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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
SGWM
251
Sterling Group Wealth Management
California
$269K +$263K +5,078 New
CAL
252
Capital Advisors Ltd
Ohio
$259K +$39.8K +768 +19%
BCM
253
Brookstone Capital Management
Illinois
$252K +$4.76K +92 +2%
MSWMA
254
Market Street Wealth Management Advisors
Indiana
$246K
AF
255
Allworth Financial
California
$244K +$127K +2,452 +116%
DWM
256
Drive Wealth Management
Utah
$232K
RFN
257
Redwood Financial Network
Ohio
$223K +$218K +4,217 New
Wealth Enhancement Advisory Services
258
Wealth Enhancement Advisory Services
Minnesota
$215K +$210K +4,064 New
Citadel Advisors
259
Citadel Advisors
Florida
$201K -$4.28M -82,674 -96%
Citigroup
260
Citigroup
New York
$192K +$187K +3,618 New
HCM
261
Hollencrest Capital Management
California
$185K +$181K +3,500 New
EC
262
EdgeRock Capital
Colorado
$155K +$152K +2,927 New
WTC
263
WhitTier Trust Company
Nevada
$139K -$52 -1 -0%
PS
264
Principal Securities
Iowa
$134K +$130K +2,505 +8,946%
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$125K
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$114K -$15.8K -306 -12%
EWA
267
EP Wealth Advisors
California
$109K +$106K +2,053 New
US Bancorp
268
US Bancorp
Minnesota
$78.4K -$6.47K -125 -8%
PB
269
Pinnacle Bancorp
Nebraska
$65.5K
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$65.2K +$63.6K +1,228 New
PA
271
Parallel Advisors
California
$63.6K -$95.9K -1,852 -61%
SSB
272
Sandy Spring Bank
Maryland
$48.8K +$47.7K +921 New
EWA
273
EverSource Wealth Advisors
Alabama
$44.1K +$42.3K +818 New
CT
274
Colonial Trust
South Carolina
$42.2K -$41.3K -797 -50%
ACA
275
Aptus Capital Advisors
Alabama
$36.7K -$105K -2,035 -75%

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.