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 |
| Equitable Holdings, Inc. | 0.06% | Add +0.2% | 104,780 | $5.9M |
| Cornerstone Wealth Management, LLC | 0.42% | Add +6.0% | 104,539 | $5.9M |
| Collaborative Wealth Managment Inc. | 2.56% | Add +4.1% | 99,886 | $5.7M |
| Centennial Bank | 2.56% | Add +8.4% | 98,788 | $5.6M |
| Running Point Capital Advisors, LLC | 2.06% | Add +4.5% | 94,388 | $5.3M |
| Shepherd Kaplan Krochuk, LLC | 3.98% | Reduce -13.8% | 93,225 | $5.3M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +2.1% | 93,057 | $5.3M |
| Gentry Private Wealth, LLC | 4.24% | Reduce -21.5% | 91,759 | $5.2M |
| Pinion Investment Advisors, LLC | 2.09% | Reduce -23.3% | 88,341 | $5.0M |
| Integrated Capital Management, Inc. | 3.67% | Reduce -5.0% | 83,906 | $4.7M |
| Able Wealth Management LLC | 3.58% | Reduce -4.3% | 83,556 | $4.7M |
| Focus Financial Network, Inc. | 0.18% | Add +5.0% | 79,415 | $4.5M |
| First Citizens Bank & Trust Co. | 0.10% | Reduce -41.3% | 78,042 | $4.4M |
| Sigma Planning Corp | 0.12% | Add +13.7% | 67,064 | $3.8M |
| Gallacher Capital Management LLC | 1.73% | Reduce -1.6% | 66,623 | $3.8M |
| Delos Wealth Advisors, LLC | 3.23% | Add +7.9% | 65,369 | $3.7M |
| N.E.W. Advisory Services LLC | 0.35% | Add +11.1% | 63,567 | $3.6M |
| Arrowroot Family Office, LLC | 2.09% | New | 63,403 | $3.6M |
| Portside Wealth Group, LLC | 0.61% | Add +9.3% | 63,211 | $3.6M |
| Fulcrum Capital LLC | 0.75% | New | 60,857 | $3.4M |
| Jane Street Group, LLC | 0.01% | New | 60,154 | $3.4M |
| Merit Financial Group, LLC | 0.08% | Reduce -20.2% | 60,122 | $3.4M |
| Burton Enright Welch | 0.70% | Add +26.7% | 58,056 | $3.3M |
| Kathmere Capital Management, LLC | 0.31% | Reduce -1.9% | 57,783 | $3.3M |
| Mutual Advisors, LLC | 0.09% | Add +26.5% | 56,423 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.5% | 55,091 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +5.6% | 53,244 | $3.0M |
| Kingsview Wealth Management, LLC | 0.06% | Add +15.2% | 53,182 | $3.0M |
| Clarus Wealth Advisors | 1.52% | Reduce -6.2% | 53,260 | $3.0M |
| Western Wealth Management, LLC | 0.17% | Add +22.0% | 52,062 | $2.9M |
| Weil Company, Inc. | 0.95% | Add +32.3% | 50,961 | $2.9M |
| Bison Wealth, LLC | 0.46% | Add +24.2% | 50,595 | $2.9M |
| Gibbs Wealth Management | 0.92% | Add +47.4% | 50,135 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +0.8% | 48,110 | $2.7M |
| Win Advisors, Inc. | 1.26% | New | 47,600 | $2.7M |
| Renaissance Technologies | 0.00% | Add +331.8% | 46,200 | $2.6M |
| IFP Advisors, Inc | 0.09% | Reduce -6.4% | 44,968 | $2.5M |
| Global Retirement Partners, LLC | 0.08% | Add +10.4% | 44,631 | $2.5M |
| Wealthspire Advisors, LLC | 0.03% | Add +87.1% | 44,123 | $2.5M |
| Fifth Third Securities, Inc. | 0.23% | Reduce -7.9% | 42,225 | $2.4M |
| Blue Trust, Inc. | 0.03% | Add +7.5% | 44,765 | $2.4M |
| Intrust Bank NA | 0.23% | Reduce -2.8% | 40,474 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 40,262 | $2.3M |
| L & S Advisors Inc | 0.27% | Reduce -4.5% | 40,077 | $2.3M |
| Ayalon Insurance Comp Ltd. | 0.70% | No change | 39,764 | $2.2M |
| Retirement Planning Group, LLC | 0.12% | Reduce -2.2% | 39,289 | $2.2M |
| Oliver Lagore Vanvalin Investment Group | 0.59% | Reduce -5.3% | 38,812 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.5% | 38,199 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +122.3% | 37,888 | $2.1M |
| Valley National Advisers Inc. | 0.38% | Reduce -31.2% | 36,895 | $2.1M |
| First Heartland Consultants, Inc. | 0.22% | Add +5.4% | 36,125 | $2.0M |
| CAP Partners, LLC | 1.45% | Add +5.4% | 34,255 | $1.9M |
| Confluence Wealth Services, Inc. | 0.14% | Reduce -0.5% | 33,747 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +155.2% | 33,082 | $1.9M |
| Future Financial Wealth Managment LLC | 1.33% | Add +1.4% | 32,873 | $1.9M |
| Princeton Global Asset Management LLC | 0.35% | Add +19.9% | 31,841 | $1.8M |
| Westfuller Advisors, LLC | 1.29% | — | 31,828 | $1.8M |
| Palisade Capital Management, LP | 0.05% | New | 31,645 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +37.0% | 30,255 | $1.7M |
| First Commonwealth Financial Corp | 0.41% | Reduce -11.6% | 30,098 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +23.5% | 28,326 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.2% | 28,016 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +4.2% | 28,016 | $1.6M |
| Herold Advisors, Inc. | 0.34% | Add +1.7% | 28,012 | $1.6M |
| PFG Advisors | 0.10% | Add +22.8% | 27,820 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.7% | 27,644 | $1.6M |
| JT Stratford LLC | 0.26% | Add +14.0% | 26,478 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.2% | 26,227 | $1.5M |
| Advisory Services Network, LLC | 0.03% | No change | 27,554 | $1.5M |
| Apollon Wealth Management, LLC | 0.04% | No change | 25,151 | $1.4M |
| TD Capital Management LLC | 0.14% | Reduce -2.4% | 24,847 | $1.4M |
| Spire Wealth Management | 0.05% | Add +12.8% | 24,474 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -46.3% | 23,169 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Reduce -27.8% | 22,843 | $1.3M |
| WealthShield Partners, LLC | 0.17% | Add +1.2% | 22,765 | $1.3M |
| Florida Financial Advisors, LLC | 0.64% | Add +8.5% | 22,017 | $1.2M |
| Private Wealth Partners, LLC | 0.10% | No change | 21,109 | $1.2M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -0.8% | 20,903 | $1.2M |
| Andina Capital Management, LLC | 0.88% | New | 20,504 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +4.2% | 19,870 | $1.1M |
| Scarborough Advisors, LLC | 0.18% | Reduce -12.9% | 19,238 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +33.3% | 19,210 | $1.1M |
| Financial Network Wealth Advisors LLC | 0.89% | Reduce -3.8% | 19,086 | $1.1M |
| Bank of Montreal | 0.00% | Add +1456.2% | 19,110 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +3.6% | 18,681 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -0.1% | 18,443 | $1.0M |
| World Investment Advisors | 0.03% | New | 18,119 | $1.0M |
| Apexium Financial, LP | 0.06% | Reduce -2.6% | 17,397 | $984K |
| MBE Wealth Management, LLC | 0.54% | Reduce -10.2% | 17,209 | $974K |
| Mendel Money Management | 0.41% | Add +25.9% | 16,702 | $945K |
| FMR LLC | 0.00% | Add +22.9% | 16,613 | $940K |
| Cerity Partners LLC | 0.00% | New | 16,233 | $918K |
| Integrated Advisors Network LLC | 0.04% | Reduce -1.5% | 15,719 | $889K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 15,341 | $868K |
| Arkadios Wealth Advisors | 0.05% | New | 15,155 | $857K |
| 3Chopt Investment Partners, LLC | 0.30% | Reduce -3.5% | 14,944 | $845K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -83.9% | 14,716 | $832K |
| Tranquilli Financial Advisor LLC | 0.52% | New | 14,562 | $824K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.7% | 14,414 | $815K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -2.1% | 14,168 | $808K |
| Beacon Bridge Wealth Partners, LLC | 0.33% | Add +32.8% | 13,570 | $768K |
| Foundations Investment Advisors, LLC | 0.02% | New | 13,504 | $764K |
| Family Asset Management, LLC | 0.45% | Reduce -4.4% | 13,290 | $752K |
| Cooper Financial Group | 0.10% | Add +7.5% | 12,994 | $735K |
| Alliance Wealth Advisors, LLC | 0.18% | Add +1.9% | 12,318 | $697K |
| GG Group Ventures, LLC | 0.99% | Add +38.0% | 11,665 | $679K |
| Penney Financial, LLC | 0.46% | No change | 11,979 | $678K |
| Nottingham Advisors, Inc. | 0.07% | New | 11,925 | $675K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +15.1% | 11,528 | $652K |
| Old Second National Bank of Aurora | 0.16% | No change | 11,509 | $651K |
| Aveo Capital Partners, LLC | 0.07% | Add +8.9% | 11,488 | $650K |
| Sowell Financial Services LLC | 0.03% | New | 10,712 | $606K |
| Diversify Wealth Management, LLC | 0.06% | Reduce -13.2% | 10,694 | $606K |
| UBS Group AG | 0.00% | New | 10,549 | $597K |
| River Street Advisors LLC | 0.33% | Add +39.8% | 10,542 | $596K |
| Westover Capital Advisors, LLC | 0.11% | Add +101.0% | 10,420 | $589K |
| Interactive Financial Advisors, Inc. | 0.30% | No change | 10,218 | $578K |
| Sequent Asset Management, LLC | 0.27% | Reduce -34.6% | 9,691 | $548K |
| Capital Advisory Group Advisory Services, LLC | 0.21% | Add +53.7% | 9,531 | $539K |
| Teamwork Financial Advisors, LLC | 0.07% | Reduce -3.4% | 9,331 | $528K |
| High Net Worth Advisory Group LLC | 0.15% | New | 9,292 | $526K |
| Capital Advisors Wealth Management, LLC | 0.10% | Reduce -14.5% | 9,255 | $524K |
| Alpha Financial Partners LLC | 0.37% | New | 9,107 | $515K |
| Ehrlich Financial Group | 0.37% | New | 9,107 | $515K |
| Norden Group LLC | 0.06% | Add +5.0% | 9,075 | $513K |
| Patten Group, Inc. | 0.11% | Add +4.2% | 9,014 | $510K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 8,650 | $489K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +15.6% | 8,545 | $483K |
| Sax Wealth Advisors, LLC | 0.04% | Add +28.4% | 8,326 | $471K |
| Journey Strategic Wealth LLC | 0.02% | New | 8,291 | $469K |
| Investment Planning Advisors, Inc. | 0.23% | No change | 8,636 | $457K |
| 49 Wealth Management, LLC | 0.07% | Reduce -7.2% | 7,757 | $439K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -0.8% | 7,406 | $419K |
| Private Trust Co. NA | 0.04% | Add +4.9% | 7,308 | $413K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -23.9% | 7,341 | $413K |
| MN Wealth Advisors, LLC | 0.23% | Reduce -85.8% | 7,199 | $407K |
| Econ Financial Services Corp | 0.22% | Reduce -86.1% | 6,897 | $390K |
| Manhattan West Asset Management, LLC | 0.10% | Reduce -16.3% | 6,876 | $389K |
| Focus Partners Wealth | 0.00% | New | 6,611 | $374K |
| Fermata Advisors, LLC | 0.07% | Reduce -0.8% | 6,522 | $369K |
| WJ Wealth Management, LLC | 0.13% | Reduce -73.9% | 6,490 | $367K |
| RFG Advisory, LLC | 0.01% | Reduce -38.4% | 6,461 | $365K |
| Baker Tilly Wealth Management, LLC | 0.16% | Add +5.7% | 6,379 | $361K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -36.8% | 6,201 | $351K |
| Wedbush Securities Inc. | 0.01% | New | 6,053 | $342K |
| MBL Wealth, LLC | 0.04% | No change | 6,000 | $339K |
| Cresset Asset Management, LLC | 0.00% | New | 5,951 | $337K |
| WBH Advisory Inc. | 0.03% | No change | 5,859 | $331K |
| Sharkey, Howes & Javer | 0.04% | Reduce -91.9% | 5,556 | $314K |
| Betterment LLC | 0.00% | Add +2.9% | 5,299 | $300K |
| Lanark Financial, Inc. | 0.02% | Reduce -3.7% | 5,192 | $293K |
| Valued Retirements, Inc. | 0.40% | New | 5,103 | $289K |
| Zimmermann Investment Management & Planning LLC | 0.09% | Reduce -96.1% | 5,067 | $287K |
| National Wealth Management Group, LLC | 0.19% | New | 5,051 | $286K |
| Wallace Advisory Group, LLC | 0.21% | No change | 5,342 | $283K |
| Sterling Group Wealth Management, LLC | 0.15% | Reduce -3.6% | 4,897 | $277K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.2% | 4,899 | $277K |
| Northern Trust Corp. | 0.00% | New | 4,842 | $274K |
| Allworth Financial LP | 0.00% | Add +5.6% | 4,830 | $273K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 4,655 | $263K |
| Drive Wealth Management, LLC | 0.06% | No change | 4,386 | $248K |
| Lavaca Capital LLC | 0.11% | New | 4,237 | $240K |
| Redwood Financial Network Corp | 0.19% | Reduce -0.0% | 4,216 | $239K |
| Brookstone Capital Management | 0.00% | Reduce -9.4% | 4,216 | $239K |
| KPP Advisory Services LLC | 0.06% | Reduce -81.3% | 4,119 | $233K |
| Tevis Investment Management | 0.17% | New | 4,062 | $230K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +67.7% | 3,948 | $228K |
| Colton Groome Financial Advisors, LLC | 0.08% | New | 3,901 | $221K |
| PDS Planning, Inc | 0.02% | New | 3,839 | $217K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -27.8% | 3,826 | $216K |
| Lokken Investment Group LLC | 0.09% | New | 3,783 | $214K |
| Citigroup Inc. | 0.00% | Add +4.2% | 3,768 | $213K |
| Regimen Wealth, LLC | 0.07% | New | 3,740 | $212K |
| Wall Street Financial Group, Inc. | 0.22% | New | 3,655 | $207K |
| Hollencrest Capital Management | 0.01% | No change | 3,500 | $198K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,633 | $149K |
| Cwm, LLC | 0.00% | Reduce -2.2% | 2,097 | $119K |
| Northwest Financial Advisors | 0.08% | New | 1,715 | $97K |
| Albion Financial Group | 0.01% | Reduce -77.3% | 1,487 | $84K |
| US Bancorp \de | 0.00% | Reduce -13.9% | 1,275 | $72K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,237 | $70K |
| Parallel Advisors, LLC | 0.00% | No change | 1,202 | $68K |
| Fortitude Family Office, LLC | 0.03% | New | 1,200 | $68K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 818 | $46K |
| Colonial Trust Co / SC | 0.01% | No change | 797 | $45K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +139.0% | 772 | $43K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +40.0% | 700 | $40K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 694 | $39K |
| Harbour Investments, Inc. | 0.00% | Add +598.9% | 643 | $36K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 636 | $36K |
| SouthState Bank Corp | 0.00% | No change | 606 | $34K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Add +1.7% | 549 | $31K |
| CoreCap Advisors, LLC | 0.00% | Add +39.8% | 485 | $27K |
| Operose Advisors LLC | 0.01% | No change | 359 | $20K |
| Country Trust Bank | 0.00% | No change | 300 | $17K |
| Glenmede Trust Co. NA | 0.00% | Reduce -56.5% | 283 | $16K |
| Financial Management Professionals, Inc. | 0.00% | No change | 259 | $15K |
| Tucker Asset Management LLC | 0.00% | No change | 245 | $14K |
| Crewe Advisors LLC | 0.00% | Reduce -26.9% | 196 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 189 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +158.3% | 186 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -44.8% | 185 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 163 | $9K |
| Avior Wealth Management, LLC | 0.00% | Reduce -24.4% | 158 | $9K |
| LGT Financial Advisors LLC | 0.02% | Reduce -27.9% | 137 | $8K |
| Arax Advisory Partners | 0.00% | No change | 122 | $7K |
| UMB Bank, n.a. | 0.00% | New | 121 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 102 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $6K |
| Wagner Wealth Management, LLC | 0.00% | No change | 98 | $6K |
| Archer Investment Corp | 0.00% | No change | 95 | $5K |
| Ashton Thomas Securities, LLC | 0.00% | New | 83 | $5K |
| Key Financial Inc | 0.00% | Add +41.4% | 82 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 73 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 69 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -99.6% | 63 | $4K |
| GeoWealth Management, LLC | 0.00% | Reduce -98.8% | 60 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 52 | $3K |
| BNP Paribas Financial Markets | 0.00% | Add +9.1% | 36 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -98.9% | 28 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 26 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 13 | $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.