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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

255 hedge funds and large institutions have $3.09B invested in JPMorgan US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+53
Holders Change %
+26.24%
% of All Funds
3.74%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
67
Increased
125
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$187M
2
SC
Savant Capital
Illinois
$95.9M
3
AAS
Annex Advisory Services
Wisconsin
$80.9M
4
S
SignatureFD
Georgia
$252M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$123M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
$253M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$267M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
IDA
Intelligence Driven Advisers
California
$5.78M
5
BFA
Beaumont Financial Advisors
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
101
Econ Financial Services
Pennsylvania
$3.04M +$87K +1,817 +3%
AWM
102
Able Wealth Management
New Jersey
$3.01M +$3.01M +62,958 New
OBWG
103
Onyx Bridge Wealth Group
New York
$2.95M +$1.9M +39,607 +179%
SHJ
104
Sharkey, Howes & Javer
Colorado
$2.89M -$22.6K -473 -0.8%
KCM
105
Kathmere Capital Management
Pennsylvania
$2.86M -$197K -4,126 -6%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$2.85M +$756K +15,794 +36%
RPCA
107
Running Point Capital Advisors
California
$2.78M +$2.57M +53,599 +1,188%
USCWA
108
U.S. Capital Wealth Advisors
Texas
$2.72M +$1.45M +30,230 +113%
Mariner
109
Mariner
Kansas
$2.4M +$744K +15,554 +45%
FCFC
110
First Commonwealth Financial Corp
Pennsylvania
$2.36M -$9.29K -194 -0.4%
BTI
111
Blue Trust Inc
Georgia
$2.29M -$345K -7,963 -13%
AAS
112
Avantax Advisory Services
Texas
$2.26M +$281K +5,863 +14%
FTS
113
Fifth Third Securities
Ohio
$2.23M +$2.23M +46,548 New
IB
114
Intrust Bank
Kansas
$2.21M -$82.2K -1,717 -4%
PWG
115
Portside Wealth Group
Utah
$2.19M +$257K +5,375 +13%
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$2.02M -$395K -8,259 -16%
FFN
117
Focus Financial Network
Minnesota
$2.01M +$2.01M +41,912 New
SAI
118
Savvy Advisors Inc
New York
$1.99M +$1.99M +41,649 New
LSA
119
L & S Advisors
California
$1.98M +$172K +3,586 +10%
AIC
120
Ayalon Insurance Company
Israel
$1.9M – – –
BW
121
Bison Wealth
Georgia
$1.88M +$406K +8,477 +28%
FTUS
122
Flow Traders U.S.
New York
$1.85M +$121K +2,536 +7%
CAL
123
Capital Analysts LLC
Pennsylvania
$1.84M +$57K +1,190 +3%
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$1.83M -$84.6K -1,767 -4%
VNA
125
Valley National Advisers
Pennsylvania
$1.77M +$1.77M +36,989 New
3 4
5
6 7