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JPMorgan US Quality Factor ETF

377 hedge funds and large institutions have $4.06B invested in JPMorgan US Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 105

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

4% more capital invested

Capital invested by funds: $3.91B → $4.06B (+$150M)

1% more funds holding

Funds holding: 375377 (+2)

1.24% less ownership

Funds ownership: 74.92%73.68% (-1.2%)

Holders
377
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.05%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.58%
New
42
Increased
187
Reduced
105
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$734K +$12.7K +218 +2%
FHA
227
Flagship Harbor Advisors
Massachusetts
$722K +$20.9K +358 +3%
BW
228
BXM Wealth
Colorado
$707K +$732K +12,535 New
BBWP
229
Beacon Bridge Wealth Partners
Pennsylvania
$693K -$126K -2,151 -15%
HNWAG
230
High Net Worth Advisory Group
Florida
$683K +$34.3K +588 +5%
PF
231
Penney Financial
Texas
$674K
NA
232
Nottingham Advisors
New York
$673K
GAA
233
Global Assets Advisory
Florida
$630K +$461K +7,886 +207%
FFA
234
Farther Finance Advisors
California
$593K +$368K +6,302 +151%
FFS
235
Flavin Financial Services
Florida
$588K +$164K +2,809 +37%
AWA
236
Arkadios Wealth Advisors
Georgia
$588K -$5.67K -97 -0.9%
IFA
237
Interactive Financial Advisors
Illinois
$577K
OSNBOA
238
Old Second National Bank of Aurora
Illinois
$565K -$70.1K -1,200 -11%
SAM
239
Sequent Asset Management
Texas
$561K +$14.7K +252 +3%
DWP
240
Daymark Wealth Partners
Ohio
$541K -$234K -4,011 -30%
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$541K +$332K +5,689 +146%
PI
242
PFG Investments
New York
$536K +$128K +2,187 +30%
IF
243
IRON Financial
Illinois
$535K +$553K +9,468 New
CAWM
244
Capital Advisors Wealth Management
Washington
$505K -$14.6K -250 -3%
SWA
245
Sax Wealth Advisors
New Jersey
$501K -$37.3K -639 -7%
PG
246
Patten Group
Tennessee
$489K -$24.8K -425 -5%
KW
247
Keyvantage Wealth
Pennsylvania
$480K +$58 +1 +0%
BC
248
Brio Consultants
California
$479K +$496K +8,484 New
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$471K
BOC
250
Blue Oak Capital
California
$465K -$69.9K -1,196 -13%

JQUA Hedge Fund Activity: Q1 2025 in Review

377 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2025, worth a combined $4.06B — up 3.8% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JQUA positions and 33 closed out — a net gain of 9 holders — while 187 added to existing stakes and 105 trimmed.

The largest buyer was Savant Capital, adding an estimated $60.5M. The largest seller was Annex Advisory Services, cutting an estimated $137M.

  • 377 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2025, up from 375 in Q4 2024.
  • Funds reported $4.06B of JPMorgan US Quality Factor ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 42 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2025 and 33 closed out, a net change of +9 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q1 2025 was Savant Capital, an estimated $60.5M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q1 2025 was Annex Advisory Services, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.