JPMorgan US Quality FactorJQUAETF
13F holders, Q2 2024 (June 30)308holders +26
40new positions
19sold out
2famous investors
$52.94avg. 13F price*
At the end of Q2 2024, 308 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings, up 26 from Q1 2024. 40 opened new positions and 19 sold out. The largest holders were Signaturefd, LLC ($289.5M), Annex Advisory Services, LLC ($202.6M) and LPL Financial LLC ($160.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $13.2M |
| Exits | 19 | $32.9M |
All 13F filers, Q1 2024 → Q2 2024: 4,670,783 shares bought and 4,504,659 shares sold, net +166,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| Signaturefd, LLC | 5.88% | Add +1.5% | 5,467,392 | $289.5M |
| Annex Advisory Services, LLC | 7.13% | Reduce -9.0% | 3,826,218 | $202.6M |
| LPL Financial LLC | 0.08% | Add +16.9% | 3,028,907 | $160.4M |
| Savant Capital, LLC | 1.51% | Add +26.2% | 2,848,449 | $150.8M |
| St Germain D J Co. Inc. | 6.59% | Add +6.6% | 2,570,181 | $136.1M |
| Midland Wealth Advisors, LLC | 6.67% | Add +0.1% | 2,124,009 | $112.5M |
| Morgan Stanley | 0.01% | Reduce -3.9% | 2,037,329 | $107.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -28.0% | 1,958,618 | $103.7M |
| Sage Mountain Advisors LLC | 8.40% | Add +11.3% | 1,716,750 | $90.9M |
| Hamilton Capital, LLC | 5.41% | Reduce -1.1% | 1,344,911 | $71.2M |
| Townsquare Capital LLC | 0.96% | Add +15.2% | 1,333,432 | $70.6M |
| Commonwealth Equity Services, LLC | 0.09% | Add +21.5% | 1,040,269 | $55.1M |
| Federation des caisses Desjardins du Quebec | 0.27% | Reduce -1.8% | 938,294 | $49.7M |
| Bank of America Corp. | 0.00% | Add +1.7% | 903,365 | $47.8M |
| Royal Bank of Canada | 0.01% | Add +8.9% | 903,055 | $47.8M |
| Quadcap Wealth Management, LLC | 8.03% | Add +32.5% | 839,235 | $44.4M |
| Hennion & Walsh Asset Management, Inc. | 2.27% | Reduce -0.2% | 833,938 | $44.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +16.8% | 819,358 | $43.4M |
| RVW Wealth, LLC | 4.03% | Add +2.4% | 762,337 | $40.4M |
| Vertex Planning Partners, LLC | 9.76% | Reduce -2.9% | 710,261 | $37.6M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +63.9% | 691,322 | $36.6M |
| Mason & Associates Inc | 9.63% | Add +6.5% | 683,750 | $36.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.7% | 657,271 | $34.8M |
| Avidian Wealth Enterprises, LLC | 1.62% | Add +8.2% | 634,767 | $33.6M |
| Levy Wealth Management Group, LLC | 8.60% | Add +15.6% | 634,321 | $33.6M |
| One Capital Management, LLC | 1.10% | Reduce -38.7% | 611,661 | $32.4M |
| REDW Wealth LLC | 8.47% | Add +1.1% | 610,648 | $32.3M |
| TFC Financial Management, Inc. | 5.61% | Add +2.6% | 604,109 | $32.0M |
| Sage Advisory Services, Ltd.Co. | 8.25% | Add +10.4% | 554,691 | $29.4M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -22.9% | 518,937 | $27.5M |
| Beaumont Financial Advisors, LLC | 2.13% | Reduce -5.0% | 502,938 | $26.6M |
| Horizon Advisory Services, Inc. | 12.13% | Reduce -2.3% | 478,809 | $25.4M |
| Baker Avenue Asset Management, LP | 0.85% | Reduce -2.2% | 473,044 | $25.0M |
| Roof Eidam Maycock Peralta, LLC | 6.72% | Reduce -5.2% | 468,153 | $24.8M |
| Bank of New York Mellon Corp | 0.00% | Add +8.8% | 447,425 | $23.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -11.3% | 432,911 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +72.2% | 422,390 | $22.4M |
| Comerica Bank | 0.09% | Add +20.1% | 422,173 | $22.4M |
| Octavia Wealth Advisors, LLC | 3.00% | Add +3.6% | 416,481 | $22.1M |
| Ameritas Advisory Services, LLC | 0.79% | Add +4.9% | 394,355 | $20.9M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +1.2% | 389,903 | $20.6M |
| Fsa Wealth Partners, Inc. | 5.60% | Add +0.9% | 385,979 | $20.4M |
| Goldstone Financial Group, LLC | 4.04% | Add +5.1% | 380,024 | $20.1M |
| NewEdge Advisors, LLC | 0.13% | Add +2.8% | 342,447 | $18.1M |
| First Horizon Advisors, Inc. | 0.52% | Add +6.5% | 325,003 | $17.2M |
| Bartlett & Co. Wealth Management LLC | 0.25% | Add +10.5% | 310,208 | $16.4M |
| West Wealth Group, LLC | 5.28% | Add +3.6% | 281,847 | $14.9M |
| Breakwater Capital Group | 3.27% | Add +10.7% | 272,292 | $14.4M |
| MML Investors Services, LLC | 0.06% | Reduce -29.3% | 268,542 | $14.2M |
| Thrivent Financial for Lutherans | 0.03% | Add +2.8% | 267,546 | $14.2M |
| Sanchez Wealth Management Group | 4.44% | Add +3.3% | 258,643 | $13.7M |
| Sanctuary Advisors, LLC | 0.10% | — | 262,974 | $13.3M |
| Raymond James & Associates | 0.01% | Reduce -4.9% | 247,682 | $13.1M |
| GoalVest Advisory LLC | 4.18% | Add +9.1% | 246,840 | $13.1M |
| Park Avenue Securities LLC | 0.16% | Reduce -2.2% | 246,404 | $13.0M |
| Cetera Investment Advisers | 0.03% | Add +42.6% | 235,376 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -37.1% | 230,537 | $12.2M |
| Vestmark Advisory Solutions, Inc. | 0.46% | Reduce -40.1% | 209,838 | $11.1M |
| Perigon Wealth Management, LLC | 0.32% | Add +6.8% | 206,051 | $10.9M |
| Prism Advisors, Inc. | 3.29% | Reduce -8.8% | 204,826 | $10.8M |
| Stifel Financial Corp. | 0.01% | Reduce -12.7% | 196,823 | $10.4M |
| Titleist Asset Management, LLC | 1.51% | Add +6.8% | 188,216 | $10.0M |
| Archford Capital Strategies, LLC | 1.58% | Add +3.7% | 184,054 | $9.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -15.1% | 173,524 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +25.9% | 173,265 | $9.2M |
| Concord Wealth Partners | 1.61% | Reduce -0.7% | 172,481 | $9.1M |
| D'Orazio & Associates, Inc. | 1.39% | Add +58.8% | 170,986 | $9.1M |
| Concord Asset Management, LLC | 2.23% | Add +0.3% | 169,765 | $9.0M |
| Modern Wealth Management, LLC | 0.64% | Add +17.6% | 164,190 | $8.7M |
| Truist Financial Corp. | 0.01% | Reduce -3.3% | 162,791 | $8.6M |
| Cobblestone Asset Management LLC | 5.58% | Reduce -3.7% | 162,548 | $8.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +11.3% | 159,561 | $8.4M |
| Ledyard National Bank | 0.82% | Add +3.6% | 158,931 | $8.4M |
| Knightsbridge Asset Management, LLC | 1.98% | Add +4.0% | 148,884 | $7.9M |
| Blue Investment Partners LLC | 3.50% | Add +103.8% | 145,671 | $7.7M |
| First Citizens Bank & Trust Co. | 0.13% | Reduce -36.7% | 132,879 | $7.0M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +15.9% | 130,999 | $6.9M |
| Zimmermann Investment Management & Planning LLC | 2.30% | Add +43.9% | 129,842 | $6.9M |
| Enzi Wealth | 3.00% | Add +0.8% | 127,812 | $6.8M |
| Redhawk Wealth Advisors, Inc. | 1.03% | Add +2.7% | 127,318 | $6.7M |
| MBA Advisors LLC | 3.34% | Reduce -2.9% | 123,386 | $6.5M |
| SVB Wealth LLC | 0.16% | Reduce -37.9% | 119,652 | $6.3M |
| Gentry Private Wealth, LLC | 5.44% | — | 116,850 | $6.2M |
| Pinion Investment Advisors, LLC | 3.03% | Add +16.6% | 115,147 | $6.1M |
| Tsfg, LLC | 1.41% | Add +26.6% | 113,977 | $6.0M |
| MorganRosel Wealth Management, LLC | 2.10% | Add +5.4% | 112,444 | $6.0M |
| Intelligence Driven Advisers, LLC | 0.84% | Reduce -3.4% | 111,608 | $5.9M |
| Keeler Thomas Management LLC | 2.01% | Add +36.5% | 111,347 | $5.9M |
| Savvy Advisors, Inc. | 1.90% | Add +71.8% | 110,110 | $5.8M |
| Valicenti Advisory Services Inc. | 1.56% | Add +9.1% | 109,507 | $5.8M |
| Onyx Bridge Wealth Group LLC | 0.94% | Add +11.7% | 108,151 | $5.7M |
| Shepherd Kaplan Krochuk, LLC | 4.52% | Reduce -6.5% | 108,114 | $5.7M |
| Seamount Financial Group Inc. | 4.57% | Add +18.5% | 105,730 | $5.6M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Reduce -9.2% | 105,644 | $5.6M |
| Equitable Holdings, Inc. | 0.06% | Add +31.0% | 104,560 | $5.5M |
| Petra Financial Advisors Inc. | 3.91% | Add +2.8% | 102,670 | $5.4M |
| Geneos Wealth Management Inc. | 0.23% | Add +6.6% | 99,774 | $5.3M |
| Cornerstone Wealth Management, LLC | 0.40% | Add +6.7% | 98,609 | $5.2M |
| FDx Advisors, Inc. | 1.44% | Add +6.5% | 98,128 | $5.2M |
| Collaborative Wealth Managment Inc. | 2.48% | Add +0.7% | 95,983 | $5.1M |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.