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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

283 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
4.1%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.59%
New
50
Increased
138
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$222M
2
LPL Financial
2
LPL Financial
California
$137M
3
MAC
3
Mason & Associates (California)
California
$33.9M
4
OWA
4
Octavia Wealth Advisors
Ohio
$21.3M
5
QWM
5
Quadcap Wealth Management
Texas
$33.5M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$10.8M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
SRIM
4
Saratoga Research & Investment Management
California
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$13.8M +$3.12M +59,084 +29%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$13.8M +$1.06M +20,011 +8%
PAS
53
Park Avenue Securities
New York
$13.3M -$1.61M -30,475 -11%
SWMG
54
Sanchez Wealth Management Group
Florida
$13.2M +$13.2M +250,298 New
KFGK
55
Keystone Financial Group (Kentucky)
Kentucky
$13M +$647K +12,237 +5%
BCG
56
Breakwater Capital Group
New Jersey
$13M +$1.02M +19,341 +9%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$13M +$7.57M +143,170 +140%
DWP
58
Daymark Wealth Partners
Ohio
$12.9M +$3.18M +60,110 +33%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$12.2M +$12.2M +229,918 New
GA
60
GoalVest Advisory
New York
$12M +$999K +18,893 +9%
Stifel Financial
61
Stifel Financial
Missouri
$11.9M -$3.97M -75,035 -25%
PA
62
Prism Advisors
California
$11.9M -$873K -16,517 -7%
FCBT
63
First Citizens Bank & Trust
North Carolina
$11.1M -$269M -5,082,849 -96%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$10.8M -$284M -5,373,619 -96%
BHWA
65
Beacon Harbor Wealth Advisors
Virginia
$10.3M +$10.3M +194,565 New
PWM
66
Perigon Wealth Management
California
$10.2M +$9.69M +183,254 +1,909%
SW
67
SVB Wealth
Massachusetts
$10.2M -$339K -6,417 -3%
SA
68
Scarborough Advisors
Maryland
$9.98M +$472K +8,926 +5%
ACS
69
Archford Capital Strategies
Illinois
$9.39M +$929K +17,575 +11%
TAM
70
Titleist Asset Management
Texas
$9.32M +$9.32M +176,312 New
CWP
71
Concord Wealth Partners
Virginia
$9.18M -$858K -16,232 -9%
CAMV
72
Concord Asset Management (Virginia)
Virginia
$8.95M -$835K -15,795 -9%
CAM
73
Cobblestone Asset Management
Virginia
$8.93M +$150K +2,838 +2%
Truist Financial
74
Truist Financial
North Carolina
$8.9M +$925K +17,490 +12%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$8.73M +$3.86M +73,103 +80%
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