JPMorgan US Quality Factor ETF
JQUA
308 hedge funds and large institutions have $3.28B invested in JPMorgan US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 82 reducing their positions, and 19 closing their positions.
142% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 19
84% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 82
8% more funds holding
Funds holding: 285 → 308 (+23)
1% more capital invested
Capital invested by funds: $3.25B → $3.28B (+$27.7M)
6.89% less ownership
Funds ownership: 77.89% → 71% (-6.9%)
7% less funds holding in top 10
Funds holding in top 10: 41 → 38 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$30.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$22.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14M |
| 4 |
QWM
Quadcap Wealth Management
Frisco,
Texas
|
+$10.6M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$39.5M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$20.7M |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
-$20M |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$19.6M |
| 5 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RW
326
Regimen Wealth
Atlanta,
Georgia
| – | -$207K | -3,920 | Closed |
|
|
TCA
327
Transcend Capital Advisors
Madison,
New Jersey
| – | -$202K | -3,821 | Closed |
|
|
NSIM
328
North Star Investment Management
Chicago,
Illinois
| – | -$11.7K | -222 | Closed |
|
|
PCM
329
Penserra Capital Management
Orinda,
California
| – | -$7K | -146 | Closed |
|
330
UBS Group
Zurich,
Switzerland
| – | -$7.67K | -145 | Closed |
|
JQUA Hedge Fund Activity: Q2 2024 in Review
308 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2024, worth a combined $3.28B — up 0.85% from $3.25B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new JQUA positions and 19 closed out — a net gain of 27 holders — while 151 added to existing stakes and 82 trimmed.
The largest buyer was Savant Capital, adding an estimated $30.6M. The largest seller was JP Morgan Chase, cutting an estimated $39.5M.
- 308 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2024, up from 285 in Q1 2024.
- Funds reported $3.28B of JPMorgan US Quality Factor ETF stock for Q2 2024, up 0.85% quarter-over-quarter.
- 46 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2024 and 19 closed out, a net change of +27 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q2 2024 was Savant Capital, an estimated $30.6M added.
- The largest JPMorgan US Quality Factor ETF seller in Q2 2024 was JP Morgan Chase, an estimated $39.5M sold.
Based on aggregated 13F filings for Q2 2024.