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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

255 hedge funds and large institutions have $3.09B invested in JPMorgan US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
255
Holders Change
+53
Holders Change %
+26.24%
% of All Funds
3.74%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
67
Increased
125
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$187M
2
SC
2
Savant Capital
Illinois
$95.9M
3
AAS
3
Annex Advisory Services
Wisconsin
$80.9M
4
S
4
SignatureFD
Georgia
$252M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$123M

Top Sellers

1
FCBT
1
First Citizens Bank & Trust
North Carolina
$253M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$267M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
IDA
4
Intelligence Driven Advisers
California
$5.78M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$267M -$87.3M -1,824,767 -25%
FCBT
2
First Citizens Bank & Trust
North Carolina
$253M -$90.1M -1,882,684 -26%
S
3
SignatureFD
Georgia
$252M +$50.4M +1,052,055 +25%
Morgan Stanley
4
Morgan Stanley
New York
$187M +$114M +2,391,568 +157%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$123M +$47.6M +993,666 +63%
DJSG
6
D.J. St. Germain
Massachusetts
$110M +$6.02M +125,804 +6%
MWA
7
Midland Wealth Advisors
Illinois
$96.1M +$96.1M +2,007,615 New
SC
8
Savant Capital
Illinois
$95.9M +$93.2M +1,947,683 +3,420%
LPL Financial
9
LPL Financial
California
$87.2M +$21.6M +451,979 +33%
AAS
10
Annex Advisory Services
Wisconsin
$80.9M +$80.9M +1,690,182 New
SMA
11
Sage Mountain Advisors
Georgia
$70.9M +$3.84M +80,286 +6%
HC
12
Hamilton Capital
Ohio
$64.4M -$635K -13,274 -1%
TC
13
TownSquare Capital
Utah
$55.7M +$5.36M +112,094 +11%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.9M +$11.6M +242,274 +33%
OCM
15
One Capital Management
California
$40.2M +$3.14M +65,526 +8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$39.8M +$34.9M +729,310 +715%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$39.5M -$1.07M -22,432 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$37.5M +$13.7M +286,344 +57%
SRIM
19
Saratoga Research & Investment Management
California
$36.3M +$36M +752,381 +14,601%
Bank of America
20
Bank of America
North Carolina
$35.7M +$25.5M +532,976 +250%
RW
21
RVW Wealth
California
$34.8M +$1.2M +25,094 +4%
VPP
22
Vertex Planning Partners
Illinois
$34.3M +$3.79M +79,266 +12%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$31.3M +$4.18M +87,415 +15%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$28.2M +$3.51M +73,307 +14%
RW
25
REDW Wealth
New Mexico
$28M +$519K +10,841 +2%
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