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JPMorgan US Quality Factor ETF

308 hedge funds and large institutions have $3.28B invested in JPMorgan US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

84% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 82

8% more funds holding

Funds holding: 285308 (+23)

1% more capital invested

Capital invested by funds: $3.25B → $3.28B (+$27.7M)

6.89% less ownership

Funds ownership: 77.89%71% (-6.9%)

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

Holders
308
Holders Change
+23
Holders Change %
+8.07%
% of All Funds
4.45%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.55%
New
46
Increased
151
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
51
Sanchez Wealth Management Group
Florida
$13.7M +$432K +8,345 +3%
SA
52
Sanctuary Advisors
Indiana
$13.3M +$13.6M +262,974 New
RJA
53
Raymond James & Associates
Florida
$13.1M -$655K -12,651 -5%
GA
54
GoalVest Advisory
New York
$13.1M +$1.06M +20,534 +9%
PAS
55
Park Avenue Securities
New York
$13M -$292K -5,640 -2%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$12.5M +$3.64M +70,340 +43%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$12.2M -$7.04M -135,932 -37%
VAS
58
Vestmark Advisory Solutions
Massachusetts
$11.1M -$7.26M -140,336 -40%
PWM
59
Perigon Wealth Management
California
$10.9M +$683K +13,197 +7%
PA
60
Prism Advisors
California
$10.8M -$1.02M -19,709 -9%
Stifel Financial
61
Stifel Financial
Missouri
$10.4M -$1.48M -28,528 -13%
TAM
62
Titleist Asset Management
Texas
$9.97M +$616K +11,904 +7%
ACS
63
Archford Capital Strategies
Illinois
$9.75M +$338K +6,536 +4%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$9.19M -$1.6M -30,952 -15%
Wells Fargo
65
Wells Fargo
California
$9.17M +$1.85M +35,650 +26%
CWP
66
Concord Wealth Partners
Virginia
$9.13M -$60.8K -1,175 -0.7%
DOA
67
D'Orazio & Associates
Virginia
$9.05M +$3.28M +63,282 +59%
CAMV
68
Concord Asset Management (Virginia)
Virginia
$8.99M +$26.6K +514 +0.3%
MWM
69
Modern Wealth Management
Kansas
$8.69M +$1.27M +24,534 +18%
Truist Financial
70
Truist Financial
North Carolina
$8.62M -$287K -5,553 -3%
CAM
71
Cobblestone Asset Management
Virginia
$8.61M -$327K -6,321 -4%
KAS
72
Kestra Advisory Services
Texas
$8.45M +$841K +16,244 +11%
LNB
73
Ledyard National Bank
$8.42M +$284K +5,496 +4%
KAM
74
Knightsbridge Asset Management
California
$7.88M +$296K +5,724 +4%
BIP
75
Blue Investment Partners
California
$7.71M +$3.84M +74,178 +104%

JQUA Hedge Fund Activity: Q2 2024 in Review

308 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2024, worth a combined $3.28B — up 0.85% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JQUA positions and 19 closed out — a net gain of 27 holders — while 151 added to existing stakes and 82 trimmed.

The largest buyer was Savant Capital, adding an estimated $30.6M. The largest seller was JP Morgan Chase, cutting an estimated $39.5M.

  • 308 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2024, up from 285 in Q1 2024.
  • Funds reported $3.28B of JPMorgan US Quality Factor ETF stock for Q2 2024, up 0.85% quarter-over-quarter.
  • 46 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2024 and 19 closed out, a net change of +27 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q2 2024 was Savant Capital, an estimated $30.6M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q2 2024 was JP Morgan Chase, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2024.