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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 %
MWM
176
MBE Wealth Management
Wisconsin
$1.01M -$453K -8,577 -31%
RA
177
RFG Advisory
Alabama
$954K +$690K +13,053 +262%
AF
178
Apexium Financial
Texas
$944K -$33.6K -636 -3%
FNWA
179
Financial Network Wealth Advisors
Utah
$943K -$13.8K -261 -1%
DADC
180
D.A. Davidson & Co
Montana
$942K +$137K +2,600 +17%
ASN
181
Advisory Services Network
Georgia
$931K +$654K +12,374 +237%
Goldman Sachs
182
Goldman Sachs
New York
$918K +$918K +17,360 New
PO
183
Private Ocean
California
$902K -$180K -3,397 -17%
LSPW
184
Lake Street Private Wealth
Illinois
$862K +$87.6K +1,656 +11%
WP
185
WealthShield Partners
North Carolina
$844K -$260K -4,910 -24%
DAS
186
Diversify Advisory Services
Utah
$832K +$832K +15,795 New
3IP
187
3Chopt Investment Partners
Virginia
$798K -$36.5K -690 -4%
FCAM
188
First Citizens Asset Management
North Carolina
$794K -$21.1M -398,722 -96%
SAM
189
Sequent Asset Management
Texas
$783K – – –
IAN
190
Integrated Advisors Network
Texas
$756K +$126K +2,388 +20%
CAWM
191
Capital Advisors Wealth Management
Washington
$731K +$45.9K +869 +7%
AWS
192
Atria Wealth Solutions
New York
$694K +$208K +3,936 +43%
WF
193
Wayfinding Financial
Washington
$680K +$19.5K +380 +3%
MMM
194
Mendel Money Management
Illinois
$667K +$85.4K +1,616 +15%
PWP
195
Private Wealth Partners
California
$661K +$52.9K +1,000 +9%
FAM
196
Family Asset Management
South Carolina
$654K -$5.39K -102 -0.8%
PF
197
Penney Financial
Texas
$651K -$17.4K -329 -3%
RL
198
Retireful LLC
Michigan
$630K +$630K +11,920 New
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$614K +$100K +1,899 +20%
NL
200
NWAM LLC
Washington
$612K -$263K -5,118 -30%
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