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 |
| Integrated Capital Management, Inc. | 3.90% | Reduce -13.6% | 90,163 | $4.8M |
| Tsfg, LLC | 1.20% | Add +1189.7% | 89,995 | $4.8M |
| Seamount Financial Group Inc. | 4.13% | Add +16.6% | 89,223 | $4.7M |
| Able Wealth Management LLC | 4.06% | Add +39.7% | 87,967 | $4.7M |
| Citadel Advisors | 0.00% | New | 86,468 | $4.6M |
| Keeler Thomas Management LLC | 1.48% | Add +12.8% | 81,588 | $4.3M |
| Running Point Capital Advisors, LLC | 1.92% | Add +39.4% | 80,996 | $4.3M |
| Equitable Holdings, Inc. | 0.05% | Reduce -76.1% | 79,812 | $4.2M |
| Facet Wealth, Inc. | 0.13% | New | 75,162 | $3.9M |
| Blue Investment Partners LLC | 1.97% | Add +294.4% | 71,493 | $3.8M |
| Sharkey, Howes & Javer | 0.61% | Add +16.0% | 70,091 | $3.7M |
| Renaissance Technologies | 0.01% | Reduce -52.8% | 69,400 | $3.7M |
| Merit Financial Group, LLC | 0.09% | New | 71,403 | $3.6M |
| Benjamin F. Edwards & Company, Inc. | 0.07% | Add +13.6% | 67,649 | $3.6M |
| Gallacher Capital Management LLC | 1.78% | Add +0.6% | 66,129 | $3.5M |
| Centennial Bank | 1.79% | New | 66,097 | $3.5M |
| Focus Financial Network, Inc. | 0.17% | — | 69,501 | $3.5M |
| Savvy Advisors, Inc. | 1.95% | Add +53.9% | 64,087 | $3.4M |
| Mariner, LLC | 0.01% | Add +23.1% | 61,830 | $3.3M |
| Kathmere Capital Management, LLC | 0.36% | Reduce -0.3% | 59,625 | $3.2M |
| Delos Wealth Advisors, LLC | 3.18% | Add +82.5% | 53,507 | $2.8M |
| Clarus Wealth Advisors | 1.59% | New | 54,353 | $2.8M |
| N.E.W. Advisory Services LLC | 0.31% | Add +53.0% | 52,987 | $2.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -28.6% | 52,508 | $2.8M |
| First Commonwealth Financial Corp | 0.73% | Add +5.8% | 52,060 | $2.8M |
| Bank of Nova Scotia | 0.01% | Add +68.6% | 49,390 | $2.6M |
| Portside Wealth Group, LLC | 0.48% | Add +6.1% | 48,608 | $2.6M |
| Econ Financial Services Corp | 1.59% | Reduce -23.5% | 48,505 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -2.1% | 46,319 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +40.4% | 46,304 | $2.4M |
| Valley National Advisers Inc. | 0.37% | Add +25.0% | 46,224 | $2.4M |
| Fifth Third Securities, Inc. | 0.23% | Reduce -1.7% | 45,746 | $2.4M |
| Burton Enright Welch | 0.57% | Reduce -0.9% | 44,588 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.22% | Add +20.8% | 44,177 | $2.3M |
| Intrust Bank NA | 0.24% | Reduce -6.8% | 43,068 | $2.3M |
| Private Advisor Group, LLC | 0.02% | Add +35.1% | 42,546 | $2.2M |
| Blue Trust, Inc. | 0.03% | Reduce -21.5% | 41,624 | $2.2M |
| L & S Advisors Inc | 0.28% | Add +0.4% | 41,483 | $2.2M |
| Capital Analysts, LLC | 0.10% | Add +7.4% | 41,282 | $2.2M |
| Retirement Planning Group, LLC | 0.17% | Reduce -3.1% | 40,987 | $2.2M |
| Bison Wealth, LLC | 0.35% | Add +3.7% | 40,738 | $2.2M |
| Ayalon Insurance Comp Ltd. | 0.70% | No change | 39,764 | $2.1M |
| Mutual Advisors, LLC | 0.07% | Add +239.7% | 39,413 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +7.7% | 39,041 | $2.1M |
| Kingsview Wealth Management, LLC | 0.05% | Add +39.5% | 38,510 | $2.0M |
| Western Wealth Management, LLC | 0.15% | Add +22.4% | 35,928 | $1.9M |
| Oliver Lagore Vanvalin Investment Group | 0.57% | Add +38.2% | 35,775 | $1.9M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Reduce -8.6% | 35,020 | $1.9M |
| CreativeOne Wealth, LLC | 0.07% | Add +1.9% | 34,308 | $1.8M |
| Future Financial Wealth Managment LLC | 1.34% | Add +1.8% | 33,021 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +575.5% | 32,996 | $1.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -4.7% | 32,139 | $1.7M |
| GeoWealth Management, LLC | 0.06% | Add +92.0% | 29,699 | $1.6M |
| WJ Wealth Management, LLC | 0.59% | Reduce -71.6% | 28,244 | $1.5M |
| Confluence Wealth Services, Inc. | 0.13% | Add +10.9% | 28,229 | $1.5M |
| ICA Group Wealth Management, LLC | 0.29% | Add +75.9% | 27,037 | $1.4M |
| KPP Advisory Services LLC | 0.39% | New | 26,586 | $1.4M |
| Herold Advisors, Inc. | 0.34% | Reduce -9.4% | 26,471 | $1.4M |
| Princeton Global Asset Management LLC | 0.33% | Add +10.2% | 25,896 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +29.4% | 25,846 | $1.4M |
| Palisade Capital Management, LP | 0.04% | New | 25,475 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -0.4% | 25,444 | $1.3M |
| Founders Financial Securities LLC | 0.14% | Add +34.9% | 24,876 | $1.3M |
| CAP Partners, LLC | 1.10% | New | 23,591 | $1.2M |
| Global Retirement Partners, LLC | 0.05% | Add +12.3% | 23,556 | $1.2M |
| First Heartland Consultants, Inc. | 0.13% | New | 23,291 | $1.2M |
| TD Capital Management LLC | 0.13% | Add +85.2% | 23,006 | $1.2M |
| JT Stratford LLC | 0.24% | Add +6.0% | 22,743 | $1.2M |
| Fulcrum Equity Management | 1.41% | New | 22,647 | $1.2M |
| Jackson Wealth Management, LLC | 0.14% | Add +12.8% | 21,825 | $1.2M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -0.6% | 21,093 | $1.1M |
| Spire Wealth Management | 0.02% | Add +11.8% | 20,252 | $1.1M |
| MBE Wealth Management, LLC | 0.62% | Reduce -31.0% | 19,096 | $1.0M |
| RFG Advisory, LLC | 0.03% | Add +261.9% | 18,037 | $954K |
| Apexium Financial, LP | 0.07% | Reduce -3.4% | 17,864 | $944K |
| Financial Network Wealth Advisors LLC | 0.94% | Reduce -1.4% | 17,835 | $943K |
| D.A. Davidson & Co. | 0.01% | Add +17.1% | 17,820 | $942K |
| Advisory Services Network, LLC | 0.02% | Add +236.6% | 17,604 | $931K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,360 | $918K |
| Gibbs Wealth Management | 0.53% | — | 17,302 | $915K |
| Private Ocean, LLC | 0.10% | Reduce -16.6% | 17,059 | $902K |
| Lake Street Private Wealth, LLC | 0.12% | Add +11.3% | 16,312 | $862K |
| WealthShield Partners, LLC | 0.14% | Reduce -23.5% | 15,960 | $844K |
| Diversify Advisory Services, LLC | 0.05% | — | 15,795 | $832K |
| 3Chopt Investment Partners, LLC | 0.33% | Reduce -4.4% | 15,094 | $798K |
| Sequent Asset Management, LLC | 0.41% | No change | 14,811 | $783K |
| Integrated Advisors Network LLC | 0.04% | Add +20.0% | 14,306 | $756K |
| Capital Advisors Wealth Management, LLC | 0.15% | Add +6.7% | 13,826 | $731K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +42.9% | 13,122 | $694K |
| Wayfinding Financial, LLC | 0.40% | Add +3.0% | 13,278 | $680K |
| Mendel Money Management | 0.31% | Add +14.7% | 12,621 | $667K |
| Private Wealth Partners, LLC | 0.05% | Add +8.7% | 12,509 | $661K |
| Family Asset Management, LLC | 0.41% | Reduce -0.8% | 12,370 | $654K |
| Penney Financial, LLC | 0.48% | Reduce -2.6% | 12,308 | $651K |
| Retireful, LLC | 0.26% | New | 11,920 | $630K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.6% | 11,614 | $614K |
| Nwam LLC | 0.05% | Reduce -30.0% | 11,926 | $612K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.8% | 11,547 | $610K |
| Cooper Financial Group | 0.10% | New | 11,230 | $594K |
| Teamwork Financial Advisors, LLC | 0.09% | Reduce -7.5% | 11,149 | $589K |
| Alliance Wealth Advisors, LLC | 0.17% | Add +6.3% | 10,810 | $572K |
| Norden Group LLC | 0.11% | New | 10,540 | $557K |
| Gateway Wealth Partners, LLC | 0.19% | Add +45.8% | 10,269 | $543K |
| Interactive Financial Advisors, Inc. | 0.30% | Reduce -84.5% | 10,218 | $540K |
| Salem Investment Counselors Inc. | 0.02% | Add +37.0% | 9,889 | $523K |
| Aveo Capital Partners, LLC | 0.06% | Add +2.3% | 10,276 | $521K |
| Weil Company, Inc. | 0.21% | New | 9,833 | $520K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +24.9% | 9,474 | $501K |
| PFG Advisors | 0.03% | Reduce -4.1% | 8,967 | $474K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 8,650 | $457K |
| Coordinated Financial Services, Inc. | 0.40% | — | 8,517 | $450K |
| Corient Private Wealth LP | 0.00% | Reduce -3.5% | 8,435 | $446K |
| Nations Financial Group Inc, /Ia/ | 0.04% | New | 8,417 | $445K |
| FirstPurpose Wealth LLC | 0.16% | Add +0.6% | 8,581 | $443K |
| Manhattan West Asset Management, LLC | 0.11% | New | 8,330 | $440K |
| FMR LLC | 0.00% | Add +3.1% | 8,211 | $434K |
| Heritage Wealth Advisors | 0.02% | New | 7,926 | $419K |
| Heck Capital Advisors, LLC | 0.06% | Reduce -42.9% | 7,466 | $395K |
| Security Financial Services, INC. | 0.09% | Reduce -10.5% | 7,242 | $383K |
| 49 Wealth Management, LLC | 0.08% | Add +33.5% | 7,183 | $378K |
| Fermata Advisors, LLC | 0.08% | No change | 7,132 | $377K |
| Patten Group, Inc. | 0.09% | New | 7,002 | $370K |
| Meeder Advisory Services, Inc. | 0.04% | No change | 6,825 | $361K |
| MBL Wealth, LLC | 0.04% | No change | 6,000 | $317K |
| Farther Finance Advisors, LLC | 0.02% | Add +1.0% | 5,943 | $313K |
| WBH Advisory Inc. | 0.03% | Reduce -1.3% | 5,859 | $310K |
| Independent Financial Group, LLC | 0.01% | Add +17.9% | 5,673 | $300K |
| Lanark Financial, Inc. | 0.03% | Add +12.3% | 5,253 | $277K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -65.9% | 5,182 | $274K |
| Westover Capital Advisors, LLC | 0.08% | Add +9.7% | 5,053 | $267K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +174.4% | 4,999 | $264K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -41.2% | 4,919 | $260K |
| Wallace Advisory Group, LLC | 0.19% | Reduce -0.8% | 5,227 | $250K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 4,655 | $246K |
| Brookstone Capital Management | 0.00% | Add +2.3% | 4,563 | $241K |
| Legacy Capital Group California, Inc. | 0.09% | New | 4,545 | $240K |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 4,522 | $239K |
| Drive Wealth Management, LLC | 0.07% | Reduce -1.1% | 4,386 | $232K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -32.2% | 4,249 | $225K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -32.2% | 4,249 | $225K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,167 | $219K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.1% | 4,123 | $218K |
| Regimen Wealth, LLC | 0.07% | Reduce -29.0% | 3,920 | $207K |
| Transcend Capital Advisors, LLC | 0.02% | New | 3,821 | $202K |
| Private Trust Co. NA | 0.02% | Add +42.7% | 3,311 | $175K |
| Parallel Advisors, LLC | 0.00% | Reduce -32.0% | 3,054 | $161K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,729 | $144K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +107.1% | 2,634 | $139K |
| Cwm, LLC | 0.00% | Add +267.9% | 2,450 | $130K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,354 | $124K |
| Allworth Financial LP | 0.00% | Add +2.4% | 2,120 | $112K |
| Global Assets Advisory, LLC | 0.06% | New | 1,972 | $104K |
| US Bancorp \de | 0.00% | Add +58.7% | 1,606 | $85K |
| Colonial Trust Co / SC | 0.02% | No change | 1,594 | $84K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,237 | $65K |
| SouthState Bank Corp | 0.00% | No change | 852 | $45K |
| Dogwood Wealth Management LLC | 0.02% | No change | 670 | $35K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Add +145.4% | 540 | $29K |
| Qube Research & Technologies Ltd | 0.00% | New | 507 | $27K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 500 | $26K |
| CoreCap Advisors, LLC | 0.00% | New | 347 | $18K |
| Cedar Wealth Management, LLC | 0.01% | New | 334 | $18K |
| Crewe Advisors LLC | 0.00% | New | 276 | $15K |
| Financial Management Professionals, Inc. | 0.00% | No change | 259 | $14K |
| North Star Investment Management Corp. | 0.00% | New | 222 | $12K |
| AdvisorNet Financial, Inc | 0.00% | New | 189 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | — | 163 | $9K |
| Avior Wealth Management, LLC | 0.00% | No change | 158 | $8K |
| UBS Group AG | 0.00% | New | 145 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 146 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 130 | $7K |
| Arax Advisory Partners | 0.00% | Reduce -57.6% | 122 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -58.0% | 112 | $6K |
| LGT Financial Advisors LLC | 0.01% | Reduce -18.8% | 104 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $5K |
| Wagner Wealth Management, LLC | 0.00% | No change | 98 | $5K |
| Archer Investment Corp | 0.00% | New | 95 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 73 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 69 | $4K |
| Key Financial Inc | 0.00% | No change | 58 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 28 | $1K |
| Clear Point Advisors Inc. | 0.00% | No change | 26 | $1K |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.