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JPMorgan US Value Factor ETF

113 hedge funds and large institutions have $419M invested in JPMorgan US Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
38
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCA
1
Cobblestone Capital Advisors
New York
$51.2M 1,175,149 +7,915 +0.7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$37.7M 865,382 -19,567 -2%
LPL Financial
3
LPL Financial
California
$35.1M 806,388 -48,375 -6%
Cerity Partners
4
Cerity Partners
New York
$24.1M 553,202 -3,182 -0.6%
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.4M 536,982 -2,121 -0.4%
Bank of America
6
Bank of America
North Carolina
$18.3M 420,189 +1,004 +0.2%
GAG
7
Goodman Advisory Group
Massachusetts
$18M 413,390 +413,390 New
AWE
8
Avidian Wealth Enterprises
Texas
$15.5M 356,582 +12,823 +4%
MFG
9
Mainsail Financial Group
Washington
$12.9M 295,593 +5,714 +2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$11.1M 255,696 -1,419 -0.6%
PS
11
Planned Solutions
California
$10.9M 249,306 +3,825 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.4M 237,757 +4,182 +2%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$9.31M 213,744 +2,032 +1%
Morgan Stanley
14
Morgan Stanley
New York
$9.08M 208,484 +3,186 +2%
BCI
15
Brinker Capital Investments
Pennsylvania
$8.68M 199,236 -808,180 -80%
OPS
16
Orion Portfolio Solutions
Nebraska
$8.68M 199,236 -808,180 -80%
AR
17
Apeiron RIA
Texas
$6.85M 157,108 +16,925 +12%
JIP
18
Jaffetilchin Investment Partners
Florida
$6.84M 157,097 -8,150 -5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.7M 153,700 -4,047 -3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$6.03M 138,339 +16,228 +13%
IWC
21
Integrated Wealth Concepts
Massachusetts
$5.49M 126,025 -29,983 -19%
FCBT
22
First Citizens Bank & Trust
North Carolina
$5.2M 119,434 -4,345,782 -97%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$4.84M 111,110 -4,510,350 -98%
KCM
24
Kathmere Capital Management
Pennsylvania
$4.75M 109,115 -1,020 -0.9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.65M 106,620 -2,911 -3%