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JPMorgan US Quality Factor ETF
JQUA

375 hedge funds and large institutions have $3.91B invested in JPMorgan US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 128 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

16% more funds holding

Funds holding: 322 → 375 (+53)

2% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 128

2% more capital invested

Capital invested by funds: $3.83B → $3.91B (+$81.2M)

0.22% less ownership

Funds ownership: 75.13% → 74.92% (-0.22%)

7% less funds holding in top 10

Funds holding in top 10: 43 → 40 (-3)

Holders
375
Holders Change
+53
Holders Change %
+16.46%
% of All Funds
4.94%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.53%
New
80
Increased
131
Reduced
128
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$64M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$36.7M
3
SMA
Sage Mountain Advisors
Georgia
+$35.5M
4
MAC
Mason & Associates (California)
California
+$28.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.7M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$95M
2
TC
TownSquare Capital
Utah
-$29.5M
3
HAS
Horizon Advisory Services
New York
-$27.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$26.9M
5
Comerica Bank
Comerica Bank
Texas
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1
Savant Capital
Illinois
$356M +$64M +1,104,556 +22%
S
2
SignatureFD
Georgia
$309M -$8.01M -138,140 -2%
LPL Financial
3
LPL Financial
California
$213M +$10.8M +187,110 +5%
DJSG
4
D.J. St. Germain
Massachusetts
$154M +$2.59M +44,726 +2%
SMA
5
Sage Mountain Advisors
Georgia
$138M +$35.5M +612,953 +34%
AAS
6
Annex Advisory Services
Wisconsin
$136M -$11.8M -204,283 -8%
Morgan Stanley
7
Morgan Stanley
New York
$119M +$5.28M +91,111 +5%
MWA
8
Midland Wealth Advisors
Illinois
$116M -$1.44M -24,789 -1%
MAC
9
Mason & Associates (California)
California
$77.6M +$28.7M +494,630 +57%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$76.2M +$6.25M +107,835 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$74.3M +$11.7M +202,309 +18%
QWM
12
Quadcap Wealth Management
Texas
$74M +$9.16M +158,131 +14%
HC
13
Hamilton Capital
Ohio
$69.8M -$1.29M -22,264 -2%
Bank of America
14
Bank of America
North Carolina
$64.7M +$7.02M +121,080 +12%
Raymond James Financial
15
Raymond James Financial
Florida
$60.1M +$60.8M +1,049,458 New
JP Morgan Chase
16
JP Morgan Chase
New York
$53.1M -$14.5M -249,917 -21%
TC
17
TownSquare Capital
Utah
$51.9M -$29.5M -508,833 -36%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.6M -$3.19M -54,973 -6%
RW
19
RVW Wealth
California
$45.7M +$672K +11,588 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$41.3M -$17.8M -307,728 -30%
AWE
21
Avidian Wealth Enterprises
Texas
$39.6M +$1.97M +34,027 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$36.7M -$9.41M -162,428 -20%
TFM
23
TFC Financial Management
Massachusetts
$36.3M +$955K +16,470 +3%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$36.2M +$36.7M +632,735 New
VPP
25
Vertex Planning Partners
Illinois
$35.4M -$5.58M -96,242 -13%
1
2 3 4 5

JQUA Hedge Fund Activity: Q4 2024 in Review

375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2024, worth a combined $3.91B — up 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JQUA positions and 23 closed out — a net gain of 57 holders — while 131 added to existing stakes and 128 trimmed.

The largest buyer was Savant Capital, adding an estimated $64M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 375 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.91B of JPMorgan US Quality Factor ETF stock for Q4 2024, up 2.1% quarter-over-quarter.
  • 80 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2024 was Savant Capital, an estimated $64M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2024.