JQUA icon

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 %
SRIM
176
Saratoga Research & Investment Management
California
$223K +$223K +5,153 New
DADC
177
D.A. Davidson & Co
Montana
$216K – – –
Renaissance Technologies
178
Renaissance Technologies
New York
$208K -$607K -14,000 -74%
SIC
179
Salem Investment Counselors
North Carolina
$205K +$205K +4,728 New
LC
180
Lavaca Capital
Texas
$202K +$202K +4,667 New
RPCA
181
Running Point Capital Advisors
California
$195K +$132K +3,042 +207%
FFA
182
Farther Finance Advisors
California
$171K +$58.5K +1,353 +52%
CAL
183
Capital Advisors Ltd
Ohio
$168K +$347 +8 +0.2%
NS
184
NBC Securities
Alabama
$165K +$165K +3,835 New
MPCG
185
Matrix Private Capital Group
New York
$127K – – –
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$102K – – –
Fidelity Investments
187
Fidelity Investments
Massachusetts
$94.1K +$58.2K +1,345 +162%
SPIA
188
Steward Partners Investment Advisory
New York
$78.8K +$45K +1,041 +133%
TRCT
189
Tower Research Capital (TRC)
New York
$41.5K +$41.5K +959 New
PTC
190
Private Trust Company
Ohio
$23.9K – – –
HI
191
Harbour Investments
Wisconsin
$11.6K – – –
Wells Fargo
192
Wells Fargo
California
$10.1K -$112K -2,580 -92%
BF
193
BOK Financial
Oklahoma
$7.64K +$7.64K +181 New
AWM
194
Avior Wealth Management
Nebraska
$6.84K +$6.84K +158 New
LFA
195
LGT Financial Advisors
Texas
$5.41K +$1.95K +45 +56%
CIAS
196
Capital Investment Advisory Services
North Carolina
$4.33K – – –
WWM
197
Wagner Wealth Management
South Carolina
$4.24K – – –
FCA
198
FinTrust Capital Advisors
South Carolina
$3.16K +$3.16K +73 New
RAM
199
Riggs Asset Management
Pennsylvania
$2.99K +$2.99K +69 New
KFI
200
Key Financial Inc
Pennsylvania
$2.51K – – –
5 6 7
8
9