572 New
LNC
24
Lincoln National Corp
Pennsylvania
$540K 14,923 -5,370 -26%
TFS
25
Thoroughbred Financial Services
Tennessee
$522K 14,417 +14,417 New
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