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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
SIS
351
Sound Income Strategies
Florida
$10.7K
LFG
352
Larson Financial Group
Missouri
$10.6K
National Bank of Canada
353
National Bank of Canada
Quebec, Canada
$9.96K +$10.1K +174 New
AF
354
Advisornet Financial
Minnesota
$9.22K -$1.62K -28 -15%
AWM
355
Avior Wealth Management
Nebraska
$9.05K
TSMHT
356
Thurston Springer Miller Herd & Titak
Indiana
$8.7K +$8.75K +151 New
LFA
357
LGT Financial Advisors
Texas
$7.84K
CA
358
Crewe Advisors
Utah
$7.45K -$3.83K -66 -34%
Qube Research & Technologies (QRT)
359
Qube Research & Technologies (QRT)
United Kingdom
$6.53K -$215K -3,712 -97%
VWA
360
Valued Wealth Advisors
Utah
$6.24K +$6.32K +109 New
WWMSC
361
Wagner Wealth Management (South Carolina)
South Carolina
$5.61K
AIC
362
Archer Investment Corporation
Indiana
$5.44K
ATS
363
Ashton Thomas Securities
New York
$4.75K
KFI
364
Key Financial Inc
Pennsylvania
$4.7K
Russell Investments Group
365
Russell Investments Group
United Kingdom
$4.24K -$1.62K -28 -27%
RAM
366
Riggs Asset Management
Pennsylvania
$3.96K
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$3.61K
AAP
368
Arax Advisory Partners
Colorado
$3.55K -$3.48K -60 -49%
CA
369
Continuum Advisory
Idaho
$2.98K
CFD
370
Creative Financial Designs
Indiana
$1.37K +$1.39K +24 New
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$344 +$348 +6 New
NS
372
NBC Securities
Alabama
$283 -$301K -5,188 -100%
BNP Paribas Financial Markets
373
BNP Paribas Financial Markets
France
$229 -$1.85K -32 -89%
GM
374
GeoWealth Management
Illinois
$71 -$3.42K -59 -98%
KIM
375
Kestra Investment Management
Texas
$41 +$58 +1 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.