JQUA icon

JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

172 hedge funds and large institutions have $1.57B invested in JPMorgan US Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+41
Holders Change %
+31.3%
% of All Funds
2.71%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
53
Increased
80
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$60M
2
Morgan Stanley
2
Morgan Stanley
New York
$56.2M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$37M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$73.9M
5
VPP
5
Vertex Planning Partners
Illinois
$29.2M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$2.08M
2
KAM
2
Knightsbridge Asset Management
California
$6.1M
3
Jane Street
3
Jane Street
New York
$0
4
IDA
4
Intelligence Driven Advisers
California
$9.09M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAU
126
Alliance Wealth Advisors (Utah)
Utah
$382K +$2.52K +57 +0.7%
WF
127
Wayfinding Financial
Washington
$375K +$375K +8,241 New
WWM
128
Western Wealth Management
Colorado
$362K +$362K +8,169 New
HighTower Advisors
129
HighTower Advisors
Illinois
$345K +$345K +7,701 New
LSPW
130
Lake Street Private Wealth
Illinois
$335K +$335K +7,555 New
Stifel Financial
131
Stifel Financial
Missouri
$321K +$77.7K +1,755 +32%
MAS
132
Meeder Advisory Services
Ohio
$302K – – –
FW
133
FirstPurpose Wealth
Utah
$302K +$47K +1,061 +18%
GRP
134
Global Retirement Partners
California
$290K +$257K +5,807 +794%
VWA
135
V Wealth Advisors
Kansas
$288K +$288K +6,500 New
MW
136
MBL Wealth
North Carolina
$288K +$288K +6,500 New
BTWM
137
Baker Tilly Wealth Management
Wisconsin
$274K +$21.4K +483 +8%
PAG
138
Private Advisor Group
New Jersey
$265K +$265K +5,996 New
KAS
139
Kestra Advisory Services
Texas
$259K +$259K +5,848 New
FSA
140
Financial Services Advisory
Maryland
$256K +$256K +5,777 New
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$253K -$4.43K -100 -2%
SGWM
142
Sterling Group Wealth Management
California
$242K -$12.7K -287 -5%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$241K +$241K +5,451 New
EFS
144
Econ Financial Services
Pennsylvania
$232K +$232K +5,235 New
WAG
145
Wallace Advisory Group
California
$227K – – –
SFS
146
Security Financial Services
Indiana
$226K +$226K +5,100 New
CA
147
Cetera Advisors
Colorado
$223K -$2.75K -62 -1%
FHC
148
First Heartland Consultants
Missouri
$223K +$223K +5,026 New
DADC
149
D.A. Davidson & Co
Montana
$221K – – –
RF
150
RHS Financial
California
$220K +$220K +4,963 New
4 5
6
7 8