We are live on ! Find out more
JQUA icon

JPMorgan US Quality Factor ETF
JQUA

377 hedge funds and large institutions have $4.06B invested in JPMorgan US Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 105

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

8% more funds holding in top 10

Funds holding in top 10: 40 → 43 (+3)

4% more capital invested

Capital invested by funds: $3.91B → $4.06B (+$150M)

1% more funds holding

Funds holding: 375 → 377 (+2)

1.24% less ownership

Funds ownership: 74.92% → 73.68% (-1.2%)

Holders
377
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.05%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.58%
New
42
Increased
187
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$60.5M
2
LPL Financial
LPL Financial
California
+$38.7M
3
LI
LVZ Inc
Michigan
+$38.2M
4
FWI
Facet Wealth Inc
Maryland
+$38.1M
5
Osaic Holdings
Osaic Holdings
Arizona
+$17.9M

Top Sellers

Rank Fund Capital Flow
1
AAS
Annex Advisory Services
Wisconsin
-$137M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$24.8M
3
PAS
Park Avenue Securities
New York
-$13.7M
4
TAM
Titleist Asset Management
Texas
-$10.4M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$8.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
201
Apollon Wealth Management
South Carolina
$1.16M – – –
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$1.13M -$313K -5,355 -19%
DADC
203
D.A. Davidson & Co
Montana
$1.13M -$4.91K -84 -0.4%
SWTS
204
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.12M +$74.1K +1,269 +7%
AWS
205
Atria Wealth Solutions
New York
$1.12M -$389K -6,655 -25%
EFG
206
Elm3 Financial Group
Georgia
$1.09M -$60.8K -1,041 -5%
MMM
207
Mendel Money Management
Illinois
$1.09M +$45.7K +782 +4%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$1.09M +$80.6K +1,380 +8%
5W
209
5T Wealth
California
$1.09M -$8.12K -139 -0.7%
AF
210
Apexium Financial
Texas
$1.08M +$100K +1,720 +10%
DAS
211
Diversify Advisory Services
Utah
$1.07M +$669K +11,453 +148%
ITB
212
Idaho Trust Bank
Idaho
$1.05M +$1.09M +18,653 New
DWM
213
Drive Wealth Management
Utah
$1.05M +$1.09M +18,604 New
SIC
214
Salem Investment Counselors
North Carolina
$1.03M +$409 +7 +0%
IIM
215
Illumine Investment Management
Washington
$1.03M +$63.8K +1,093 +6%
BAS
216
Brueske Advisory Services
Washington
$970K +$1M +17,170 New
MEAC
217
M.E. Allison & Co
Texas
$940K – – –
HWA
218
Heritage Wealth Architects
Minnesota
$884K +$914K +15,648 New
MWA
219
Medallion Wealth Advisors
Connecticut
$875K +$9.23K +158 +1%
TAM
220
Titleist Asset Management
Texas
$842K -$10.4M -178,296 -92%
MMA
221
Miracle Mile Advisors
California
$842K +$871K +14,904 New
EB
222
Emprise Bank
Kansas
$781K – – –
CFG
223
Cooper Financial Group
California
$779K +$64.6K +1,106 +9%
EMC
224
Everest Management Corp
California
$775K – – –
PTC
225
Private Trust Company
Ohio
$741K +$23.5K +403 +3%
7 8
9
10 11

JQUA Hedge Fund Activity: Q1 2025 in Review

377 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2025, worth a combined $4.06B — up 3.8% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JQUA positions and 33 closed out — a net gain of 9 holders — while 187 added to existing stakes and 105 trimmed.

The largest buyer was Savant Capital, adding an estimated $60.5M. The largest seller was Annex Advisory Services, cutting an estimated $137M.

  • 377 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2025, up from 375 in Q4 2024.
  • Funds reported $4.06B of JPMorgan US Quality Factor ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 42 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2025 and 33 closed out, a net change of +9 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q1 2025 was Savant Capital, an estimated $60.5M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q1 2025 was Annex Advisory Services, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.