JPMorgan US Quality FactorJQUAETF
13F holders, Q1 2024 (March 31)282holders
2famous investors
$52.78avg. 13F price*
At the end of Q1 2024, 282 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings. The largest holders were Signaturefd, LLC ($284.9M), Annex Advisory Services, LLC ($222.4M) and JPMorgan Chase & Co. ($143.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $168.4M |
| Exits | 20 | $70.1M |
Ownership 282 holders
| Signaturefd, LLC | 6.02% | Add +2.3% | 5,388,523 | $284.9M |
| Annex Advisory Services, LLC | 7.90% | Add +148.8% | 4,205,639 | $222.4M |
| JPMorgan Chase & Co. | 0.01% | Add +5.7% | 2,720,990 | $143.9M |
| LPL Financial LLC | 0.07% | Add +42.3% | 2,591,503 | $137.0M |
| St Germain D J Co. Inc. | 6.23% | Add +4.7% | 2,412,066 | $127.5M |
| Savant Capital, LLC | 1.37% | Add +12.6% | 2,257,549 | $119.4M |
| Midland Wealth Advisors, LLC | 6.91% | Add +5.7% | 2,121,543 | $112.2M |
| Morgan Stanley | 0.01% | Add +8.2% | 2,119,050 | $112.0M |
| Sage Mountain Advisors LLC | 8.48% | Add +4.1% | 1,542,902 | $81.6M |
| Hamilton Capital, LLC | 5.37% | Add +1.0% | 1,359,312 | $71.9M |
| Townsquare Capital LLC | 0.90% | Reduce -0.5% | 1,157,600 | $61.2M |
| One Capital Management, LLC | 1.92% | Add +18.9% | 998,335 | $52.8M |
| Federation des caisses Desjardins du Quebec | 0.36% | Reduce -2.5% | 954,960 | $50.5M |
| Bank of America Corp. | 0.00% | Add +19.1% | 888,121 | $47.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +9.1% | 856,257 | $45.3M |
| Hennion & Walsh Asset Management, Inc. | 2.36% | Add +1.2% | 835,491 | $44.2M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 829,039 | $43.8M |
| RVW Wealth, LLC | 4.05% | Add +2.3% | 744,640 | $39.4M |
| Vertex Planning Partners, LLC | 10.70% | Add +2.0% | 731,528 | $38.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +19.0% | 701,559 | $37.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.3% | 682,285 | $36.1M |
| Janney Montgomery Scott LLC | 0.11% | Add +21.9% | 673,419 | $35.6M |
| Mason & Associates Inc | 9.05% | New | 641,763 | $33.9M |
| Quadcap Wealth Management, LLC | 7.62% | Add +127.3% | 633,528 | $33.5M |
| REDW Wealth LLC | 8.60% | Add +3.1% | 603,954 | $31.9M |
| TFC Financial Management, Inc. | 5.53% | Add +3.5% | 588,599 | $31.1M |
| Avidian Wealth Enterprises, LLC | 1.66% | Add +2.1% | 586,814 | $31.0M |
| Beaumont Financial Advisors, LLC | 2.31% | Reduce -2.2% | 529,410 | $28.0M |
| Sage Advisory Services, Ltd.Co. | 7.25% | Reduce -6.9% | 502,374 | $26.6M |
| Levy Wealth Management Group, LLC | 7.37% | No change | 548,704 | $26.3M |
| Roof Eidam Maycock Peralta, LLC | 7.17% | Reduce -1.1% | 493,720 | $26.1M |
| Horizon Advisory Services, Inc. | 12.06% | — | 489,966 | $25.9M |
| Osaic Holdings, Inc. | 0.06% | Add +108.3% | 488,150 | $25.8M |
| Baker Avenue Asset Management, LP | 0.99% | Add +0.0% | 483,884 | $25.6M |
| IFP Advisors, Inc | 1.04% | Reduce -3.4% | 448,614 | $23.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +86.5% | 421,745 | $22.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.2% | 411,293 | $21.7M |
| Octavia Wealth Advisors, LLC | 3.14% | New | 402,141 | $21.3M |
| Stratos Wealth Partners, LTD. | 0.34% | Add +19.1% | 385,250 | $20.4M |
| Fsa Wealth Partners, Inc. | 5.03% | Add +404.9% | 382,521 | $20.2M |
| MML Investors Services, LLC | 0.08% | Add +54.1% | 379,986 | $20.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +30.1% | 366,469 | $19.4M |
| Goldstone Financial Group, LLC | 4.39% | Add +5.3% | 361,463 | $19.1M |
| Ameritas Advisory Services, LLC | 0.79% | Add +384.8% | 376,045 | $19.1M |
| Comerica Bank | 0.08% | Reduce -11.5% | 351,604 | $18.6M |
| Vestmark Advisory Solutions, Inc. | 0.80% | Add +13.3% | 350,174 | $18.5M |
| NewEdge Advisors, LLC | 0.15% | Add +17.0% | 332,994 | $17.6M |
| First Horizon Advisors, Inc. | 0.50% | Reduce -0.7% | 305,284 | $16.1M |
| Bartlett & Co. Wealth Management LLC | 0.23% | Add +39.4% | 280,637 | $14.8M |
| West Wealth Group, LLC | 5.33% | New | 272,008 | $14.4M |
| Raymond James & Associates | 0.01% | Add +29.4% | 260,333 | $13.8M |
| Thrivent Financial for Lutherans | 0.03% | Add +8.3% | 260,215 | $13.8M |
| Park Avenue Securities LLC | 0.17% | Reduce -10.8% | 252,044 | $13.3M |
| Sanchez Wealth Management Group | 4.48% | New | 250,298 | $13.2M |
| Keystone Financial Group | 1.91% | Add +5.2% | 246,564 | $13.0M |
| Breakwater Capital Group | 3.27% | Add +8.5% | 245,925 | $13.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +140.1% | 245,330 | $13.0M |
| Daymark Wealth Partners, LLC | 0.69% | Add +32.7% | 243,745 | $12.9M |
| Susquehanna International Group, LLP | 0.02% | New | 229,918 | $12.2M |
| GoalVest Advisory LLC | 3.99% | Add +9.1% | 226,306 | $12.0M |
| Stifel Financial Corp. | 0.01% | Reduce -25.0% | 225,351 | $11.9M |
| Prism Advisors, Inc. | 3.56% | Reduce -6.8% | 224,535 | $11.9M |
| First Citizens Bank & Trust Co. | 0.21% | Reduce -96.0% | 209,828 | $11.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -96.3% | 204,476 | $10.8M |
| Beacon Harbor Wealth Advisors, Inc. | 2.72% | New | 194,565 | $10.3M |
| Perigon Wealth Management, LLC | 0.31% | Add +1908.9% | 192,854 | $10.2M |
| SVB Wealth LLC | 0.23% | Reduce -3.2% | 192,691 | $10.2M |
| Scarborough Advisors, LLC | 4.62% | Add +5.0% | 188,789 | $10.0M |
| Archford Capital Strategies, LLC | 1.58% | Add +11.0% | 177,518 | $9.4M |
| Titleist Asset Management, LLC | 1.63% | New | 176,312 | $9.3M |
| Concord Wealth Partners | 1.65% | Reduce -8.6% | 173,656 | $9.2M |
| Concord Asset Management, LLC | 2.35% | Reduce -8.5% | 169,251 | $8.9M |
| Cobblestone Asset Management LLC | 6.06% | Add +1.7% | 168,869 | $8.9M |
| Truist Financial Corp. | 0.01% | Add +11.6% | 168,344 | $8.9M |
| Cetera Investment Advisers | 0.02% | Add +79.5% | 165,036 | $8.7M |
| Ledyard National Bank | 0.79% | Add +11.6% | 153,435 | $8.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +90.8% | 143,317 | $7.6M |
| Modern Wealth Management, LLC | 0.69% | New | 139,656 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 137,615 | $7.3M |
| Knightsbridge Asset Management, LLC | 1.96% | No change | 143,160 | $6.9M |
| MBA Advisors LLC | 3.47% | Add +2.9% | 127,081 | $6.7M |
| Redhawk Wealth Advisors, Inc. | 1.07% | Reduce -4.0% | 123,936 | $6.6M |
| Enzi Wealth | 3.00% | Reduce -6.0% | 126,774 | $6.4M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Add +104.5% | 116,310 | $6.1M |
| Shepherd Kaplan Krochuk, LLC | 4.88% | Reduce -2.8% | 115,637 | $6.1M |
| Intelligence Driven Advisers, LLC | 0.90% | Reduce -1.7% | 115,566 | $6.1M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +14.2% | 113,049 | $6.0M |
| D'Orazio & Associates, Inc. | 0.92% | New | 107,704 | $5.7M |
| MorganRosel Wealth Management, LLC | 2.01% | Reduce -4.4% | 106,677 | $5.6M |
| Valicenti Advisory Services Inc. | 1.48% | New | 100,405 | $5.3M |
| Petra Financial Advisors Inc. | 3.88% | Add +2.6% | 99,887 | $5.3M |
| Pinion Investment Advisors, LLC | 2.71% | Add +14.9% | 98,746 | $5.2M |
| Collaborative Wealth Managment Inc. | 2.53% | Add +6.9% | 95,365 | $5.0M |
| Geneos Wealth Management Inc. | 0.23% | Add +27.4% | 93,592 | $4.9M |
| Onyx Bridge Wealth Group LLC | 0.88% | Add +56.9% | 96,858 | $4.9M |
| Cornerstone Wealth Management, LLC | 0.40% | Add +4.4% | 92,449 | $4.9M |
| FDx Advisors, Inc. | 0.74% | Reduce -6.5% | 92,107 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.24% | Add +11.2% | 91,005 | $4.8M |
| MN Wealth Advisors, LLC | 2.97% | Reduce -8.2% | 90,660 | $4.8M |
| Zimmermann Investment Management & Planning LLC | 1.72% | New | 90,252 | $4.8M |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.