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JPMorgan US Quality Factor ETF
JQUA

377 hedge funds and large institutions have $4.06B invested in JPMorgan US Quality Factor ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 105

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

8% more funds holding in top 10

Funds holding in top 10: 40 → 43 (+3)

4% more capital invested

Capital invested by funds: $3.91B → $4.06B (+$150M)

1% more funds holding

Funds holding: 375 → 377 (+2)

1.24% less ownership

Funds ownership: 74.92% → 73.68% (-1.2%)

Holders
377
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.06%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.58%
New
42
Increased
187
Reduced
105
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$60.5M
2
LPL Financial
LPL Financial
California
+$38.7M
3
LI
LVZ Inc
Michigan
+$38.2M
4
FWI
Facet Wealth Inc
Maryland
+$38.1M
5
Osaic Holdings
Osaic Holdings
Arizona
+$17.9M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
-$137M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$24.8M
3
PAS
Park Avenue Securities
New York
-$13.7M
4
TAM
Titleist Asset Management
Texas
-$10.4M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$8.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1
Savant Capital
Illinois
$410M +$60.5M +1,036,265 +17%
S
2
SignatureFD
Georgia
$304M -$894K -15,309 -0.3%
LPL Financial
3
LPL Financial
California
$248M +$38.7M +661,733 +18%
DJSG
4
D.J. St. Germain
Massachusetts
$159M +$7.43M +127,276 +5%
SMA
5
Sage Mountain Advisors
Georgia
$141M +$5.38M +92,100 +4%
Morgan Stanley
6
Morgan Stanley
New York
$125M +$7.79M +133,322 +6%
MWA
7
Midland Wealth Advisors
Illinois
$111M -$2.54M -43,440 -2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$92.4M +$17.8M +305,026 +23%
Bank of America
9
Bank of America
North Carolina
$78.3M +$15.1M +257,879 +23%
MAC
10
Mason & Associates (California)
California
$76.5M -$3.85K -66 -0%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$76.3M +$3.12M +53,349 +4%
QWM
12
Quadcap Wealth Management
Texas
$73.4M +$489K +8,366 +0.6%
HC
13
Hamilton Capital
Ohio
$69.6M +$826K +14,144 +1%
Raymond James Financial
14
Raymond James Financial
Florida
$66.5M +$7.44M +127,392 +12%
JP Morgan Chase
15
JP Morgan Chase
New York
$57.8M +$5.57M +95,413 +10%
TC
16
TownSquare Capital
Utah
$54M +$2.97M +50,869 +6%
FWI
17
Facet Wealth Inc
Maryland
$53.4M +$38.1M +651,818 +228%
Osaic Holdings
18
Osaic Holdings
Arizona
$52.2M +$17.9M +305,805 +49%
RW
19
RVW Wealth
California
$49.8M +$5M +85,519 +11%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.3M -$8.9M -152,352 -17%
OCM
21
One Capital Management
California
$40.1M +$6.36M +108,880 +18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$39.4M -$1.35M -23,095 -3%
AWE
23
Avidian Wealth Enterprises
Texas
$37.7M -$1.39M -23,800 -3%
TFM
24
TFC Financial Management
Massachusetts
$36.9M +$1.15M +19,702 +3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$36.9M +$753K +12,886 +2%
1
2 3 4 5

JQUA Hedge Fund Activity: Q1 2025 in Review

377 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2025, worth a combined $4.06B — up 3.8% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JQUA positions and 33 closed out — a net gain of 9 holders — while 187 added to existing stakes and 105 trimmed.

The largest buyer was Savant Capital, adding an estimated $60.5M. The largest seller was Annex Advisory Services, cutting an estimated $137M.

  • 377 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2025, up from 375 in Q4 2024.
  • Funds reported $4.06B of JPMorgan US Quality Factor ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 42 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2025 and 33 closed out, a net change of +9 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q1 2025 was Savant Capital, an estimated $60.5M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q1 2025 was Annex Advisory Services, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.