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JPMorgan US Quality Factor ETF

457 hedge funds and large institutions have $4.66B invested in JPMorgan US Quality Factor ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

1% more funds holding

Funds holding: 452457 (+5)

1% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 173

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

1.2% less ownership

Funds ownership: 69.45%68.25% (-1.2%)

11% less capital invested

Capital invested by funds: $5.26B → $4.66B (-$604M)

Holders
457
Holders Change
+5
Holders Change %
+1.11%
% of All Funds
5.63%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
45
Increased
174
Reduced
173
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$700M +$73.6M +1,160,024 +11%
LPL Financial
2
LPL Financial
California
$247M -$41.2M -648,460 -14%
SMA
3
Sage Mountain Advisors
Georgia
$182M +$1.75M +27,525 +0.9%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$126M +$43.5M +684,728 +50%
DJSG
5
D.J. St. Germain
Massachusetts
$117M +$978K +15,412 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$114M -$70.2M -1,106,117 -37%
Raymond James Financial
7
Raymond James Financial
Florida
$100M +$4.83M +76,133 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$96.3M -$20.7M -325,552 -17%
Bank of America
9
Bank of America
North Carolina
$85M -$6.36M -100,224 -7%
SAI
10
Savvy Advisors Inc
New York
$81.2M -$2.2M -34,685 -3%
FWI
11
Facet Wealth Inc
Maryland
$77.7M +$26.6M +418,748 +49%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$77.4M -$7.13M -112,260 -8%
QWM
13
Quadcap Wealth Management
Texas
$76.4M +$2.21M +34,752 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$63.3M +$19.3M +303,867 +42%
LI
15
LVZ Inc
Michigan
$62.4M +$1M +15,791 +2%
MWA
16
Midland Wealth Advisors
Illinois
$60.5M -$28.1M -443,371 -31%
HFS
17
Hughes Financial Services
Virginia
$58.5M +$4.91M +77,295 +9%
AWE
18
Avidian Wealth Enterprises
Texas
$58.3M +$13.2M +207,551 +28%
RW
19
RVW Wealth
California
$56.3M +$895K +14,107 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$54.7M +$296K +4,666 +0.5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$53.7M -$16.7M -263,416 -23%
Osaic Holdings
22
Osaic Holdings
Arizona
$53.4M -$8.94M -140,787 -14%
UB
23
UMB Bank
Missouri
$53.1M +$7.31M +115,105 +15%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2M -$14.3K -226 -0%
TFM
25
TFC Financial Management
Massachusetts
$45.7M +$907K +14,297 +2%