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JPMorgan US Quality Factor ETF

375 hedge funds and large institutions have $3.91B invested in JPMorgan US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 128 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

16% more funds holding

Funds holding: 322375 (+53)

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 128

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$81.2M)

0.22% less ownership

Funds ownership: 75.13%74.92% (-0.22%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
375
Holders Change
+53
Holders Change %
+16.46%
% of All Funds
4.94%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.53%
New
80
Increased
131
Reduced
128
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
176
Ameriprise
Minnesota
$1.73M +$1.75M +30,266 New
FFA
177
Florida Financial Advisors
Florida
$1.66M +$400K +6,907 +31%
WA
178
Westfuller Advisors
New York
$1.65M -$171K -2,959 -9%
HA
179
Herold Advisors
New York
$1.64M +$37.4K +646 +2%
TCM
180
TD Capital Management
Tennessee
$1.64M +$219K +3,787 +15%
Wealthfront Advisers
181
Wealthfront Advisers
California
$1.61M +$108K +1,855 +7%
SWM
182
Spire Wealth Management
Virginia
$1.61M +$209K +3,608 +15%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$1.59M +$2.9K +50 +0.2%
AWS
184
Atria Wealth Solutions
New York
$1.52M -$660K -11,390 -30%
FCFC
185
First Commonwealth Financial Corp
Pennsylvania
$1.49M -$236K -4,079 -14%
PA
186
PFG Advisors
Arizona
$1.41M -$183K -3,151 -11%
WP
187
WealthShield Partners
North Carolina
$1.35M +$42.7K +737 +3%
CAGAS
188
Capital Advisory Group Advisory Services
Minnesota
$1.29M +$754K +13,001 +136%
VR
189
Valued Retirements
Texas
$1.28M +$995K +17,170 +336%
Renaissance Technologies
190
Renaissance Technologies
New York
$1.26M -$1.4M -24,200 -52%
WIA
191
World Investment Advisors
California
$1.24M +$206K +3,559 +20%
PWP
192
Private Wealth Partners
California
$1.21M
FPCP
193
Fort Point Capital Partners
California
$1.2M +$753 +13 +0.1%
AWM
194
Apollon Wealth Management
South Carolina
$1.17M -$272K -4,696 -19%
EFG
195
Elm3 Financial Group
Georgia
$1.17M +$1.18M +20,357 New
DADC
196
D.A. Davidson & Co
Montana
$1.15M +$8.06K +139 +0.7%
5W
197
5T Wealth
California
$1.11M +$1.12M +19,368 New
PSCM
198
Per Stirling Capital Management
Texas
$1.09M +$605K +10,443 +122%
NFG
199
Nations Financial Group
Iowa
$1.08M +$11.6K +201 +1%
SWTS
200
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.07M +$1.08M +18,613 New

JQUA Hedge Fund Activity: Q4 2024 in Review

375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2024, worth a combined $3.91B — up 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JQUA positions and 23 closed out — a net gain of 57 holders — while 131 added to existing stakes and 128 trimmed.

The largest buyer was Savant Capital, adding an estimated $64M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 375 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.91B of JPMorgan US Quality Factor ETF stock for Q4 2024, up 2.1% quarter-over-quarter.
  • 80 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2024 was Savant Capital, an estimated $64M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2024.