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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

283 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
4.1%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.59%
New
50
Increased
138
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$222M
2
LPL Financial
2
LPL Financial
California
$137M
3
MAC
3
Mason & Associates (California)
California
$33.9M
4
OWA
4
Octavia Wealth Advisors
Ohio
$21.3M
5
QWM
5
Quadcap Wealth Management
Texas
$33.5M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$10.8M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
SRIM
4
Saratoga Research & Investment Management
California
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
26
TFC Financial Management
Massachusetts
$31.1M +$1.05M +19,883 +3%
AWE
27
Avidian Wealth Enterprises
Texas
$31M +$641K +12,129 +2%
BFA
28
Beaumont Financial Advisors
Massachusetts
$28M -$641K -12,117 -2%
SAS
29
Sage Advisory Services
Texas
$26.6M -$1.97M -37,229 -7%
LWMG
30
Levy Wealth Management Group
Pennsylvania
$26.3M – – –
REMPR
31
Roof Eidam Maycock Peralta (REMP)
California
$26.1M -$298K -5,633 -1%
HAS
32
Horizon Advisory Services
New York
$25.9M +$25.9M +489,966 New
Osaic Holdings
33
Osaic Holdings
Arizona
$25.8M +$13.4M +253,795 +108%
BAAM
34
Baker Avenue Asset Management
California
$25.6M +$4.65K +88 +0%
IA
35
IFP Advisors
Florida
$23.7M -$837K -15,828 -3%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$22.3M +$10.3M +195,606 +86%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$21.7M -$1.44M -27,272 -6%
OWA
38
Octavia Wealth Advisors
Ohio
$21.3M +$21.3M +402,141 New
SWP
39
Stratos Wealth Partners
Ohio
$20.4M +$3.26M +61,743 +19%
FSA
40
Financial Services Advisory
Maryland
$20.2M +$16.2M +306,753 +405%
MML Investors Services
41
MML Investors Services
Massachusetts
$20.1M +$7.06M +133,476 +54%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$19.4M +$4.48M +84,767 +30%
GFG
43
Goldstone Financial Group
Illinois
$19.1M +$955K +18,056 +5%
AAS
44
Ameritas Advisory Services
Nebraska
$19.1M +$15.1M +298,481 +385%
Comerica Bank
45
Comerica Bank
Texas
$18.6M -$2.42M -45,707 -12%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$18.5M +$2.17M +41,059 +13%
NA
47
NewEdge Advisors
Louisiana
$17.6M +$2.56M +48,330 +17%
FHA
48
First Horizon Advisors
Tennessee
$16.1M -$117K -2,216 -0.7%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$14.8M +$4.19M +79,261 +39%
WWG
50
West Wealth Group
California
$14.4M +$14.4M +272,008 New
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