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JPMorgan US Quality Factor ETF

375 hedge funds and large institutions have $3.91B invested in JPMorgan US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 128 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

16% more funds holding

Funds holding: 322375 (+53)

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 128

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$81.2M)

0.22% less ownership

Funds ownership: 75.13%74.92% (-0.22%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
375
Holders Change
+53
Holders Change %
+16.46%
% of All Funds
4.94%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.53%
New
80
Increased
131
Reduced
128
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
126
Vicus Capital
Pennsylvania
$3.72M +$3.77M +64,988 New
T
127
Tableaux
Massachusetts
$3.65M +$3.7M +63,796 New
CB
128
Centennial Bank
Arkansas
$3.57M -$2.12M -36,494 -37%
ISFAN
129
Investor's Fiduciary Advisor Network
Washington
$3.51M +$3.55M +61,239 New
Creative Planning
130
Creative Planning
Kansas
$3.49M +$3.53M +60,915 New
WC
131
Weil Company
California
$3.49M +$575K +9,926 +19%
KWM
132
Kingsview Wealth Management
Oregon
$3.47M +$430K +7,415 +14%
WWM
133
Western Wealth Management
Colorado
$3.4M +$423K +7,301 +14%
AAS
134
Avantax Advisory Services
Texas
$3.37M +$329K +5,669 +11%
BEW
135
Burton Enright Welch
California
$3.3M -$23.6K -408 -0.7%
KCM
136
Kathmere Capital Management
Pennsylvania
$3.18M -$130K -2,243 -4%
PIA
137
Pinion Investment Advisors
Kansas
$3.17M -$1.91M -32,993 -37%
MA
138
Mutual Advisors
Nebraska
$3.05M -$234K -4,029 -7%
CWA
139
Clarus Wealth Advisors
Arizona
$2.89M -$132K -2,280 -4%
TFS
140
Thoroughbred Financial Services
Tennessee
$2.89M +$140K +2,414 +5%
SW
141
SVB Wealth
Massachusetts
$2.87M +$2.9M +50,060 New
FCBT
142
First Citizens Bank & Trust
North Carolina
$2.86M -$1.63M -28,054 -36%
Comerica Bank
143
Comerica Bank
Texas
$2.82M -$25.3M -436,153 -90%
FA
144
Fiduciary Alliance
South Carolina
$2.74M +$2.77M +47,802 New
MFG
145
Merit Financial Group
Georgia
$2.72M -$731K -12,621 -21%
OLVIG
146
Oliver Lagore Vanvalin Investment Group
Michigan
$2.66M +$445K +7,686 +20%
FTS
147
Fifth Third Securities
Ohio
$2.57M +$157K +2,701 +6%
IA
148
IFP Advisors
Florida
$2.5M -$72.2K -1,245 -3%
FFS
149
Founders Financial Securities
Maryland
$2.4M -$4.23M -72,999 -63%
WANY
150
Wealthspire Advisors (New York)
New York
$2.4M -$125K -2,164 -5%

JQUA Hedge Fund Activity: Q4 2024 in Review

375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2024, worth a combined $3.91B — up 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JQUA positions and 23 closed out — a net gain of 57 holders — while 131 added to existing stakes and 128 trimmed.

The largest buyer was Savant Capital, adding an estimated $64M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 375 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.91B of JPMorgan US Quality Factor ETF stock for Q4 2024, up 2.1% quarter-over-quarter.
  • 80 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2024 was Savant Capital, an estimated $64M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2024.