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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

283 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
4.1%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.59%
New
50
Increased
138
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$222M
2
LPL Financial
2
LPL Financial
California
$137M
3
MAC
3
Mason & Associates (California)
California
$33.9M
4
OWA
4
Octavia Wealth Advisors
Ohio
$21.3M
5
QWM
5
Quadcap Wealth Management
Texas
$33.5M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$10.8M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
SRIM
4
Saratoga Research & Investment Management
California
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
276
LGT Financial Advisors
Texas
$5.5K -$1.27K -24 -19%
CIAS
277
Capital Investment Advisory Services
North Carolina
$5.29K – – –
WWM
278
Wagner Wealth Management
South Carolina
$5.18K – – –
AIC
279
Archer Investment Corporation
Indiana
$5.02K +$5.02K +95 New
FCA
280
FinTrust Capital Advisors
South Carolina
$3.86K – – –
RAM
281
Riggs Asset Management
Pennsylvania
$3.65K – – –
KFI
282
Key Financial Inc
Pennsylvania
$3.07K – – –
PS
283
Principal Securities
Iowa
$1.48K – – –
CPA
284
Clear Point Advisors
New York
$1.37K – – –
SRIM
285
Saratoga Research & Investment Management
California
– -$36.3M -757,534 Closed
RHP
286
Royal Harbor Partners
Texas
– -$6.53M -136,490 Closed
TBWA
287
Three Bridge Wealth Advisors
California
– -$6.09M -127,160 Closed
AWM
288
AE Wealth Management
Kansas
– -$4.38M -88,657 Closed
FTUS
289
Flow Traders U.S.
New York
– -$1.85M -38,548 Closed
SOS
290
Silver Oak Securities
Tennessee
– -$1.24M -25,873 Closed
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
– -$886K -18,513 Closed
TRCT
292
Tower Research Capital (TRC)
New York
– -$296K -6,190 Closed
WS
293
Wedbush Securities
California
– -$295K -6,156 Closed
SGWM
294
Sterling Group Wealth Management
California
– -$251K -5,243 Closed
WFC
295
Western Financial Corp
California
– -$249K -5,193 Closed
FDDB
296
Fidelity D&D Bancorp
Pennsylvania
– -$243K -5,069 Closed
LC
297
Lavaca Capital
Texas
– -$200K -4,185 Closed
EC
298
EdgeRock Capital
Colorado
– -$142K -2,840 Closed
MHR
299
Matthew Hamilton Rosenberg
– -$69.2K -1,445 Closed
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
– -$55.4K -1,158 Closed
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