JPMorgan US Quality Factor ETF
JQUA
106 hedge funds and large institutions have $708M invested in JPMorgan US Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 5 closing their positions.
540% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 5
46% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 28
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
25% more capital invested
Capital invested by funds: $568M → $708M (+$140M)
25% more funds holding
Funds holding: 85 → 106 (+21)
0.42% less ownership
Funds ownership: 105.22% → 104.8% (-0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
+$36M |
| 2 |
LWMG
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
+$16.9M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$7.72M |
| 4 |
SRIM
Saratoga Research & Investment Management
Saratoga,
California
|
+$4.56M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Prism Advisors
Studio City,
California
|
-$5.04M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.48M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.32M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.5M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
101
Harbour Investments
Madison,
Wisconsin
| $10.3K | +$10.2K | +267 | New |
|
102
Fidelity Investments
Boston,
Massachusetts
| $10.2K | +$1.84K | +48 | +22% |
|
|
WWMSC
103
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $3.8K | – | – | – |
|
|
CAS
104
Coppell Advisory Solutions
Coppell,
Texas
| $1.2K | +$1.19K | +31 | New |
|
|
CASC
105
Coppell Advisory Solutions Corp
Coppell,
Texas
| $1.2K | +$1.19K | +31 | New |
|
|
WBC
106
West Branch Capital
Amherst,
Massachusetts
| $120 | – | – | – |
|
|
LNC
107
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$2.48M | -70,712 | Closed |
|
|
108
Citadel Advisors
Miami,
Florida
| – | -$2.32M | -66,303 | Closed |
|
|
MAM
109
Meeder Asset Management
Dublin,
Ohio
| – | -$366K | -10,446 | Closed |
|
|
EC
110
EdgeRock Capital
Denver,
Colorado
| – | -$121K | -3,441 | Closed |
|
|
CIAS
111
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$4K | -100 | Closed |
|
JQUA Hedge Fund Activity: Q4 2022 in Review
106 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2022, worth a combined $708M — up 25% from $568M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new JQUA positions and 5 closed out — a net gain of 27 holders — while 41 added to existing stakes and 28 trimmed.
The largest buyer was Sage Mountain Advisors, adding an estimated $36M. The largest seller was Prism Advisors, cutting an estimated $5.04M.
- 106 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2022, up from 85 in Q3 2022.
- Funds reported $708M of JPMorgan US Quality Factor ETF stock for Q4 2022, up 25% quarter-over-quarter.
- 32 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2022 and 5 closed out, a net change of +27 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q4 2022 was Sage Mountain Advisors, an estimated $36M added.
- The largest JPMorgan US Quality Factor ETF seller in Q4 2022 was Prism Advisors, an estimated $5.04M sold.
Based on aggregated 13F filings for Q4 2022.