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JPMorgan US Quality Factor ETF
JQUA

85 hedge funds and large institutions have $568M invested in JPMorgan US Quality Factor ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

93% more capital invested

Capital invested by funds: $294M → $568M (+$274M)

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

26.36% more ownership

Funds ownership: 78.86% → 105.22% (+26%)

5% more funds holding

Funds holding: 81 → 85 (+4)

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.46%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
15
Increased
43
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$140M
3
BFA
Beaumont Financial Advisors
Massachusetts
+$24.1M
4
OCM
One Capital Management
California
+$6.48M
5
PA
Prism Advisors
California
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$13M
2
Jane Street
Jane Street
New York
-$2.83M
3
Morgan Stanley
Morgan Stanley
New York
-$1.23M
4
FWIA
Fort Washington Investment Advisors
Ohio
-$879K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$875K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$2.48M +$21.7K +563 +0.8%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$2.43M -$560K -14,505 -17%
Citadel Advisors
28
Citadel Advisors
Florida
$2.32M +$213K +5,507 +9%
CWM
29
Cornerstone Wealth Management
Missouri
$2.31M +$316K +8,189 +14%
5L
30
55I LLC
Massachusetts
$2.03M +$178K +4,613 +9%
AWM
31
Apollon Wealth Management
South Carolina
$2.02M +$1.21M +31,323 +118%
AIC
32
Ayalon Insurance Company
Israel
$1.66M -$383K -9,905 -17%
CWM
33
Collaborative Wealth Management
Florida
$1.6M +$1.77M +45,736 New
IB
34
Intrust Bank
Kansas
$1.53M +$327K +8,470 +24%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$1.31M +$1.45M +37,510 New
NR
36
Newfound Research
Massachusetts
$1.28M -$85.6K -2,217 -6%
CFG
37
Cooper Financial Group
California
$1.23M +$163K +4,230 +14%
MIAN
38
Mariner Independent Advisor Network
Kansas
$1.22M +$26.3K +680 +2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.2M +$160K +4,135 +14%
PO
40
Private Ocean
California
$1.15M +$346K +8,968 +38%
JWCA
41
J.W. Cole Advisors
Florida
$1.11M +$730K +18,894 +148%
SMA
42
Sage Mountain Advisors
Georgia
$1.11M +$1.22M +31,670 New
BW
43
Bison Wealth
Georgia
$1.06M -$77.1K -1,997 -6%
Bank of America
44
Bank of America
North Carolina
$1.04M -$618K -15,996 -35%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.01M +$724K +18,749 +183%
RJA
46
Raymond James & Associates
Florida
$912K +$105K +2,717 +12%
HCA
47
Heck Capital Advisors
Wisconsin
$858K +$946K +24,476 New
AWM
48
AE Wealth Management
Kansas
$825K -$61.1K -1,581 -6%
PGAM
49
Princeton Global Asset Management
New Jersey
$777K +$35.1K +908 +4%
DWA
50
Delos Wealth Advisors
Texas
$770K +$849K +21,965 New
1
2
3 4

JQUA Hedge Fund Activity: Q3 2022 in Review

85 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2022, worth a combined $568M — up 93% from $294M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JQUA positions and 11 closed out — a net gain of 4 holders — while 43 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $140M. The largest seller was JP Morgan Chase, cutting an estimated $13M.

  • 85 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2022, up from 81 in Q2 2022.
  • Funds reported $568M of JPMorgan US Quality Factor ETF stock for Q3 2022, up 93% quarter-over-quarter.
  • 15 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2022 and 11 closed out, a net change of +4 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $140M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q3 2022 was JP Morgan Chase, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2022.