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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

202 hedge funds and large institutions have $2.16B invested in JPMorgan US Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 101 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+30
Holders Change %
+17.44%
% of All Funds
3.22%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.41%
New
41
Increased
101
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S
SignatureFD
Georgia
$182M
2
DJSG
D.J. St. Germain
Massachusetts
$94.2M
3
FCBT
First Citizens Bank & Trust
North Carolina
$310M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.9M
5
IA
IFP Advisors
Florida
$20.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$502K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$68.4M
4
EH
Equitable Holdings
New York
$13.5M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAU
151
Alliance Wealth Advisors (Utah)
Utah
$402K +$28.7K +664 +8%
SFS
152
Security Financial Services
Indiana
$383K +$162K +3,753 +74%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$383K +$383K +8,847 New
FDDB
154
Fidelity D&D Bancorp
Pennsylvania
$377K +$377K +8,702 New
WWM
155
Windsor Wealth Management
Indiana
$373K -$2.85K -66 -0.8%
SW
156
SVB Wealth
Massachusetts
$352K +$352K +8,139 New
FFS
157
Founders Financial Securities
Maryland
$329K +$329K +7,612 New
MSWMA
158
Market Street Wealth Management Advisors
Indiana
$326K +$326K +7,537 New
FA
159
Fermata Advisors
California
$315K +$315K +7,284 New
FW
160
FirstPurpose Wealth
Utah
$315K +$20.1K +464 +7%
CA
161
Cetera Advisors
Colorado
$307K +$89.1K +2,060 +41%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$301K +$64.8K +1,497 +27%
MAS
163
Meeder Advisory Services
Ohio
$295K – – –
TCM
164
Triumph Capital Management
Colorado
$289K -$272K -6,285 -48%
IFA
165
Interactive Financial Advisors
Illinois
$274K +$274K +6,329 New
BCI
166
Brinker Capital Investments
Pennsylvania
$264K -$180K -4,158 -41%
OPS
167
Orion Portfolio Solutions
Nebraska
$264K -$180K -4,158 -41%
GRP
168
Global Retirement Partners
California
$262K -$18.9K -439 -7%
MW
169
MBL Wealth
North Carolina
$262K -$19.4K -448 -7%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$248K – – –
PA
171
Parallel Advisors
California
$244K +$111K +2,575 +84%
WFC
172
Western Financial Corp
California
$243K -$160K -3,699 -40%
WAG
173
Wallace Advisory Group
California
$235K -$8.19K -185 -3%
GWP
174
Gateway Wealth Partners
Wisconsin
$230K +$230K +5,315 New
SGWM
175
Sterling Group Wealth Management
California
$227K -$9.87K -228 -4%
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7
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