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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

370 hedge funds and large institutions have $3.89B invested in JPMorgan US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 23 closing their positions.

Holders
370
Holders Change
+51
Holders Change %
+15.99%
% of All Funds
4.93%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.52%
New
78
Increased
130
Reduced
126
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$356M
2
Raymond James Financial
2
Raymond James Financial
Florida
$60.1M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$36.2M
4
SMA
4
Sage Mountain Advisors
Georgia
$138M
5
MAC
5
Mason & Associates (California)
California
$77.6M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$11.6K
2
TC
2
TownSquare Capital
Utah
$51.9M
3
HAS
3
Horizon Advisory Services
New York
$234K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$20.7M
5
Comerica Bank
5
Comerica Bank
Texas
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
1
Savant Capital
Illinois
$356M 6,224,628 +1,104,556 +22%
S
2
SignatureFD
Georgia
$309M 5,395,512 -138,140 -2%
LPL Financial
3
LPL Financial
California
$213M 3,726,426 +187,110 +5%
DJSG
4
D.J. St. Germain
Massachusetts
$154M 2,682,855 +44,726 +2%
SMA
5
Sage Mountain Advisors
Georgia
$138M 2,404,155 +612,953 +34%
AAS
6
Annex Advisory Services
Wisconsin
$136M 2,368,039 -204,283 -8%
Morgan Stanley
7
Morgan Stanley
New York
$119M 2,082,807 +91,111 +5%
MWA
8
Midland Wealth Advisors
Illinois
$116M 2,016,799 -24,789 -1%
MAC
9
Mason & Associates (California)
California
$77.6M 1,355,653 +494,630 +57%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$76.2M 1,330,909 +107,835 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$74.3M 1,298,163 +202,309 +18%
QWM
12
Quadcap Wealth Management
Texas
$74M 1,291,912 +158,131 +14%
HC
13
Hamilton Capital
Ohio
$69.8M 1,218,086 -22,264 -2%
Bank of America
14
Bank of America
North Carolina
$64.7M 1,129,339 +121,080 +12%
Raymond James Financial
15
Raymond James Financial
Florida
$60.1M 1,049,458 +1,049,458 New
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$53.1M 927,382 -249,917 -21%
TC
17
TownSquare Capital
Utah
$51.9M 906,176 -508,833 -36%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.6M 882,850 -54,973 -6%
RW
19
RVW Wealth
California
$45.7M 797,250 +11,588 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$41.3M 720,488 -307,728 -30%
AWE
21
Avidian Wealth Enterprises
Texas
$39.6M 691,132 +34,027 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$36.7M 641,051 -162,428 -20%
TFM
23
TFC Financial Management
Massachusetts
$36.3M 634,416 +16,470 +3%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$36.2M 632,735 +632,735 New
VPP
25
Vertex Planning Partners
Illinois
$35.4M 618,834 -96,242 -13%
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