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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
RW
301
Regimen Wealth
Georgia
$215K +$869 +15 +0.4%
HCA
302
Heck Capital Advisors
Wisconsin
$214K -$213K -3,672 -50%
FHC
303
First Heartland Consultants
Missouri
$213K -$1.88M -32,398 -90%
EFS
304
Essex Financial Services
Connecticut
$213K +$215K +3,715 New
Jane Street
305
Jane Street
New York
$211K -$3.27M -56,474 -94%
CDWM
306
Campbell Deegan Wealth Management
Virginia
$205K +$208K +3,585 New
MCC
307
Money Concepts Capital
Florida
$205K +$208K +3,584 New
MA
308
MONECO Advisors
Connecticut
$202K +$205K +3,531 New
HCM
309
Hollencrest Capital Management
California
$200K
RRA
310
Round Rock Advisors
Connecticut
$200K +$203K +3,500 New
HR
311
Howe & Rusling
New York
$177K +$179K +3,082 New
WTC
312
WhitTier Trust Company
Nevada
$151K
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$133K -$972K -16,779 -88%
NRC
314
New Republic Capital
North Carolina
$107K +$108K +1,869 New
ACA
315
Aptus Capital Advisors
Alabama
$106K +$66.9K +1,155 +166%
FFO
316
Fortitude Family Office
Arizona
$100K +$31.9K +550 +46%
AWM
317
AE Wealth Management
Kansas
$86.2K +$87.3K +1,506 New
AFG
318
Albion Financial Group
Utah
$85.2K
PB
319
Pinnacle Bancorp
Nebraska
$70.8K
PA
320
Parallel Advisors
California
$68.8K
AWM
321
Abound Wealth Management
Tennessee
$55.2K +$55.9K +964 New
CTC
322
Central Trust Company
Missouri
$47.4K +$48K +828 New
EWA
323
EverSource Wealth Advisors
Alabama
$46.8K
CT
324
Colonial Trust
South Carolina
$45.6K
GWANC
325
Guardian Wealth Advisors (North Carolina)
North Carolina
$43K +$43.5K +750 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.