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JPMorgan US Quality Factor ETF
JQUA

106 hedge funds and large institutions have $708M invested in JPMorgan US Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

25% more capital invested

Capital invested by funds: $568M → $708M (+$140M)

25% more funds holding

Funds holding: 85 → 106 (+21)

0.42% less ownership

Funds ownership: 105.22% → 104.8% (-0.42%)

Holders
106
Holders Change
+21
Holders Change %
+24.71%
% of All Funds
1.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
32
Increased
41
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMA
Sage Mountain Advisors
Georgia
+$36M
2
LWMG
Levy Wealth Management Group
Pennsylvania
+$16.9M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$7.72M
4
SRIM
Saratoga Research & Investment Management
California
+$4.56M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.34M

Top Sellers

Rank Fund Capital Flow
1
PA
Prism Advisors
California
-$5.04M
2
LNC
Lincoln National Corp
Pennsylvania
-$2.48M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.32M
4
RW
RVW Wealth
California
-$1.5M
5
OCM
One Capital Management
California
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
26
Breakwater Capital Group
New Jersey
$3.45M +$3.42M +89,115 New
KCM
27
Kathmere Capital Management
Pennsylvania
$3.4M +$101K +2,644 +3%
PFA
28
Petra Financial Advisors
Colorado
$3.29M +$3.25M +84,825 New
GCM
29
Gallacher Capital Management
Colorado
$3.08M +$3.05M +79,542 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.03M -$127K -3,312 -4%
MCC
31
Money Concepts Capital
Florida
$2.83M +$2.8M +72,909 New
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$2.8M -$193K -5,025 -6%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$2.07M -$614K -16,013 -23%
IB
34
Intrust Bank
Kansas
$2.07M +$372K +9,707 +22%
AIC
35
Ayalon Insurance Company
Israel
$1.94M +$100K +2,609 +6%
CWM
36
Collaborative Wealth Management
Florida
$1.76M -$16.9K -440 -1%
Jane Street
37
Jane Street
New York
$1.57M +$1.55M +40,485 New
JWCA
38
J.W. Cole Advisors
Florida
$1.55M +$320K +8,350 +26%
MWM
39
MorganRosel Wealth Management
Colorado
$1.47M +$1.46M +37,929 New
Mariner
40
Mariner
Kansas
$1.35M +$1.34M +34,871 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.29M -$38.2K -996 -3%
BW
42
Bison Wealth
Georgia
$1.29M +$70K +1,824 +6%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.25M +$127K +3,298 +11%
AWM
44
Apollon Wealth Management
South Carolina
$1.24M -$994K -25,915 -45%
PO
45
Private Ocean
California
$1.21M -$63.7K -1,660 -5%
RJA
46
Raymond James & Associates
Florida
$1.18M +$172K +4,493 +17%
BWM
47
Baystate Wealth Management
Massachusetts
$1.15M +$663K +17,280 +139%
DI
48
DFPG Investments
Utah
$1.1M +$1.05M +27,467 New
IA
49
IFP Advisors
Florida
$1M +$510K +13,296 +54%
EH
50
Equitable Holdings
New York
$994K +$985K +25,669 New
1
2
3 4 5

JQUA Hedge Fund Activity: Q4 2022 in Review

106 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2022, worth a combined $708M — up 25% from $568M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JQUA positions and 5 closed out — a net gain of 27 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Sage Mountain Advisors, adding an estimated $36M. The largest seller was Prism Advisors, cutting an estimated $5.04M.

  • 106 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2022, up from 85 in Q3 2022.
  • Funds reported $708M of JPMorgan US Quality Factor ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 32 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2022 and 5 closed out, a net change of +27 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2022 was Sage Mountain Advisors, an estimated $36M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2022 was Prism Advisors, an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2022.