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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

107 hedge funds and large institutions have $1.02B invested in JPMorgan US Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 4 closing their positions.

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
36
Reduced
35
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$265M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$253M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.2M
4
LPL Financial
4
LPL Financial
California
$30M
5
FCAM
5
First Citizens Asset Management
North Carolina
$19.9M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.79M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$40M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$265M 6,870,542 +1,113,094 +19%
FCBT
2
First Citizens Bank & Trust
North Carolina
$253M 6,567,998 +1,010,945 +18%
BCI
3
Brinker Capital Investments
Pennsylvania
$58.4M 1,516,104 -3,693 -0.2%
OPS
4
Orion Portfolio Solutions
Nebraska
$58.4M 1,516,104 -3,693 -0.2%
CCA
5
Cobblestone Capital Advisors
New York
$42.7M 1,105,633 +10,660 +1%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$40M 1,037,926 -104,205 -9%
LPL Financial
7
LPL Financial
California
$30M 777,618 +282,869 +57%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.2M 576,096 +576,096 New
Cerity Partners
9
Cerity Partners
New York
$22.1M 573,677 +12,182 +2%
CAL
10
Capital Analysts LLC
Pennsylvania
$20.1M 521,388 +4,782 +0.9%
FCAM
11
First Citizens Asset Management
North Carolina
$19.9M 504,547 +261,385 +107%
Bank of America
12
Bank of America
North Carolina
$17.5M 454,322 +52,475 +13%
Morgan Stanley
13
Morgan Stanley
New York
$14.5M 376,352 +214,514 +133%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.9M 282,613 +151,138 +115%
PS
15
Planned Solutions
California
$9.43M 244,303 -4,402 -2%
SW
16
SVB Wealth
Massachusetts
$9.21M 238,671 +222,679 +1,392%
JIP
17
Jaffetilchin Investment Partners
Florida
$9.15M 237,097 +9,975 +4%
MFG
18
Mainsail Financial Group
Washington
$8.76M 232,384 +203,055 +692%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.36M 216,622 +64,454 +42%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$7.88M 204,337 +14,354 +8%
IWC
21
Integrated Wealth Concepts
Massachusetts
$7.1M 184,133 +6,447 +4%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$6.87M 178,080 +113,518 +176%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$6.79M 175,965 -297,762 -63%
LFGH
24
Lee Financial Group Hawaii
Hawaii
$5.56M 144,090 -402 -0.3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$5.3M 137,463 -54,812 -29%
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