We are live on ! Find out more
JQUA icon

JPMorgan US Quality Factor ETF

203 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, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

115% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 47

38% more capital invested

Capital invested by funds: $1.57B → $2.16B (+$593M)

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

17% more funds holding

Funds holding: 173203 (+30)

0.69% more ownership

Funds ownership: 96.84%97.53% (+0.69%)

Holders
203
Holders Change
+30
Holders Change %
+17.34%
% 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
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
Baystate Wealth Management
Massachusetts
$789K -$67.3K -1,509 -8%
Wealthfront Advisers
127
Wealthfront Advisers
California
$781K +$69.1K +1,549 +9%
SWM
128
Spire Wealth Management
Virginia
$769K +$49.6K +1,111 +7%
JSL
129
JT Stratford LLC
Georgia
$738K +$122K +2,725 +19%
MCC
130
Money Concepts Capital
Florida
$711K -$1.37M -30,625 -65%
CAN
131
Cetera Advisor Networks
California
$684K +$301K +6,742 +74%
LSPW
132
Lake Street Private Wealth
Illinois
$624K +$304K +6,824 +90%
WP
133
WealthShield Partners
North Carolina
$581K +$212K +4,754 +55%
SAM
134
Sequent Asset Management
Texas
$563K
DI
135
DFPG Investments
Utah
$562K -$819K -18,349 -59%
FAM
136
Family Asset Management
South Carolina
$545K -$17K -382 -3%
TFA
137
Teamwork Financial Advisors
Texas
$520K +$14.4K +322 +3%
CAWM
138
Capital Advisors Wealth Management
Washington
$509K +$525K +11,759 New
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$502K -$10.2M -229,161 -95%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$489K
NL
141
NWAM LLC
Washington
$483K +$498K +11,163 New
WF
142
Wayfinding Financial
Washington
$479K +$127K +2,854 +35%
MMM
143
Mendel Money Management
Illinois
$453K +$12K +270 +3%
IAN
144
Integrated Advisors Network
Texas
$443K +$457K +10,233 New
ACP
145
Aveo Capital Partners
Colorado
$434K -$9.82K -220 -2%
SWM
146
SeaCrest Wealth Management
New York
$430K +$937 +21 +0.2%
PA
147
PFG Advisors
Arizona
$427K -$669 -15 -0.2%
CFG
148
Cooper Financial Group
California
$426K +$1.29K +29 +0.3%
PWM
149
Perigon Wealth Management
California
$415K
TCM
150
TD Capital Management
Tennessee
$410K +$405K +9,083 +2,372%

JQUA Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2023, worth a combined $2.16B — up 38% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JQUA positions and 11 closed out — a net gain of 30 holders — while 101 added to existing stakes and 47 trimmed.

The largest buyer was SignatureFD, adding an estimated $188M. The largest seller was Envestnet Asset Management, cutting an estimated $268M.

  • 203 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2023, up from 173 in Q2 2023.
  • Funds reported $2.16B of JPMorgan US Quality Factor ETF stock for Q3 2023, up 38% quarter-over-quarter.
  • 41 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2023 and 11 closed out, a net change of +30 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q3 2023 was SignatureFD, an estimated $188M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $268M sold.

Based on aggregated 13F filings for Q3 2023.