JPMorgan US Quality FactorJQUAETF
13F holders, Q4 2024 (December 31)375holders +53
49new positions
22sold out
1famous investor
$57.30avg. 13F price*
At the end of Q4 2024, 375 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings, up 53 from Q3 2024. 49 opened new positions and 22 sold out. The largest holders were Savant Capital, LLC ($356.5M), Signaturefd, LLC ($309.0M) and LPL Financial LLC ($213.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $78.2M |
| Exits | 22 | $16.3M |
All 13F filers, Q3 2024 → Q4 2024: 6,154,095 shares bought and 7,180,142 shares sold, net −1,026,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 375 holders
| Savant Capital, LLC | 2.80% | Add +21.6% | 6,224,628 | $356.5M |
| Signaturefd, LLC | 5.86% | Reduce -2.5% | 5,395,512 | $309.0M |
| LPL Financial LLC | 0.09% | Add +5.3% | 3,726,426 | $213.4M |
| St Germain D J Co. Inc. | 6.98% | Add +1.7% | 2,682,855 | $153.6M |
| Sage Mountain Advisors LLC | 10.06% | Add +34.2% | 2,404,155 | $137.7M |
| Annex Advisory Services, LLC | 4.09% | Reduce -7.9% | 2,368,039 | $135.6M |
| Morgan Stanley | 0.01% | Add +4.6% | 2,082,807 | $119.3M |
| Midland Wealth Advisors, LLC | 6.95% | Reduce -1.2% | 2,016,799 | $115.5M |
| Mason & Associates Inc | 18.27% | Add +57.5% | 1,355,653 | $77.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +8.8% | 1,330,909 | $76.2M |
| Commonwealth Equity Services, LLC | 0.11% | Add +18.5% | 1,298,163 | $74.3M |
| Quadcap Wealth Management, LLC | 10.90% | Add +13.9% | 1,291,912 | $74.0M |
| Hamilton Capital, LLC | 5.30% | Reduce -1.8% | 1,218,086 | $69.8M |
| Bank of America Corp. | 0.01% | Add +12.0% | 1,129,339 | $64.7M |
| Raymond James Financial Inc. | 0.02% | — | 1,049,458 | $60.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.2% | 927,382 | $53.1M |
| Townsquare Capital LLC | 0.59% | Reduce -36.0% | 906,176 | $51.9M |
| Federation des caisses Desjardins du Quebec | 0.26% | Reduce -5.9% | 882,850 | $50.6M |
| RVW Wealth, LLC | 4.26% | Add +1.5% | 797,250 | $45.7M |
| Royal Bank of Canada | 0.01% | Reduce -29.9% | 720,488 | $41.3M |
| Avidian Wealth Enterprises, LLC | 1.78% | Add +5.2% | 691,132 | $39.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -20.2% | 641,051 | $36.7M |
| TFC Financial Management, Inc. | 5.75% | Add +2.7% | 634,416 | $36.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | New | 632,735 | $36.2M |
| Vertex Planning Partners, LLC | 7.82% | Reduce -13.5% | 618,834 | $35.4M |
| Osaic Holdings, Inc. | 0.08% | Add +20.6% | 618,523 | $34.9M |
| One Capital Management, LLC | 1.14% | Reduce -3.6% | 600,430 | $34.4M |
| Spectrum Wealth Advisory Group, LLC | 16.00% | Add +21.3% | 592,577 | $33.9M |
| Beaumont Financial Advisors, LLC | 2.12% | Reduce -2.4% | 493,904 | $28.3M |
| Kestra Advisory Services, LLC | 0.15% | Add +9.2% | 477,533 | $27.3M |
| Baker Avenue Asset Management, LP | 0.83% | Add +0.1% | 475,155 | $27.2M |
| REDW Wealth LLC | 8.69% | Reduce -23.5% | 436,991 | $25.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -0.4% | 436,575 | $25.0M |
| Octavia Wealth Advisors, LLC | 3.01% | Reduce -0.3% | 433,406 | $24.8M |
| Hennion & Walsh Asset Management, Inc. | 1.12% | Reduce -48.6% | 433,153 | $24.8M |
| Goldstone Financial Group, LLC | 3.89% | Add +5.3% | 432,945 | $24.8M |
| Tull Financial Group, Inc. | 14.80% | Add +0.9% | 428,418 | $24.5M |
| Ameritas Advisory Services, LLC | 0.82% | Add +70.2% | 415,597 | $23.8M |
| Roof Eidam Maycock Peralta, LLC | 6.00% | Reduce -10.1% | 406,157 | $23.3M |
| NewEdge Advisors, LLC | 0.14% | Add +13.7% | 403,858 | $23.1M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +0.6% | 403,593 | $23.1M |
| Fsa Wealth Partners, Inc. | 5.33% | Add +0.8% | 396,816 | $22.7M |
| Bartlett & Co. Wealth Management LLC | 0.30% | Add +5.8% | 364,087 | $20.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -56.3% | 361,078 | $20.7M |
| Savvy Advisors, Inc. | 2.29% | Add +23.2% | 332,630 | $19.0M |
| Wells Fargo & Company | 0.00% | Reduce -9.0% | 328,418 | $18.8M |
| West Wealth Group, LLC | 5.61% | Add +7.7% | 328,078 | $18.8M |
| Strategent Financial, LLC | 17.82% | — | 313,288 | $17.9M |
| Keystone Financial Group | 1.69% | Add +7.5% | 299,193 | $17.1M |
| Facet Wealth, Inc. | 0.45% | Add +94.9% | 286,312 | $17.1M |
| Breakwater Capital Group | 3.38% | Add +1.6% | 296,798 | $17.0M |
| Sanctuary Advisors, LLC | 0.10% | Add +6.2% | 275,647 | $16.5M |
| Mariner, LLC | 0.03% | Add +8.0% | 285,251 | $16.3M |
| Sanchez Wealth Management Group | 4.39% | Add +3.6% | 280,840 | $16.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -0.5% | 269,974 | $15.8M |
| MML Investors Services, LLC | 0.05% | Add +2.2% | 246,647 | $14.1M |
| Park Avenue Securities LLC | 0.14% | Reduce -1.6% | 238,353 | $13.7M |
| First Horizon Advisors, Inc. | 0.38% | Reduce -13.2% | 235,708 | $13.5M |
| Private Advisor Group, LLC | 0.07% | Add +30.6% | 232,771 | $13.3M |
| D'Orazio & Associates, Inc. | 1.89% | Add +11.8% | 223,274 | $12.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +1.2% | 220,404 | $12.6M |
| Cetera Investment Advisers | 0.03% | Reduce -25.0% | 219,119 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.3% | 218,077 | $12.5M |
| Perigon Wealth Management, LLC | 0.29% | Reduce -8.7% | 203,149 | $11.8M |
| Kelly Financial Group LLC | 3.98% | — | 195,332 | $11.2M |
| Titleist Asset Management, LLC | 1.27% | Add +2.5% | 193,203 | $11.1M |
| Prism Advisors, Inc. | 3.29% | Reduce -3.2% | 191,943 | $11.0M |
| Concord Wealth Partners | 1.64% | Reduce -1.4% | 175,006 | $10.0M |
| Concord Asset Management, LLC | 2.19% | Reduce -1.0% | 174,141 | $10.0M |
| Blue Investment Partners LLC | 3.62% | Add +3.3% | 172,361 | $9.9M |
| Truist Financial Corp. | 0.02% | Reduce -0.7% | 170,020 | $9.7M |
| Dynamic Advisor Solutions LLC | 0.42% | Add +14.2% | 169,889 | $9.7M |
| Stifel Financial Corp. | 0.01% | Reduce -1.7% | 169,641 | $9.7M |
| Ledyard National Bank | 0.90% | Add +4.6% | 167,860 | $9.6M |
| Modern Wealth Management, LLC | 0.35% | Add +6.8% | 165,295 | $9.5M |
| Alpha Zero LLC | 7.20% | — | 164,685 | $9.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 163,370 | $9.4M |
| WCG Wealth Advisors LLC | 0.61% | Add +0.1% | 162,176 | $9.3M |
| Archford Capital Strategies, LLC | 1.38% | Reduce -18.1% | 159,236 | $9.1M |
| Knightsbridge Asset Management, LLC | 2.09% | Add +1.9% | 154,976 | $8.9M |
| Cobblestone Asset Management LLC | 5.74% | Reduce -4.7% | 153,544 | $8.8M |
| Sage Advisory Services, Ltd.Co. | 4.81% | Reduce -74.5% | 141,554 | $8.1M |
| Enzi Wealth | 3.08% | Add +2.1% | 136,571 | $8.1M |
| Redhawk Wealth Advisors, Inc. | 1.08% | Add +2.9% | 139,954 | $8.0M |
| Petra Financial Advisors Inc. | 5.43% | Add +5.6% | 139,464 | $8.0M |
| HighTower Advisors, LLC | 0.01% | Add +149.5% | 137,430 | $7.9M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -2.4% | 137,365 | $7.9M |
| Saratoga Research & Investment Management | 0.38% | New | 131,175 | $7.5M |
| Seamount Financial Group Inc. | 5.13% | Add +13.3% | 129,595 | $7.4M |
| MBA Advisors LLC | 3.72% | Add +1.2% | 128,193 | $7.3M |
| GoalVest Advisory LLC | 1.99% | Reduce -33.4% | 126,373 | $7.2M |
| Benjamin Edwards Inc. | 0.10% | Reduce -5.4% | 123,384 | $7.1M |
| Valicenti Advisory Services Inc. | 1.74% | Reduce -21.1% | 121,804 | $7.0M |
| Tsfg, LLC | 1.42% | Add +2.8% | 120,663 | $6.9M |
| Cornerstone Wealth Management, LLC | 0.46% | Add +13.3% | 118,448 | $6.8M |
| Onyx Bridge Wealth Group LLC | 0.94% | Add +4.4% | 114,214 | $6.5M |
| Geneos Wealth Management Inc. | 0.23% | Add +2.9% | 113,059 | $6.5M |
| MorganRosel Wealth Management, LLC | 2.11% | Reduce -1.4% | 112,230 | $6.4M |
| Riggs Capital Management LLC | 6.10% | — | 108,503 | $6.2M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Reduce -2.3% | 106,675 | $6.1M |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.