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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
GWSG
326
GPS Wealth Strategies Group
Colorado
$40.1K
Kayne Anderson Rudnick Investment Management
327
Kayne Anderson Rudnick Investment Management
California
$36.4K
HI
328
Harbour Investments
Wisconsin
$35.9K -$927 -16 -2%
SC
329
SouthState Corp
Florida
$34.7K
US Bancorp
330
US Bancorp
Minnesota
$33.3K -$40.2K -694 -54%
KHC
331
Koesten Hirschmann & Crabtree
Kansas
$31.5K +$116 +2 +0.4%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$30K -$91.2K -1,573 -75%
FIA
333
FPC Investment Advisory
California
$28.5K +$27.8K +479 New
SSB
334
Sandy Spring Bank
Maryland
$24.1K +$24.3K +420 New
WI
335
Wintrust Investments
Illinois
$21K +$22.1K +382 New
OA
336
Operose Advisors
Wisconsin
$20.6K
UB
337
UMB Bank
Missouri
$20.2K +$13.4K +231 +191%
HGERS
338
Householder Group Estate & Retirement Specialist
Arizona
$20K -$24.1K -415 -54%
CA
339
CoreCap Advisors
Michigan
$19.9K -$8K -138 -28%
DFA
340
DHJJ Financial Advisors
Illinois
$19.6K +$19.9K +343 New
VHAM
341
Van Hulzen Asset Management
California
$18.9K +$19.1K +330 New
RF
342
Roxbury Financial
New Jersey
$18.7K +$18.1K +312 New
EF
343
Empowered Funds
Pennsylvania
$18.3K +$18.5K +319 New
CTB
344
Country Trust Bank
Illinois
$17.2K
GT
345
Glenmede Trust
Pennsylvania
$16.2K
FMP
346
Financial Management Professionals
Texas
$14.8K
TAM
347
Tucker Asset Management
Colorado
$14K
HI
348
Horizon Investments
North Carolina
$11.6K -$95M -1,639,351 -100%
CPBTD
349
Central Pacific Bank - Trust Division
Hawaii
$11.5K +$2.14K +37 +23%
MCM
350
MAI Capital Management
Ohio
$11K +$11.1K +192 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.