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JPMorgan US Quality Factor ETF
JQUA

106 hedge funds and large institutions have $708M invested in JPMorgan US Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

25% more capital invested

Capital invested by funds: $568M → $708M (+$140M)

25% more funds holding

Funds holding: 85 → 106 (+21)

0.42% less ownership

Funds ownership: 105.22% → 104.8% (-0.42%)

Holders
106
Holders Change
+21
Holders Change %
+24.71%
% of All Funds
1.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
32
Increased
41
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMA
Sage Mountain Advisors
Georgia
+$36M
2
LWMG
Levy Wealth Management Group
Pennsylvania
+$16.9M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$7.72M
4
SRIM
Saratoga Research & Investment Management
California
+$4.56M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.34M

Top Sellers

Rank Fund Capital Flow
1
PA
Prism Advisors
California
-$5.04M
2
LNC
Lincoln National Corp
Pennsylvania
-$2.48M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.32M
4
RW
RVW Wealth
California
-$1.5M
5
OCM
One Capital Management
California
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
76
Wealthfront Advisers
California
$310K +$307K +8,009 New
AAS
77
Avantax Advisory Services
Texas
$297K +$26K +678 +10%
MAS
78
Meeder Advisory Services
Ohio
$264K +$262K +6,825 New
3LCM
79
3D/L Capital Management
Connecticut
$263K +$21.5K +561 +9%
JSL
80
JT Stratford LLC
Georgia
$263K +$260K +6,775 New
VAS
81
Vestmark Advisory Solutions
Massachusetts
$261K +$259K +6,744 New
SGWM
82
Sterling Group Wealth Management
California
$249K +$246K +6,419 New
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$233K +$231K +6,020 New
BG
84
Benedetti & Gucer
Georgia
$233K -$12.2K -318 -5%
HA
85
Herold Advisors
New York
$231K +$229K +5,971 New
FAIM
86
Financial Advocates Investment Management
Washington
$227K -$42K -1,094 -16%
SWA
87
Strata Wealth Advisors
Texas
$219K +$217K +5,646 New
WAG
88
Wallace Advisory Group
California
$212K +$210K +5,477 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$138K +$136K +3,553 New
CAL
90
Capital Advisors Ltd
Ohio
$134K -$229K -5,977 -63%
Wells Fargo
91
Wells Fargo
California
$125K +$13.6K +355 +12%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$117K -$18K -470 -13%
MPCG
93
Matrix Private Capital Group
New York
$114K – – –
TRCT
94
Tower Research Capital (TRC)
New York
$86K -$365K -9,503 -81%
UBS Group
95
UBS Group
Switzerland
$77.7K -$94.6K -2,466 -55%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$76K +$45.9K +1,196 +152%
RPCA
97
Running Point Capital Advisors
California
$53.6K +$53.1K +1,383 New
PA
98
Parallel Advisors
California
$44.7K – – –
GRP
99
Global Retirement Partners
California
$28.3K +$77 +2 +0.3%
SBL
100
Sargent Bickham Lagudis
Colorado
$15.3K – – –
1 2 3
4
5

JQUA Hedge Fund Activity: Q4 2022 in Review

106 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2022, worth a combined $708M — up 25% from $568M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JQUA positions and 5 closed out — a net gain of 27 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Sage Mountain Advisors, adding an estimated $36M. The largest seller was Prism Advisors, cutting an estimated $5.04M.

  • 106 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2022, up from 85 in Q3 2022.
  • Funds reported $708M of JPMorgan US Quality Factor ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 32 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2022 and 5 closed out, a net change of +27 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2022 was Sage Mountain Advisors, an estimated $36M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2022 was Prism Advisors, an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2022.