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JPMorgan US Quality Factor ETF

375 hedge funds and large institutions have $3.91B invested in JPMorgan US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 128 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

16% more funds holding

Funds holding: 322375 (+53)

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 128

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$81.2M)

0.22% less ownership

Funds ownership: 75.13%74.92% (-0.22%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
375
Holders Change
+53
Holders Change %
+16.46%
% of All Funds
4.94%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.53%
New
80
Increased
131
Reduced
128
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
51
Breakwater Capital Group
New Jersey
$17M +$267K +4,605 +2%
SA
52
Sanctuary Advisors
Indiana
$16.5M +$927K +15,990 +6%
Mariner
53
Mariner
Kansas
$16.3M +$1.22M +21,029 +8%
SWMG
54
Sanchez Wealth Management Group
Florida
$16.1M +$566K +9,767 +4%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$15.8M -$82.3K -1,420 -0.5%
MML Investors Services
56
MML Investors Services
Massachusetts
$14.1M +$312K +5,382 +2%
PAS
57
Park Avenue Securities
New York
$13.7M -$220K -3,795 -2%
FHA
58
First Horizon Advisors
Tennessee
$13.5M -$2.08M -35,928 -13%
PAG
59
Private Advisor Group
New Jersey
$13.3M +$3.16M +54,587 +31%
DOA
60
D'Orazio & Associates
Virginia
$12.8M +$1.36M +23,530 +12%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$12.6M +$150K +2,588 +1%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$12.5M -$4.23M -73,006 -25%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$12.5M -$431K -7,441 -3%
PWM
64
Perigon Wealth Management
California
$11.8M -$1.12M -19,389 -9%
KFG
65
Kelly Financial Group
Connecticut
$11.2M +$11.3M +195,332 New
TAM
66
Titleist Asset Management
Texas
$11.1M +$272K +4,686 +2%
PA
67
Prism Advisors
California
$11M -$363K -6,269 -3%
CWP
68
Concord Wealth Partners
Virginia
$10M -$140K -2,407 -1%
CAMV
69
Concord Asset Management (Virginia)
Virginia
$9.97M -$105K -1,809 -1%
BIP
70
Blue Investment Partners
California
$9.87M +$322K +5,551 +3%
Truist Financial
71
Truist Financial
North Carolina
$9.74M -$72.4K -1,250 -0.7%
DAS
72
Dynamic Advisor Solutions
Arizona
$9.73M +$1.22M +21,126 +14%
Stifel Financial
73
Stifel Financial
Missouri
$9.72M -$168K -2,907 -2%
LNB
74
Ledyard National Bank
$9.61M +$431K +7,440 +5%
MWM
75
Modern Wealth Management
Kansas
$9.47M +$607K +10,476 +7%

JQUA Hedge Fund Activity: Q4 2024 in Review

375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2024, worth a combined $3.91B — up 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JQUA positions and 23 closed out — a net gain of 57 holders — while 131 added to existing stakes and 128 trimmed.

The largest buyer was Savant Capital, adding an estimated $64M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 375 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.91B of JPMorgan US Quality Factor ETF stock for Q4 2024, up 2.1% quarter-over-quarter.
  • 80 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2024 was Savant Capital, an estimated $64M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2024.