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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

255 hedge funds and large institutions have $3.09B invested in JPMorgan US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+53
Holders Change %
+26.24%
% of All Funds
3.74%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
67
Increased
125
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$187M
2
SC
Savant Capital
Illinois
$95.9M
3
AAS
Annex Advisory Services
Wisconsin
$80.9M
4
S
SignatureFD
Georgia
$252M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$123M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
$253M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$267M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
IDA
Intelligence Driven Advisers
California
$5.78M
5
BFA
Beaumont Financial Advisors
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$11.2M -$2.28M -47,704 -17%
KFGK
52
Keystone Financial Group (Kentucky)
Kentucky
$11.2M +$1.3M +27,089 +13%
BCG
53
Breakwater Capital Group
New Jersey
$11.2M +$1.92M +38,985 +21%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$10.8M +$1.36M +28,332 +14%
GA
55
GoalVest Advisory
New York
$9.93M +$597K +12,475 +6%
BCWM
56
Bartlett & Co Wealth Management
Ohio
$9.66M +$9.66M +201,376 New
BC
57
Bartlett & Co
Ohio
$9.66M +$9.66M +201,376 New
RJA
58
Raymond James & Associates
Florida
$9.63M +$1.39M +29,104 +17%
SW
59
SVB Wealth
Massachusetts
$9.53M +$9.14M +190,969 +2,346%
CWP
60
Concord Wealth Partners
Virginia
$9.09M -$2.49M -51,966 -21%
CAMV
61
Concord Asset Management (Virginia)
Virginia
$8.86M -$2.07M -43,266 -19%
DWP
62
Daymark Wealth Partners
Ohio
$8.79M +$519K +10,841 +6%
SA
63
Scarborough Advisors
Maryland
$8.61M -$153K -3,189 -2%
CAM
64
Cobblestone Asset Management
Virginia
$7.95M +$7.99K +167 +0.1%
ACS
65
Archford Capital Strategies
Illinois
$7.65M +$2.57M +53,679 +51%
Truist Financial
66
Truist Financial
North Carolina
$7.22M +$1.09M +22,688 +18%
Renaissance Technologies
67
Renaissance Technologies
New York
$7.03M +$6.8M +142,100 +2,960%
KAM
68
Knightsbridge Asset Management
California
$6.85M +$134K +2,806 +2%
EW
69
Enzi Wealth
Texas
$6.77M +$642K +12,787 +10%
LNB
70
Ledyard National Bank
$6.58M +$313K +6,532 +5%
RHP
71
Royal Harbor Partners
Texas
$6.53M +$713K +14,896 +12%
Wells Fargo
72
Wells Fargo
California
$6.48M +$6.47M +135,153 +57,758%
RWA
73
Redhawk Wealth Advisors
Minnesota
$6.18M +$6.18M +129,151 New
TBWA
74
Three Bridge Wealth Advisors
California
$6.09M +$6.09M +127,160 New
MA
75
MBA Advisors
Pennsylvania
$5.91M +$153K +3,197 +3%
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