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JPMorgan US Quality Factor ETF

375 hedge funds and large institutions have $3.91B invested in JPMorgan US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 128 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

16% more funds holding

Funds holding: 322375 (+53)

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 128

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$81.2M)

0.22% less ownership

Funds ownership: 75.13%74.92% (-0.22%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
375
Holders Change
+53
Holders Change %
+16.46%
% of All Funds
4.94%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.53%
New
80
Increased
131
Reduced
128
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AZ
76
Alpha Zero
Florida
$9.43M +$9.54M +164,685 New
Goldman Sachs
77
Goldman Sachs
New York
$9.36M +$9.47M +163,370 New
WWA
78
WCG Wealth Advisors
Nevada
$9.29M +$10.4K +180 +0.1%
ACS
79
Archford Capital Strategies
Illinois
$9.12M -$2.04M -35,247 -18%
KAM
80
Knightsbridge Asset Management
California
$8.88M +$166K +2,866 +2%
CAM
81
Cobblestone Asset Management
Virginia
$8.79M -$441K -7,608 -5%
SAS
82
Sage Advisory Services
Texas
$8.11M -$23.9M -413,137 -74%
EW
83
Enzi Wealth
Texas
$8.09M +$160K +2,768 +2%
RWA
84
Redhawk Wealth Advisors
Minnesota
$8.02M +$226K +3,904 +3%
PFA
85
Petra Financial Advisors
Colorado
$7.99M +$430K +7,427 +6%
HighTower Advisors
86
HighTower Advisors
Illinois
$7.87M +$4.77M +82,339 +149%
EWA
87
EP Wealth Advisors
California
$7.87M -$195K -3,358 -2%
SRIM
88
Saratoga Research & Investment Management
California
$7.51M +$7.6M +131,175 New
SFG
89
Seamount Financial Group
Colorado
$7.42M +$879K +15,173 +13%
MA
90
MBA Advisors
Pennsylvania
$7.34M +$88.6K +1,529 +1%
GA
91
GoalVest Advisory
New York
$7.24M -$3.67M -63,358 -33%
BEI
92
Benjamin Edwards Inc
Missouri
$7.07M -$409K -7,050 -5%
VAS
93
Valicenti Advisory Services
New York
$6.98M -$1.88M -32,480 -21%
TFGT
94
TS Financial Group (TSFG)
Illinois
$6.91M +$187K +3,230 +3%
CWM
95
Cornerstone Wealth Management
Missouri
$6.78M +$806K +13,909 +13%
OBWG
96
Onyx Bridge Wealth Group
New York
$6.54M +$281K +4,853 +4%
GWM
97
Geneos Wealth Management
Colorado
$6.47M +$187K +3,219 +3%
MWM
98
MorganRosel Wealth Management
Colorado
$6.43M -$94.4K -1,629 -1%
RCM
99
Riggs Capital Management
Utah
$6.21M +$6.29M +108,503 New
USCWA
100
U.S. Capital Wealth Advisors
Texas
$6.11M -$145K -2,505 -2%

JQUA Hedge Fund Activity: Q4 2024 in Review

375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2024, worth a combined $3.91B — up 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JQUA positions and 23 closed out — a net gain of 57 holders — while 131 added to existing stakes and 128 trimmed.

The largest buyer was Savant Capital, adding an estimated $64M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 375 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.91B of JPMorgan US Quality Factor ETF stock for Q4 2024, up 2.1% quarter-over-quarter.
  • 80 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2024 was Savant Capital, an estimated $64M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2024.