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JPMorgan US Quality Factor ETF

377 hedge funds and large institutions have $4.06B invested in JPMorgan US Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 105

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

4% more capital invested

Capital invested by funds: $3.91B → $4.06B (+$150M)

1% more funds holding

Funds holding: 375377 (+2)

1.24% less ownership

Funds ownership: 74.92%73.68% (-1.2%)

Holders
377
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.05%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.58%
New
42
Increased
187
Reduced
105
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
176
UBS Group
Switzerland
$1.82M +$989K +16,935 +110%
WAOI
177
Wealth Advisors of Iowa
Iowa
$1.78M +$1.84M +31,527 New
CWS
178
Confluence Wealth Services
Pennsylvania
$1.75M +$27.5K +471 +1%
BCI
179
Brinker Capital Investments
Pennsylvania
$1.73M -$221K -3,791 -11%
OPS
180
Orion Portfolio Solutions
Nebraska
$1.73M -$221K -3,791 -11%
AAS
181
Annex Advisory Services
Wisconsin
$1.73M -$137M -2,337,392 -99%
IWC
182
Integrated Wealth Concepts
Massachusetts
$1.72M -$23.4K -400 -1%
Ameriprise
183
Ameriprise
Minnesota
$1.65M -$59.1K -1,012 -3%
FPAS
184
Focus Partners Advisor Solutions
Missouri
$1.65M -$375K -6,420 -18%
WA
185
Westfuller Advisors
New York
$1.63M +$4.67K +80 +0.3%
SWM
186
Spire Wealth Management
Virginia
$1.63M +$44.4K +760 +3%
HA
187
Herold Advisors
New York
$1.54M -$85.9K -1,470 -5%
Wealthfront Advisers
188
Wealthfront Advisers
California
$1.45M -$143K -2,452 -9%
GPW
189
Gentry Private Wealth
Kansas
$1.39M +$1.11M +18,938 +330%
CAGAS
190
Capital Advisory Group Advisory Services
Minnesota
$1.39M +$119K +2,032 +9%
PA
191
PFG Advisors
Arizona
$1.38M -$15.5K -265 -1%
IAN
192
Integrated Advisors Network
Texas
$1.37M +$374K +6,407 +36%
WP
193
WealthShield Partners
North Carolina
$1.37M +$45.3K +776 +3%
SFS
194
Sowell Financial Services
Arkansas
$1.34M +$670K +11,466 +93%
FIA
195
Foundations Investment Advisors
Arizona
$1.33M +$456K +7,804 +49%
AG
196
AmeriFlex Group
Nevada
$1.26M +$320K +5,472 +33%
NFG
197
Nations Financial Group
Iowa
$1.23M +$172K +2,945 +16%
KTM
198
Keeler Thomas Management
Utah
$1.2M -$4.79M -82,011 -79%
PWP
199
Private Wealth Partners
California
$1.19M
FPCP
200
Fort Point Capital Partners
California
$1.19M +$6.78K +116 +0.6%

JQUA Hedge Fund Activity: Q1 2025 in Review

377 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2025, worth a combined $4.06B — up 3.8% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JQUA positions and 33 closed out — a net gain of 9 holders — while 187 added to existing stakes and 105 trimmed.

The largest buyer was Savant Capital, adding an estimated $60.5M. The largest seller was Annex Advisory Services, cutting an estimated $137M.

  • 377 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2025, up from 375 in Q4 2024.
  • Funds reported $4.06B of JPMorgan US Quality Factor ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 42 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2025 and 33 closed out, a net change of +9 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q1 2025 was Savant Capital, an estimated $60.5M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q1 2025 was Annex Advisory Services, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.