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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

172 hedge funds and large institutions have $1.57B invested in JPMorgan US Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
172
Holders Change
+41
Holders Change %
+31.3%
% of All Funds
2.71%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
53
Increased
80
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$60M
2
Morgan Stanley
2
Morgan Stanley
New York
$56.2M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$37M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$73.9M
5
VPP
5
Vertex Planning Partners
Illinois
$29.2M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$2.08M
2
KAM
2
Knightsbridge Asset Management
California
$6.1M
3
Jane Street
3
Jane Street
New York
$0
4
IDA
4
Intelligence Driven Advisers
California
$9.09M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$291M 6,579,607 +369,804 +6%
FCBT
2
First Citizens Bank & Trust
North Carolina
$251M 5,659,663 +69,156 +1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$73.9M 1,668,858 +648,859 +64%
HC
4
Hamilton Capital
Ohio
$60M 1,354,232 +1,354,232 New
SMA
5
Sage Mountain Advisors
Georgia
$57.4M 1,296,586 +101,107 +8%
LPL Financial
6
LPL Financial
California
$56.6M 1,278,070 +510,549 +67%
Morgan Stanley
7
Morgan Stanley
New York
$56.2M 1,268,502 +1,100,548 +655%
TC
8
TownSquare Capital
Utah
$43.7M 986,223 +88,448 +10%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$37M 834,517 +834,517 New
OCM
10
One Capital Management
California
$35.1M 793,514 +14,690 +2%
RW
11
RVW Wealth
California
$30M 677,558 +63,121 +10%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$30M 676,645 +49,133 +8%
VPP
13
Vertex Planning Partners
Illinois
$29.2M 659,609 +581,768 +747%
BFA
14
Beaumont Financial Advisors
Massachusetts
$28M 632,608 +276,949 +78%
LWMG
15
Levy Wealth Management Group
Pennsylvania
$24M 542,010 +21,764 +4%
RW
16
REDW Wealth
New Mexico
$24M 540,969 -7,314 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$21.8M 491,670 +41,354 +9%
REMPR
18
Roof Eidam Maycock Peralta (REMP)
California
$21.1M 477,489 +402,526 +537%
BAAM
19
Baker Avenue Asset Management
California
$21M 474,583 +825 +0.2%
EH
20
Equitable Holdings
New York
$17.1M 386,130 +73,303 +23%
AWE
21
Avidian Wealth Enterprises
Texas
$15.4M 346,890 +346,890 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$14M 316,975 +481 +0.2%
SWP
23
Stratos Wealth Partners
Ohio
$14M 315,552 +151,275 +92%
PAS
24
Park Avenue Securities
New York
$13.4M 302,164 -11,796 -4%
GFG
25
Goldstone Financial Group
Illinois
$12.9M 291,895 +291,895 New
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