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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

255 hedge funds and large institutions have $3.09B invested in JPMorgan US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+53
Holders Change %
+26.24%
% of All Funds
3.74%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
67
Increased
125
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$187M
2
SC
Savant Capital
Illinois
$95.9M
3
AAS
Annex Advisory Services
Wisconsin
$80.9M
4
S
SignatureFD
Georgia
$252M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$123M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
$253M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$267M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
IDA
Intelligence Driven Advisers
California
$5.78M
5
BFA
Beaumont Financial Advisors
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IDA
76
Intelligence Driven Advisers
California
$5.78M -$3.96M -80,665 -41%
SKK
77
Shepherd Kaplan Krochuk
Massachusetts
$5.69M -$554K -11,577 -9%
IFA
78
Interactive Financial Advisors
Illinois
$5.52M +$4.99M +59,645 +942%
MWM
79
MorganRosel Wealth Management
Colorado
$5.34M +$26.3K +549 +0.5%
ICMP
80
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5M -$312K -6,525 -6%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$4.89M -$1.07M -22,462 -18%
WWM
82
WJ Wealth Management
Arizona
$4.76M +$4.76M +99,386 New
MWA
83
MN Wealth Advisors
Kansas
$4.73M +$4.73M +98,768 New
FA
84
FDx Advisors
Illinois
$4.71M +$4.71M +98,483 New
DAS
85
Dynamic Advisor Solutions
Arizona
$4.67M +$2.75M +58,404 +144%
PFA
86
Petra Financial Advisors
Colorado
$4.66M +$726K +15,164 +18%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$4.4M +$4.07M +84,985 +1,223%
AWM
88
AE Wealth Management
Kansas
$4.38M +$2.21M +44,777 +102%
CWM
89
Collaborative Wealth Management
Florida
$4.27M +$243K +5,085 +6%
CWM
90
Cornerstone Wealth Management
Missouri
$4.24M +$461K +9,628 +12%
PIA
91
Pinion Investment Advisors
Kansas
$4.11M +$630K +13,162 +18%
JWCA
92
J.W. Cole Advisors
Florida
$3.92M +$420K +8,776 +12%
AAS
93
Ameritas Advisory Services
Nebraska
$3.91M -$813K -16,134 -17%
SFG
94
Seamount Financial Group
Colorado
$3.66M +$3.66M +76,521 New
FSA
95
Financial Services Advisory
Maryland
$3.63M +$3.63M +75,768 New
KAS
96
Kestra Advisory Services
Texas
$3.6M +$509K +10,631 +16%
IWC
97
Integrated Wealth Concepts
Massachusetts
$3.52M +$2.02M +42,141 +134%
GWM
98
Geneos Wealth Management
Colorado
$3.52M +$1.02M +21,283 +41%
KTM
99
Keeler Thomas Management
Utah
$3.46M +$2.09M +43,649 +152%
GCM
100
Gallacher Capital Management
Colorado
$3.15M -$57.1K -1,193 -2%
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