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JPMorgan US Quality Factor ETF

377 hedge funds and large institutions have $4.06B invested in JPMorgan US Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 105

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

4% more capital invested

Capital invested by funds: $3.91B → $4.06B (+$150M)

1% more funds holding

Funds holding: 375377 (+2)

1.24% less ownership

Funds ownership: 74.92%73.68% (-1.2%)

Holders
377
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.06%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.58%
New
42
Increased
187
Reduced
105
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
51
Octavia Wealth Advisors
Ohio
$16.9M -$7.84M -134,293 -31%
SWMG
52
Sanchez Wealth Management Group
Florida
$16.8M +$980K +16,775 +6%
WLPWM
53
Walled Lake Planning & Wealth Management
Illinois
$15.8M +$15.8M +270,520 +2,767%
SA
54
Sanctuary Advisors
Indiana
$15.6M +$35.5K +608 +0.2%
MML Investors Services
55
MML Investors Services
Massachusetts
$15.3M +$1.41M +24,156 +10%
AAS
56
Ameritas Advisory Services
Nebraska
$15.2M -$8.77M -150,104 -36%
VAS
57
Valicenti Advisory Services
New York
$13.6M +$6.97M +119,380 +98%
DOA
58
D'Orazio & Associates
Virginia
$13.3M +$721K +12,339 +6%
HighTower Advisors
59
HighTower Advisors
Illinois
$13.1M +$5.53M +94,758 +69%
Mariner
60
Mariner
Kansas
$13.1M -$3.1M -53,120 -19%
AF
61
Allworth Financial
California
$13.1M +$13.5M +230,619 +3,760%
PAG
62
Private Advisor Group
New Jersey
$13M -$141K -2,420 -1%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$12.9M +$574K +9,822 +4%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$12.4M +$114K +1,952 +0.9%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$12.2M -$288K -4,929 -2%
FHA
66
First Horizon Advisors
Tennessee
$12.1M -$1.22M -20,970 -9%
KFG
67
Kelly Financial Group
Connecticut
$12M +$959K +16,417 +8%
MWM
68
Modern Wealth Management
Kansas
$11.2M +$1.91M +32,762 +20%
CAM
69
Cobblestone Asset Management
Virginia
$11.1M +$2.55M +43,663 +28%
NEWAS
70
N.E.W. Advisory Services
Wisconsin
$10.9M +$5.89M +100,851 +110%
CWP
71
Concord Wealth Partners
Virginia
$10.8M +$939K +16,076 +9%
Truist Financial
72
Truist Financial
North Carolina
$10.7M +$1.1M +18,842 +11%
PA
73
Prism Advisors
California
$10.6M -$218K -3,736 -2%
IA
74
Intellus Advisors
Florida
$10.5M +$10.9M +186,096 New
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$10.5M -$5.37M -91,904 -34%

JQUA Hedge Fund Activity: Q1 2025 in Review

377 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2025, worth a combined $4.06B — up 3.8% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JQUA positions and 33 closed out — a net gain of 9 holders — while 187 added to existing stakes and 105 trimmed.

The largest buyer was Savant Capital, adding an estimated $60.5M. The largest seller was Annex Advisory Services, cutting an estimated $137M.

  • 377 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2025, up from 375 in Q4 2024.
  • Funds reported $4.06B of JPMorgan US Quality Factor ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 42 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2025 and 33 closed out, a net change of +9 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q1 2025 was Savant Capital, an estimated $60.5M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q1 2025 was Annex Advisory Services, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.