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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

131 hedge funds and large institutions have $1.03B invested in JPMorgan US Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+25
Holders Change %
+23.58%
% of All Funds
2.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
35
Increased
56
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$256M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$230M
3
LPL Financial
3
LPL Financial
California
$31.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$25.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$13M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$14.7M
2
ICMP
2
Integrated Capital Management (Pennsylvania)
Pennsylvania
$0
3
SRIM
3
Saratoga Research & Investment Management
California
$0
4
RW
4
REDW Wealth
New Mexico
$22.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.52M +$145K +3,515 +11%
BW
52
Bison Wealth
Georgia
$1.46M +$132K +3,196 +10%
Mariner
53
Mariner
Kansas
$1.45M +$15.2K +369 +1%
AWM
54
Apollon Wealth Management
South Carolina
$1.27M -$48.7K -1,182 -4%
DWA
55
Delos Wealth Advisors
Texas
$1.25M +$313K +7,595 +34%
DI
56
DFPG Investments
Utah
$1.23M +$101K +2,448 +9%
PO
57
Private Ocean
California
$1.23M -$58.5K -1,420 -5%
MWM
58
MBE Wealth Management
Wisconsin
$1.18M +$1.18M +28,684 New
PIA
59
Pinion Investment Advisors
Kansas
$1.18M +$1.18M +28,517 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$1.17M +$1.17M +28,423 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$1.11M +$449K +10,883 +68%
HCA
62
Heck Capital Advisors
Wisconsin
$1M -$742 -18 -0.1%
IA
63
IFP Advisors
Florida
$982K -$22.3K -838 -2%
PGAM
64
Princeton Global Asset Management
New Jersey
$956K +$36.3K +880 +4%
USCWA
65
U.S. Capital Wealth Advisors
Texas
$956K +$956K +23,191 New
DAS
66
Dynamic Advisor Solutions
Arizona
$866K +$866K +21,002 New
RL
67
Retireful LLC
Michigan
$863K +$863K +20,942 New
FPCP
68
Fort Point Capital Partners
California
$859K +$16K +387 +2%
JWM
69
Jackson Wealth Management
Florida
$815K +$815K +19,761 New
BWM
70
Baystate Wealth Management
Massachusetts
$813K -$410K -9,948 -34%
PA
71
Prism Advisors
California
$792K – – –
AF
72
Apexium Financial
Texas
$774K -$11.3K -273 -1%
Goldman Sachs
73
Goldman Sachs
New York
$635K +$189K +4,592 +42%
SWM
74
Spire Wealth Management
Virginia
$631K +$631K +15,315 New
GWM
75
Geneos Wealth Management
Colorado
$567K +$567K +13,750 New
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3
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