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JPMorgan US Value Factor ETF

82 hedge funds and large institutions have $644M invested in JPMorgan US Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
1.29%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
34
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$108M 3,023,631 +1,422,212 +89%
OPS
2
Orion Portfolio Solutions
Nebraska
$108M 3,023,631 +1,422,212 +89%
FCBT
3
First Citizens Bank & Trust
North Carolina
$91.7M 2,569,661 -7,976,838 -76%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$91.4M 2,560,297 -8,391,885 -77%
CCA
5
Cobblestone Capital Advisors
New York
$39.1M 1,095,922 +11,129 +1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$28.7M 805,146 +47,740 +6%
Cerity Partners
7
Cerity Partners
New York
$19.7M 551,420 +5,537 +1%
CAL
8
Capital Analysts LLC
Pennsylvania
$18.3M 512,012 +11,491 +2%
LPL Financial
9
LPL Financial
California
$16.8M 470,240 -126,230 -21%
Bank of America
10
Bank of America
North Carolina
$15.3M 429,746 +51,687 +14%
PS
11
Planned Solutions
California
$8.48M 237,767 +7,519 +3%
JIP
12
Jaffetilchin Investment Partners
Florida
$8.09M 226,651 +13,719 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.87M 192,550 +61,691 +47%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$6.6M 186,508 +7,926 +4%
IWC
15
Integrated Wealth Concepts
Massachusetts
$6.39M 179,080 +3,781 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.5M 154,105 -38,157 -20%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$5.33M 149,523 -1,238 -0.8%
Morgan Stanley
18
Morgan Stanley
New York
$5.23M 146,691 -10,229 -7%
LFGH
19
Lee Financial Group Hawaii
Hawaii
$4.93M 138,301 +658 +0.5%
KCM
20
Kathmere Capital Management
Pennsylvania
$4.15M 116,360 -29,747 -20%
FCAM
21
First Citizens Asset Management
North Carolina
$3.55M 99,483 -380,648 -79%
HIP
22
HUB Investment Partners
Texas
$3.4M 95,272 +1,191 +1%
SPC
23
Sigma Planning Corp
Michigan
$2.61M 73,042 -52,214 -42%
AR
24
Apeiron RIA
Texas
$2.37M 66,443 +28,183 +74%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.25M 63,019 -11,858 -16%