We are live on ! Find out more
JQUA icon

JPMorgan US Quality Factor ETF

203 hedge funds and large institutions have $2.16B invested in JPMorgan US Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 101 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

115% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 47

38% more capital invested

Capital invested by funds: $1.57B → $2.16B (+$593M)

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

17% more funds holding

Funds holding: 173203 (+30)

0.69% more ownership

Funds ownership: 96.84%97.53% (+0.69%)

Holders
203
Holders Change
+30
Holders Change %
+17.34%
% of All Funds
3.22%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.41%
New
41
Increased
101
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
76
Kathmere Capital Management
Pennsylvania
$2.77M -$1.34K -30 -0%
BTI
77
Blue Trust Inc
Georgia
$2.7M +$837K +18,753 +44%
EFS
78
Econ Financial Services
Pennsylvania
$2.67M +$2.51M +56,364 +1,077%
SHJ
79
Sharkey, Howes & Javer
Colorado
$2.64M -$689K -15,431 -20%
SC
80
Savant Capital
Illinois
$2.46M +$2.54M +56,944 New
Comerica Bank
81
Comerica Bank
Texas
$2.27M +$2.34M +52,359 New
GWM
82
Geneos Wealth Management
Colorado
$2.26M +$1.11M +24,810 +91%
RPGK
83
Retirement Planning Group (Kansas)
Kansas
$2.19M -$44.9K -1,007 -2%
FCFC
84
First Commonwealth Financial Corp
Pennsylvania
$2.14M +$270K +6,053 +14%
IB
85
Intrust Bank
Kansas
$2.07M -$113K -2,523 -5%
SIM
86
Seaview Investment Managers
Florida
$1.91M +$1.97M +44,206 New
AWM
87
AE Wealth Management
Kansas
$1.9M +$297K +6,650 +18%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$1.89M +$452K +10,128 +30%
AAS
89
Avantax Advisory Services
Texas
$1.79M +$923K +20,694 +100%
CW
90
CreativeOne Wealth
Kansas
$1.79M +$467K +10,470 +34%
DAS
91
Dynamic Advisor Solutions
Arizona
$1.76M +$481K +10,783 +36%
PWG
92
Portside Wealth Group
Utah
$1.75M +$82.2K +1,842 +5%
MPWT
93
MassMutual Private Wealth & Trust
Connecticut
$1.73M +$690K +15,458 +63%
AIC
94
Ayalon Insurance Company
Israel
$1.72M
KAS
95
KPP Advisory Services
Kentucky
$1.7M +$1.75M +39,212 New
LSA
96
L & S Advisors
California
$1.63M +$598K +13,411 +55%
CAL
97
Capital Analysts LLC
Pennsylvania
$1.61M +$1.66M +37,257 New
FTUS
98
Flow Traders U.S.
New York
$1.56M +$1.61M +36,012 New
Mariner
99
Mariner
Kansas
$1.5M -$2.54K -57 -0.2%
FFWM
100
Future Financial Wealth Management
Ohio
$1.41M +$7.27K +163 +0.5%

JQUA Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2023, worth a combined $2.16B — up 38% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JQUA positions and 11 closed out — a net gain of 30 holders — while 101 added to existing stakes and 47 trimmed.

The largest buyer was SignatureFD, adding an estimated $188M. The largest seller was Envestnet Asset Management, cutting an estimated $268M.

  • 203 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2023, up from 173 in Q2 2023.
  • Funds reported $2.16B of JPMorgan US Quality Factor ETF stock for Q3 2023, up 38% quarter-over-quarter.
  • 41 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2023 and 11 closed out, a net change of +30 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q3 2023 was SignatureFD, an estimated $188M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $268M sold.

Based on aggregated 13F filings for Q3 2023.