We are live on ! Find out more
JQUA icon

JPMorgan US Quality Factor ETF

106 hedge funds and large institutions have $708M invested in JPMorgan US Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

25% more capital invested

Capital invested by funds: $568M → $708M (+$140M)

25% more funds holding

Funds holding: 85106 (+21)

0.42% less ownership

Funds ownership: 105.22%104.8% (-0.42%)

Holders
106
Holders Change
+21
Holders Change %
+24.71%
% of All Funds
1.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
32
Increased
41
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$165M +$2.39M +62,378 +1%
FCBT
2
First Citizens Bank & Trust
North Carolina
$143M +$1.92M +50,017 +1%
SMA
3
Sage Mountain Advisors
Georgia
$37.6M +$36M +937,438 +2,960%
JP Morgan Chase
4
JP Morgan Chase
New York
$34.8M +$2.36M +61,630 +7%
TC
5
TownSquare Capital
Utah
$33.6M +$826K +21,521 +3%
OCM
6
One Capital Management
California
$27.3M -$1.4M -36,489 -5%
BFA
7
Beaumont Financial Advisors
Massachusetts
$23.4M -$697K -18,160 -3%
RW
8
REDW Wealth
New Mexico
$23.2M +$570K +14,866 +3%
RW
9
RVW Wealth
California
$21.4M -$1.5M -39,090 -7%
BAAM
10
Baker Avenue Asset Management
California
$18.8M -$255K -6,647 -1%
LWMG
11
Levy Wealth Management Group
Pennsylvania
$17.1M +$16.9M +440,579 New
PAS
12
Park Avenue Securities
New York
$12.5M -$405K -10,550 -3%
KAM
13
Knightsbridge Asset Management
California
$10.5M +$592K +15,418 +6%
LPL Financial
14
LPL Financial
California
$9.46M +$1.86M +48,589 +25%
IDA
15
Intelligence Driven Advisers
California
$9.35M +$305K +7,959 +3%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$9.25M +$7.72M +201,204 +536%
SA
17
Scarborough Advisors
Maryland
$6.95M +$131K +3,418 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.67M +$3.34M +86,953 +102%
FCAM
19
First Citizens Asset Management
North Carolina
$6.47M +$269K +7,005 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.87M +$194K +5,068 +4%
ICMP
21
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.63M -$17.9K -467 -0.4%
SRIM
22
Saratoga Research & Investment Management
California
$4.6M +$4.56M +118,837 New
Morgan Stanley
23
Morgan Stanley
New York
$4.6M -$600K -15,637 -12%
SKK
24
Shepherd Kaplan Krochuk
Massachusetts
$4.43M -$39.5K -1,029 -0.9%
Truist Financial
25
Truist Financial
North Carolina
$3.68M +$120K +3,127 +3%

JQUA Hedge Fund Activity: Q4 2022 in Review

106 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2022, worth a combined $708M — up 25% from $568M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JQUA positions and 5 closed out — a net gain of 27 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Sage Mountain Advisors, adding an estimated $36M. The largest seller was Prism Advisors, cutting an estimated $5.04M.

  • 106 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2022, up from 85 in Q3 2022.
  • Funds reported $708M of JPMorgan US Quality Factor ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 32 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2022 and 5 closed out, a net change of +27 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2022 was Sage Mountain Advisors, an estimated $36M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2022 was Prism Advisors, an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2022.