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JPMorgan US Value Factor ETF

89 hedge funds and large institutions have $777M invested in JPMorgan US Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
+7
Holders Change %
+8.54%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
18
Increased
36
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$199M 5,757,448 +5,757,448 New
FCBT
2
First Citizens Bank & Trust
North Carolina
$192M 5,557,053 +2,987,392 +116%
BCI
3
Brinker Capital Investments
Pennsylvania
$52.6M 1,519,797 -1,503,834 -50%
OPS
4
Orion Portfolio Solutions
Nebraska
$52.6M 1,519,797 -1,503,834 -50%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$39.6M 1,142,131 +1,142,131 New
CCA
6
Cobblestone Capital Advisors
New York
$37.9M 1,094,973 -949 -0.1%
Cerity Partners
7
Cerity Partners
New York
$19.5M 561,495 +10,075 +2%
CAL
8
Capital Analysts LLC
Pennsylvania
$17.9M 516,606 +4,594 +0.9%
LPL Financial
9
LPL Financial
California
$17.1M 494,749 +24,509 +5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$16.4M 473,727 -331,419 -41%
Bank of America
11
Bank of America
North Carolina
$13.9M 401,847 -27,899 -6%
PS
12
Planned Solutions
California
$8.62M 248,705 +10,938 +5%
FCAM
13
First Citizens Asset Management
North Carolina
$8.42M 243,162 +143,679 +144%
JIP
14
Jaffetilchin Investment Partners
Florida
$7.87M 227,122 +471 +0.2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.66M 192,275 -275 -0.1%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$6.6M 189,983 +3,475 +2%
IWC
17
Integrated Wealth Concepts
Massachusetts
$6.16M 177,686 -1,394 -0.8%
Morgan Stanley
18
Morgan Stanley
New York
$5.61M 161,838 +15,147 +10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.27M 152,168 -1,937 -1%
LFGH
20
Lee Financial Group Hawaii
Hawaii
$5.01M 144,492 +6,191 +4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.64M 133,900 -15,623 -10%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.55M 131,475 +68,456 +109%
KCM
23
Kathmere Capital Management
Pennsylvania
$4.03M 116,211 -149 -0.1%
HIP
24
HUB Investment Partners
Texas
$3.07M 88,702 -6,570 -7%
AR
25
Apeiron RIA
Texas
$2.88M 83,205 +16,762 +25%