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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

283 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
4.1%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.59%
New
50
Increased
138
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$222M
2
LPL Financial
2
LPL Financial
California
$137M
3
MAC
3
Mason & Associates (California)
California
$33.9M
4
OWA
4
Octavia Wealth Advisors
Ohio
$21.3M
5
QWM
5
Quadcap Wealth Management
Texas
$33.5M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$10.8M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
SRIM
4
Saratoga Research & Investment Management
California
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIMP
101
Zimmermann Investment Management & Planning
Pennsylvania
$4.77M +$4.77M +90,252 New
ICMP
102
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.77M -$751K -14,210 -14%
TFGT
103
TS Financial Group (TSFG)
Illinois
$4.76M +$4.39M +83,017 +1,190%
SFG
104
Seamount Financial Group
Colorado
$4.72M +$672K +12,702 +17%
AWM
105
Able Wealth Management
New Jersey
$4.65M +$1.32M +25,009 +40%
Citadel Advisors
106
Citadel Advisors
Florida
$4.57M +$4.57M +86,468 New
KTM
107
Keeler Thomas Management
Utah
$4.31M +$491K +9,278 +13%
RPCA
108
Running Point Capital Advisors
California
$4.28M +$1.21M +22,885 +39%
EH
109
Equitable Holdings
New York
$4.22M -$13.5M -254,665 -76%
FWI
110
Facet Wealth Inc
Maryland
$3.85M +$3.85M +75,162 New
BIP
111
Blue Investment Partners
California
$3.78M +$2.82M +53,367 +294%
SHJ
112
Sharkey, Howes & Javer
Colorado
$3.71M +$511K +9,656 +16%
Renaissance Technologies
113
Renaissance Technologies
New York
$3.67M -$4.1M -77,500 -53%
MFG
114
Merit Financial Group
Georgia
$3.62M +$3.62M +71,403 New
BFEC
115
Benjamin F. Edwards & Company
Missouri
$3.58M +$429K +8,118 +14%
GCM
116
Gallacher Capital Management
Colorado
$3.5M +$20.5K +388 +0.6%
CB
117
Centennial Bank
Arkansas
$3.49M +$3.49M +66,097 New
FFN
118
Focus Financial Network
Minnesota
$3.47M +$1.38M +27,589 +66%
SAI
119
Savvy Advisors Inc
New York
$3.39M +$1.19M +22,438 +54%
Mariner
120
Mariner
Kansas
$3.27M +$614K +11,619 +23%
KCM
121
Kathmere Capital Management
Pennsylvania
$3.15M -$11.2K -211 -0.4%
DWA
122
Delos Wealth Advisors
Texas
$2.83M +$1.28M +24,189 +83%
CWA
123
Clarus Wealth Advisors
Arizona
$2.81M +$2.81M +54,353 New
NEWAS
124
N.E.W. Advisory Services
Wisconsin
$2.8M +$971K +18,355 +53%
IWC
125
Integrated Wealth Concepts
Massachusetts
$2.78M -$1.11M -21,062 -29%
3 4
5
6 7