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JPMorgan US Quality Factor ETF
JQUA

257 hedge funds and large institutions have $3.09B invested in JPMorgan US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 11

134% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 53

43% more capital invested

Capital invested by funds: $2.16B → $3.09B (+$925M)

31% more funds holding in top 10

Funds holding in top 10: 26 → 34 (+8)

27% more funds holding

Funds holding: 203 → 257 (+54)

5.28% less ownership

Funds ownership: 97.53% → 92.25% (-5.3%)

Holders
257
Holders Change
+54
Holders Change %
+26.6%
% of All Funds
3.75%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
68
Increased
124
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$107M
2
SC
Savant Capital
Illinois
+$87.4M
3
AAS
Annex Advisory Services
Wisconsin
+$75.9M
4
S
SignatureFD
Georgia
+$47.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
FCBT
First Citizens Bank & Trust
North Carolina
-$84.5M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$81.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.77M
4
FCAM
First Citizens Asset Management
North Carolina
-$3.82M
5
IDA
Intelligence Driven Advisers
California
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
126
Valley National Advisers
Pennsylvania
$1.77M +$1.66M +36,989 New
TFS
127
Thoroughbred Financial Services
Tennessee
$1.75M +$254K +5,655 +18%
HighTower Advisors
128
HighTower Advisors
Illinois
$1.74M +$228K +5,085 +16%
NEWAS
129
N.E.W. Advisory Services
Wisconsin
$1.66M +$1.55M +34,632 New
WANY
130
Wealthspire Advisors (New York)
New York
$1.61M +$1.51M +33,708 New
CW
131
CreativeOne Wealth
Kansas
$1.61M -$347K -7,738 -19%
Jane Street
132
Jane Street
New York
$1.58M +$1.48M +32,986 New
FFWM
133
Future Financial Wealth Management
Ohio
$1.55M -$1.35K -30 -0.1%
PAG
134
Private Advisor Group
New Jersey
$1.51M +$288K +6,416 +26%
CAN
135
Cetera Advisor Networks
California
$1.49M +$684K +15,225 +96%
WWM
136
Western Wealth Management
Colorado
$1.4M +$197K +4,384 +18%
DWA
137
Delos Wealth Advisors
Texas
$1.4M -$40.1K -893 -3%
Bank of Nova Scotia
138
Bank of Nova Scotia
Ontario, Canada
$1.4M +$198K +4,410 +18%
HA
139
Herold Advisors
New York
$1.4M +$45K +1,003 +4%
MWM
140
MBE Wealth Management
Wisconsin
$1.32M -$97.3K -2,167 -7%
KWM
141
Kingsview Wealth Management
Oregon
$1.32M +$396K +8,825 +47%
OLVIG
142
Oliver Lagore Vanvalin Investment Group
Michigan
$1.24M +$121K +2,701 +12%
SOS
143
Silver Oak Securities
Tennessee
$1.24M +$1.16M +25,873 New
AWM
144
Apollon Wealth Management
South Carolina
$1.22M +$29.7K +661 +3%
CWS
145
Confluence Wealth Services
Pennsylvania
$1.22M +$1.14M +25,449 New
PGAM
146
Princeton Global Asset Management
New Jersey
$1.12M +$10.3K +229 +1%
JSL
147
JT Stratford LLC
Georgia
$1.03M +$198K +4,415 +26%
FPCP
148
Fort Point Capital Partners
California
$1.02M +$584 +13 +0.1%
GRP
149
Global Retirement Partners
California
$1.01M +$668K +14,876 +244%
WP
150
WealthShield Partners
North Carolina
$999K +$335K +7,453 +56%
4 5
6
7 8

JQUA Hedge Fund Activity: Q4 2023 in Review

257 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2023, worth a combined $3.09B — up 43% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new JQUA positions and 11 closed out — a net gain of 57 holders — while 124 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was First Citizens Bank & Trust, cutting an estimated $84.5M.

  • 257 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $3.09B of JPMorgan US Quality Factor ETF stock for Q4 2023, up 43% quarter-over-quarter.
  • 68 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2023 and 11 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2023 was First Citizens Bank & Trust, an estimated $84.5M sold.

Based on aggregated 13F filings for Q4 2023.