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JPMorgan US Quality Factor ETF

308 hedge funds and large institutions have $3.28B invested in JPMorgan US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

84% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 82

8% more funds holding

Funds holding: 285308 (+23)

1% more capital invested

Capital invested by funds: $3.25B → $3.28B (+$27.7M)

6.89% less ownership

Funds ownership: 77.89%71% (-6.9%)

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

Holders
308
Holders Change
+23
Holders Change %
+8.07%
% of All Funds
4.45%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.55%
New
46
Increased
151
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
226
Lake Street Private Wealth
Illinois
$415K -$439K -8,481 -52%
RVPG
227
Relative Value Partners Group
$415K +$405K +7,831 New
RSA
228
River Street Advisors
Illinois
$399K +$390K +7,542 New
HCA
229
Heck Capital Advisors
Wisconsin
$395K
PSCM
230
Per Stirling Capital Management
Texas
$391K +$382K +7,389 New
WF
231
Wayfinding Financial
Washington
$371K -$324K -6,258 -47%
PTC
232
Private Trust Company
Ohio
$369K +$189K +3,654 +110%
GWP
233
Gateway Wealth Partners
Wisconsin
$355K -$185K -3,574 -35%
FA
234
Fermata Advisors
California
$348K -$29K -560 -8%
AFG
235
Albion Financial Group
Utah
$346K +$339K +6,540 New
SWA
236
Sax Wealth Advisors
New Jersey
$343K +$336K +6,486 New
TI
237
Trexquant Investment
Connecticut
$331K +$323K +6,242 New
CCG
238
Capital CS Group
California
$330K +$322K +6,227 New
CAGAS
239
Capital Advisory Group Advisory Services
Minnesota
$328K +$321K +6,201 New
BTWM
240
Baker Tilly Wealth Management
Wisconsin
$320K +$57.9K +1,118 +23%
MW
241
MBL Wealth
North Carolina
$318K
WA
242
WBH Advisory
Maryland
$310K
VFG
243
Victory Financial Group
Texas
$294K +$287K +5,551 New
BSW
244
Buckingham Strategic Wealth
Missouri
$290K +$283K +5,471 New
NS
245
NBC Securities
Alabama
$285K +$7.04K +136 +3%
WAG
246
Wallace Advisory Group
California
$283K +$5.95K +115 +2%
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$280K +$248K +4,790 +945%
GM
248
GeoWealth Management
Illinois
$277K -$1.27M -24,471 -82%
WCA
249
Westover Capital Advisors
Delaware
$274K +$6.73K +130 +3%
Betterment LLC
250
Betterment LLC
New York
$273K +$267K +5,150 New

JQUA Hedge Fund Activity: Q2 2024 in Review

308 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2024, worth a combined $3.28B — up 0.85% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JQUA positions and 19 closed out — a net gain of 27 holders — while 151 added to existing stakes and 82 trimmed.

The largest buyer was Savant Capital, adding an estimated $30.6M. The largest seller was JP Morgan Chase, cutting an estimated $39.5M.

  • 308 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2024, up from 285 in Q1 2024.
  • Funds reported $3.28B of JPMorgan US Quality Factor ETF stock for Q2 2024, up 0.85% quarter-over-quarter.
  • 46 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2024 and 19 closed out, a net change of +27 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q2 2024 was Savant Capital, an estimated $30.6M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q2 2024 was JP Morgan Chase, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2024.