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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
CFS
251
Coordinated Financial Services
Colorado
$412K +$417K +7,200 New
NG
252
Norden Group
Utah
$408K -$113K -1,957 -22%
MOS
253
MGO One Seven
Ohio
$396K +$401K +6,919 New
MWAM
254
Manhattan West Asset Management
California
$394K
DWM
255
Diversify Wealth Management
Utah
$393K -$218K -3,756 -35%
WS
256
Wedbush Securities
California
$383K +$36.5K +630 +10%
WWM
257
WJ Wealth Management
Arizona
$372K
TW
258
TritonPoint Wealth
Maryland
$367K +$371K +6,409 New
TFA
259
Teamwork Financial Advisors
Texas
$364K -$173K -2,981 -32%
AF
260
Allworth Financial
California
$363K +$75.5K +1,303 +27%
FA
261
Fermata Advisors
California
$363K -$11K -190 -3%
RA
262
RFG Advisory
Alabama
$362K -$8.11K -140 -2%
FAIM
263
Financial Advocates Investment Management
Washington
$360K +$364K +6,279 New
CFS
264
CGC Financial Services
Oregon
$357K +$361K +6,235 New
Focus Partners Wealth
265
Focus Partners Wealth
Massachusetts
$354K -$24.6K -424 -6%
RCA
266
Runnymede Capital Advisors
Ohio
$349K +$353K +6,088 New
MW
267
MBL Wealth
North Carolina
$344K
PAMG
268
Patton Albertson Miller Group
Tennessee
$344K +$348K +6,000 New
CAM
269
Cresset Asset Management
Illinois
$341K
CSP
270
Cary Street Partners
Virginia
$338K +$342K +5,900 New
LFG
271
Lockerman Financial Group
California
$333K +$337K +5,812 New
WA
272
WBH Advisory
Maryland
$330K -$5.68K -98 -2%
GPW
273
Gentry Private Wealth
Kansas
$328K -$4.99M -86,026 -94%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$320K -$101K -1,745 -24%
MWA
275
MN Wealth Advisors
Kansas
$319K -$94.1K -1,623 -23%

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.