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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

255 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 67 funds opening new positions, 125 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+53
Holders Change %
+26.24%
% of All Funds
3.74%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
67
Increased
125
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$187M
2
SC
Savant Capital
Illinois
$95.9M
3
AAS
Annex Advisory Services
Wisconsin
$80.9M
4
S
SignatureFD
Georgia
$252M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$123M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
$253M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$267M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
IDA
Intelligence Driven Advisers
California
$5.78M
5
BFA
Beaumont Financial Advisors
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
126
Thoroughbred Financial Services
Tennessee
$1.75M +$271K +5,655 +18%
HighTower Advisors
127
HighTower Advisors
Illinois
$1.74M +$244K +5,085 +16%
NEWAS
128
N.E.W. Advisory Services
Wisconsin
$1.66M +$1.66M +34,632 New
WANY
129
Wealthspire Advisors (New York)
New York
$1.61M +$1.61M +33,708 New
CW
130
CreativeOne Wealth
Kansas
$1.61M -$370K -7,738 -19%
Jane Street
131
Jane Street
New York
$1.58M +$1.58M +32,986 New
FFWM
132
Future Financial Wealth Management
Ohio
$1.55M -$1.44K -30 -0.1%
PAG
133
Private Advisor Group
New Jersey
$1.51M +$307K +6,416 +26%
CAN
134
Cetera Advisor Networks
California
$1.49M +$729K +15,225 +96%
WWM
135
Western Wealth Management
Colorado
$1.4M +$210K +4,384 +18%
DWA
136
Delos Wealth Advisors
Texas
$1.4M -$42.7K -893 -3%
Bank of Nova Scotia
137
Bank of Nova Scotia
Ontario, Canada
$1.4M +$211K +4,410 +18%
HA
138
Herold Advisors
New York
$1.4M +$48K +1,003 +4%
MWM
139
MBE Wealth Management
Wisconsin
$1.32M -$104K -2,167 -7%
KWM
140
Kingsview Wealth Management
Oregon
$1.32M +$422K +8,825 +47%
OLVIG
141
Oliver Lagore Vanvalin Investment Group
Michigan
$1.24M +$129K +2,701 +12%
SOS
142
Silver Oak Securities
Tennessee
$1.24M +$1.24M +25,873 New
AWM
143
Apollon Wealth Management
South Carolina
$1.22M +$31.6K +661 +3%
CWS
144
Confluence Wealth Services
Pennsylvania
$1.22M +$1.22M +25,449 New
PGAM
145
Princeton Global Asset Management
New Jersey
$1.12M +$11K +229 +1%
JSL
146
JT Stratford LLC
Georgia
$1.03M +$211K +4,415 +26%
FPCP
147
Fort Point Capital Partners
California
$1.02M +$622 +13 +0.1%
GRP
148
Global Retirement Partners
California
$1.01M +$717K +14,876 +244%
WP
149
WealthShield Partners
North Carolina
$999K +$357K +7,453 +56%
PO
150
Private Ocean
California
$979K -$182K -3,811 -16%
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6
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