We are live on ! Find out more
JQUA icon

JPMorgan US Quality Factor ETF

203 hedge funds and large institutions have $2.16B invested in JPMorgan US Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 101 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

115% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 47

38% more capital invested

Capital invested by funds: $1.57B → $2.16B (+$593M)

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

17% more funds holding

Funds holding: 173203 (+30)

0.69% more ownership

Funds ownership: 96.84%97.53% (+0.69%)

Holders
203
Holders Change
+30
Holders Change %
+17.34%
% of All Funds
3.22%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.41%
New
41
Increased
101
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
101
Delos Wealth Advisors
Texas
$1.37M -$16K -358 -1%
IWC
102
Integrated Wealth Concepts
Massachusetts
$1.36M +$1.4M +31,429 New
HighTower Advisors
103
HighTower Advisors
Illinois
$1.35M +$1.05M +23,479 +305%
TFS
104
Thoroughbred Financial Services
Tennessee
$1.34M +$853K +19,126 +162%
BW
105
Bison Wealth
Georgia
$1.33M -$221K -4,943 -14%
MWM
106
MBE Wealth Management
Wisconsin
$1.29M +$73.1K +1,639 +6%
HA
107
Herold Advisors
New York
$1.22M +$104K +2,334 +9%
GM
108
GeoWealth Management
Illinois
$1.21M +$754K +16,908 +154%
USCWA
109
U.S. Capital Wealth Advisors
Texas
$1.15M +$1.19M +26,642 New
Citadel Advisors
110
Citadel Advisors
Florida
$1.14M +$1.17M +26,237 New
PAG
111
Private Advisor Group
New Jersey
$1.08M +$851K +19,073 +318%
WWM
112
Western Wealth Management
Colorado
$1.08M +$750K +16,803 +206%
AWM
113
Apollon Wealth Management
South Carolina
$1.08M -$38K -852 -3%
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
$1.08M -$103K -2,300 -8%
HCA
115
Heck Capital Advisors
Wisconsin
$1.05M -$3.21K -72 -0.3%
PO
116
Private Ocean
California
$1.05M -$130K -2,920 -11%
KTM
117
Keeler Thomas Management
Utah
$1.02M +$1.28M +28,661 New
PGAM
118
Princeton Global Asset Management
New Jersey
$1.01M -$4.42K -99 -0.4%
OLVIG
119
Oliver Lagore Vanvalin Investment Group
Michigan
$1M +$321K +7,190 +45%
OBWG
120
Onyx Bridge Wealth Group
New York
$957K +$987K +22,120 New
FPCP
121
Fort Point Capital Partners
California
$918K -$3.57K -80 -0.4%
JWM
122
Jackson Wealth Management
Florida
$862K +$54.5K +1,221 +7%
AF
123
Apexium Financial
Texas
$815K -$11.7K -263 -1%
KWM
124
Kingsview Wealth Management
Oregon
$812K +$309K +6,935 +59%
Stifel Financial
125
Stifel Financial
Missouri
$799K +$500K +11,205 +154%

JQUA Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2023, worth a combined $2.16B — up 38% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JQUA positions and 11 closed out — a net gain of 30 holders — while 101 added to existing stakes and 47 trimmed.

The largest buyer was SignatureFD, adding an estimated $188M. The largest seller was Envestnet Asset Management, cutting an estimated $268M.

  • 203 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2023, up from 173 in Q2 2023.
  • Funds reported $2.16B of JPMorgan US Quality Factor ETF stock for Q3 2023, up 38% quarter-over-quarter.
  • 41 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2023 and 11 closed out, a net change of +30 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q3 2023 was SignatureFD, an estimated $188M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $268M sold.

Based on aggregated 13F filings for Q3 2023.