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JPMorgan US Quality Factor ETF
JQUA

308 hedge funds and large institutions have $3.28B invested in JPMorgan US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

84% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 82

8% more funds holding

Funds holding: 285 → 308 (+23)

1% more capital invested

Capital invested by funds: $3.25B → $3.28B (+$27.7M)

6.89% less ownership

Funds ownership: 77.89% → 71% (-6.9%)

7% less funds holding in top 10

Funds holding in top 10: 41 → 38 (-3)

Holders
308
Holders Change
+23
Holders Change %
+8.07%
% of All Funds
4.45%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.55%
New
46
Increased
151
Reduced
82
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$30.6M
2
LPL Financial
LPL Financial
California
+$22.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$14M
4
QWM
Quadcap Wealth Management
Texas
+$10.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.52M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$39.5M
2
IA
IFP Advisors
Florida
-$20.7M
3
OCM
One Capital Management
California
-$20M
4
AAS
Annex Advisory Services
Wisconsin
-$19.6M
5
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$2.67M +$211K +4,082 +9%
EFS
127
Econ Financial Services
Pennsylvania
$2.62M +$50.2K +969 +2%
IA
128
IFP Advisors
Florida
$2.54M -$20.7M -400,575 -89%
TFS
129
Thoroughbred Financial Services
Tennessee
$2.53M +$185K +3,569 +8%
KWM
130
Kingsview Wealth Management
Oregon
$2.44M +$396K +7,649 +20%
FTS
131
Fifth Third Securities
Ohio
$2.43M +$5.75K +111 +0.2%
BEW
132
Burton Enright Welch
California
$2.43M +$63.7K +1,230 +3%
CAL
133
Capital Analysts LLC
Pennsylvania
$2.42M +$231K +4,471 +11%
MA
134
Mutual Advisors
Nebraska
$2.39M +$268K +5,177 +13%
IWC
135
Integrated Wealth Concepts
Massachusetts
$2.28M -$485K -9,371 -18%
WWM
136
Western Wealth Management
Colorado
$2.26M +$349K +6,745 +19%
LSA
137
L & S Advisors
California
$2.22M +$24.2K +468 +1%
IB
138
Intrust Bank
Kansas
$2.2M -$74K -1,429 -3%
BTI
139
Blue Trust Inc
Georgia
$2.2M – – –
OLVIG
140
Oliver Lagore Vanvalin Investment Group
Michigan
$2.17M +$270K +5,214 +15%
BW
141
Bison Wealth
Georgia
$2.15M – – –
GRP
142
Global Retirement Partners
California
$2.14M +$873K +16,873 +72%
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$2.13M -$43K -830 -2%
AIC
144
Ayalon Insurance Company
Israel
$2.11M – – –
KS
145
Karpas Strategies
Connecticut
$2.1M +$2.05M +39,569 New
WC
146
Weil Company
California
$2.04M +$1.49M +28,697 +292%
FCFC
147
First Commonwealth Financial Corp
Pennsylvania
$1.8M -$932K -18,003 -35%
GWM
148
Gibbs Wealth Management
Georgia
$1.8M +$865K +16,711 +97%
CWS
149
Confluence Wealth Services
Pennsylvania
$1.8M +$295K +5,700 +20%
CPL
150
CAP Partners LLC
Tennessee
$1.72M +$462K +8,921 +38%
4 5
6
7 8

JQUA Hedge Fund Activity: Q2 2024 in Review

308 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2024, worth a combined $3.28B — up 0.85% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JQUA positions and 19 closed out — a net gain of 27 holders — while 151 added to existing stakes and 82 trimmed.

The largest buyer was Savant Capital, adding an estimated $30.6M. The largest seller was JP Morgan Chase, cutting an estimated $39.5M.

  • 308 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2024, up from 285 in Q1 2024.
  • Funds reported $3.28B of JPMorgan US Quality Factor ETF stock for Q2 2024, up 0.85% quarter-over-quarter.
  • 46 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2024 and 19 closed out, a net change of +27 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q2 2024 was Savant Capital, an estimated $30.6M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q2 2024 was JP Morgan Chase, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2024.