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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

283 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
4.1%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.59%
New
50
Increased
138
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$222M
2
LPL Financial
2
LPL Financial
California
$137M
3
MAC
3
Mason & Associates (California)
California
$33.9M
4
HAS
4
Horizon Advisory Services
New York
$25.9M
5
OWA
5
Octavia Wealth Advisors
Ohio
$21.3M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$10.8M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
SRIM
4
Saratoga Research & Investment Management
California
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$794K
Name Market Value Shares Shares
Change 		Shares
Change %
S
1
SignatureFD
Georgia
$285M 5,388,523 +122,857 +2%
AAS
2
Annex Advisory Services
Wisconsin
$222M 4,205,639 +2,515,457 +149%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$144M 2,720,990 +146,139 +6%
LPL Financial
4
LPL Financial
California
$137M 2,591,503 +770,442 +42%
DJSG
5
D.J. St. Germain
Massachusetts
$128M 2,412,066 +108,549 +5%
SC
6
Savant Capital
Illinois
$119M 2,257,549 +252,922 +13%
MWA
7
Midland Wealth Advisors
Illinois
$112M 2,121,543 +113,928 +6%
Morgan Stanley
8
Morgan Stanley
New York
$112M 2,119,050 -1,798,108 -46%
SMA
9
Sage Mountain Advisors
Georgia
$81.6M 1,542,902 +61,293 +4%
HC
10
Hamilton Capital
Ohio
$71.9M 1,359,312 +13,207 +1%
TC
11
TownSquare Capital
Utah
$61.2M 1,157,600 -5,790 -0.5%
OCM
12
One Capital Management
California
$52.8M 998,335 +158,692 +19%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.5M 954,960 -24,673 -3%
Bank of America
14
Bank of America
North Carolina
$47M 888,121 +142,332 +19%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$45.3M 856,257 +71,720 +9%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$44.2M 835,491 +9,752 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$43.8M 829,039 -2,215 -0.3%
RW
18
RVW Wealth
California
$39.4M 744,640 +17,009 +2%
VPP
19
Vertex Planning Partners
Illinois
$38.7M 731,528 +14,314 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$37.1M 701,559 +112,113 +19%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$36.1M 682,285 +27,897 +4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$35.6M 673,419 +120,765 +22%
MAC
23
Mason & Associates (California)
California
$33.9M 641,763 +641,763 New
QWM
24
Quadcap Wealth Management
Texas
$33.5M 633,528 +354,863 +127%
RW
25
REDW Wealth
New Mexico
$31.9M 603,954 +17,924 +3%
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