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JPMorgan US Quality Factor ETF

401 hedge funds and large institutions have $4.53B invested in JPMorgan US Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

72% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 113

12% more capital invested

Capital invested by funds: $4.06B → $4.53B (+$468M)

6% more funds holding

Funds holding: 377401 (+24)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

6.34% less ownership

Funds ownership: 73.68%67.34% (-6.3%)

Holders
401
Holders Change
+24
Holders Change %
+6.37%
% of All Funds
5.28%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.58%
New
51
Increased
194
Reduced
113
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$501M +$61.4M +1,074,571 +15%
S
2
SignatureFD
Georgia
$330M +$6.91M +120,933 +2%
LPL Financial
3
LPL Financial
California
$276M +$11.5M +201,298 +5%
Morgan Stanley
4
Morgan Stanley
New York
$164M +$29.4M +513,674 +23%
SMA
5
Sage Mountain Advisors
Georgia
$163M +$12.3M +215,460 +9%
DJSG
6
D.J. St. Germain
Massachusetts
$142M -$25.6M -448,387 -16%
MWA
7
Midland Wealth Advisors
Illinois
$122M +$3.03M +53,000 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$105M +$6.65M +116,345 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$87M +$15.5M +271,538 +23%
Bank of America
10
Bank of America
North Carolina
$84.9M +$1.54M +26,904 +2%
QWM
11
Quadcap Wealth Management
Texas
$82.4M +$4.09M +71,645 +6%
MAC
12
Mason & Associates (California)
California
$81.5M +$58.6K +1,026 +0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$80.8M -$314K -5,493 -0.4%
JP Morgan Chase
14
JP Morgan Chase
New York
$79.6M +$17.3M +302,640 +30%
Osaic Holdings
15
Osaic Holdings
Arizona
$67.1M +$11M +193,288 +21%
FWI
16
Facet Wealth Inc
Maryland
$55.5M -$1.13M -19,759 -2%
RW
17
RVW Wealth
California
$52.2M -$801K -14,022 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$49.9M +$10.2M +177,786 +27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$47.7M +$8.58M +150,171 +23%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.9M +$974K +17,043 +2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$42.8M +$4.11M +71,981 +11%
TFM
22
TFC Financial Management
Massachusetts
$42.3M +$2.85M +49,924 +8%
AWE
23
Avidian Wealth Enterprises
Texas
$42.1M +$1.94M +33,913 +5%
OCM
24
One Capital Management
California
$41.6M -$918K -16,059 -2%
LI
25
LVZ Inc
Michigan
$40.3M +$1.05M +18,372 +3%

JQUA Hedge Fund Activity: Q2 2025 in Review

401 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2025, worth a combined $4.53B — up 12% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JQUA positions and 23 closed out — a net gain of 28 holders — while 194 added to existing stakes and 113 trimmed.

The largest buyer was Savant Capital, adding an estimated $61.4M. The largest seller was Hamilton Capital, cutting an estimated $68.8M.

  • 401 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2025, up from 377 in Q1 2025.
  • Funds reported $4.53B of JPMorgan US Quality Factor ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 51 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2025 and 23 closed out, a net change of +28 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q2 2025 was Savant Capital, an estimated $61.4M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q2 2025 was Hamilton Capital, an estimated $68.8M sold.

Based on aggregated 13F filings for Q2 2025.