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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
FA
276
Fermata Advisors
California
$346K -$11.7K -200 -3%
DWM
277
Diversify Wealth Management
Utah
$339K -$51.2K -876 -13%
MW
278
MBL Wealth
North Carolina
$339K
MCC
279
Money Concepts Capital
Florida
$338K +$140K +2,402 +67%
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$338K +$22.5K +385 +7%
CAM
281
Cresset Asset Management
Illinois
$336K
LFG
282
Lockerman Financial Group
California
$333K +$5.2K +89 +2%
CSP
283
Cary Street Partners
Virginia
$333K
Betterment LLC
284
Betterment LLC
New York
$330K +$20.6K +352 +6%
SRIM
285
Saratoga Research & Investment Management
California
$321K -$7.33M -125,496 -96%
WCA
286
Westover Capital Advisors
Delaware
$316K +$12.9K +221 +4%
WA
287
WBH Advisory
Maryland
$311K -$15K -257 -4%
GWP
288
Gateway Wealth Partners
Wisconsin
$307K +$23.1K +395 +8%
EFS
289
Essex Financial Services
Connecticut
$306K +$99.3K +1,700 +46%
FNWA
290
Financial Network Wealth Advisors
Utah
$302K +$4.96K +85 +2%
SHJ
291
Sharkey, Howes & Javer
Colorado
$294K
MQWP
292
Morey & Quinn Wealth Partners
Nebraska
$288K +$10.5K +180 +4%
NS
293
NBC Securities
Alabama
$279K +$289K +4,954 +123,850%
GM
294
GeoWealth Management
Illinois
$278K +$288K +4,928 +492,800%
CAL
295
Capital Advisors Ltd
Ohio
$278K +$409 +7 +0.1%
SGWM
296
Sterling Group Wealth Management
California
$270K +$993 +17 +0.4%
MSWMA
297
Market Street Wealth Management Advisors
Indiana
$263K
TSS
298
Two Sigma Securities
New York
$261K +$270K +4,628 New
AFA
299
American Financial Advisors
Georgia
$261K +$270K +4,619 New
Northern Trust
300
Northern Trust
Illinois
$244K -$236K -4,047 -48%

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.