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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

172 hedge funds and large institutions have $1.57B invested in JPMorgan US Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+41
Holders Change %
+31.3%
% of All Funds
2.71%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
53
Increased
80
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$60M
2
Morgan Stanley
2
Morgan Stanley
New York
$56.2M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$37M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$73.9M
5
VPP
5
Vertex Planning Partners
Illinois
$29.2M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$2.08M
2
KAM
2
Knightsbridge Asset Management
California
$6.1M
3
Jane Street
3
Jane Street
New York
$0
4
IDA
4
Intelligence Driven Advisers
California
$9.09M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$1.51M +$1.51M +34,140 New
BFEC
77
Benjamin F. Edwards & Company
Missouri
$1.49M +$230K +5,186 +18%
FFWM
78
Future Financial Wealth Management
Ohio
$1.43M +$1.43M +32,314 New
DI
79
DFPG Investments
Utah
$1.42M +$59.1K +1,303 +4%
CW
80
CreativeOne Wealth
Kansas
$1.37M +$1.37M +30,930 New
DWA
81
Delos Wealth Advisors
Texas
$1.35M +$15.9K +360 +1%
DAS
82
Dynamic Advisor Solutions
Arizona
$1.32M +$391K +8,839 +42%
MWM
83
MBE Wealth Management
Wisconsin
$1.25M -$21.4K -483 -2%
GWM
84
Geneos Wealth Management
Colorado
$1.21M +$604K +13,651 +99%
Bank of Nova Scotia
85
Bank of Nova Scotia
Ontario, Canada
$1.2M +$1.2M +27,190 New
PO
86
Private Ocean
California
$1.2M -$113K -2,553 -9%
HA
87
Herold Advisors
New York
$1.15M +$697K +15,747 +156%
AWM
88
Apollon Wealth Management
South Carolina
$1.14M -$219K -4,945 -16%
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$1.09M +$962K +21,728 +755%
HCA
90
Heck Capital Advisors
Wisconsin
$1.08M -$266 -6 -0%
LSA
91
L & S Advisors
California
$1.08M +$519K +11,720 +93%
PGAM
92
Princeton Global Asset Management
New Jersey
$1.03M +$7.88K +178 +0.8%
FPCP
93
Fort Point Capital Partners
California
$943K +$20K +451 +2%
AAS
94
Avantax Advisory Services
Texas
$919K +$538K +12,146 +141%
BWM
95
Baystate Wealth Management
Massachusetts
$874K +$753 +17 +0.1%
PA
96
Prism Advisors
California
$851K – – –
AF
97
Apexium Financial
Texas
$846K +$14.4K +326 +2%
Renaissance Technologies
98
Renaissance Technologies
New York
$832K +$832K +18,800 New
JWM
99
Jackson Wealth Management
Florida
$828K -$47.4K -1,071 -5%
SWM
100
Spire Wealth Management
Virginia
$738K +$59.7K +1,348 +9%
2 3
4
5 6