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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

283 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
4.1%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.59%
New
50
Increased
138
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$222M
2
LPL Financial
2
LPL Financial
California
$137M
3
MAC
3
Mason & Associates (California)
California
$33.9M
4
OWA
4
Octavia Wealth Advisors
Ohio
$21.3M
5
QWM
5
Quadcap Wealth Management
Texas
$33.5M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$10.8M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
SRIM
4
Saratoga Research & Investment Management
California
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFC
126
First Commonwealth Financial Corp
Pennsylvania
$2.75M +$150K +2,832 +6%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$2.61M +$1.06M +20,090 +69%
PWG
128
Portside Wealth Group
Utah
$2.57M +$147K +2,786 +6%
EFS
129
Econ Financial Services
Pennsylvania
$2.56M -$788K -14,911 -24%
AAS
130
Avantax Advisory Services
Texas
$2.45M -$52.4K -992 -2%
Jane Street
131
Jane Street
New York
$2.45M +$704K +13,318 +40%
CAN
132
Cetera Advisor Networks
California
$2.44M +$804K +15,204 +49%
VNA
133
Valley National Advisers
Pennsylvania
$2.44M +$488K +9,235 +25%
FTS
134
Fifth Third Securities
Ohio
$2.42M -$42.4K -802 -2%
TFS
135
Thoroughbred Financial Services
Tennessee
$2.34M +$402K +7,607 +21%
IB
136
Intrust Bank
Kansas
$2.28M -$166K -3,136 -7%
PAG
137
Private Advisor Group
New Jersey
$2.25M +$585K +11,061 +35%
BTI
138
Blue Trust Inc
Georgia
$2.2M -$602K -11,386 -21%
LSA
139
L & S Advisors
California
$2.19M +$9.57K +181 +0.4%
CAL
140
Capital Analysts LLC
Pennsylvania
$2.18M +$150K +2,835 +7%
RPGK
141
Retirement Planning Group (Kansas)
Kansas
$2.17M -$68.9K -1,304 -3%
BW
142
Bison Wealth
Georgia
$2.15M +$77.3K +1,462 +4%
AIC
143
Ayalon Insurance Company
Israel
$2.1M – – –
MA
144
Mutual Advisors
Nebraska
$2.08M +$1.47M +27,810 +240%
HighTower Advisors
145
HighTower Advisors
Illinois
$2.06M +$147K +2,776 +8%
KWM
146
Kingsview Wealth Management
Oregon
$2.04M +$577K +10,909 +40%
GAA
147
Global Assets Advisory
Florida
$1.97M +$1.97M +103,865 New
WWM
148
Western Wealth Management
Colorado
$1.9M +$347K +6,572 +22%
OLVIG
149
Oliver Lagore Vanvalin Investment Group
Michigan
$1.89M +$523K +9,887 +38%
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$1.85M -$173K -3,278 -9%
4 5
6
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