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JPMorgan US Quality Factor ETF

308 hedge funds and large institutions have $3.28B invested in JPMorgan US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

84% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 82

8% more funds holding

Funds holding: 285308 (+23)

1% more capital invested

Capital invested by funds: $3.25B → $3.28B (+$27.7M)

6.89% less ownership

Funds ownership: 77.89%71% (-6.9%)

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

Holders
308
Holders Change
+23
Holders Change %
+8.07%
% of All Funds
4.45%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.55%
New
46
Increased
151
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Diversify Wealth Management
Utah
$632K +$638K +12,321 New
OSNBOA
202
Old Second National Bank of Aurora
Illinois
$609K +$596K +11,509 New
SRIM
203
Saratoga Research & Investment Management
California
$579K +$566K +10,926 New
CAWM
204
Capital Advisors Wealth Management
Washington
$573K -$156K -3,007 -22%
Renaissance Technologies
205
Renaissance Technologies
New York
$567K -$3.04M -58,700 -85%
IGWM
206
ICA Group Wealth Management
Colorado
$560K -$852K -16,460 -61%
ACP
207
Aveo Capital Partners
Colorado
$559K +$14.1K +273 +3%
RA
208
RFG Advisory
Alabama
$556K -$390K -7,543 -42%
IFA
209
Interactive Financial Advisors
Illinois
$541K
BBWP
210
Beacon Bridge Wealth Partners
Pennsylvania
$541K +$529K +10,216 New
FHA
211
Flagship Harbor Advisors
Massachusetts
$530K +$27.8K +538 +6%
FFA
212
Farther Finance Advisors
California
$519K +$200K +3,872 +65%
TFA
213
Teamwork Financial Advisors
Texas
$511K -$77.2K -1,492 -13%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$511K -$98.5K -1,904 -16%
HNB
215
Huntington National Bank
Ohio
$510K
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$458K
PG
217
Patten Group
Tennessee
$458K +$85.2K +1,646 +24%
NG
218
Norden Group
Utah
$458K -$98.1K -1,896 -18%
IPA
219
Investment Planning Advisors
Georgia
$457K +$447K +8,636 New
GGV
220
GG Group Ventures
Florida
$451K +$438K +8,456 New
Corient Private Wealth
221
Corient Private Wealth
Florida
$447K -$1.4K -27 -0.3%
4WM
222
49 Wealth Management
Texas
$441K +$60.7K +1,173 +16%
MWAM
223
Manhattan West Asset Management
California
$435K -$6.06K -117 -1%
CFS
224
Coordinated Financial Services
Colorado
$425K -$25.7K -497 -6%
TW
225
TritonPoint Wealth
Maryland
$416K +$407K +7,861 New

JQUA Hedge Fund Activity: Q2 2024 in Review

308 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2024, worth a combined $3.28B — up 0.85% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JQUA positions and 19 closed out — a net gain of 27 holders — while 151 added to existing stakes and 82 trimmed.

The largest buyer was Savant Capital, adding an estimated $30.6M. The largest seller was JP Morgan Chase, cutting an estimated $39.5M.

  • 308 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2024, up from 285 in Q1 2024.
  • Funds reported $3.28B of JPMorgan US Quality Factor ETF stock for Q2 2024, up 0.85% quarter-over-quarter.
  • 46 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2024 and 19 closed out, a net change of +27 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q2 2024 was Savant Capital, an estimated $30.6M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q2 2024 was JP Morgan Chase, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2024.