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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

283 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
4.1%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.59%
New
50
Increased
138
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$222M
2
LPL Financial
2
LPL Financial
California
$137M
3
MAC
3
Mason & Associates (California)
California
$33.9M
4
OWA
4
Octavia Wealth Advisors
Ohio
$21.3M
5
QWM
5
Quadcap Wealth Management
Texas
$33.5M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$10.8M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
SRIM
4
Saratoga Research & Investment Management
California
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
226
Meeder Advisory Services
Ohio
$361K – – –
MW
227
MBL Wealth
North Carolina
$317K – – –
FFA
228
Farther Finance Advisors
California
$313K +$3.21K +61 +1%
WA
229
WBH Advisory
Maryland
$310K -$4.18K -79 -1%
NS
230
NBC Securities
Alabama
$277K +$30.3K +575 +12%
YIH
231
Y-Intercept (HK)
Hong Kong
$274K -$529K -10,007 -66%
WCA
232
Westover Capital Advisors
Delaware
$267K +$23.6K +446 +10%
SPIA
233
Steward Partners Investment Advisory
New York
$264K +$168K +3,177 +174%
BTWM
234
Baker Tilly Wealth Management
Wisconsin
$260K -$182K -3,449 -41%
WAG
235
Wallace Advisory Group
California
$250K -$1.96K -41 -0.8%
MSWMA
236
Market Street Wealth Management Advisors
Indiana
$246K – – –
BCM
237
Brookstone Capital Management
Illinois
$241K +$5.34K +101 +2%
LCGC
238
Legacy Capital Group California
California
$240K +$240K +4,545 New
Ameriprise
239
Ameriprise
Minnesota
$239K +$6.77K +128 +3%
DWM
240
Drive Wealth Management
Utah
$232K -$2.49K -47 -1%
OPS
241
Orion Portfolio Solutions
Nebraska
$225K -$107K -2,022 -32%
BCI
242
Brinker Capital Investments
Pennsylvania
$225K -$107K -2,022 -32%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$219K +$219K +4,167 New
CAL
244
Capital Advisors Ltd
Ohio
$218K +$317 +6 +0.1%
RW
245
Regimen Wealth
Georgia
$207K -$84.7K -1,601 -29%
TCA
246
Transcend Capital Advisors
New Jersey
$202K +$202K +3,821 New
PTC
247
Private Trust Company
Ohio
$175K +$52.4K +991 +43%
PA
248
Parallel Advisors
California
$161K -$76K -1,438 -32%
ACA
249
Aptus Capital Advisors
Alabama
$144K +$144K +2,729 New
WTC
250
WhitTier Trust Company
Nevada
$139K +$72K +1,362 +107%
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10
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