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JPMorgan US Quality Factor ETF

375 hedge funds and large institutions have $3.91B invested in JPMorgan US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 128 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

16% more funds holding

Funds holding: 322375 (+53)

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 128

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$81.2M)

0.22% less ownership

Funds ownership: 75.13%74.92% (-0.22%)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
375
Holders Change
+53
Holders Change %
+16.46%
% of All Funds
4.94%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.53%
New
80
Increased
131
Reduced
128
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMM
201
Mendel Money Management
Illinois
$1.06M +$104K +1,800 +11%
SIC
202
Salem Investment Counselors
North Carolina
$1.05M -$10.7K -184 -1%
SCA
203
Sulzberger Capital Advisors
Florida
$1.03M +$1.04M +17,995 New
IAN
204
Integrated Advisors Network
Texas
$1.02M +$126K +2,176 +14%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$1.02M +$73.1K +1,261 +8%
AG
206
AmeriFlex Group
Nevada
$1M +$975K +16,830 New
AF
207
Apexium Financial
Texas
$997K +$174 +3 +0%
IIM
208
Illumine Investment Management
Washington
$979K +$991K +17,101 New
MEAC
209
M.E. Allison & Co
Texas
$953K +$964K +16,640 New
MSFS
210
Main Street Financial Solutions
Pennsylvania
$920K +$931K +16,070 New
FIA
211
Foundations Investment Advisors
Arizona
$906K +$135K +2,321 +17%
UBS Group
212
UBS Group
Switzerland
$879K +$278K +4,792 +45%
MWA
213
Medallion Wealth Advisors
Connecticut
$876K +$886K +15,290 New
GGV
214
GG Group Ventures
Florida
$845K +$180K +3,098 +27%
3IP
215
3Chopt Investment Partners
Virginia
$826K -$30K -517 -3%
BBWP
216
Beacon Bridge Wealth Partners
Pennsylvania
$826K +$49.2K +849 +6%
EB
217
Emprise Bank
Kansas
$793K +$802K +13,839 New
EMC
218
Everest Management Corp
California
$786K +$795K +13,723 New
DWP
219
Daymark Wealth Partners
Ohio
$778K -$65.1K -1,123 -8%
Cerity Partners
220
Cerity Partners
New York
$728K -$200K -3,453 -21%
PTC
221
Private Trust Company
Ohio
$728K +$314K +5,410 +74%
CFG
222
Cooper Financial Group
California
$727K -$17.7K -306 -2%
FHA
223
Flagship Harbor Advisors
Massachusetts
$712K +$52.5K +906 +8%
SFS
224
Sowell Financial Services
Arkansas
$706K +$93.8K +1,619 +15%
PF
225
Penney Financial
Texas
$684K -$2.09K -36 -0.3%

JQUA Hedge Fund Activity: Q4 2024 in Review

375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2024, worth a combined $3.91B — up 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JQUA positions and 23 closed out — a net gain of 57 holders — while 131 added to existing stakes and 128 trimmed.

The largest buyer was Savant Capital, adding an estimated $64M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 375 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.91B of JPMorgan US Quality Factor ETF stock for Q4 2024, up 2.1% quarter-over-quarter.
  • 80 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2024 was Savant Capital, an estimated $64M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2024.