We are live on ! Find out more
JQUA icon

JPMorgan US Quality Factor ETF
JQUA

257 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 68 funds opening new positions, 124 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 11

134% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 53

43% more capital invested

Capital invested by funds: $2.16B → $3.09B (+$925M)

31% more funds holding in top 10

Funds holding in top 10: 26 → 34 (+8)

27% more funds holding

Funds holding: 203 → 257 (+54)

5.28% less ownership

Funds ownership: 97.53% → 92.25% (-5.3%)

Holders
257
Holders Change
+54
Holders Change %
+26.6%
% of All Funds
3.75%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
68
Increased
124
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$107M
2
SC
Savant Capital
Illinois
+$87.4M
3
AAS
Annex Advisory Services
Wisconsin
+$75.9M
4
S
SignatureFD
Georgia
+$47.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
FCBT
First Citizens Bank & Trust
North Carolina
-$84.5M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$81.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.77M
4
FCAM
First Citizens Asset Management
North Carolina
-$3.82M
5
IDA
Intelligence Driven Advisers
California
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
201
Brinker Capital Investments
Pennsylvania
$300K +$7.9K +176 +3%
OPS
202
Orion Portfolio Solutions
Nebraska
$300K +$7.9K +176 +3%
TRCT
203
Tower Research Capital (TRC)
New York
$296K +$235K +5,231 +545%
WS
204
Wedbush Securities
California
$295K +$276K +6,156 New
MW
205
MBL Wealth
North Carolina
$287K -$2.33K -52 -0.9%
WA
206
WBH Advisory
Maryland
$284K +$267K +5,938 New
FFA
207
Farther Finance Advisors
California
$282K +$86.9K +1,936 +49%
RW
208
Regimen Wealth
Georgia
$264K +$248K +5,521 New
4WM
209
49 Wealth Management
Texas
$257K +$242K +5,380 New
SGWM
210
Sterling Group Wealth Management
California
$251K +$135 +3 +0.1%
ASN
211
Advisory Services Network
Georgia
$250K +$235K +5,230 New
WFC
212
Western Financial Corp
California
$249K -$19.4K -431 -8%
FDDB
213
Fidelity D&D Bancorp
Pennsylvania
$243K -$163K -3,633 -42%
RA
214
RFG Advisory
Alabama
$239K +$224K +4,984 New
SPC
215
Sigma Planning Corp
Michigan
$234K +$219K +4,885 New
IFG
216
Independent Financial Group
California
$230K -$33.3K -741 -13%
WAG
217
Wallace Advisory Group
California
$228K -$1.93K -43 -0.8%
NS
218
NBC Securities
Alabama
$223K +$37.8K +843 +22%
MSWMA
219
Market Street Wealth Management Advisors
Indiana
$223K -$129K -2,882 -38%
WCA
220
Westover Capital Advisors
Delaware
$220K +$207K +4,607 New
PA
221
Parallel Advisors
California
$215K -$51K -1,137 -20%
BCM
222
Brookstone Capital Management
Illinois
$214K +$200K +4,462 New
DWM
223
Drive Wealth Management
Utah
$212K +$199K +4,433 New
Ameriprise
224
Ameriprise
Minnesota
$210K +$197K +4,394 New
LC
225
Lavaca Capital
Texas
$200K -$21.6K -482 -10%
7 8
9
10 11

JQUA Hedge Fund Activity: Q4 2023 in Review

257 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2023, worth a combined $3.09B — up 43% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new JQUA positions and 11 closed out — a net gain of 57 holders — while 124 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was First Citizens Bank & Trust, cutting an estimated $84.5M.

  • 257 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $3.09B of JPMorgan US Quality Factor ETF stock for Q4 2023, up 43% quarter-over-quarter.
  • 68 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2023 and 11 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2023 was First Citizens Bank & Trust, an estimated $84.5M sold.

Based on aggregated 13F filings for Q4 2023.