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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

131 hedge funds and large institutions have $1.03B invested in JPMorgan US Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
131
Holders Change
+25
Holders Change %
+23.58%
% of All Funds
2.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
35
Increased
56
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$256M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$230M
3
LPL Financial
3
LPL Financial
California
$31.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$25.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$13M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$14.7M
2
ICMP
2
Integrated Capital Management (Pennsylvania)
Pennsylvania
$0
3
SRIM
3
Saratoga Research & Investment Management
California
$0
4
RW
4
REDW Wealth
New Mexico
$22.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$256M 6,209,803 +1,954,953 +46%
FCBT
2
First Citizens Bank & Trust
North Carolina
$230M 5,590,507 +1,912,607 +52%
SMA
3
Sage Mountain Advisors
Georgia
$49.3M 1,195,479 +226,371 +23%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$42.1M 1,019,999 +121,905 +14%
TC
5
TownSquare Capital
Utah
$37M 897,775 +30,691 +4%
OCM
6
One Capital Management
California
$32.1M 778,824 +75,189 +11%
LPL Financial
7
LPL Financial
California
$31.6M 767,521 +523,476 +214%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$25.9M 627,512 +388,798 +163%
RW
9
RVW Wealth
California
$25.3M 614,437 +62,480 +11%
RW
10
REDW Wealth
New Mexico
$22.6M 548,283 -49,741 -8%
LWMG
11
Levy Wealth Management Group
Pennsylvania
$21.4M 520,246 +79,667 +18%
BAAM
12
Baker Avenue Asset Management
California
$19.5M 473,758 -11,146 -2%
BFA
13
Beaumont Financial Advisors
Massachusetts
$14.7M 355,659 -249,423 -41%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$13M 316,494 +296,932 +1,518%
EH
15
Equitable Holdings
New York
$13M 312,827 +287,158 +1,119%
PAS
16
Park Avenue Securities
New York
$12.9M 313,960 -8,307 -3%
KAM
17
Knightsbridge Asset Management
California
$11.1M 270,010 -1,268 -0.5%
FCAM
18
First Citizens Asset Management
North Carolina
$10.3M 250,073 +77,762 +45%
IDA
19
Intelligence Driven Advisers
California
$9.72M 236,310 -72 -0%
SA
20
Scarborough Advisors
Maryland
$7.48M 181,387 +2,016 +1%
Morgan Stanley
21
Morgan Stanley
New York
$6.92M 167,954 +49,247 +41%
SWP
22
Stratos Wealth Partners
Ohio
$6.77M 164,277 +164,277 New
RJA
23
Raymond James & Associates
Florida
$6.07M 147,218 +116,686 +382%
MCC
24
Money Concepts Capital
Florida
$5.14M 489,361 +416,452 +571%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.99M 120,960 +42,774 +55%
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