JVAL icon

JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

114 hedge funds and large institutions have $829M invested in JPMorgan US Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 7 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
37
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWE
1
Avidian Wealth Enterprises
Texas
$14M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$5.41M
3
SW
3
SteelPeak Wealth
California
$3.19M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$189M
5
MFG
5
Mainsail Financial Group
Washington
$11.8M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$36.2M
2
GS
2
GTS Securities
New York
$0
3
FCAM
3
First Citizens Asset Management
North Carolina
$7.99M
4
Bank of America
4
Bank of America
North Carolina
$17.1M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$41.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$189M 4,621,460 +47,671 +1%
FCBT
2
First Citizens Bank & Trust
North Carolina
$182M 4,465,216 +31,078 +0.7%
CCA
3
Cobblestone Capital Advisors
New York
$47.7M 1,167,234 +29,532 +3%
BCI
4
Brinker Capital Investments
Pennsylvania
$41.2M 1,007,416 -58,313 -5%
OPS
5
Orion Portfolio Solutions
Nebraska
$41.2M 1,007,416 -58,313 -5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$36.2M 884,949 -104,080 -11%
LPL Financial
7
LPL Financial
California
$34.9M 854,763 +2,125 +0.2%
Cerity Partners
8
Cerity Partners
New York
$22.7M 556,384 -2,147 -0.4%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22M 539,103 -15,620 -3%
Bank of America
10
Bank of America
North Carolina
$17.1M 419,185 -62,069 -13%
AWE
11
Avidian Wealth Enterprises
Texas
$14M 343,759 +343,759 New
SW
12
SVB Wealth
Massachusetts
$12.8M 312,051 -22,552 -7%
MFG
13
Mainsail Financial Group
Washington
$11.8M 289,879 +44,349 +18%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$10.5M 257,115 +10,140 +4%
PS
15
Planned Solutions
California
$10M 245,481 -401 -0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$9.55M 233,575 -41,570 -15%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$8.65M 211,712 +4,680 +2%
Morgan Stanley
18
Morgan Stanley
New York
$8.39M 205,298 +1,227 +0.6%
FCAM
19
First Citizens Asset Management
North Carolina
$7.99M 195,600 -70,071 -26%
JIP
20
Jaffetilchin Investment Partners
Florida
$6.75M 165,247 -314 -0.2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.45M 157,747 -3,853 -2%
IWC
22
Integrated Wealth Concepts
Massachusetts
$6.38M 156,008 -1,184 -0.8%
AR
23
Apeiron RIA
Texas
$5.73M 140,183 +22,410 +19%
RPGK
24
Retirement Planning Group (Kansas)
Kansas
$5.41M 132,390 +132,390 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$4.99M 122,111 -25,060 -17%
1
2 3 4 5