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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

202 hedge funds and large institutions have $2.16B invested in JPMorgan US Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 101 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
202
Holders Change
+30
Holders Change %
+17.44%
% of All Funds
3.22%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.41%
New
41
Increased
101
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$320M
2
S
2
SignatureFD
Georgia
$182M
3
DJSG
3
D.J. St. Germain
Massachusetts
$94.2M
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$310M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$502K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$68.4M
4
EH
4
Equitable Holdings
New York
$13.5M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$27.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$320M 7,402,862 +7,402,862 New
FCBT
2
First Citizens Bank & Trust
North Carolina
$310M 7,175,361 +1,515,698 +27%
S
3
SignatureFD
Georgia
$182M 4,213,611 +4,213,428 +2,302,420%
DJSG
4
D.J. St. Germain
Massachusetts
$94.2M 2,177,713 +2,177,713 New
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$68.4M 1,581,185 -87,673 -5%
Morgan Stanley
6
Morgan Stanley
New York
$66M 1,525,590 +257,088 +20%
SMA
7
Sage Mountain Advisors
Georgia
$60.6M 1,401,323 +104,737 +8%
LPL Financial
8
LPL Financial
California
$59.2M 1,369,082 +91,012 +7%
HC
9
Hamilton Capital
Ohio
$58.8M 1,359,379 +5,147 +0.4%
TC
10
TownSquare Capital
Utah
$45.5M 1,051,296 +65,073 +7%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$36.7M 848,171 +13,654 +2%
OCM
12
One Capital Management
California
$33.5M 774,117 -19,397 -2%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.9M 737,359 +737,359 New
RW
14
RVW Wealth
California
$30.4M 702,537 +24,979 +4%
VPP
15
Vertex Planning Partners
Illinois
$27.6M 637,948 -21,661 -3%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$27.4M 633,570 -43,075 -6%
BFA
17
Beaumont Financial Advisors
Massachusetts
$25.8M 596,087 -36,521 -6%
RW
18
REDW Wealth
New Mexico
$24.9M 575,189 +34,220 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$24.5M 566,973 -6,012,634 -91%
LWMG
20
Levy Wealth Management Group
Pennsylvania
$23.6M 545,009 +2,999 +0.6%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$22.3M 516,139 +199,164 +63%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$21.6M 498,193 +6,523 +1%
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
$21.3M 491,958 +14,469 +3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$20.9M 482,427 +323,489 +204%
BAAM
25
Baker Avenue Asset Management
California
$20.6M 476,188 +1,605 +0.3%
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