JQUA icon

JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

255 hedge funds and large institutions have $3.09B invested in JPMorgan US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+53
Holders Change %
+26.24%
% of All Funds
3.74%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
67
Increased
125
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$187M
2
SC
Savant Capital
Illinois
$95.9M
3
AAS
Annex Advisory Services
Wisconsin
$80.9M
4
S
SignatureFD
Georgia
$252M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$123M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
$253M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$267M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
IDA
Intelligence Driven Advisers
California
$5.78M
5
BFA
Beaumont Financial Advisors
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
26
Avidian Wealth Enterprises
Texas
$27.5M +$9.03M +188,667 +49%
TFM
27
TFC Financial Management
Massachusetts
$27.2M +$13M +271,173 +91%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$26.5M +$3.36M +70,227 +15%
LWMG
29
Levy Wealth Management Group
Pennsylvania
$26.3M +$177K +3,695 +0.7%
BFA
30
Beaumont Financial Advisors
Massachusetts
$25.9M -$2.61M -54,560 -9%
SAS
31
Sage Advisory Services
Texas
$25.8M +$25.8M +539,603 New
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$23.9M +$354K +7,395 +2%
BAAM
33
Baker Avenue Asset Management
California
$23.2M +$364K +7,608 +2%
IA
34
IFP Advisors
Florida
$22.2M -$210K -4,391 -0.9%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$21M +$21M +438,565 New
FCAM
36
First Citizens Asset Management
North Carolina
$20M +$4.75M +98,158 +31%
Comerica Bank
37
Comerica Bank
Texas
$19M +$16.5M +344,952 +659%
GFG
38
Goldstone Financial Group
Illinois
$16.4M +$2.3M +48,020 +16%
EH
39
Equitable Holdings
New York
$16M +$1.04M +21,687 +7%
SWP
40
Stratos Wealth Partners
Ohio
$15.5M -$125K -2,612 -0.8%
VAS
41
Vestmark Advisory Solutions
Massachusetts
$14.8M +$1.31M +27,333 +10%
FHA
42
First Horizon Advisors
Tennessee
$14.7M +$713K +14,895 +5%
Stifel Financial
43
Stifel Financial
Missouri
$14.4M +$13.5M +281,925 +1,527%
NA
44
NewEdge Advisors
Louisiana
$13.8M +$6.2M +127,634 +81%
PAS
45
Park Avenue Securities
New York
$13.5M -$607K -12,687 -4%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$13.5M +$1.04M +21,718 +8%
QWM
47
Quadcap Wealth Management
Texas
$13.3M +$13.3M +278,665 New
MML Investors Services
48
MML Investors Services
Massachusetts
$11.8M +$3.6M +75,236 +44%
PA
49
Prism Advisors
California
$11.5M -$1.24M -25,837 -10%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$11.5M -$252K -5,255 -2%
1
2
3 4 5