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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

255 hedge funds and large institutions have $3.09B invested in JPMorgan US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+53
Holders Change %
+26.24%
% of All Funds
3.74%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
67
Increased
125
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$187M
2
SC
Savant Capital
Illinois
$95.9M
3
AAS
Annex Advisory Services
Wisconsin
$80.9M
4
S
SignatureFD
Georgia
$252M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$123M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
$253M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$267M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
IDA
Intelligence Driven Advisers
California
$5.78M
5
BFA
Beaumont Financial Advisors
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$113K – – –
PTC
227
Private Trust Company
Ohio
$111K +$84.6K +1,767 +320%
AF
228
Allworth Financial
California
$99.1K +$99.1K +2,070 New
SPIA
229
Steward Partners Investment Advisory
New York
$87.2K – – –
CT
230
Colonial Trust
South Carolina
$76.3K +$76.3K +1,594 New
MHR
231
Matthew Hamilton Rosenberg
$69.2K +$69.2K +1,445 New
WTC
232
WhitTier Trust Company
Nevada
$60.9K +$60.9K +1,272 New
PB
233
Pinnacle Bancorp
Nebraska
$59.2K +$59.2K +1,237 New
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$55.4K +$55.4K +1,158 New
US Bancorp
235
US Bancorp
Minnesota
$48.4K +$48.4K +1,012 New
SC
236
SouthState Corp
Florida
$40.8K +$40.8K +852 New
DWM
237
Dogwood Wealth Management
Kansas
$32.1K +$32.1K +670 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$32K +$32K +665 +66,500%
GWSG
239
GPS Wealth Strategies Group
Colorado
$23.9K +$23.9K +500 New
AAP
240
Arax Advisory Partners
Colorado
$13.8K +$13.8K +288 New
HI
241
Harbour Investments
Wisconsin
$12.8K – – –
FMP
242
Financial Management Professionals
Texas
$12K +$12K +259 New
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$11.1K +$11.1K +233 New
KHC
244
Koesten Hirschmann & Crabtree
Kansas
$10.5K +$10.5K +220 New
AWM
245
Avior Wealth Management
Nebraska
$7.56K – – –
LFA
246
LGT Financial Advisors
Texas
$6.13K +$144 +3 +2%
CIAS
247
Capital Investment Advisory Services
North Carolina
$4.79K – – –
WWM
248
Wagner Wealth Management
South Carolina
$4.69K – – –
FCA
249
FinTrust Capital Advisors
South Carolina
$3.49K – – –
AWM
250
Abound Wealth Management
Tennessee
$3.4K +$3.4K +71 New
7 8 9
10
11