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JPMorgan US Value Factor ETF

75 hedge funds and large institutions have $279M invested in JPMorgan US Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
29
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$49.4M 1,658,508 -54,535 -3%
CCA
2
Cobblestone Capital Advisors
New York
$30.6M 1,027,445 +21,000 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.9M 869,880 +6,120 +0.7%
LPL Financial
4
LPL Financial
California
$18.3M 615,411 +129,963 +27%
Cerity Partners
5
Cerity Partners
New York
$15.4M 515,581 +12,177 +2%
CAL
6
Capital Analysts LLC
Pennsylvania
$13.8M 462,440 +14,579 +3%
RWP
7
RWA Wealth Partners
Massachusetts
$13.4M 450,102 -236,692 -34%
SPC
8
Sigma Planning Corp
Michigan
$12.9M 433,354 -2,650 -0.6%
Morgan Stanley
9
Morgan Stanley
New York
$8.98M 301,365 -78,602 -21%
JIP
10
Jaffetilchin Investment Partners
Florida
$5.55M 186,469 -316,977 -63%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.52M 185,400 +8,364 +5%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$5.1M 169,230 +8,381 +5%
IWC
13
Integrated Wealth Concepts
Massachusetts
$4.91M 165,018 +20,679 +14%
5L
14
55I LLC
Massachusetts
$4.88M 163,830 -21,625 -12%
PS
15
Planned Solutions
California
$4.84M 162,528 +162,528 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.39M 147,538 +65,625 +80%
KCM
17
Kathmere Capital Management
Pennsylvania
$4.25M 142,652 +127,925 +869%
Bank of America
18
Bank of America
North Carolina
$4.15M 139,397 -28,950 -17%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.68M 123,643 +22,678 +22%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$3.16M 105,980 +8,435 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.03M 101,834 +15,057 +17%
IA
22
Integrity Advisory
Kansas
$2.51M 84,355 -9,492 -10%
HIP
23
HUB Investment Partners
Texas
$2.46M 82,654 -1,524 -2%
Bank of Nova Scotia
24
Bank of Nova Scotia
Ontario, Canada
$2.44M 82,000 -20,867 -20%
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$2.04M 68,337 -15,140 -18%