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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

69 hedge funds and large institutions have $282M invested in JPMorgan US Quality Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
10
Increased
29
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.2M
2
DIM
2
Delta Investment Management
California
$8.85M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
KAM
4
Knightsbridge Asset Management
California
$4.33M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$36.8M

Top Sellers

1
ACM
1
Avalon Capital Management
California
$8.19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$264K
3
SKK
3
Shepherd Kaplan Krochuk
Massachusetts
$9.21M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
5
PAS
5
Park Avenue Securities
New York
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$36.8M 897,902 +49,381 +6%
3LCM
2
3D/L Capital Management
Connecticut
$33.7M 822,349 -3,456 -0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.4M 547,784 +3,139 +0.6%
BAAM
4
Baker Avenue Asset Management
California
$22M 538,238 -4,410 -0.8%
RW
5
RVW Wealth
California
$22M 533,514 +17,366 +3%
RW
6
REDW Wealth
New Mexico
$21.5M 524,983 +2,092 +0.4%
PAS
7
Park Avenue Securities
New York
$17.2M 419,229 -8,201 -2%
Morgan Stanley
8
Morgan Stanley
New York
$12.5M 304,253 +181,379 +148%
Goldman Sachs
9
Goldman Sachs
New York
$10.2M 249,838 +249,838 New
SKK
10
Shepherd Kaplan Krochuk
Massachusetts
$9.21M 224,886 -31,157 -12%
DIM
11
Delta Investment Management
California
$8.85M 216,327 +216,327 New
ACM
12
Avalon Capital Management
California
$8.19M 200,050 -90,385 -31%
ICMP
13
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.45M 133,082 -2,698 -2%
KAM
14
Knightsbridge Asset Management
California
$4.33M 105,807 +60,395 +133%
LPL Financial
15
LPL Financial
California
$3.98M 97,337 +8,291 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.76M 91,906 -418 -0.5%
LNC
17
Lincoln National Corp
Pennsylvania
$3.62M 88,444 -356 -0.4%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.39M 82,787 +15,902 +24%
IDA
19
Intelligence Driven Advisers
California
$3.03M 73,668 -2,140 -3%
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$2.96M 72,196 +1,389 +2%
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$2.91M 70,973 +33,621 +90%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.18M 53,245 +20,620 +63%
AWM
23
AE Wealth Management
Kansas
$1.9M 46,309 -3,660 -7%
NR
24
Newfound Research
Massachusetts
$1.73M 42,292 +8,021 +23%
MIAN
25
Mariner Independent Advisor Network
Kansas
$1.48M 36,145 +704 +2%
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