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JPMorgan US Quality Factor ETF

377 hedge funds and large institutions have $4.06B invested in JPMorgan US Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 105

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

4% more capital invested

Capital invested by funds: $3.91B → $4.06B (+$150M)

1% more funds holding

Funds holding: 375377 (+2)

1.24% less ownership

Funds ownership: 74.92%73.68% (-1.2%)

Holders
377
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.06%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.58%
New
42
Increased
187
Reduced
105
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
26
LVZ Inc
Michigan
$36.9M +$38.2M +653,458 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$36.4M +$12.1M +207,307 +47%
VPP
28
Vertex Planning Partners
Illinois
$35.7M +$796K +13,620 +2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$35.6M -$106K -1,822 -0.3%
SWAG
30
Spectrum Wealth Advisory Group
California
$34.6M +$1.13M +19,386 +3%
KAS
31
Kestra Advisory Services
Texas
$31.6M +$4.75M +81,402 +17%
TFG
32
Tull Financial Group
Virginia
$30.2M +$6.26M +107,122 +25%
SAI
33
Savvy Advisors Inc
New York
$27.9M +$9.39M +160,705 +48%
BAAM
34
Baker Avenue Asset Management
California
$26.6M -$238K -4,071 -0.9%
SWP
35
Stratos Wealth Partners
Ohio
$26.4M +$3.77M +64,517 +16%
GFG
36
Goldstone Financial Group
Illinois
$25.8M +$1.39M +23,741 +5%
NA
37
NewEdge Advisors
Louisiana
$23.4M +$662K +11,329 +3%
RW
38
REDW Wealth
New Mexico
$23M -$1.72M -29,495 -7%
Wells Fargo
39
Wells Fargo
California
$21.9M +$3.45M +59,087 +18%
BCWM
40
Bartlett & Co Wealth Management
Ohio
$21.8M +$1.29M +22,125 +6%
EH
41
Equitable Holdings
New York
$21M +$16.3M +278,667 +297%
REMPR
42
Roof Eidam Maycock Peralta (REMP)
California
$20.9M -$2.12M -36,224 -9%
WWG
43
West Wealth Group
California
$20.2M +$1.71M +29,359 +9%
BFA
44
Beaumont Financial Advisors
Massachusetts
$20.1M -$8.05M -137,767 -28%
BCG
45
Breakwater Capital Group
New Jersey
$19.2M +$2.53M +43,313 +15%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$19.1M -$1.3M -22,191 -6%
SF
47
Strategent Financial
Virginia
$18.8M +$1.2M +20,496 +7%
FSA
48
Financial Services Advisory
Maryland
$18.8M -$3.75M -64,184 -16%
GWM
49
Geneos Wealth Management
Colorado
$18.8M +$12.8M +219,294 +194%
KFGK
50
Keystone Financial Group (Kentucky)
Kentucky
$18.3M +$1.46M +24,938 +8%

JQUA Hedge Fund Activity: Q1 2025 in Review

377 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2025, worth a combined $4.06B — up 3.8% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JQUA positions and 33 closed out — a net gain of 9 holders — while 187 added to existing stakes and 105 trimmed.

The largest buyer was Savant Capital, adding an estimated $60.5M. The largest seller was Annex Advisory Services, cutting an estimated $137M.

  • 377 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2025, up from 375 in Q4 2024.
  • Funds reported $4.06B of JPMorgan US Quality Factor ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 42 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2025 and 33 closed out, a net change of +9 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q1 2025 was Savant Capital, an estimated $60.5M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q1 2025 was Annex Advisory Services, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.