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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

255 hedge funds and large institutions have $3.09B invested in JPMorgan US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+53
Holders Change %
+26.24%
% of All Funds
3.74%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
67
Increased
125
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$187M
2
SC
Savant Capital
Illinois
$95.9M
3
AAS
Annex Advisory Services
Wisconsin
$80.9M
4
S
SignatureFD
Georgia
$252M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$123M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
$253M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$267M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
IDA
Intelligence Driven Advisers
California
$5.78M
5
BFA
Beaumont Financial Advisors
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
151
Wealthfront Advisers
California
$956K +$92K +1,922 +11%
JWM
152
Jackson Wealth Management
Florida
$926K -$26.7K -558 -3%
SWM
153
Spire Wealth Management
Virginia
$890K +$17.1K +348 +2%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$886K +$463K +9,666 +109%
AF
155
Apexium Financial
Texas
$885K -$16.1K -336 -2%
FFS
156
Founders Financial Securities
Maryland
$883K +$518K +10,830 +142%
BIP
157
Blue Investment Partners
California
$868K +$868K +18,126 New
FNWA
158
Financial Network Wealth Advisors
Utah
$866K +$866K +18,096 New
BWM
159
Baystate Wealth Management
Massachusetts
$843K -$29.8K -623 -3%
NL
160
NWAM LLC
Washington
$816K +$281K +5,881 +53%
CA
161
Cetera Advisors
Colorado
$788K +$448K +9,371 +132%
3IP
162
3Chopt Investment Partners
Virginia
$756K +$756K +15,784 New
GM
163
GeoWealth Management
Illinois
$740K -$593K -12,405 -45%
IGWM
164
ICA Group Wealth Management
Colorado
$736K +$736K +15,374 New
DADC
165
D.A. Davidson & Co
Montana
$728K +$489K +10,220 +204%
YIH
166
Y-Intercept (HK)
Hong Kong
$727K +$727K +15,189 New
SAM
167
Sequent Asset Management
Texas
$709K +$86.1K +1,800 +14%
LSPW
168
Lake Street Private Wealth
Illinois
$702K +$13.3K +277 +2%
HCA
169
Heck Capital Advisors
Wisconsin
$626K -$537K -11,223 -46%
CAWM
170
Capital Advisors Wealth Management
Washington
$620K +$57.3K +1,198 +10%
WF
171
Wayfinding Financial
Washington
$617K +$86.3K +1,803 +16%
PF
172
Penney Financial
Texas
$605K +$605K +12,637 New
FAM
173
Family Asset Management
South Carolina
$597K -$5.46K -114 -0.9%
TCM
174
TD Capital Management
Tennessee
$594K +$141K +2,955 +31%
TFA
175
Teamwork Financial Advisors
Texas
$577K +$1.01K +21 +0.2%
5 6
7
8 9