We are live on ! Find out more
JVAL icon

JPMorgan US Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$108M +$48.5M +1,422,212 +89%
OPS
2
Orion Portfolio Solutions
Nebraska
$108M +$48.5M +1,422,212 +89%
FCBT
3
First Citizens Bank & Trust
North Carolina
$91.7M -$272M -7,976,838 -76%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$91.4M -$286M -8,391,885 -77%
CCA
5
Cobblestone Capital Advisors
New York
$39.1M +$380K +11,129 +1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$28.7M +$1.63M +47,740 +6%
Cerity Partners
7
Cerity Partners
New York
$19.7M +$189K +5,537 +1%
CAL
8
Capital Analysts LLC
Pennsylvania
$18.3M +$392K +11,491 +2%
LPL Financial
9
LPL Financial
California
$16.8M -$4.31M -126,230 -21%
Bank of America
10
Bank of America
North Carolina
$15.3M +$1.76M +51,687 +14%
PS
11
Planned Solutions
California
$8.48M +$257K +7,519 +3%
JIP
12
Jaffetilchin Investment Partners
Florida
$8.09M +$468K +13,719 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.87M +$2.11M +61,691 +47%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$6.6M +$270K +7,926 +4%
IWC
15
Integrated Wealth Concepts
Massachusetts
$6.39M +$129K +3,781 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.5M -$1.3M -38,157 -20%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$5.33M -$42.2K -1,238 -0.8%
Morgan Stanley
18
Morgan Stanley
New York
$5.23M -$349K -10,229 -7%
LFGH
19
Lee Financial Group Hawaii
Hawaii
$4.93M +$22.5K +658 +0.5%
KCM
20
Kathmere Capital Management
Pennsylvania
$4.15M -$1.02M -29,747 -20%
FCAM
21
First Citizens Asset Management
North Carolina
$3.55M -$13M -380,648 -79%
HIP
22
HUB Investment Partners
Texas
$3.4M +$40.6K +1,191 +1%
SPC
23
Sigma Planning Corp
Michigan
$2.61M -$1.78M -52,214 -42%
AR
24
Apeiron RIA
Texas
$2.37M +$962K +28,183 +74%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.25M -$405K -11,858 -16%