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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

69 hedge funds and large institutions have $282M invested in JPMorgan US Quality Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
10
Increased
29
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$10.2M
2
DIM
Delta Investment Management
California
$8.85M
3
Morgan Stanley
Morgan Stanley
New York
$12.5M
4
KAM
Knightsbridge Asset Management
California
$4.33M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$36.8M

Top Sellers

1
ACM
Avalon Capital Management
California
$8.19M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264K
3
SKK
Shepherd Kaplan Krochuk
Massachusetts
$9.21M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
5
PAS
Park Avenue Securities
New York
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$205K – – –
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$201K – – –
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$157K +$2.87K +70 +2%
MPCG
54
Matrix Private Capital Group
New York
$120K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$118K +$118K +2,887 New
Wells Fargo
56
Wells Fargo
California
$117K +$117K +2,870 New
CCM
57
Covington Capital Management
California
$116K +$109K +2,668 +1,579%
TCWM
58
Total Clarity Wealth Management
Illinois
$76K +$76K +1,855 New
PA
59
Parallel Advisors
California
$47K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$41K +$8.35K +201 +26%
PCM
61
Penserra Capital Management
California
$33K +$33K +808 New
GRP
62
Global Retirement Partners
California
$28K – – –
SBL
63
Sargent Bickham Lagudis
Colorado
$16K – – –
HI
64
Harbour Investments
Wisconsin
$10K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$9K +$7.53K +185 +514%
CIAS
66
Capital Investment Advisory Services
North Carolina
$4K – – –
SCA
67
Stonebridge Capital Advisors
Minnesota
$3K -$3K -74 -50%
JCM
68
Jacobi Capital Management
Pennsylvania
$3K +$3K +82 New
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$368K -9,000 Closed
AAP
70
Arax Advisory Partners
Colorado
– -$51K -1,256 Closed
UBS Group
71
UBS Group
Switzerland
– -$20K -477 Closed
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