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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
SFA
376
Semmax Financial Advisors
North Carolina
$1
BW
377
Bison Wealth
Georgia
-$2.86M -50,595 Closed
WA
378
Win Advisors
Florida
-$2.69M -47,600 Closed
PCM
379
Palisade Capital Management
New Jersey
-$1.79M -31,645 Closed
AI
380
Atria Investments
North Carolina
-$1.71M -30,255 Closed
YIH
381
Y-Intercept (HK)
Hong Kong
-$1.29M -22,843 Closed
MWM
382
MBE Wealth Management
Wisconsin
-$974K -17,209 Closed
TRCT
383
Tower Research Capital (TRC)
New York
-$868K -15,341 Closed
TFA
384
Tranquilli Financial Advisor
New Jersey
-$824K -14,562 Closed
AFP
385
Alpha Financial Partners
Kentucky
-$515K -9,107 Closed
CSPIA
386
Cary Street Partners Investment Advisory
Virginia
-$489K -8,650 Closed
IPA
387
Investment Planning Advisors
Georgia
-$457K -8,636 Closed
EFS
388
Econ Financial Services
Pennsylvania
-$390K -6,897 Closed
ZIMP
389
Zimmermann Investment Management & Planning
Pennsylvania
-$287K -5,067 Closed
DWM
390
Drive Wealth Management
Utah
-$248K -4,386 Closed
BCM
391
Brookstone Capital Management
Illinois
-$239K -4,216 Closed
TIM
392
Tevis Investment Management
Texas
-$230K -4,062 Closed
CGFA
393
Colton Groome Financial Advisors
North Carolina
-$221K -3,901 Closed
PP
394
PDS Planning
Ohio
-$217K -3,839 Closed
WSFG
395
Wall Street Financial Group
Illinois
-$207K -3,655 Closed
NFA
396
Northwest Financial Advisors
Virginia
-$97K -1,715 Closed
CIAS
397
Capital Investment Advisory Services
North Carolina
-$5.66K -100 Closed
CPA
398
Clear Point Advisors
New York
-$1.48K -26 Closed
HFS
399
Hantz Financial Services
Michigan
-$1K -13 Closed

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.