JPMorgan US Quality FactorJQUAETF
13F holders, Q3 2024 (September 30)322holders +14
45new positions
24sold out
1famous investor
$56.54avg. 13F price*
At the end of Q3 2024, 322 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings, up 14 from Q2 2024. 45 opened new positions and 24 sold out. The largest holders were Signaturefd, LLC ($313.0M), Savant Capital, LLC ($289.6M) and LPL Financial LLC ($200.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan US Quality Factor
- CUSIP
- 46641Q761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $183.8M |
| Exits | 24 | $31.0M |
All 13F filers, Q2 2024 → Q3 2024: 10,379,711 shares bought and 4,271,339 shares sold, net +6,108,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 322 holders
| Signaturefd, LLC | 5.97% | Add +1.2% | 5,533,652 | $313.0M |
| Savant Capital, LLC | 2.40% | Add +79.8% | 5,120,072 | $289.6M |
| LPL Financial LLC | 0.09% | Add +16.9% | 3,539,316 | $200.2M |
| St Germain D J Co. Inc. | 6.86% | Add +2.6% | 2,638,129 | $149.2M |
| Annex Advisory Services, LLC | 4.66% | Reduce -32.8% | 2,572,322 | $145.5M |
| Midland Wealth Advisors, LLC | 6.77% | Reduce -3.9% | 2,041,588 | $115.5M |
| Morgan Stanley | 0.01% | Reduce -2.2% | 1,991,696 | $112.7M |
| Sage Mountain Advisors LLC | 8.64% | Add +4.3% | 1,791,202 | $101.3M |
| Horizon Investments, LLC | 2.46% | New | 1,639,554 | $92.7M |
| Townsquare Capital LLC | 0.96% | Add +6.1% | 1,415,009 | $80.0M |
| Hamilton Capital, LLC | 5.13% | Reduce -7.8% | 1,240,350 | $69.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +49.3% | 1,223,074 | $69.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -39.9% | 1,177,299 | $66.6M |
| Quadcap Wealth Management, LLC | 10.03% | Add +35.1% | 1,133,781 | $64.1M |
| Commonwealth Equity Services, LLC | 0.09% | Add +5.3% | 1,095,854 | $62.0M |
| Royal Bank of Canada | 0.01% | Add +13.9% | 1,028,216 | $58.2M |
| Bank of America Corp. | 0.01% | Add +11.6% | 1,008,259 | $57.0M |
| Federation des caisses Desjardins du Quebec | 0.26% | Reduce -0.1% | 937,823 | $53.1M |
| Mason & Associates Inc | 12.15% | Add +25.9% | 861,023 | $48.7M |
| Hennion & Walsh Asset Management, Inc. | 2.23% | Add +1.2% | 843,591 | $47.7M |
| Bank of New York Mellon Corp | 0.01% | Add +84.6% | 825,843 | $46.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.2% | 803,479 | $45.5M |
| RVW Wealth, LLC | 4.13% | Add +3.1% | 785,662 | $44.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +8.4% | 749,412 | $42.4M |
| Vertex Planning Partners, LLC | 9.67% | Add +0.7% | 715,076 | $40.5M |
| Avidian Wealth Enterprises, LLC | 1.69% | Add +3.5% | 657,105 | $37.2M |
| One Capital Management, LLC | 1.12% | Add +1.9% | 623,150 | $35.3M |
| TFC Financial Management, Inc. | 5.53% | Add +2.3% | 617,946 | $35.0M |
| REDW Wealth LLC | 8.28% | Reduce -6.5% | 570,961 | $32.3M |
| Sage Advisory Services, Ltd.Co. | 8.25% | No change | 554,691 | $29.4M |
| Osaic Holdings, Inc. | 0.07% | Add +18.5% | 513,039 | $29.0M |
| Beaumont Financial Advisors, LLC | 2.24% | Add +0.6% | 506,129 | $28.6M |
| Spectrum Wealth Advisory Group, LLC | 15.51% | New | 488,732 | $27.6M |
| Comerica Bank | 0.11% | Add +15.0% | 485,354 | $27.5M |
| Baker Avenue Asset Management, LP | 0.85% | Add +0.3% | 474,507 | $26.8M |
| Horizon Advisory Services, Inc. | 12.17% | Reduce -1.5% | 471,718 | $26.7M |
| Roof Eidam Maycock Peralta, LLC | 6.50% | Reduce -3.5% | 451,693 | $25.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.8% | 438,317 | $24.8M |
| Kestra Advisory Services, LLC | 0.14% | Add +174.1% | 437,378 | $24.7M |
| Octavia Wealth Advisors, LLC | 3.03% | Add +4.3% | 434,592 | $24.6M |
| Tull Financial Group, Inc. | 14.61% | — | 424,696 | $24.0M |
| Goldstone Financial Group, LLC | 4.05% | Add +8.2% | 411,001 | $23.3M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +2.9% | 401,329 | $22.7M |
| Fsa Wealth Partners, Inc. | 5.38% | Add +2.0% | 393,611 | $22.3M |
| Wells Fargo & Company | 0.01% | Add +108.3% | 360,991 | $20.4M |
| NewEdge Advisors, LLC | 0.13% | Add +3.8% | 355,277 | $20.1M |
| Bartlett & Co. Wealth Management LLC | 0.28% | Add +10.9% | 344,112 | $19.5M |
| West Wealth Group, LLC | 5.58% | Add +8.1% | 304,570 | $17.2M |
| Raymond James & Associates | 0.01% | Add +19.6% | 296,140 | $16.8M |
| Breakwater Capital Group | 3.33% | Add +7.3% | 292,193 | $16.5M |
| Cetera Investment Advisers | 0.04% | Add +24.1% | 292,125 | $16.5M |
| Keystone Financial Group | 2.03% | New | 278,428 | $15.8M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -1.3% | 259,657 | $15.4M |
| First Horizon Advisors, Inc. | 0.43% | Reduce -16.4% | 271,636 | $15.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +1.4% | 271,394 | $15.4M |
| Sanchez Wealth Management Group | 4.67% | Add +4.8% | 271,073 | $15.3M |
| Savvy Advisors, Inc. | 3.10% | Add +145.3% | 270,083 | $15.3M |
| Mariner, LLC | 0.03% | Add +231.1% | 264,222 | $14.9M |
| Ameritas Advisory Services, LLC | 0.60% | Reduce -38.1% | 244,144 | $13.8M |
| Park Avenue Securities LLC | 0.15% | Reduce -1.7% | 242,148 | $13.7M |
| MML Investors Services, LLC | 0.05% | Reduce -10.2% | 241,265 | $13.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.2% | 225,518 | $12.8M |
| Perigon Wealth Management, LLC | 0.34% | Add +8.0% | 222,538 | $12.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -58.0% | 217,816 | $12.3M |
| D'Orazio & Associates, Inc. | 1.61% | Add +16.8% | 199,744 | $11.3M |
| Archford Capital Strategies, LLC | 1.69% | Add +5.7% | 194,483 | $11.2M |
| Prism Advisors, Inc. | 3.21% | Reduce -3.2% | 198,212 | $11.2M |
| GoalVest Advisory LLC | 3.09% | Reduce -23.1% | 189,731 | $10.7M |
| Titleist Asset Management, LLC | 1.54% | Add +0.2% | 188,517 | $10.7M |
| Private Advisor Group, LLC | 0.06% | Add +101.9% | 178,184 | $10.1M |
| Concord Wealth Partners | 1.67% | Add +2.9% | 177,413 | $10.0M |
| Concord Asset Management, LLC | 2.25% | Add +3.6% | 175,950 | $10.0M |
| Stifel Financial Corp. | 0.01% | Reduce -12.3% | 172,548 | $9.8M |
| Truist Financial Corp. | 0.02% | Add +5.2% | 171,270 | $9.7M |
| Blue Investment Partners LLC | 3.89% | Add +14.5% | 166,810 | $9.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -4.6% | 165,573 | $9.4M |
| WCG Wealth Advisors LLC | 0.62% | New | 161,996 | $9.2M |
| Cobblestone Asset Management LLC | 5.48% | Reduce -0.9% | 161,152 | $9.1M |
| Ledyard National Bank | 0.83% | Add +0.9% | 160,420 | $9.1M |
| Modern Wealth Management, LLC | 0.54% | Reduce -5.7% | 154,819 | $8.8M |
| Valicenti Advisory Services Inc. | 2.24% | Add +40.9% | 154,284 | $8.7M |
| Knightsbridge Asset Management, LLC | 1.95% | Add +2.2% | 152,110 | $8.6M |
| Dynamic Advisor Solutions LLC | 0.25% | Add +13.6% | 148,763 | $8.4M |
| Facet Wealth, Inc. | 0.23% | Add +95.6% | 146,888 | $8.2M |
| EP Wealth Advisors, LLC | 0.07% | Add +6754.5% | 140,723 | $8.0M |
| Enzi Wealth | 3.02% | Add +4.7% | 133,803 | $7.7M |
| Redhawk Wealth Advisors, Inc. | 1.10% | Add +6.9% | 136,050 | $7.7M |
| Petra Financial Advisors Inc. | 4.93% | Add +28.6% | 132,037 | $7.5M |
| Benjamin Edwards Inc. | 0.11% | New | 130,434 | $7.4M |
| MBA Advisors LLC | 3.44% | Add +2.7% | 126,664 | $7.2M |
| Tsfg, LLC | 1.45% | Add +3.0% | 117,433 | $6.6M |
| Founders Financial Securities LLC | 0.60% | Add +264.7% | 114,989 | $6.5M |
| Seamount Financial Group Inc. | 4.87% | Add +8.2% | 114,422 | $6.5M |
| MorganRosel Wealth Management, LLC | 2.12% | Add +1.3% | 113,859 | $6.4M |
| FDx Advisors, Inc. | 1.70% | Add +12.2% | 110,079 | $6.2M |
| Geneos Wealth Management Inc. | 0.24% | Add +10.1% | 109,840 | $6.2M |
| Onyx Bridge Wealth Group LLC | 0.93% | Add +1.1% | 109,361 | $6.2M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Add +3.4% | 109,180 | $6.2M |
| Keeler Thomas Management LLC | 1.95% | Reduce -2.1% | 109,031 | $6.2M |
| Intelligence Driven Advisers, LLC | 0.86% | Reduce -4.2% | 106,932 | $6.0M |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.