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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 %
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$610K +$4.91K +93 +0.8%
CFG
202
Cooper Financial Group
California
$594K +$594K +11,230 New
TFA
203
Teamwork Financial Advisors
Texas
$589K -$47.5K -899 -7%
AWAU
204
Alliance Wealth Advisors (Utah)
Utah
$572K +$34.1K +645 +6%
NG
205
Norden Group
Utah
$557K +$557K +10,540 New
GWP
206
Gateway Wealth Partners
Wisconsin
$543K +$171K +3,226 +46%
IFA
207
Interactive Financial Advisors
Illinois
$540K -$2.95M -55,756 -85%
SIC
208
Salem Investment Counselors
North Carolina
$523K +$141K +2,670 +37%
ACP
209
Aveo Capital Partners
Colorado
$521K +$11.7K +230 +2%
WC
210
Weil Company
California
$520K +$520K +9,833 New
FHA
211
Flagship Harbor Advisors
Massachusetts
$501K +$99.7K +1,886 +25%
PA
212
PFG Advisors
Arizona
$474K -$20.5K -387 -4%
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$457K – – –
CFS
214
Coordinated Financial Services
Colorado
$450K +$450K +8,517 New
Corient Private Wealth
215
Corient Private Wealth
Florida
$446K -$16.1K -305 -3%
NFG
216
Nations Financial Group
Iowa
$445K +$445K +8,417 New
FW
217
FirstPurpose Wealth
Utah
$443K +$2.58K +50 +0.6%
MWAM
218
Manhattan West Asset Management
California
$440K +$440K +8,330 New
Fidelity Investments
219
Fidelity Investments
Massachusetts
$434K +$13.2K +250 +3%
HWA
220
Heritage Wealth Advisors
Virginia
$419K +$419K +7,926 New
HCA
221
Heck Capital Advisors
Wisconsin
$395K -$296K -5,607 -43%
SFS
222
Security Financial Services
Indiana
$383K -$45.1K -853 -11%
4WM
223
49 Wealth Management
Texas
$378K +$95K +1,803 +34%
FA
224
Fermata Advisors
California
$377K – – –
PG
225
Patten Group
Tennessee
$370K +$370K +7,002 New
7 8
9
10 11