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JPMorgan US Quality Factor ETF

131 hedge funds and large institutions have $1.03B invested in JPMorgan US Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
131
Holders Change
+25
Holders Change %
+23.58%
% of All Funds
2.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
35
Increased
56
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
76
Family Asset Management
South Carolina
$551K +$81.8K +1,984 +17%
Wealthfront Advisers
77
Wealthfront Advisers
California
$546K +$216K +5,243 +65%
SAM
78
Sequent Asset Management
Texas
$529K -$27.1K -657 -5%
LSA
79
L & S Advisors
California
$519K +$519K +12,585 New
KWM
80
Kingsview Wealth Management
Oregon
$499K +$499K +12,095 New
ACP
81
Aveo Capital Partners
Colorado
$484K +$24.9K +604 +5%
JSL
82
JT Stratford LLC
Georgia
$432K +$153K +3,710 +55%
WFC
83
Western Financial Corp
California
$429K +$429K +10,413 New
SWM
84
SeaCrest Wealth Management
New York
$424K -$28.7K -696 -6%
TFA
85
Teamwork Financial Advisors
Texas
$422K -$23.5K -569 -5%
HA
86
Herold Advisors
New York
$417K +$171K +4,149 +69%
CFG
87
Cooper Financial Group
California
$403K +$42.5K +1,030 +12%
MMM
88
Mendel Money Management
Illinois
$396K +$30.9K +750 +8%
WWM
89
Windsor Wealth Management
Indiana
$359K -$5.99K -145 -2%
AAS
90
Avantax Advisory Services
Texas
$355K +$38.6K +937 +12%
AWAU
91
Alliance Wealth Advisors (Utah)
Utah
$353K +$3.22K +78 +0.9%
VAS
92
Vestmark Advisory Solutions
Massachusetts
$350K +$71.5K +1,733 +26%
MAS
93
Meeder Advisory Services
Ohio
$281K
3LCM
94
3D/L Capital Management
Connecticut
$280K +$618 +15 +0.2%
BG
95
Benedetti & Gucer
Georgia
$248K
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$240K -$8.25K -200 -3%
FW
97
FirstPurpose Wealth
Utah
$237K +$237K +5,756 New
SGWM
98
Sterling Group Wealth Management
California
$237K -$27.4K -664 -10%
BTWM
99
Baker Tilly Wealth Management
Wisconsin
$235K +$235K +5,704 New
Stifel Financial
100
Stifel Financial
Missouri
$227K +$227K +5,501 New