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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 %
OPS
201
Orion Portfolio Solutions
Nebraska
$300K +$8.41K +176 +3%
TRCT
202
Tower Research Capital (TRC)
New York
$296K +$250K +5,231 +545%
WS
203
Wedbush Securities
California
$295K +$295K +6,156 New
MW
204
MBL Wealth
North Carolina
$287K -$2.49K -52 -0.9%
WA
205
WBH Advisory
Maryland
$284K +$284K +5,938 New
FFA
206
Farther Finance Advisors
California
$282K +$92.7K +1,936 +49%
RW
207
Regimen Wealth
Georgia
$264K +$264K +5,521 New
4WM
208
49 Wealth Management
Texas
$257K +$257K +5,380 New
SGWM
209
Sterling Group Wealth Management
California
$251K +$144 +3 +0.1%
ASN
210
Advisory Services Network
Georgia
$250K +$250K +5,230 New
WFC
211
Western Financial Corp
California
$249K -$20.6K -431 -8%
FDDB
212
Fidelity D&D Bancorp
Pennsylvania
$243K -$174K -3,633 -42%
RA
213
RFG Advisory
Alabama
$239K +$239K +4,984 New
SPC
214
Sigma Planning Corp
Michigan
$234K +$234K +4,885 New
WAG
215
Wallace Advisory Group
California
$228K -$1.86K -43 -0.8%
NS
216
NBC Securities
Alabama
$223K +$40.2K +843 +22%
MSWMA
217
Market Street Wealth Management Advisors
Indiana
$223K -$138K -2,882 -38%
WCA
218
Westover Capital Advisors
Delaware
$220K +$220K +4,607 New
PA
219
Parallel Advisors
California
$215K -$54.4K -1,137 -20%
BCM
220
Brookstone Capital Management
Illinois
$214K +$214K +4,462 New
DWM
221
Drive Wealth Management
Utah
$212K +$212K +4,433 New
Ameriprise
222
Ameriprise
Minnesota
$210K +$210K +4,394 New
LC
223
Lavaca Capital
Texas
$200K -$23.1K -482 -10%
CAL
224
Capital Advisors Ltd
Ohio
$197K +$11.6K +243 +6%
EC
225
EdgeRock Capital
Colorado
$142K +$142K +2,840 New
7 8
9
10 11