JVAL icon

JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

112 hedge funds and large institutions have $848M invested in JPMorgan US Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
31
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$13.9M
2
GS
2
GTS Securities
New York
$3.45M
3
LPL Financial
3
LPL Financial
California
$35.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10.3M
5
Jane Street
5
Jane Street
New York
$3.07M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$190M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$185M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$193K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$44.4M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$44.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$190M 4,573,789 -2,296,753 -33%
FCBT
2
First Citizens Bank & Trust
North Carolina
$185M 4,434,138 -2,133,860 -32%
CCA
3
Cobblestone Capital Advisors
New York
$47.4M 1,137,702 +32,069 +3%
OPS
4
Orion Portfolio Solutions
Nebraska
$44.4M 1,065,729 -450,375 -30%
BCI
5
Brinker Capital Investments
Pennsylvania
$44.4M 1,065,729 -450,375 -30%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$41.2M 989,029 -48,897 -5%
LPL Financial
7
LPL Financial
California
$35.5M 852,638 +75,020 +10%
Cerity Partners
8
Cerity Partners
New York
$23.2M 558,531 -15,146 -3%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1M 554,723 -21,373 -4%
Bank of America
10
Bank of America
North Carolina
$20M 481,254 +26,932 +6%
SW
11
SVB Wealth
Massachusetts
$13.9M 334,603 +95,932 +40%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.5M 275,145 -7,468 -3%
FCAM
13
First Citizens Asset Management
North Carolina
$11.1M 265,671 -238,876 -47%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$10.3M 246,975 +68,895 +39%
PS
15
Planned Solutions
California
$10.2M 245,882 +1,579 +0.6%
MFG
16
Mainsail Financial Group
Washington
$10.2M 245,530 +13,146 +6%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$8.62M 207,032 +2,695 +1%
Morgan Stanley
18
Morgan Stanley
New York
$8.49M 204,071 -172,281 -46%
JIP
19
Jaffetilchin Investment Partners
Florida
$6.89M 165,561 -71,536 -30%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.73M 161,600 -55,022 -25%
IWC
21
Integrated Wealth Concepts
Massachusetts
$6.54M 157,192 -26,941 -15%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$6.13M 147,171 +10,781 +8%
LFGH
23
Lee Financial Group Hawaii
Hawaii
$5.99M 143,957 -133 -0.1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$5.97M 143,419 +5,956 +4%
AR
25
Apeiron RIA
Texas
$4.9M 117,773 +16,278 +16%
1
2 3 4 5