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 |
| Daymark Wealth Partners, LLC | 0.22% | Reduce -62.4% | 91,637 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +0.2% | 91,149 | $4.8M |
| Centennial Bank | 2.36% | Add +37.8% | 91,087 | $4.8M |
| Running Point Capital Advisors, LLC | 1.98% | Add +11.5% | 90,292 | $4.8M |
| Integrated Capital Management, Inc. | 3.73% | Reduce -2.1% | 88,310 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Add +107.4% | 88,242 | $4.7M |
| Able Wealth Management LLC | 3.80% | Reduce -0.8% | 87,274 | $4.6M |
| Benjamin F. Edwards & Company, Inc. | 0.08% | Add +21.7% | 82,351 | $4.4M |
| Mariner, LLC | 0.01% | Add +29.1% | 79,809 | $4.2M |
| Focus Financial Network, Inc. | 0.17% | Add +8.8% | 75,634 | $4.1M |
| Facet Wealth, Inc. | 0.12% | Reduce -0.1% | 75,084 | $4.0M |
| Merit Financial Group, LLC | 0.09% | Add +5.5% | 75,343 | $4.0M |
| Sharkey, Howes & Javer | 0.59% | Reduce -1.8% | 68,807 | $3.6M |
| Gallacher Capital Management LLC | 1.89% | Add +2.3% | 67,678 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -71.1% | 66,469 | $3.5M |
| Bank of Nova Scotia | 0.01% | Add +23.5% | 61,000 | $3.2M |
| Delos Wealth Advisors, LLC | 3.10% | Add +13.2% | 60,562 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +52.6% | 59,593 | $3.2M |
| Sigma Planning Corp | 0.10% | Add +78.8% | 58,986 | $3.1M |
| Kathmere Capital Management, LLC | 0.33% | Reduce -1.2% | 58,913 | $3.1M |
| Portside Wealth Group, LLC | 0.58% | Add +19.0% | 57,838 | $3.1M |
| Clarus Wealth Advisors | 1.62% | Add +4.4% | 56,755 | $3.0M |
| N.E.W. Advisory Services LLC | 0.33% | Add +8.0% | 57,207 | $3.0M |
| Valley National Advisers Inc. | 0.42% | Add +16.1% | 53,656 | $2.8M |
| MN Wealth Advisors, LLC | 1.56% | Reduce -44.0% | 50,746 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +8.8% | 50,401 | $2.7M |
| Econ Financial Services Corp | 1.62% | Add +2.0% | 49,474 | $2.6M |
| IFP Advisors, Inc | 0.10% | Reduce -89.3% | 48,039 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +8.1% | 47,746 | $2.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +19.9% | 46,159 | $2.4M |
| Fifth Third Securities, Inc. | 0.22% | Add +0.2% | 45,857 | $2.4M |
| Burton Enright Welch | 0.56% | Add +2.8% | 45,818 | $2.4M |
| Capital Analysts, LLC | 0.11% | Add +10.8% | 45,753 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Add +13.1% | 44,590 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -17.9% | 43,137 | $2.3M |
| Western Wealth Management, LLC | 0.17% | Add +18.8% | 42,673 | $2.3M |
| L & S Advisors Inc | 0.29% | Add +1.1% | 41,951 | $2.2M |
| Intrust Bank NA | 0.23% | Reduce -3.3% | 41,639 | $2.2M |
| Blue Trust, Inc. | 0.03% | No change | 41,624 | $2.2M |
| Oliver Lagore Vanvalin Investment Group | 0.62% | Add +14.6% | 40,989 | $2.2M |
| Bison Wealth, LLC | 0.35% | No change | 40,738 | $2.2M |
| Global Retirement Partners, LLC | 0.07% | Add +71.6% | 40,429 | $2.1M |
| Retirement Planning Group, LLC | 0.14% | Reduce -2.0% | 40,157 | $2.1M |
| Ayalon Insurance Comp Ltd. | 0.69% | No change | 39,764 | $2.1M |
| Karpas Strategies, LLC | 0.66% | New | 39,569 | $2.1M |
| Weil Company, Inc. | 0.74% | Add +291.8% | 38,530 | $2.0M |
| First Heartland Consultants, Inc. | 0.18% | Add +47.1% | 34,264 | $1.8M |
| First Commonwealth Financial Corp | 0.46% | Reduce -34.6% | 34,057 | $1.8M |
| Gibbs Wealth Management | 0.73% | Add +96.6% | 34,013 | $1.8M |
| Confluence Wealth Services, Inc. | 0.14% | Add +20.2% | 33,929 | $1.8M |
| CAP Partners, LLC | 1.40% | Add +37.8% | 32,512 | $1.7M |
| Future Financial Wealth Managment LLC | 1.51% | Reduce -1.8% | 32,428 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Add +510.5% | 31,634 | $1.7M |
| Founders Financial Securities LLC | 0.16% | Add +26.7% | 31,527 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +70.9% | 29,676 | $1.6M |
| Flow Traders U.S. LLC | 0.08% | New | 28,865 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +56.5% | 27,554 | $1.5M |
| Herold Advisors, Inc. | 0.34% | Add +4.1% | 27,546 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +532.8% | 26,887 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +532.8% | 26,887 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +533.8% | 26,409 | $1.4M |
| Princeton Global Asset Management LLC | 0.31% | Add +2.5% | 26,550 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +1.7% | 26,286 | $1.4M |
| TD Capital Management LLC | 0.14% | Add +10.6% | 25,449 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -1.1% | 25,151 | $1.3M |
| WJ Wealth Management, LLC | 0.48% | Reduce -12.0% | 24,844 | $1.3M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -26.6% | 23,579 | $1.2M |
| JT Stratford LLC | 0.23% | Add +2.1% | 23,230 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +358.8% | 22,936 | $1.2M |
| PFG Advisors | 0.08% | Add +152.7% | 22,655 | $1.2M |
| WealthShield Partners, LLC | 0.18% | Add +40.9% | 22,490 | $1.2M |
| Atria Investments, Inc | 0.02% | New | 22,090 | $1.2M |
| Scarborough Advisors, LLC | 0.48% | Reduce -88.3% | 22,076 | $1.2M |
| KPP Advisory Services LLC | 0.31% | Reduce -17.1% | 22,037 | $1.2M |
| Spire Wealth Management | 0.04% | Add +7.2% | 21,707 | $1.1M |
| Private Wealth Partners, LLC | 0.08% | Add +68.8% | 21,109 | $1.1M |
| Fort Point Capital Partners LLC | 0.14% | Reduce -0.1% | 21,083 | $1.1M |
| Florida Financial Advisors, LLC | 0.64% | New | 20,293 | $1.1M |
| Financial Network Wealth Advisors LLC | 0.79% | Add +11.3% | 19,845 | $1.1M |
| MBE Wealth Management, LLC | 0.61% | Add +0.4% | 19,173 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +7.0% | 19,065 | $1.0M |
| Salem Investment Counselors Inc. | 0.03% | Add +86.7% | 18,467 | $978K |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +114.3% | 18,036 | $955K |
| Apexium Financial, LP | 0.07% | Add +0.0% | 17,866 | $946K |
| Private Ocean, LLC | 0.08% | No change | 17,059 | $903K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +29.9% | 17,047 | $903K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -51.4% | 17,021 | $901K |
| CreativeOne Wealth, LLC | 0.05% | Reduce -51.0% | 16,827 | $891K |
| Integrated Advisors Network LLC | 0.04% | Add +11.6% | 15,962 | $845K |
| 3Chopt Investment Partners, LLC | 0.25% | Add +2.6% | 15,486 | $820K |
| Sequent Asset Management, LLC | 0.39% | No change | 14,811 | $784K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -8.3% | 14,477 | $770K |
| Independent Financial Group, LLC | 0.03% | Add +154.1% | 14,415 | $763K |
| Family Asset Management, LLC | 0.47% | Add +12.4% | 13,908 | $736K |
| FMR LLC | 0.00% | Add +64.7% | 13,521 | $716K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.2% | 13,380 | $708K |
| Mendel Money Management | 0.33% | Add +5.1% | 13,270 | $703K |
| Jones Financial Companies LLLP | 0.00% | Add +9873.1% | 12,965 | $687K |
| Alliance Wealth Advisors, LLC | 0.19% | Add +11.8% | 12,090 | $640K |
| Cooper Financial Group | 0.09% | Add +7.6% | 12,084 | $640K |
| Penney Financial, LLC | 0.46% | Reduce -2.7% | 11,979 | $634K |
| Diversify Wealth Management, LLC | 0.08% | — | 12,321 | $632K |
| Old Second National Bank of Aurora | 0.16% | New | 11,509 | $609K |
| Saratoga Research & Investment Management | 0.03% | New | 10,926 | $579K |
| Capital Advisors Wealth Management, LLC | 0.11% | Reduce -21.8% | 10,819 | $573K |
| Renaissance Technologies | 0.00% | Reduce -84.6% | 10,700 | $567K |
| ICA Group Wealth Management, LLC | 0.34% | Reduce -60.9% | 10,577 | $560K |
| Aveo Capital Partners, LLC | 0.06% | Add +2.7% | 10,549 | $559K |
| RFG Advisory, LLC | 0.02% | Reduce -41.8% | 10,494 | $556K |
| Interactive Financial Advisors, Inc. | 0.30% | No change | 10,218 | $541K |
| Beacon Bridge Wealth Partners, LLC | 0.25% | New | 10,216 | $541K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +5.7% | 10,012 | $530K |
| Farther Finance Advisors, LLC | 0.03% | Add +65.2% | 9,815 | $519K |
| Teamwork Financial Advisors, LLC | 0.08% | Reduce -13.4% | 9,657 | $511K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.5% | 9,643 | $511K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 8,650 | $458K |
| Patten Group, Inc. | 0.11% | Add +23.5% | 8,648 | $458K |
| Norden Group LLC | 0.09% | Reduce -18.0% | 8,644 | $458K |
| Investment Planning Advisors, Inc. | 0.23% | — | 8,636 | $457K |
| GG Group Ventures, LLC | 0.63% | — | 8,456 | $451K |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 8,408 | $447K |
| 49 Wealth Management, LLC | 0.09% | Add +16.3% | 8,356 | $441K |
| Manhattan West Asset Management, LLC | 0.12% | Reduce -1.4% | 8,213 | $435K |
| Coordinated Financial Services, Inc. | 0.37% | Reduce -5.8% | 8,020 | $425K |
| Tritonpoint Wealth, LLC | 0.04% | New | 7,861 | $416K |
| Relative Value Partners Group, LLC | 0.05% | New | 7,831 | $415K |
| Lake Street Private Wealth, LLC | 0.05% | Reduce -52.0% | 7,831 | $415K |
| River Street Advisors LLC | 0.25% | New | 7,542 | $399K |
| Heck Capital Advisors, LLC | 0.05% | No change | 7,466 | $395K |
| Per Stirling Capital Management, LLC. | 0.06% | New | 7,389 | $391K |
| Wayfinding Financial, LLC | 0.21% | Reduce -47.1% | 7,020 | $371K |
| Private Trust Co. NA | 0.04% | Add +110.4% | 6,965 | $369K |
| Gateway Wealth Partners, LLC | 0.11% | Reduce -34.8% | 6,695 | $355K |
| Fermata Advisors, LLC | 0.08% | Reduce -7.8% | 6,572 | $348K |
| Albion Financial Group | 0.03% | New | 6,540 | $346K |
| Sax Wealth Advisors, LLC | 0.03% | New | 6,486 | $343K |
| Trexquant Investment LP | 0.01% | New | 6,242 | $331K |
| Capital CS Group, LLC | 0.38% | New | 6,227 | $330K |
| Capital Advisory Group Advisory Services, LLC | 0.14% | New | 6,201 | $328K |
| Baker Tilly Wealth Management, LLC | 0.13% | Add +22.7% | 6,037 | $320K |
| MBL Wealth, LLC | 0.04% | No change | 6,000 | $318K |
| WBH Advisory Inc. | 0.03% | No change | 5,859 | $310K |
| Victory Financial Group, LLC | 0.14% | New | 5,551 | $294K |
| Buckingham Strategic Wealth, LLC | 0.00% | New | 5,471 | $290K |
| Lanark Financial, Inc. | 0.03% | Add +2.6% | 5,389 | $285K |
| Wallace Advisory Group, LLC | 0.20% | Add +2.2% | 5,342 | $283K |
| Qube Research & Technologies Ltd | 0.00% | Add +944.8% | 5,297 | $280K |
| GeoWealth Management, LLC | 0.01% | Reduce -82.4% | 5,228 | $277K |
| Westover Capital Advisors, LLC | 0.07% | Add +2.6% | 5,183 | $274K |
| Betterment LLC | 0.00% | New | 5,150 | $273K |
| Sterling Group Wealth Management, LLC | 0.15% | — | 5,078 | $269K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +18.6% | 4,891 | $259K |
| Brookstone Capital Management | 0.00% | Add +2.0% | 4,655 | $252K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 4,655 | $246K |
| Allworth Financial LP | 0.00% | Add +115.7% | 4,572 | $244K |
| Drive Wealth Management, LLC | 0.06% | No change | 4,386 | $232K |
| Redwood Financial Network Corp | 0.19% | New | 4,217 | $223K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,064 | $215K |
| Citadel Advisors | 0.00% | Reduce -95.6% | 3,794 | $201K |
| Citigroup Inc. | 0.00% | New | 3,618 | $192K |
| Hollencrest Capital Management | 0.01% | New | 3,500 | $185K |
| EdgeRock Capital LLC | 0.12% | New | 2,927 | $155K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.0% | 2,633 | $139K |
| Principal Securities, Inc. | 0.00% | Add +8946.4% | 2,533 | $134K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,354 | $125K |
| Cwm, LLC | 0.00% | Reduce -12.5% | 2,144 | $114K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,053 | $109K |
| US Bancorp \de | 0.00% | Reduce -7.8% | 1,481 | $78K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,237 | $65K |
| Bank of Montreal | 0.00% | New | 1,228 | $65K |
| Parallel Advisors, LLC | 0.00% | Reduce -60.6% | 1,202 | $64K |
| Sandy Spring Bank | 0.00% | New | 921 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.0% | 818 | $44K |
| Colonial Trust Co / SC | 0.01% | Reduce -50.0% | 797 | $42K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -74.6% | 694 | $37K |
| International Assets Investment Management, LLC | 0.00% | New | 675 | $36K |
| Glenmede Trust Co. NA | 0.00% | New | 651 | $34K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 636 | $34K |
| SouthState Bank Corp | 0.00% | Reduce -28.9% | 606 | $32K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 540 | $29K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 500 | $26K |
| Operose Advisors LLC | 0.01% | New | 359 | $19K |
| CoreCap Advisors, LLC | 0.00% | No change | 347 | $18K |
| Larson Financial Group LLC | 0.00% | New | 335 | $18K |
| Cedar Wealth Management, LLC | 0.01% | No change | 334 | $18K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 323 | $17K |
| Triad Wealth Partners, LLC | 0.01% | New | 314 | $17K |
| Country Trust Bank | 0.00% | New | 300 | $16K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 271 | $14K |
| Crewe Advisors LLC | 0.00% | Reduce -2.9% | 268 | $14K |
| Financial Management Professionals, Inc. | 0.00% | No change | 259 | $14K |
| Tucker Asset Management LLC | 0.00% | New | 245 | $13K |
| Avior Wealth Management, LLC | 0.00% | Add +32.3% | 209 | $11K |
| LGT Financial Advisors LLC | 0.02% | Add +82.7% | 190 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 189 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 163 | $9K |
| Arax Advisory Partners | 0.00% | No change | 122 | $6K |
| 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% | No change | 95 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -17.9% | 92 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 73 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 72 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 69 | $4K |
| Key Financial Inc | 0.00% | No change | 58 | $3K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -94.8% | 35 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 33 | $2K |
| 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.