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JPMorgan US Quality Factor ETF

375 hedge funds and large institutions have $3.91B invested in JPMorgan US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 128 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

16% more funds holding

Funds holding: 322375 (+53)

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 128

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$81.2M)

0.22% less ownership

Funds ownership: 75.13%74.92% (-0.22%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
375
Holders Change
+53
Holders Change %
+16.46%
% of All Funds
4.94%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.53%
New
80
Increased
131
Reduced
128
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NG
101
Novem Group
New York
$6.05M +$6.12M +105,605 New
RPCA
102
Running Point Capital Advisors
California
$6.05M +$650K +11,210 +12%
EFG
103
Ehrlich Financial Group
California
$6.01M +$5.55M +95,826 +1,052%
BTI
104
Blue Trust Inc
Georgia
$5.99M +$3.46M +59,767 +134%
KTM
105
Keeler Thomas Management
Utah
$5.91M -$333K -5,749 -5%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$5.91M -$3.62M -62,458 -38%
CWM
107
Collaborative Wealth Management
Florida
$5.9M +$185K +3,189 +3%
JWCA
108
J.W. Cole Advisors
Florida
$5.73M +$406K +7,006 +8%
AWM
109
Able Wealth Management
New Jersey
$5.45M +$673K +11,604 +14%
EH
110
Equitable Holdings
New York
$5.38M -$628K -10,827 -10%
NEWAS
111
N.E.W. Advisory Services
Wisconsin
$5.27M +$1.65M +28,514 +45%
BFS
112
BridgePort Financial Solutions
Iowa
$5.11M +$5.05M +87,146 New
SKK
113
Shepherd Kaplan Krochuk
Massachusetts
$5.08M -$261K -4,503 -5%
SWP
114
Sagespring Wealth Partners
Tennessee
$4.99M +$5.05M +87,202 New
GSWM
115
Golden State Wealth Management
California
$4.95M +$5.01M +86,362 New
FFN
116
Focus Financial Network
Minnesota
$4.75M +$201K +3,461 +4%
ICMP
117
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.67M -$134K -2,312 -3%
FA
118
FDx Advisors
Illinois
$4.63M -$1.7M -29,315 -27%
AFO
119
Arrowroot Family Office
California
$4.13M +$509K +8,790 +14%
GCM
120
Gallacher Capital Management
Colorado
$4.11M +$299K +5,164 +8%
IDA
121
Intelligence Driven Advisers
California
$4.1M -$2.05M -35,314 -33%
FC
122
Fulcrum Capital
Washington
$4.09M +$611K +10,547 +17%
DWA
123
Delos Wealth Advisors
Texas
$4.04M +$298K +5,144 +8%
SPC
124
Sigma Planning Corp
Michigan
$3.98M +$141K +2,433 +4%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$3.76M +$1.89M +32,576 +98%

JQUA Hedge Fund Activity: Q4 2024 in Review

375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2024, worth a combined $3.91B — up 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JQUA positions and 23 closed out — a net gain of 57 holders — while 131 added to existing stakes and 128 trimmed.

The largest buyer was Savant Capital, adding an estimated $64M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 375 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.91B of JPMorgan US Quality Factor ETF stock for Q4 2024, up 2.1% quarter-over-quarter.
  • 80 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2024 was Savant Capital, an estimated $64M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2024.