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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

283 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
4.1%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.59%
New
50
Increased
138
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$222M
2
LPL Financial
2
LPL Financial
California
$137M
3
MAC
3
Mason & Associates (California)
California
$33.9M
4
OWA
4
Octavia Wealth Advisors
Ohio
$21.3M
5
QWM
5
Quadcap Wealth Management
Texas
$33.5M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$10.8M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
SRIM
4
Saratoga Research & Investment Management
California
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
76
Ledyard National Bank
$8.11M +$841K +15,916 +12%
KAS
77
Kestra Advisory Services
Texas
$7.58M +$3.61M +68,195 +91%
MWM
78
Modern Wealth Management
Kansas
$7.38M +$7.38M +139,656 New
Wells Fargo
79
Wells Fargo
California
$7.28M +$118K +2,228 +2%
KAM
80
Knightsbridge Asset Management
California
$6.85M – – –
MA
81
MBA Advisors
Pennsylvania
$6.72M +$190K +3,586 +3%
RWA
82
Redhawk Wealth Advisors
Minnesota
$6.55M -$276K -5,215 -4%
EW
83
Enzi Wealth
Texas
$6.39M -$407K -8,078 -6%
USCWA
84
U.S. Capital Wealth Advisors
Texas
$6.15M +$3.14M +59,438 +105%
SKK
85
Shepherd Kaplan Krochuk
Massachusetts
$6.11M -$177K -3,344 -3%
IDA
86
Intelligence Driven Advisers
California
$6.11M -$106K -2,013 -2%
DAS
87
Dynamic Advisor Solutions
Arizona
$5.98M +$741K +14,021 +14%
DOA
88
D'Orazio & Associates
Virginia
$5.69M +$5.69M +107,704 New
MWM
89
MorganRosel Wealth Management
Colorado
$5.64M -$257K -4,861 -4%
CA
90
Cetera Advisors
Colorado
$5.31M +$4.44M +83,988 +510%
VAS
91
Valicenti Advisory Services
New York
$5.31M +$5.31M +100,405 New
PFA
92
Petra Financial Advisors
Colorado
$5.28M +$132K +2,489 +3%
PIA
93
Pinion Investment Advisors
Kansas
$5.22M +$676K +12,794 +15%
CWM
94
Collaborative Wealth Management
Florida
$5.04M +$324K +6,122 +7%
GWM
95
Geneos Wealth Management
Colorado
$4.95M +$1.06M +20,098 +27%
OBWG
96
Onyx Bridge Wealth Group
New York
$4.92M +$1.78M +35,131 +57%
CWM
97
Cornerstone Wealth Management
Missouri
$4.89M +$208K +3,928 +4%
FA
98
FDx Advisors
Illinois
$4.87M -$337K -6,376 -6%
JWCA
99
J.W. Cole Advisors
Florida
$4.81M +$486K +9,191 +11%
MWA
100
MN Wealth Advisors
Kansas
$4.79M -$429K -8,108 -8%
2 3
4
5 6