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JPMorgan US Quality Factor ETF
JQUA

257 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 68 funds opening new positions, 124 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 11

134% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 53

43% more capital invested

Capital invested by funds: $2.16B → $3.09B (+$925M)

31% more funds holding in top 10

Funds holding in top 10: 26 → 34 (+8)

27% more funds holding

Funds holding: 203 → 257 (+54)

5.28% less ownership

Funds ownership: 97.53% → 92.25% (-5.3%)

Holders
257
Holders Change
+54
Holders Change %
+26.6%
% of All Funds
3.75%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
68
Increased
124
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$107M
2
SC
Savant Capital
Illinois
+$87.4M
3
AAS
Annex Advisory Services
Wisconsin
+$75.9M
4
S
SignatureFD
Georgia
+$47.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
FCBT
First Citizens Bank & Trust
North Carolina
-$84.5M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$81.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.77M
4
FCAM
First Citizens Asset Management
North Carolina
-$3.82M
5
IDA
Intelligence Driven Advisers
California
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
101
Econ Financial Services
Pennsylvania
$3.04M +$81.6K +1,817 +3%
AWM
102
Able Wealth Management
New Jersey
$3.01M +$2.83M +62,958 New
OBWG
103
Onyx Bridge Wealth Group
New York
$2.95M +$1.78M +39,607 +179%
SHJ
104
Sharkey, Howes & Javer
Colorado
$2.89M -$21.2K -473 -0.8%
KCM
105
Kathmere Capital Management
Pennsylvania
$2.86M -$185K -4,126 -6%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$2.85M +$709K +15,794 +36%
RPCA
107
Running Point Capital Advisors
California
$2.78M +$2.41M +53,599 +1,188%
USCWA
108
U.S. Capital Wealth Advisors
Texas
$2.72M +$1.36M +30,230 +113%
Mariner
109
Mariner
Kansas
$2.4M +$698K +15,554 +45%
FCFC
110
First Commonwealth Financial Corp
Pennsylvania
$2.36M -$8.71K -194 -0.4%
BTI
111
Blue Trust Inc
Georgia
$2.29M -$358K -7,963 -13%
AAS
112
Avantax Advisory Services
Texas
$2.26M +$263K +5,863 +14%
FTS
113
Fifth Third Securities
Ohio
$2.23M +$2.09M +46,548 New
IB
114
Intrust Bank
Kansas
$2.21M -$77.1K -1,717 -4%
PWG
115
Portside Wealth Group
Utah
$2.19M +$241K +5,375 +13%
BEW
116
Burton Enright Welch
California
$2.15M +$2.02M +45,014 New
RPGK
117
Retirement Planning Group (Kansas)
Kansas
$2.02M -$371K -8,259 -16%
FFN
118
Focus Financial Network
Minnesota
$2.01M +$1.88M +41,912 New
SAI
119
Savvy Advisors Inc
New York
$1.99M +$1.87M +41,649 New
LSA
120
L & S Advisors
California
$1.98M +$161K +3,586 +10%
AIC
121
Ayalon Insurance Company
Israel
$1.9M – – –
BW
122
Bison Wealth
Georgia
$1.88M +$381K +8,477 +28%
FTUS
123
Flow Traders U.S.
New York
$1.84M +$114K +2,536 +7%
CAL
124
Capital Analysts LLC
Pennsylvania
$1.84M +$53.4K +1,190 +3%
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$1.83M -$79.3K -1,767 -4%
3 4
5
6 7

JQUA Hedge Fund Activity: Q4 2023 in Review

257 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2023, worth a combined $3.09B — up 43% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new JQUA positions and 11 closed out — a net gain of 57 holders — while 124 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was First Citizens Bank & Trust, cutting an estimated $84.5M.

  • 257 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $3.09B of JPMorgan US Quality Factor ETF stock for Q4 2023, up 43% quarter-over-quarter.
  • 68 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2023 and 11 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2023 was First Citizens Bank & Trust, an estimated $84.5M sold.

Based on aggregated 13F filings for Q4 2023.