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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

73 hedge funds and large institutions have $1.08B invested in JPMorgan US Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
10
Increased
35
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$373M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$359M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$54.5M
4
FCAM
4
First Citizens Asset Management
North Carolina
$16.4M
5
Bank of America
5
Bank of America
North Carolina
$12.9M

Top Sellers

1
SPC
1
Sigma Planning Corp
Michigan
$4.27M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.44M
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BWM
5
Baystate Wealth Management
Massachusetts
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$373M 10,952,182 +10,941,391 +101,394%
FCBT
2
First Citizens Bank & Trust
North Carolina
$359M 10,546,499 +10,546,499 New
BCI
3
Brinker Capital Investments
Pennsylvania
$54.5M 1,601,419 +21,095 +1%
OPS
4
Orion Portfolio Solutions
Nebraska
$54.5M 1,601,419 +1,541,764 +2,584%
CCA
5
Cobblestone Capital Advisors
New York
$36.9M 1,084,793 +52,320 +5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$25.8M 757,406 +17,803 +2%
LPL Financial
7
LPL Financial
California
$20.3M 596,470 +3,417 +0.6%
Cerity Partners
8
Cerity Partners
New York
$17.4M 545,883 +14,538 +3%
CAL
9
Capital Analysts LLC
Pennsylvania
$17M 500,521 +36,715 +8%
FCAM
10
First Citizens Asset Management
North Carolina
$16.4M 480,131 +480,131 New
Bank of America
11
Bank of America
North Carolina
$12.9M 378,059 +178,831 +90%
PS
12
Planned Solutions
California
$7.84M 230,248 +56,379 +32%
JIP
13
Jaffetilchin Investment Partners
Florida
$7.25M 212,932 +88,383 +71%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$5.99M 178,582 +3,124 +2%
IWC
15
Integrated Wealth Concepts
Massachusetts
$5.97M 175,299 +6,594 +4%
Morgan Stanley
16
Morgan Stanley
New York
$5.34M 156,920 +16,906 +12%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$5.13M 150,761 +4,259 +3%
KCM
18
Kathmere Capital Management
Pennsylvania
$4.98M 146,107 -861 -0.6%
LFGH
19
Lee Financial Group Hawaii
Hawaii
$4.69M 137,643 +137,643 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.46M 130,859 -2,508 -2%
SPC
21
Sigma Planning Corp
Michigan
$4.27M 125,256 -36,497 -23%
HIP
22
HUB Investment Partners
Texas
$3.2M 94,081 +6,534 +7%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.55M 74,877 +8,225 +12%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.48M 43,374 +15,017 +53%
BWM
25
Baystate Wealth Management
Massachusetts
$1.46M 42,881 -22,882 -35%
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