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JPMorgan US Quality Factor ETF

475 hedge funds and large institutions have $5.63B invested in JPMorgan US Quality Factor ETF in 2026 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 161 increasing their positions, 181 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

21% more capital invested

Capital invested by funds: $4.66B → $5.63B (+$974M)

4% more funds holding

Funds holding: 458475 (+17)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

3.26% less ownership

Funds ownership: 68.26%65% (-3.3%)

11% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 181

Holders
475
Holders Change
+17
Holders Change %
+3.71%
% of All Funds
5.74%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
53
Increased
161
Reduced
181
Closed
25
Calls
$217K
Puts
Net Calls
+$217K
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$907M +$76.7M +1,127,740 +10%
LPL Financial
2
LPL Financial
California
$254M -$34.9M -513,525 -13%
SMA
3
Sage Mountain Advisors
Georgia
$210M -$3.84M -56,420 -2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$190M +$39.5M +581,233 +28%
DJSG
5
D.J. St. Germain
Massachusetts
$139M +$180K +2,651 +0.1%
JP Morgan Chase
6
JP Morgan Chase
New York
$133M +$17M +250,337 +16%
Morgan Stanley
7
Morgan Stanley
New York
$131M -$3.04M -44,698 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$117M -$1.17M -17,145 -1%
Bank of America
9
Bank of America
North Carolina
$100M -$31.5K -464 -0%
SAI
10
Savvy Advisors Inc
New York
$95M -$617K -9,078 -0.7%
FWI
11
Facet Wealth Inc
Maryland
$91.7M +$79.1K +1,163 +0.1%
QWM
12
Quadcap Wealth Management
Texas
$91.1M +$1.04M +15,325 +1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$86.3M +$11M +161,592 +16%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$76M -$14.3M -210,571 -17%
EWA
15
EP Wealth Advisors
California
$74.1M +$54.5M +801,315 +358%
LI
16
LVZ Inc
Michigan
$73.4M -$106K -1,565 -0.2%
HFS
17
Hughes Financial Services
Virginia
$73.1M +$3.91M +57,584 +6%
AWE
18
Avidian Wealth Enterprises
Texas
$70.9M +$2.07M +30,428 +3%
MWA
19
Midland Wealth Advisors
Illinois
$70.4M -$931K -13,693 -1%
RW
20
RVW Wealth
California
$68.9M +$2.36M +34,691 +4%
UB
21
UMB Bank
Missouri
$65.2M +$2.46M +36,142 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$64.8M +$1.75M +25,771 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$63.2M -$96.6K -1,421 -0.2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$61.8M -$2.53M -37,258 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$56.6M +$2.69M +39,617 +5%

JQUA Hedge Fund Activity: Q2 2026 in Review

475 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2026, worth a combined $5.63B — up 21% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JQUA positions and 25 closed out — a net gain of 28 holders — while 161 added to existing stakes and 181 trimmed.

The largest buyer was Savant Capital, adding an estimated $76.7M. The largest seller was LPL Financial, cutting an estimated $34.9M.

  • 475 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2026, up from 458 in Q1 2026.
  • Funds reported $5.63B of JPMorgan US Quality Factor ETF stock for Q2 2026, up 21% quarter-over-quarter.
  • 53 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2026 and 25 closed out, a net change of +28 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q2 2026 was Savant Capital, an estimated $76.7M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q2 2026 was LPL Financial, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2026.