We are live on ! Find out more
JQUA icon

JPMorgan US Quality Factor ETF

308 hedge funds and large institutions have $3.28B invested in JPMorgan US Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

84% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 82

8% more funds holding

Funds holding: 285308 (+23)

1% more capital invested

Capital invested by funds: $3.25B → $3.28B (+$27.7M)

6.89% less ownership

Funds ownership: 77.89%71% (-6.9%)

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

Holders
308
Holders Change
+23
Holders Change %
+8.07%
% of All Funds
4.45%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.55%
New
46
Increased
151
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
1
SignatureFD
Georgia
$289M +$4.08M +78,869 +1%
AAS
2
Annex Advisory Services
Wisconsin
$203M -$19.6M -379,421 -9%
LPL Financial
3
LPL Financial
California
$160M +$22.6M +437,404 +17%
SC
4
Savant Capital
Illinois
$151M +$30.6M +590,900 +26%
DJSG
5
D.J. St. Germain
Massachusetts
$136M +$8.18M +158,115 +7%
MWA
6
Midland Wealth Advisors
Illinois
$112M +$128K +2,466 +0.1%
Morgan Stanley
7
Morgan Stanley
New York
$108M -$4.23M -81,721 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$104M -$39.5M -762,372 -28%
SMA
9
Sage Mountain Advisors
Georgia
$90.9M +$9M +173,848 +11%
HC
10
Hamilton Capital
Ohio
$71.2M -$745K -14,401 -1%
TC
11
TownSquare Capital
Utah
$70.6M +$9.1M +175,832 +15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$55.1M +$9.52M +184,012 +21%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.7M -$863K -16,666 -2%
Bank of America
14
Bank of America
North Carolina
$47.8M +$789K +15,244 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$47.8M +$3.83M +74,016 +9%
QWM
16
Quadcap Wealth Management
Texas
$44.4M +$10.6M +205,707 +32%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$44.2M -$80.4K -1,553 -0.2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$43.4M +$6.1M +117,799 +17%
RW
19
RVW Wealth
California
$40.4M +$916K +17,697 +2%
VPP
20
Vertex Planning Partners
Illinois
$37.6M -$1.1M -21,267 -3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$36.6M +$14M +269,577 +64%
MAC
22
Mason & Associates (California)
California
$36.2M +$2.17M +41,987 +7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$34.8M -$1.29M -25,014 -4%
AWE
24
Avidian Wealth Enterprises
Texas
$33.6M +$2.48M +47,953 +8%
LWMG
25
Levy Wealth Management Group
Pennsylvania
$33.6M +$4.43M +85,617 +16%

JQUA Hedge Fund Activity: Q2 2024 in Review

308 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2024, worth a combined $3.28B — up 0.85% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JQUA positions and 19 closed out — a net gain of 27 holders — while 151 added to existing stakes and 82 trimmed.

The largest buyer was Savant Capital, adding an estimated $30.6M. The largest seller was JP Morgan Chase, cutting an estimated $39.5M.

  • 308 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2024, up from 285 in Q1 2024.
  • Funds reported $3.28B of JPMorgan US Quality Factor ETF stock for Q2 2024, up 0.85% quarter-over-quarter.
  • 46 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2024 and 19 closed out, a net change of +27 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q2 2024 was Savant Capital, an estimated $30.6M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q2 2024 was JP Morgan Chase, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2024.