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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

304 hedge funds and large institutions have $3.27B invested in JPMorgan US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 147 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+21
Holders Change %
+7.42%
% of All Funds
4.42%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.55%
New
46
Increased
147
Reduced
82
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$151M
2
LPL Financial
2
LPL Financial
California
$160M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$36.6M
4
QWM
4
Quadcap Wealth Management
Texas
$44.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$55.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$104M
2
IA
2
IFP Advisors
Florida
$2.54M
3
OCM
3
One Capital Management
California
$32.4M
4
AAS
4
Annex Advisory Services
Wisconsin
$203M
5
KFGK
5
Keystone Financial Group (Kentucky)
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$32.4M -$20.5M -386,674 -39%
RW
27
REDW Wealth
New Mexico
$32.3M +$354K +6,694 +1%
TFM
28
TFC Financial Management
Massachusetts
$32M +$821K +15,510 +3%
SAS
29
Sage Advisory Services
Texas
$29.4M +$2.77M +52,317 +10%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$27.5M -$8.18M -154,482 -23%
BFA
31
Beaumont Financial Advisors
Massachusetts
$26.6M -$1.4M -26,472 -5%
HAS
32
Horizon Advisory Services
New York
$25.4M -$591K -11,157 -2%
BAAM
33
Baker Avenue Asset Management
California
$25M -$574K -10,840 -2%
REMPR
34
Roof Eidam Maycock Peralta (REMP)
California
$24.8M -$1.35M -25,567 -5%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$23.7M +$1.91M +36,132 +9%
Osaic Holdings
36
Osaic Holdings
Arizona
$22.9M -$2.93M -55,239 -11%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$22.4M +$9.38M +177,060 +72%
Comerica Bank
38
Comerica Bank
Texas
$22.4M +$3.74M +70,569 +20%
OWA
39
Octavia Wealth Advisors
Ohio
$22.1M +$759K +14,340 +4%
AAS
40
Ameritas Advisory Services
Nebraska
$20.9M +$970K +18,310 +5%
SWP
41
Stratos Wealth Partners
Ohio
$20.6M +$246K +4,653 +1%
FSA
42
Financial Services Advisory
Maryland
$20.4M +$183K +3,458 +0.9%
GFG
43
Goldstone Financial Group
Illinois
$20.1M +$983K +18,561 +5%
NA
44
NewEdge Advisors
Louisiana
$18.1M +$501K +9,453 +3%
FHA
45
First Horizon Advisors
Tennessee
$17.2M +$1.04M +19,719 +6%
BCWM
46
Bartlett & Co Wealth Management
Ohio
$16.4M +$1.57M +29,571 +11%
WWG
47
West Wealth Group
California
$14.9M +$521K +9,839 +4%
BCG
48
Breakwater Capital Group
New Jersey
$14.4M +$1.4M +26,367 +11%
MML Investors Services
49
MML Investors Services
Massachusetts
$14.2M -$5.9M -111,444 -29%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$14.2M +$388K +7,331 +3%
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