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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
Betterment LLC
276
Betterment LLC
New York
$315K +$11.3K +195 +4%
WCA
277
Westover Capital Advisors
Delaware
$308K -$292K -5,043 -48%
FNWA
278
Financial Network Wealth Advisors
Utah
$301K -$802K -13,830 -72%
SHJ
279
Sharkey, Howes & Javer
Colorado
$298K -$20.5K -354 -6%
NWMG
280
National Wealth Management Group
Ohio
$297K +$7.71K +133 +3%
GWP
281
Gateway Wealth Partners
Wisconsin
$289K +$292K +5,046 New
WAG
282
Wallace Advisory Group
California
$286K -$16.6K -287 -5%
MQWP
283
Morey & Quinn Wealth Partners
Nebraska
$282K +$285K +4,920 New
CAL
284
Capital Advisors Ltd
Ohio
$281K +$522 +9 +0.2%
GIA
285
Gladstone Institutional Advisory
Florida
$274K +$277K +4,777 New
SGWM
286
Sterling Group Wealth Management
California
$273K -$7.3K -126 -3%
MSWMA
287
Market Street Wealth Management Advisors
Indiana
$267K
Citigroup
288
Citigroup
New York
$247K +$31.3K +540 +14%
PS
289
Principal Securities
Iowa
$239K +$240K +4,139 +14,782%
FFA
290
Farther Finance Advisors
California
$238K -$118K -2,039 -33%
LC
291
Lavaca Capital
Texas
$236K -$6.32K -109 -3%
HAS
292
Horizon Advisory Services
New York
$234K -$27.1M -467,637 -99%
WCFA
293
Walkner Condon Financial Advisors
Wisconsin
$230K +$233K +4,016 New
BTWM
294
Baker Tilly Wealth Management
Wisconsin
$229K -$138K -2,381 -37%
RFN
295
Redwood Financial Network
Ohio
$228K -$14K -242 -6%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$223K -$3.19K -55 -1%
LIG
297
Lokken Investment Group
Delaware
$223K +$5.97K +103 +3%
Corient Private Wealth
298
Corient Private Wealth
Florida
$221K +$224K +3,867 New
KAS
299
KPP Advisory Services
Kentucky
$219K -$16.9K -291 -7%
GAA
300
Global Assets Advisory
Florida
$217K +$221K +3,808 New

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.