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JPMorgan US Quality Factor ETF

377 hedge funds and large institutions have $4.06B invested in JPMorgan US Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 105

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

4% more capital invested

Capital invested by funds: $3.91B → $4.06B (+$150M)

1% more funds holding

Funds holding: 375377 (+2)

1.24% less ownership

Funds ownership: 74.92%73.68% (-1.2%)

Holders
377
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.06%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.58%
New
42
Increased
187
Reduced
105
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$10.4M +$7.36M +126,026 +214%
DAS
77
Dynamic Advisor Solutions
Arizona
$10.3M +$754K +12,917 +8%
BIP
78
Blue Investment Partners
California
$10.1M +$390K +6,685 +4%
AZ
79
Alpha Zero
Florida
$9.89M +$612K +10,481 +6%
CAMV
80
Concord Asset Management (Virginia)
Virginia
$9.74M +$321K +5,500 +3%
Stifel Financial
81
Stifel Financial
Missouri
$9.73M +$156K +2,678 +2%
PWM
82
Perigon Wealth Management
California
$9.66M -$1.87M -32,076 -16%
LNB
83
Ledyard National Bank
$9.43M -$50.8K -870 -0.5%
KAM
84
Knightsbridge Asset Management
California
$8.71M -$47.8K -819 -0.5%
TFGT
85
TS Financial Group (TSFG)
Illinois
$8.29M +$1.52M +26,074 +22%
JWCA
86
J.W. Cole Advisors
Florida
$8.13M +$2.56M +43,886 +44%
PFA
87
Petra Financial Advisors
Colorado
$8.07M +$205K +3,506 +3%
SAS
88
Sage Advisory Services
Texas
$8.01M +$20.3K +348 +0.2%
RWA
89
Redhawk Wealth Advisors
Minnesota
$7.97M +$66.2K +1,133 +0.8%
EWA
90
EP Wealth Advisors
California
$7.96M +$206K +3,519 +3%
WIC
91
Woodmont Investment Counsel
Tennessee
$7.89M +$8.16M +139,679 New
WWA
92
WCG Wealth Advisors
Nevada
$7.77M -$1.44M -24,613 -15%
EW
93
Enzi Wealth
Texas
$7.68M +$150K +2,574 +2%
CWA
94
Clarus Wealth Advisors
Arizona
$7.46M +$5.01M +85,696 +168%
SFG
95
Seamount Financial Group
Colorado
$7.38M +$60.5K +1,035 +0.8%
MA
96
MBA Advisors
Pennsylvania
$7.31M +$76.3K +1,307 +1%
EFA
97
Edge Financial Advisors
Illinois
$7.13M +$7.38M +126,281 New
CWM
98
Cornerstone Wealth Management
Missouri
$7.1M +$421K +7,201 +6%
BEI
99
Benjamin Edwards Inc
Missouri
$7M +$34.3K +587 +0.5%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$6.87M +$3.32M +56,846 +87%

JQUA Hedge Fund Activity: Q1 2025 in Review

377 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2025, worth a combined $4.06B — up 3.8% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JQUA positions and 33 closed out — a net gain of 9 holders — while 187 added to existing stakes and 105 trimmed.

The largest buyer was Savant Capital, adding an estimated $60.5M. The largest seller was Annex Advisory Services, cutting an estimated $137M.

  • 377 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2025, up from 375 in Q4 2024.
  • Funds reported $4.06B of JPMorgan US Quality Factor ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 42 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2025 and 33 closed out, a net change of +9 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q1 2025 was Savant Capital, an estimated $60.5M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q1 2025 was Annex Advisory Services, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.