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JPMorgan US Quality Factor ETF

322 hedge funds and large institutions have $3.83B invested in JPMorgan US Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 145 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

56% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 93

17% more capital invested

Capital invested by funds: $3.28B → $3.83B (+$549M)

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

5% more funds holding

Funds holding: 308322 (+14)

4.14% more ownership

Funds ownership: 71%75.13% (+4.1%)

Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
4.62%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.62%
New
47
Increased
145
Reduced
93
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
1
SignatureFD
Georgia
$313M +$3.6M +66,260 +1%
SC
2
Savant Capital
Illinois
$290M +$123M +2,271,623 +80%
LPL Financial
3
LPL Financial
California
$200M +$27.7M +510,409 +17%
DJSG
4
D.J. St. Germain
Massachusetts
$149M +$3.69M +67,948 +3%
AAS
5
Annex Advisory Services
Wisconsin
$146M -$68.1M -1,253,896 -33%
MWA
6
Midland Wealth Advisors
Illinois
$115M -$4.47M -82,421 -4%
Morgan Stanley
7
Morgan Stanley
New York
$113M -$2.48M -45,633 -2%
SMA
8
Sage Mountain Advisors
Georgia
$101M +$4.04M +74,452 +4%
HI
9
Horizon Investments
North Carolina
$92.7M +$89M +1,639,554 New
TC
10
TownSquare Capital
Utah
$80M +$4.43M +81,577 +6%
HC
11
Hamilton Capital
Ohio
$69.3M -$5.68M -104,561 -8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$69.2M +$21.9M +403,716 +49%
JP Morgan Chase
13
JP Morgan Chase
New York
$66.6M -$42.4M -781,319 -40%
QWM
14
Quadcap Wealth Management
Texas
$64.1M +$16M +294,546 +35%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$62M +$3.02M +55,585 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$58.2M +$6.79M +125,161 +14%
Bank of America
17
Bank of America
North Carolina
$57M +$5.69M +104,894 +12%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.1M -$25.6K -471 -0.1%
MAC
19
Mason & Associates (California)
California
$48.7M +$9.62M +177,273 +26%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$47.7M +$524K +9,653 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$46.7M +$20.5M +378,418 +85%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$45.5M +$7.94M +146,208 +22%
RW
23
RVW Wealth
California
$44.4M +$1.27M +23,325 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$42.4M +$3.15M +58,090 +8%
VPP
25
Vertex Planning Partners
Illinois
$40.5M +$261K +4,815 +0.7%

JQUA Hedge Fund Activity: Q3 2024 in Review

322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2024, worth a combined $3.83B — up 17% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new JQUA positions and 24 closed out — a net gain of 23 holders — while 145 added to existing stakes and 93 trimmed.

The largest buyer was Savant Capital, adding an estimated $123M. The largest seller was Annex Advisory Services, cutting an estimated $68.1M.

  • 322 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2024, up from 308 in Q2 2024.
  • Funds reported $3.83B of JPMorgan US Quality Factor ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 47 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2024 and 24 closed out, a net change of +23 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q3 2024 was Savant Capital, an estimated $123M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q3 2024 was Annex Advisory Services, an estimated $68.1M sold.

Based on aggregated 13F filings for Q3 2024.