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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

283 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
4.1%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.59%
New
50
Increased
138
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$222M
2
LPL Financial
2
LPL Financial
California
$137M
3
MAC
3
Mason & Associates (California)
California
$33.9M
4
OWA
4
Octavia Wealth Advisors
Ohio
$21.3M
5
QWM
5
Quadcap Wealth Management
Texas
$33.5M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$10.8M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
SRIM
4
Saratoga Research & Investment Management
California
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
151
CreativeOne Wealth
Kansas
$1.81M +$34.2K +646 +2%
FFWM
152
Future Financial Wealth Management
Ohio
$1.75M +$30.3K +574 +2%
SPC
153
Sigma Planning Corp
Michigan
$1.74M +$1.49M +28,111 +575%
WANY
154
Wealthspire Advisors (New York)
New York
$1.7M -$83K -1,569 -5%
WA
155
Westfuller Advisors
New York
$1.67M +$1.67M +31,621 New
GM
156
GeoWealth Management
Illinois
$1.57M +$752K +14,231 +92%
WWM
157
WJ Wealth Management
Arizona
$1.49M -$3.76M -71,142 -72%
CWS
158
Confluence Wealth Services
Pennsylvania
$1.49M +$147K +2,780 +11%
IGWM
159
ICA Group Wealth Management
Colorado
$1.43M +$617K +11,663 +76%
KAS
160
KPP Advisory Services
Kentucky
$1.41M +$1.41M +26,586 New
HA
161
Herold Advisors
New York
$1.4M -$144K -2,733 -9%
PGAM
162
Princeton Global Asset Management
New Jersey
$1.37M +$126K +2,392 +10%
Wealthfront Advisers
163
Wealthfront Advisers
California
$1.37M +$310K +5,872 +29%
PCM
164
Palisade Capital Management
New Jersey
$1.35M +$1.35M +25,475 New
AWM
165
Apollon Wealth Management
South Carolina
$1.35M -$5.87K -111 -0.4%
FFS
166
Founders Financial Securities
Maryland
$1.32M +$340K +6,434 +35%
CPL
167
CAP Partners LLC
Tennessee
$1.25M +$1.25M +23,591 New
GRP
168
Global Retirement Partners
California
$1.25M +$136K +2,581 +12%
FHC
169
First Heartland Consultants
Missouri
$1.23M +$1.23M +23,291 New
TCM
170
TD Capital Management
Tennessee
$1.22M +$560K +10,585 +85%
JSL
171
JT Stratford LLC
Georgia
$1.2M +$67.6K +1,278 +6%
FEM
172
Fulcrum Equity Management
Texas
$1.2M +$1.2M +22,647 New
JWM
173
Jackson Wealth Management
Florida
$1.15M +$131K +2,472 +13%
FPCP
174
Fort Point Capital Partners
California
$1.12M -$7.03K -133 -0.6%
SWM
175
Spire Wealth Management
Virginia
$1.07M +$113K +2,130 +12%
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