JVAL icon

JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

64 hedge funds and large institutions have $297M invested in JPMorgan US Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
28
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$67.3M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$6.86M
3
5L
3
55I LLC
Massachusetts
$6.41M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$4.96M
5
LPL Financial
5
LPL Financial
California
$15.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.61M
3
SL
3
Systelligence LLC
Minnesota
$17.9M
4
CIC
4
Cornercap Investment Counsel
Georgia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$34.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$67.3M 1,751,619 +265,866 +18%
CCA
2
Cobblestone Capital Advisors
New York
$39.4M 1,026,146 +40,699 +4%
Morgan Stanley
3
Morgan Stanley
New York
$34.7M 903,725 -59,774 -6%
PP
4
Palladium Partners
Virginia
$18.3M 476,665 -30,523 -6%
SL
5
Systelligence LLC
Minnesota
$17.9M 465,476 -99,715 -18%
LPL Financial
6
LPL Financial
California
$15.2M 396,679 +114,799 +41%
SPC
7
Sigma Planning Corp
Michigan
$13.2M 343,645 +37,422 +12%
ACM
8
Avalon Capital Management
California
$12.3M 319,480 +275 +0.1%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.86M 178,558 +178,558 New
5L
10
55I LLC
Massachusetts
$6.41M 166,810 +137,095 +461%
Bank of America
11
Bank of America
North Carolina
$6.32M 164,517 +14,435 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.23M 162,194 +57,215 +55%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$4.96M 129,046 +129,046 New
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$4.51M 117,328 -2,171 -2%
OPS
15
Orion Portfolio Solutions
Nebraska
$3.5M 91,062 -19,890 -18%
AAS
16
Ameritas Advisory Services
Nebraska
$3.18M 82,783 +82,783 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.84M 76,205 -897 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.61M 68,023 -192,767 -74%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.58M 67,130 +9,247 +16%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$2.55M 66,388 +44,933 +209%
MA
21
Mutual Advisors
Nebraska
$2.41M 62,830 +62,830 New
FA
22
Fermata Advisors
California
$2.24M 58,353 +50,872 +680%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.84M 47,791 +39,136 +452%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.68M 43,764 -7,117 -14%
CW
25
CreativeOne Wealth
Kansas
$1.65M 42,896 +6,872 +19%
1
2 3