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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 %
IAN
176
Integrated Advisors Network
Texas
$570K +$80.6K +1,685 +16%
DI
177
DFPG Investments
Utah
$562K -$45.4K -962 -7%
MA
178
Mutual Advisors
Nebraska
$555K +$555K +11,603 New
PWP
179
Private Wealth Partners
California
$551K +$551K +11,509 New
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$548K -$6.99K -146 -1%
MMM
181
Mendel Money Management
Illinois
$527K +$25.4K +531 +5%
AWAU
182
Alliance Wealth Advisors (Utah)
Utah
$487K +$41.9K +876 +9%
ACP
183
Aveo Capital Partners
Colorado
$481K +$335 +7 +0.1%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$465K -$75.8K -1,583 -14%
PWM
185
Perigon Wealth Management
California
$459K – – –
PA
186
PFG Advisors
Arizona
$448K -$24.9K -520 -5%
AWS
187
Atria Wealth Solutions
New York
$440K +$440K +9,186 New
Corient Private Wealth
188
Corient Private Wealth
Florida
$418K +$418K +8,740 New
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$414K +$140K +2,930 +51%
FW
190
FirstPurpose Wealth
Utah
$408K +$59.8K +1,250 +17%
BTWM
191
Baker Tilly Wealth Management
Wisconsin
$400K +$400K +8,368 New
SFS
192
Security Financial Services
Indiana
$387K -$36.3K -758 -9%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$381K +$277K +5,787 +266%
FHA
194
Flagship Harbor Advisors
Massachusetts
$363K +$363K +7,588 New
SIC
195
Salem Investment Counselors
North Carolina
$346K +$119K +2,491 +53%
FA
196
Fermata Advisors
California
$341K -$7.28K -152 -2%
GWP
197
Gateway Wealth Partners
Wisconsin
$337K +$82.7K +1,728 +33%
TFGT
198
TS Financial Group (TSFG)
Illinois
$334K +$334K +6,978 New
MAS
199
Meeder Advisory Services
Ohio
$327K – – –
BCI
200
Brinker Capital Investments
Pennsylvania
$300K +$8.41K +176 +3%
6 7
8
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