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JPMorgan US Quality Factor ETF

308 hedge funds and large institutions have $3.28B invested in JPMorgan US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

84% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 82

8% more funds holding

Funds holding: 285308 (+23)

1% more capital invested

Capital invested by funds: $3.25B → $3.28B (+$27.7M)

6.89% less ownership

Funds ownership: 77.89%71% (-6.9%)

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

Holders
308
Holders Change
+23
Holders Change %
+8.07%
% of All Funds
4.45%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.55%
New
46
Increased
151
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
76
First Citizens Bank & Trust
North Carolina
$7.04M -$3.98M -76,949 -37%
DAS
77
Dynamic Advisor Solutions
Arizona
$6.94M +$929K +17,950 +16%
ZIMP
78
Zimmermann Investment Management & Planning
Pennsylvania
$6.88M +$2.05M +39,590 +44%
EW
79
Enzi Wealth
Texas
$6.82M +$53.7K +1,038 +0.8%
RWA
80
Redhawk Wealth Advisors
Minnesota
$6.74M +$175K +3,382 +3%
MA
81
MBA Advisors
Pennsylvania
$6.53M -$191K -3,695 -3%
SW
82
SVB Wealth
Massachusetts
$6.34M -$3.78M -73,039 -38%
GPW
83
Gentry Private Wealth
Kansas
$6.19M +$6.05M +116,850 New
PIA
84
Pinion Investment Advisors
Kansas
$6.1M +$849K +16,401 +17%
TFGT
85
TS Financial Group (TSFG)
Illinois
$6.04M +$1.24M +23,982 +27%
MWM
86
MorganRosel Wealth Management
Colorado
$5.95M +$298K +5,767 +5%
IDA
87
Intelligence Driven Advisers
California
$5.91M -$205K -3,958 -3%
KTM
88
Keeler Thomas Management
Utah
$5.9M +$1.54M +29,759 +36%
SAI
89
Savvy Advisors Inc
New York
$5.83M +$2.38M +46,023 +72%
VAS
90
Valicenti Advisory Services
New York
$5.8M +$471K +9,102 +9%
OBWG
91
Onyx Bridge Wealth Group
New York
$5.73M +$585K +11,293 +12%
SKK
92
Shepherd Kaplan Krochuk
Massachusetts
$5.72M -$389K -7,523 -7%
SFG
93
Seamount Financial Group
Colorado
$5.6M +$854K +16,507 +19%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$5.59M -$552K -10,666 -9%
EH
95
Equitable Holdings
New York
$5.54M +$1.28M +24,748 +31%
PFA
96
Petra Financial Advisors
Colorado
$5.44M +$144K +2,783 +3%
GWM
97
Geneos Wealth Management
Colorado
$5.28M +$320K +6,182 +7%
CWM
98
Cornerstone Wealth Management
Missouri
$5.22M +$319K +6,160 +7%
FA
99
FDx Advisors
Illinois
$5.2M +$312K +6,021 +7%
CWM
100
Collaborative Wealth Management
Florida
$5.08M +$32K +618 +0.6%

JQUA Hedge Fund Activity: Q2 2024 in Review

308 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2024, worth a combined $3.28B — up 0.85% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JQUA positions and 19 closed out — a net gain of 27 holders — while 151 added to existing stakes and 82 trimmed.

The largest buyer was Savant Capital, adding an estimated $30.6M. The largest seller was JP Morgan Chase, cutting an estimated $39.5M.

  • 308 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2024, up from 285 in Q1 2024.
  • Funds reported $3.28B of JPMorgan US Quality Factor ETF stock for Q2 2024, up 0.85% quarter-over-quarter.
  • 46 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2024 and 19 closed out, a net change of +27 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q2 2024 was Savant Capital, an estimated $30.6M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q2 2024 was JP Morgan Chase, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2024.