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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

56 hedge funds and large institutions have $403M invested in JPMorgan US Value Factor ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
22
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPC
1
Sigma Planning Corp
Michigan
$10.9M
2
ACM
2
Avalon Capital Management
California
$11.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.2M
4
LPL Financial
4
LPL Financial
California
$10M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$157M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.26M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$52.8M
4
CW
4
CreativeOne Wealth
Kansas
$1.29M
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$4.25M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$157M 4,421,026 -17,167,553 -80%
BCI
2
Brinker Capital Investments
Pennsylvania
$52.8M 1,485,753 -66,131 -4%
CCA
3
Cobblestone Capital Advisors
New York
$35M 985,447 +23,230 +2%
Morgan Stanley
4
Morgan Stanley
New York
$34.2M 963,499 +97,599 +11%
SL
5
Systelligence LLC
Minnesota
$20.1M 565,191 +4,479 +0.8%
PP
6
Palladium Partners
Virginia
$18M 507,188 +2,501 +0.5%
ACM
7
Avalon Capital Management
California
$11.3M 319,205 +137,100 +75%
SPC
8
Sigma Planning Corp
Michigan
$10.9M 306,223 +264,870 +641%
LPL Financial
9
LPL Financial
California
$10M 281,880 +89,487 +47%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.26M 260,790 -135,405 -34%
Bank of America
11
Bank of America
North Carolina
$5.33M 150,082 +13,674 +10%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$4.25M 119,499 -35,520 -23%
OPS
13
Orion Portfolio Solutions
Nebraska
$3.94M 110,952 -4,124 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.73M 104,979 +8,087 +8%
CIC
15
Cornercap Investment Counsel
Georgia
$3.28M 92,469 -2,721 -3%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$2.87M 77,102 +6,412 +9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.06M 57,883 +27,596 +91%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.81M 50,881 +4,714 +10%
KWM
19
Kingsview Wealth Management
Oregon
$1.39M 39,237 +39,237 New
CW
20
CreativeOne Wealth
Kansas
$1.29M 36,024 -46,424 -56%
CAG
21
Csenge Advisory Group
Florida
$1.28M 35,761 +35,761 New
5L
22
55I LLC
Massachusetts
$1.06M 29,715 +19,999 +206%
TCA
23
Transcend Capital Advisors
New Jersey
$1.04M 27,946 +27,946 New
WA
24
Winfield Associates
Ohio
$948K 26,686 +5,500 +26%
TFS
25
Thoroughbred Financial Services
Tennessee
$895K 25,211 +10,794 +75%
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