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JPMorgan US Quality Factor ETF

408 hedge funds and large institutions have $4.98B invested in JPMorgan US Quality Factor ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 143 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

15% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 143

10% more capital invested

Capital invested by funds: $4.53B → $4.98B (+$456M)

7% more funds holding in top 10

Funds holding in top 10: 4447 (+3)

2% more funds holding

Funds holding: 401408 (+7)

3.21% less ownership

Funds ownership: 67.34%64.12% (-3.2%)

Holders
408
Holders Change
+7
Holders Change %
+1.75%
% of All Funds
5.36%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.62%
New
46
Increased
165
Reduced
143
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$579M +$53.7M +874,476 +10%
S
2
SignatureFD
Georgia
$339M -$6.97M -113,539 -2%
LPL Financial
3
LPL Financial
California
$327M +$37.4M +608,974 +13%
SMA
4
Sage Mountain Advisors
Georgia
$182M +$10.9M +177,728 +7%
Morgan Stanley
5
Morgan Stanley
New York
$168M -$3.85M -62,653 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$128M +$43.1M +702,461 +53%
DJSG
7
D.J. St. Germain
Massachusetts
$122M -$26.3M -428,566 -18%
Raymond James Financial
8
Raymond James Financial
Florida
$106M +$15M +243,540 +17%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$106M -$3.9M -63,529 -4%
Bank of America
10
Bank of America
North Carolina
$94.2M +$5.14M +83,787 +6%
MWA
11
Midland Wealth Advisors
Illinois
$90.3M -$36.2M -590,339 -29%
MAC
12
Mason & Associates (California)
California
$86.9M +$1.53M +24,977 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$83.1M -$1.58M -25,663 -2%
QWM
14
Quadcap Wealth Management
Texas
$74.7M -$11.3M -184,385 -13%
Osaic Holdings
15
Osaic Holdings
Arizona
$70.5M +$1.16M +18,860 +2%
LI
16
LVZ Inc
Michigan
$62.8M +$20M +325,663 +48%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$59.4M +$6.88M +112,010 +13%
RW
18
RVW Wealth
California
$56.8M +$2.11M +34,405 +4%
FWI
19
Facet Wealth Inc
Maryland
$56.3M -$1.41M -22,947 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$55.1M +$5.07M +82,519 +10%
SAI
21
Savvy Advisors Inc
New York
$52M +$13.3M +215,917 +35%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2M +$1.16M +18,948 +3%
KAS
23
Kestra Advisory Services
Texas
$45.4M +$3.52M +57,408 +9%
AWE
24
Avidian Wealth Enterprises
Texas
$45.3M +$1.19M +19,436 +3%
TFM
25
TFC Financial Management
Massachusetts
$45.3M +$959K +15,624 +2%