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JPMorgan US Quality Factor ETF

375 hedge funds and large institutions have $3.91B invested in JPMorgan US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 128 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

16% more funds holding

Funds holding: 322375 (+53)

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 128

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$81.2M)

0.22% less ownership

Funds ownership: 75.13%74.92% (-0.22%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
375
Holders Change
+53
Holders Change %
+16.46%
% of All Funds
4.94%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.53%
New
80
Increased
131
Reduced
128
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
Nottingham Advisors
New York
$683K
HNWAG
227
High Net Worth Advisory Group
Florida
$659K +$128K +2,215 +24%
OSNBOA
228
Old Second National Bank of Aurora
Illinois
$642K -$17.4K -300 -3%
ACP
229
Aveo Capital Partners
Colorado
$607K -$51.7K -892 -8%
AWA
230
Arkadios Wealth Advisors
Georgia
$602K -$269K -4,642 -31%
IFA
231
Interactive Financial Advisors
Illinois
$585K
WLPWM
232
Walled Lake Planning & Wealth Management
Illinois
$560K +$567K +9,778 New
SAM
233
Sequent Asset Management
Texas
$555K
SWA
234
Sax Wealth Advisors
New Jersey
$545K +$68.9K +1,189 +14%
BOC
235
Blue Oak Capital
California
$540K +$546K +9,424 New
CAWM
236
Capital Advisors Wealth Management
Washington
$527K -$3.25K -56 -0.6%
PG
237
Patten Group
Tennessee
$520K +$4.29K +74 +0.8%
KW
238
Keyvantage Wealth
Pennsylvania
$487K +$493K +8,499 New
Northern Trust
239
Northern Trust
Illinois
$479K +$204K +3,523 +73%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$478K -$352K -6,075 -42%
TBWA
241
Three Bridge Wealth Advisors
California
$475K +$481K +8,291 New
RSA
242
River Street Advisors
Illinois
$472K -$134K -2,306 -22%
JSW
243
Journey Strategic Wealth
New Jersey
$462K -$13.1K -226 -3%
4WM
244
49 Wealth Management
Texas
$456K +$11.5K +199 +3%
AWAU
245
Alliance Wealth Advisors (Utah)
Utah
$456K -$253K -4,363 -35%
HWM
246
Horizon Wealth Management
Illinois
$452K +$458K +7,901 New
DAS
247
Diversify Advisory Services
Utah
$438K -$374K -6,446 -45%
FFS
248
Flavin Financial Services
Florida
$436K +$441K +7,611 New
PI
249
PFG Investments
New York
$418K +$423K +7,301 New
SA
250
Scarborough Advisors
Maryland
$415K -$695K -11,985 -62%

JQUA Hedge Fund Activity: Q4 2024 in Review

375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2024, worth a combined $3.91B — up 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JQUA positions and 23 closed out — a net gain of 57 holders — while 131 added to existing stakes and 128 trimmed.

The largest buyer was Savant Capital, adding an estimated $64M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 375 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.91B of JPMorgan US Quality Factor ETF stock for Q4 2024, up 2.1% quarter-over-quarter.
  • 80 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2024 was Savant Capital, an estimated $64M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2024.