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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

304 hedge funds and large institutions have $3.27B invested in JPMorgan US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 147 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+21
Holders Change %
+7.42%
% of All Funds
4.42%
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
147
Reduced
82
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$151M
2
LPL Financial
LPL Financial
California
$160M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$36.6M
4
QWM
Quadcap Wealth Management
Texas
$44.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$55.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$104M
2
IA
IFP Advisors
Florida
$2.54M
3
OCM
One Capital Management
California
$32.4M
4
AAS
Annex Advisory Services
Wisconsin
$203M
5
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$2.67M +$216K +4,082 +9%
EFS
127
Econ Financial Services
Pennsylvania
$2.62M +$51.3K +969 +2%
IA
128
IFP Advisors
Florida
$2.54M -$21.2M -400,575 -89%
TFS
129
Thoroughbred Financial Services
Tennessee
$2.53M +$189K +3,569 +8%
KWM
130
Kingsview Wealth Management
Oregon
$2.44M +$405K +7,649 +20%
FTS
131
Fifth Third Securities
Ohio
$2.43M +$5.88K +111 +0.2%
CAL
132
Capital Analysts LLC
Pennsylvania
$2.42M +$237K +4,471 +11%
MA
133
Mutual Advisors
Nebraska
$2.39M +$277K +5,177 +13%
IWC
134
Integrated Wealth Concepts
Massachusetts
$2.28M -$496K -9,371 -18%
WWM
135
Western Wealth Management
Colorado
$2.26M +$357K +6,745 +19%
LSA
136
L & S Advisors
California
$2.22M +$24.8K +468 +1%
IB
137
Intrust Bank
Kansas
$2.2M -$75.7K -1,429 -3%
BTI
138
Blue Trust Inc
Georgia
$2.2M – – –
OLVIG
139
Oliver Lagore Vanvalin Investment Group
Michigan
$2.17M +$276K +5,214 +15%
BW
140
Bison Wealth
Georgia
$2.15M – – –
GRP
141
Global Retirement Partners
California
$2.14M +$893K +16,873 +72%
RPGK
142
Retirement Planning Group (Kansas)
Kansas
$2.13M -$43.9K -830 -2%
AIC
143
Ayalon Insurance Company
Israel
$2.11M – – –
KS
144
Karpas Strategies
Connecticut
$2.1M +$2.1M +39,569 New
WC
145
Weil Company
California
$2.04M +$1.52M +28,697 +292%
FCFC
146
First Commonwealth Financial Corp
Pennsylvania
$1.8M -$953K -18,003 -35%
CWS
147
Confluence Wealth Services
Pennsylvania
$1.8M +$302K +5,700 +20%
CPL
148
CAP Partners LLC
Tennessee
$1.72M +$472K +8,921 +38%
FFWM
149
Future Financial Wealth Management
Ohio
$1.72M -$31.4K -593 -2%
YIH
150
Y-Intercept (HK)
Hong Kong
$1.68M +$1.4M +26,452 +510%
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