JPMorgan US Value Factor ETF
JVAL
79 hedge funds and large institutions have $362M invested in JPMorgan US Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 13 closing their positions.
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
0% more funds holding
Funds holding: 79 → 79 (0)
1.43% less ownership
Funds ownership: 67.67% → 66.24% (-1.4%)
9% less capital invested
Capital invested by funds: $398M → $362M (-$36.4M)
17% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 30
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$46.7M |
| 2 |
Cerity Partners
New York
|
+$17.5M |
| 3 |
Jane Street
New York
|
+$4.13M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.51M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$16.6M |
| 2 |
Morgan Stanley
New York
|
-$5.58M |
| 3 |
Goldman Sachs
New York
|
-$5.42M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.57M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$3.37M |
JVAL Hedge Fund Activity: Q2 2022 in Review
79 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q2 2022, worth a combined $362M — down 9.1% from $398M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JVAL positions and 13 closed out — a net gain of 2 holders — while 25 added to existing stakes and 30 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $46.7M. The largest seller was Systelligence LLC, exiting entirely with an estimated $16.6M sold.
- 79 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $362M of JPMorgan US Value Factor ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
- 15 funds opened new JPMorgan US Value Factor ETF positions in Q2 2022 and 13 closed out, a net change of +2 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $46.7M added.
- The largest JPMorgan US Value Factor ETF seller in Q2 2022 was Systelligence LLC, an estimated $16.6M sold.
Based on aggregated 13F filings for Q2 2022.