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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

202 hedge funds and large institutions have $2.16B invested in JPMorgan US Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 101 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+30
Holders Change %
+17.44%
% of All Funds
3.22%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.41%
New
41
Increased
101
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S
SignatureFD
Georgia
+$182M
2
DJSG
D.J. St. Germain
Massachusetts
+$94.2M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$65.6M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$31.9M
5
IA
IFP Advisors
Florida
+$18.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$260M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$9.92M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.79M
4
EH
Equitable Holdings
New York
-$3.17M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
Baystate Wealth Management
Massachusetts
$789K -$65.3K -1,509 -8%
Wealthfront Advisers
127
Wealthfront Advisers
California
$781K +$67K +1,549 +9%
SWM
128
Spire Wealth Management
Virginia
$769K +$48.1K +1,111 +7%
JSL
129
JT Stratford LLC
Georgia
$738K +$118K +2,725 +19%
MCC
130
Money Concepts Capital
Florida
$711K -$1.33M -30,625 -65%
CAN
131
Cetera Advisor Networks
California
$684K +$292K +6,742 +74%
LSPW
132
Lake Street Private Wealth
Illinois
$624K +$296K +6,824 +90%
WP
133
WealthShield Partners
North Carolina
$581K +$206K +4,754 +55%
SAM
134
Sequent Asset Management
Texas
$563K – – –
DI
135
DFPG Investments
Utah
$562K -$801K -18,349 -59%
FAM
136
Family Asset Management
South Carolina
$545K -$16.5K -382 -3%
TFA
137
Teamwork Financial Advisors
Texas
$520K +$13.9K +322 +3%
CAWM
138
Capital Advisors Wealth Management
Washington
$509K +$509K +11,759 New
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$502K -$9.92M -229,161 -95%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$489K – – –
NL
141
NWAM LLC
Washington
$483K +$483K +11,163 New
WF
142
Wayfinding Financial
Washington
$479K +$123K +2,854 +35%
MMM
143
Mendel Money Management
Illinois
$453K +$11.7K +270 +3%
IAN
144
Integrated Advisors Network
Texas
$443K +$443K +10,233 New
ACP
145
Aveo Capital Partners
Colorado
$434K -$9.52K -220 -2%
SWM
146
SeaCrest Wealth Management
New York
$430K +$909 +21 +0.2%
PA
147
PFG Advisors
Arizona
$427K -$649 -15 -0.2%
CFG
148
Cooper Financial Group
California
$426K +$1.26K +29 +0.3%
PWM
149
Perigon Wealth Management
California
$415K – – –
TCM
150
TD Capital Management
Tennessee
$410K +$393K +9,083 +2,372%
4 5
6
7 8