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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

79 hedge funds and large institutions have $398M invested in JPMorgan US Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
29
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$32.1M
2
RWP
2
RWA Wealth Partners
Massachusetts
$24.6M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$16.2M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$17.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$928K
3
FA
3
Fermata Advisors
California
$760K
4
WA
4
WESPAC Advisors
California
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$67.1M 1,815,686 +64,067 +4%
CCA
2
Cobblestone Capital Advisors
New York
$38.1M 1,031,662 +5,516 +0.5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$32.1M 867,601 +844,120 +3,595%
RWP
4
RWA Wealth Partners
Massachusetts
$24.6M 664,581 +664,581 New
Morgan Stanley
5
Morgan Stanley
New York
$20M 540,527 -363,198 -40%
LPL Financial
6
LPL Financial
California
$18M 486,882 +90,203 +23%
PP
7
Palladium Partners
Virginia
$18M 486,560 +9,895 +2%
JIP
8
Jaffetilchin Investment Partners
Florida
$17.7M 521,431 +342,873 +192%
SL
9
Systelligence LLC
Minnesota
$16.6M 447,891 -17,585 -4%
CAL
10
Capital Analysts LLC
Pennsylvania
$16.2M 437,076 +437,076 New
SPC
11
Sigma Planning Corp
Michigan
$14.4M 389,148 +45,503 +13%
ACM
12
Avalon Capital Management
California
$11.1M 318,065 -1,415 -0.4%
Goldman Sachs
13
Goldman Sachs
New York
$6.88M 186,176 +172,561 +1,267%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.75M 182,629 +20,435 +13%
Bank of America
15
Bank of America
North Carolina
$6.39M 172,859 +8,342 +5%
5L
16
55I LLC
Massachusetts
$6.2M 167,610 +800 +0.5%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$5.17M 139,846 +139,846 New
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$4.79M 129,446 +400 +0.3%
IWC
19
Integrated Wealth Concepts
Massachusetts
$4.58M 123,771 +123,771 New
Citadel Advisors
20
Citadel Advisors
Florida
$3.54M 95,742 +90,536 +1,739%
HIP
21
HUB Investment Partners
Texas
$3.45M 93,387 +93,387 New
CIC
22
Cornercap Investment Counsel
Georgia
$3.37M 91,273 +91,273 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.18M 86,052 +67,685 +369%
IA
24
Integrity Advisory
Kansas
$3.13M 84,780 +84,780 New
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$3.07M 82,962 -34,366 -29%
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