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JPMorgan US Quality Factor ETF
JQUA

81 hedge funds and large institutions have $294M invested in JPMorgan US Quality Factor ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

1.19% more ownership

Funds ownership: 77.67% → 78.86% (+1.2%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1% less funds holding

Funds holding: 82 → 81 (-1)

12% less capital invested

Capital invested by funds: $332M → $294M (-$38.2M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
14
Increased
30
Reduced
27
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$46.4M
2
OCM
One Capital Management
California
+$22.7M
3
KAM
Knightsbridge Asset Management
California
+$5.26M
4
IDA
Intelligence Driven Advisers
California
+$3.52M
5
Truist Financial
Truist Financial
North Carolina
+$3M

Top Sellers

Rank Fund Capital Flow
1
3LCM
3D/L Capital Management
Connecticut
-$30.3M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$27.1M
3
DIM
Delta Investment Management
California
-$18M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$3.61M
5
IAIM
International Assets Investment Management
Florida
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
26
Ayalon Insurance Company
Israel
$2.13M +$271K +6,826 +14%
5L
27
55I LLC
Massachusetts
$1.99M +$342K +8,619 +19%
Bank of America
28
Bank of America
North Carolina
$1.7M +$864K +21,747 +91%
NR
29
Newfound Research
Massachusetts
$1.44M -$458K -11,521 -23%
IB
30
Intrust Bank
Kansas
$1.31M +$1.01M +25,500 +261%
MIAN
31
Mariner Independent Advisor Network
Kansas
$1.31M -$71.8K -1,807 -5%
BW
32
Bison Wealth
Georgia
$1.2M -$37.3K -940 -3%
CFG
33
Cooper Financial Group
California
$1.15M -$439K -11,046 -26%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.12M +$23.3K +587 +2%
AWM
35
Apollon Wealth Management
South Carolina
$986K +$185K +4,647 +21%
AWM
36
AE Wealth Management
Kansas
$936K -$228K -5,745 -19%
PO
37
Private Ocean
California
$888K +$947K +23,852 New
FWIA
38
Fort Washington Investment Advisors
Ohio
$879K +$937K +23,602 New
RJA
39
Raymond James & Associates
Florida
$869K +$73.7K +1,856 +9%
PGAM
40
Princeton Global Asset Management
New Jersey
$792K +$6.36K +160 +0.8%
FPCP
41
Fort Point Capital Partners
California
$721K +$34.8K +876 +5%
IA
42
IFP Advisors
Florida
$628K – – –
IA
43
Integrity Advisory
Kansas
$607K +$71.3K +1,796 +12%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$591K +$630K +15,858 New
MAM
45
Meeder Asset Management
Ohio
$495K -$28.3K -713 -5%
JWCA
46
J.W. Cole Advisors
Florida
$477K +$509K +12,805 New
KCM
47
Kathmere Capital Management
Pennsylvania
$416K +$132K +3,316 +42%
TFA
48
Teamwork Financial Advisors
Texas
$413K -$94.6K -2,383 -18%
ACP
49
Aveo Capital Partners
Colorado
$412K +$18.4K +464 +4%
SWM
50
SeaCrest Wealth Management
New York
$407K +$8.62K +217 +2%
1
2
3 4

JQUA Hedge Fund Activity: Q2 2022 in Review

81 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2022, worth a combined $294M — down 12% from $332M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of JQUA and 14 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $46.4M. The largest seller was 3D/L Capital Management, cutting an estimated $30.3M.

  • 81 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2022, down from 82 in Q1 2022.
  • Funds reported $294M of JPMorgan US Quality Factor ETF stock for Q2 2022, down 12% quarter-over-quarter.
  • 14 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2022 and 15 closed out, a net change of -1 holder.
  • The largest JPMorgan US Quality Factor ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $46.4M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q2 2022 was 3D/L Capital Management, an estimated $30.3M sold.

Based on aggregated 13F filings for Q2 2022.