JPMorgan US Quality FactorJQUAETF
13F holders, Q2 2026 (June 30)479holders +18
53new positions
25sold out
3famous investors
$72.14avg. 13F price*
At the end of Q2 2026, 479 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings, up 18 from Q1 2026. 53 opened new positions and 25 sold out. The largest holders were Savant Capital, LLC ($906.7M), LPL Financial LLC ($254.4M) and Sage Mountain Advisors LLC ($210.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan US Quality Factor
- CUSIP
- 46641Q761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $56.3M |
| Exits | 25 | $27.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,654,011 shares bought and 3,278,950 shares sold, net +2,375,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 479 holders
| Savant Capital, LLC | 2.66% | Add +9.9% | 12,544,726 | $906.7M |
| LPL Financial LLC | 0.06% | Reduce -12.7% | 3,519,434 | $254.4M |
| Sage Mountain Advisors LLC | 12.94% | Reduce -1.9% | 2,910,657 | $210.4M |
| Focus Partners Wealth | 0.20% | Add +28.3% | 2,634,467 | $190.4M |
| St Germain D J Co. Inc. | 4.99% | Add +0.1% | 1,918,286 | $138.7M |
| JPMorgan Chase & Co. | 0.01% | Add +15.6% | 1,858,109 | $133.2M |
| Morgan Stanley | 0.01% | Reduce -2.4% | 1,809,452 | $130.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -1.1% | 1,620,104 | $117.1M |
| Bank of America Corp. | 0.01% | Reduce -0.0% | 1,385,216 | $100.1M |
| Savvy Advisors, Inc. | 2.03% | Reduce -0.7% | 1,314,796 | $95.0M |
| Facet Wealth, Inc. | 1.31% | Add +0.1% | 1,268,937 | $91.7M |
| Quadcap Wealth Management, LLC | 8.87% | Add +1.2% | 1,260,449 | $91.1M |
| Cetera Investment Advisers | 0.08% | Add +15.7% | 1,194,066 | $86.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -16.7% | 1,051,811 | $76.0M |
| EP Wealth Advisors, LLC | 0.28% | Add +358.2% | 1,025,040 | $74.1M |
| LVZ, Inc. | 7.46% | Reduce -0.1% | 1,015,715 | $73.4M |
| Hughes Financial Services, LLC | 9.69% | Add +6.0% | 1,011,274 | $73.1M |
| Avidian Wealth Enterprises, LLC | 1.96% | Add +3.2% | 980,654 | $70.9M |
| Midland Wealth Advisors, LLC | 3.31% | Reduce -1.4% | 973,572 | $70.4M |
| RVW Wealth, LLC | 4.53% | Add +3.8% | 952,795 | $68.9M |
| UMB Bank, n.a. | 0.83% | Add +4.2% | 901,926 | $65.2M |
| Osaic Holdings, Inc. | 0.08% | Add +3.0% | 896,995 | $64.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.2% | 874,194 | $63.2M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -4.2% | 855,394 | $61.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +5.3% | 782,659 | $56.6M |
| Federation des caisses Desjardins du Quebec | 0.17% | Reduce -1.4% | 774,472 | $56.0M |
| TFC Financial Management, Inc. | 6.12% | Add +2.5% | 764,173 | $55.2M |
| Warren Street Wealth Advisors, LLC | 11.36% | Add +2.5% | 695,856 | $50.3M |
| Vertex Planning Partners, LLC | 7.38% | Add +10.8% | 688,073 | $49.7M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -4.8% | 683,750 | $49.4M |
| Intellus Advisors LLC | 5.01% | Reduce -1.1% | 570,632 | $41.2M |
| Equitable Holdings, Inc. | 0.24% | Add +1.3% | 567,142 | $41.0M |
| Goldstone Financial Group, LLC | 3.68% | Reduce -4.1% | 556,388 | $40.2M |
| Spectrum Wealth Advisory Group, LLC | 11.02% | Add +0.1% | 535,194 | $38.7M |
| Bartlett & Co. Wealth Management LLC | 0.45% | Add +3.1% | 494,295 | $35.7M |
| Harbour Investments, Inc. | 0.45% | Reduce -1.8% | 460,857 | $33.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -13.4% | 459,444 | $33.3M |
| Breakwater Capital Group | 3.85% | Add +1.1% | 444,100 | $32.1M |
| Baker Avenue Asset Management, LP | 0.61% | Add +0.7% | 441,326 | $31.9M |
| Signaturefd, LLC | 0.42% | Reduce -14.0% | 439,499 | $31.8M |
| Hemming& Wealth Management, Inc. | 19.17% | Reduce -1.6% | 435,713 | $31.5M |
| NewEdge Advisors, LLC | 0.09% | Reduce -2.6% | 431,073 | $31.2M |
| One Capital Management, LLC | 0.84% | No change | 491,596 | $30.1M |
| HighTower Advisors, LLC | 0.03% | Add +2.1% | 392,158 | $28.3M |
| Strategent Financial, LLC | 15.87% | Add +0.5% | 381,137 | $27.5M |
| Jones Financial Companies LLLP | 0.01% | Add +11.8% | 384,142 | $27.2M |
| Sanchez Wealth Management Group | 4.75% | Add +3.0% | 375,076 | $27.1M |
| Walled Lake Planning & Wealth Management, LLC | 6.78% | Add +1.9% | 371,322 | $26.8M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +13.2% | 349,995 | $25.3M |
| Dynamic Advisor Solutions LLC | 0.72% | Add +7.5% | 348,347 | $25.2M |
| Wells Fargo & Company | 0.00% | Reduce -5.2% | 347,557 | $25.1M |
| Roof Eidam Maycock Peralta, LLC | 4.89% | Reduce -4.9% | 343,162 | $24.8M |
| Tull Financial Group, Inc. | 9.49% | Reduce -0.3% | 335,421 | $24.2M |
| Geneos Wealth Management Inc. | 0.49% | Add +8.5% | 331,532 | $24.0M |
| Ameritas Advisory Services, LLC | 0.47% | Add +99.0% | 318,031 | $23.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.0% | 317,843 | $23.0M |
| Valicenti Advisory Services Inc. | 4.00% | Add +1.4% | 292,987 | $21.2M |
| Cerity Partners LLC | 0.03% | Add +1.0% | 288,029 | $20.8M |
| Park Avenue Securities LLC | 0.13% | Add +37.5% | 282,105 | $20.4M |
| Kelly Financial Group LLC | 4.34% | Reduce -0.0% | 270,282 | $19.5M |
| REDW Wealth LLC | 6.99% | Reduce -7.6% | 269,822 | $19.5M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 262,677 | $19.0M |
| Cornerstone Wealth Management, LLC | 0.80% | Add +23.6% | 257,203 | $18.6M |
| Mason & Associates Inc | 2.88% | New | 247,077 | $17.9M |
| Knightsbridge Asset Management, LLC | 2.35% | Add +0.2% | 246,342 | $17.8M |
| Modern Wealth Management, LLC | 0.21% | Reduce -0.1% | 237,625 | $17.2M |
| MML Investors Services, LLC | 0.03% | Reduce -1.4% | 236,360 | $17.1M |
| D'Orazio & Associates, Inc. | 1.93% | Reduce -7.3% | 230,194 | $16.6M |
| Private Advisor Group, LLC | 0.08% | Add +51.6% | 227,621 | $16.5M |
| Marks Group Wealth Management, Inc | 1.42% | Add +8.3% | 224,884 | $16.3M |
| Sanctuary Advisors, LLC | 0.07% | Add +13.3% | 220,248 | $15.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -4.2% | 217,775 | $15.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -2.8% | 216,733 | $15.7M |
| Per Stirling Capital Management, LLC. | 1.46% | Add +0.2% | 211,334 | $15.3M |
| Plan Group Financial, LLC | 3.13% | Add +24.8% | 208,959 | $15.1M |
| Petra Financial Advisors Inc. | 6.93% | Add +5.0% | 206,837 | $15.0M |
| Weil Company, Inc. | 2.59% | Add +7.2% | 203,625 | $14.7M |
| Allworth Financial LP | 0.06% | Reduce -10.7% | 201,492 | $14.6M |
| Alpha Zero LLC | 5.51% | Add +12.8% | 201,527 | $14.5M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 188,900 | $13.7M |
| Prism Advisors, Inc. | 3.30% | Add +0.2% | 187,945 | $13.6M |
| Ledyard National Bank | 0.99% | Reduce -1.9% | 170,884 | $12.4M |
| Woodmont Investment Counsel LLC | 0.67% | Add +8.4% | 169,718 | $12.3M |
| True North Advisors, LLC | 1.16% | Add +0.1% | 167,310 | $12.1M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -4.1% | 165,833 | $12.0M |
| J.W. Cole Advisors, Inc. | 0.20% | Reduce -3.0% | 164,746 | $11.9M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -0.5% | 155,493 | $11.2M |
| Seamount Financial Group Inc. | 4.52% | Add +0.1% | 155,205 | $11.2M |
| Betterment LLC | 0.02% | Add +1.1% | 151,401 | $10.9M |
| Summit Financial, LLC | 0.12% | Add +87.5% | 147,258 | $10.6M |
| Benjamin Edwards Inc. | 0.09% | Add +1.5% | 138,425 | $10.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +13.3% | 138,391 | $10.0M |
| Fifth Third Wealth Advisors LLC | 0.28% | Add +2221.5% | 137,850 | $10.0M |
| MBA Advisors LLC | 3.29% | Reduce -1.3% | 133,585 | $9.7M |
| Navalign, LLC | 2.21% | Add +0.5% | 131,050 | $9.5M |
| Clarus Wealth Advisors | 3.58% | Reduce -3.8% | 129,822 | $9.3M |
| Able Wealth Management LLC | 2.13% | Reduce -43.6% | 128,167 | $9.3M |
| Aprio Wealth Management, LLC | 0.45% | Add +742.0% | 125,101 | $9.0M |
| Tenzing Financial LLC | 6.10% | Reduce -0.8% | 122,984 | $8.9M |
| Onyx Bridge Wealth Group LLC | 0.80% | Reduce -0.8% | 122,406 | $8.8M |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.