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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

124 hedge funds and large institutions have $424M invested in JPMorgan US Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
22
Increased
37
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.86M
2
CAP
2
Columbia Advisory Partners
Washington
$5.15M
3
SW
3
SteelPeak Wealth
California
$3.72M
4
SW
4
SVB Wealth
Massachusetts
$3.89M
5
AR
5
Apeiron RIA
Texas
$9.15M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$2.61M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$2.44M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$1.55M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
1
Cobblestone Capital Advisors
New York
$51.5M 1,191,576 +16,427 +1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$37.2M 860,218 -5,164 -0.6%
LPL Financial
3
LPL Financial
California
$36M 832,819 +26,431 +3%
Cerity Partners
4
Cerity Partners
New York
$23.4M 541,027 -12,175 -2%
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.2M 513,406 -23,576 -4%
Bank of America
6
Bank of America
North Carolina
$19.2M 443,777 +23,588 +6%
GAG
7
Goodman Advisory Group
Massachusetts
$18.6M 430,919 +17,529 +4%
AWE
8
Avidian Wealth Enterprises
Texas
$15.8M 366,671 +10,089 +3%
MFG
9
Mainsail Financial Group
Washington
$13.2M 305,179 +9,586 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$11.5M 265,189 +9,493 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.6M 246,364 +8,607 +4%
PS
12
Planned Solutions
California
$10.4M 240,583 -8,723 -3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$9.76M 215,070 +1,326 +0.6%
AR
14
Apeiron RIA
Texas
$9.15M 211,813 +54,705 +35%
BCI
15
Brinker Capital Investments
Pennsylvania
$8.52M 197,309 -1,927 -1%
OPS
16
Orion Portfolio Solutions
Nebraska
$8.52M 197,309 -1,927 -1%
Morgan Stanley
17
Morgan Stanley
New York
$8.33M 192,931 -15,553 -7%
JIP
18
Jaffetilchin Investment Partners
Florida
$7.16M 165,762 +8,665 +6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.58M 152,402 -1,298 -0.8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$6.02M 139,347 +1,008 +0.7%
Raymond James Financial
21
Raymond James Financial
Florida
$5.86M 135,540 +135,540 New
CAP
22
Columbia Advisory Partners
Washington
$5.15M 119,225 +119,225 New
IWC
23
Integrated Wealth Concepts
Massachusetts
$4.62M 106,889 -19,136 -15%
KCM
24
Kathmere Capital Management
Pennsylvania
$4.55M 105,438 -3,677 -3%
SW
25
SVB Wealth
Massachusetts
$3.89M 90,092 +84,681 +1,565%
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