JPMorgan US Quality Factor ETF
JQUA
81 hedge funds and large institutions have $294M invested in JPMorgan US Quality Factor ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 15 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 27
1.19% more ownership
Funds ownership: 77.67% → 78.86% (+1.2%)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
1% less funds holding
Funds holding: 82 → 81 (-1)
12% less capital invested
Capital invested by funds: $332M → $294M (-$38.2M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$46.4M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$22.7M |
| 3 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$5.26M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$3.52M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$30.3M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$27.1M |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
-$18M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$3.61M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$2.91M |
JQUA Hedge Fund Activity: Q2 2022 in Review
81 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2022, worth a combined $294M — down 12% from $332M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of JQUA and 14 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 30 added.
The largest buyer was JP Morgan Chase, adding an estimated $46.4M. The largest seller was 3D/L Capital Management, cutting an estimated $30.3M.
- 81 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2022, down from 82 in Q1 2022.
- Funds reported $294M of JPMorgan US Quality Factor ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 14 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2022 and 15 closed out, a net change of -1 holder.
- The largest JPMorgan US Quality Factor ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $46.4M added.
- The largest JPMorgan US Quality Factor ETF seller in Q2 2022 was 3D/L Capital Management, an estimated $30.3M sold.
Based on aggregated 13F filings for Q2 2022.