JPMorgan US Quality FactorJQUAETF
13F holders, Q1 2025 (March 31)378holders +3
40new positions
33sold out
$56.47avg. 13F price*
At the end of Q1 2025, 378 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings, up 3 from Q4 2024. 40 opened new positions and 33 sold out. The largest holders were Savant Capital, LLC ($410.0M), Signaturefd, LLC ($303.8M) and LPL Financial LLC ($247.8M).
- Company
- JPMorgan US Quality Factor
- CUSIP
- 46641Q761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $83.5M |
| Exits | 33 | $52.0M |
All 13F filers, Q4 2024 → Q1 2025: 8,792,755 shares bought and 5,231,805 shares sold, net +3,560,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 378 holders
| Savant Capital, LLC | 3.47% | Add +16.6% | 7,260,893 | $410.0M |
| Signaturefd, LLC | 5.76% | Reduce -0.3% | 5,380,203 | $303.8M |
| LPL Financial LLC | 0.10% | Add +17.8% | 4,388,159 | $247.8M |
| St Germain D J Co. Inc. | 7.46% | Add +4.7% | 2,810,131 | $158.7M |
| Sage Mountain Advisors LLC | 10.39% | Add +3.8% | 2,496,255 | $141.0M |
| Morgan Stanley | 0.01% | Add +6.4% | 2,216,129 | $125.1M |
| Midland Wealth Advisors, LLC | 6.56% | Reduce -2.1% | 1,973,359 | $111.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +22.9% | 1,635,935 | $92.4M |
| Bank of America Corp. | 0.01% | Add +22.8% | 1,387,218 | $78.3M |
| Mason & Associates Inc | 19.02% | Reduce 0.0% | 1,355,587 | $76.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +4.1% | 1,351,512 | $76.3M |
| Quadcap Wealth Management, LLC | 10.65% | Add +0.7% | 1,300,278 | $73.4M |
| Hamilton Capital, LLC | 4.21% | Add +1.2% | 1,232,230 | $69.6M |
| Raymond James Financial Inc. | 0.03% | Add +12.1% | 1,176,850 | $66.5M |
| JPMorgan Chase & Co. | 0.00% | Add +10.3% | 1,022,795 | $57.8M |
| Townsquare Capital LLC | 0.58% | Add +5.6% | 957,045 | $54.0M |
| Facet Wealth, Inc. | 1.38% | Add +227.7% | 938,130 | $53.4M |
| Osaic Holdings, Inc. | 0.12% | Add +49.4% | 924,328 | $52.2M |
| RVW Wealth, LLC | 4.69% | Add +10.7% | 882,769 | $49.8M |
| Federation des caisses Desjardins du Quebec | 0.20% | Reduce -17.3% | 730,498 | $41.3M |
| One Capital Management, LLC | 1.36% | Add +18.1% | 709,310 | $40.1M |
| Royal Bank of Canada | 0.01% | Reduce -3.2% | 697,393 | $39.4M |
| Avidian Wealth Enterprises, LLC | 1.68% | Reduce -3.4% | 667,332 | $37.7M |
| TFC Financial Management, Inc. | 5.65% | Add +3.1% | 654,118 | $36.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.0% | 653,937 | $36.9M |
| LVZ, Inc. | 4.84% | New | 653,458 | $36.9M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +47.5% | 643,882 | $36.4M |
| Vertex Planning Partners, LLC | 7.80% | Add +2.2% | 632,454 | $35.7M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -0.3% | 630,913 | $35.6M |
| Spectrum Wealth Advisory Group, LLC | 16.58% | Add +3.3% | 611,963 | $34.6M |
| Kestra Advisory Services, LLC | 0.15% | Add +17.1% | 558,935 | $31.6M |
| Tull Financial Group, Inc. | 17.61% | Add +25.0% | 535,540 | $30.2M |
| Savvy Advisors, Inc. | 2.80% | Add +48.3% | 493,335 | $27.9M |
| Baker Avenue Asset Management, LP | 0.83% | Reduce -0.9% | 471,084 | $26.6M |
| Stratos Wealth Partners, LTD. | 0.41% | Add +16.0% | 468,110 | $26.4M |
| Goldstone Financial Group, LLC | 3.90% | Add +5.5% | 456,686 | $25.8M |
| NewEdge Advisors, LLC | 0.14% | Add +2.8% | 415,187 | $23.4M |
| REDW Wealth LLC | 8.56% | Reduce -6.8% | 407,496 | $23.0M |
| Wells Fargo & Company | 0.01% | Add +18.0% | 387,505 | $21.9M |
| Bartlett & Co. Wealth Management LLC | 0.32% | Add +6.1% | 386,212 | $21.8M |
| Equitable Holdings, Inc. | 0.20% | Add +296.6% | 372,620 | $21.0M |
| Roof Eidam Maycock Peralta, LLC | 5.54% | Reduce -8.9% | 369,933 | $20.9M |
| West Wealth Group, LLC | 5.98% | Add +8.9% | 357,437 | $20.2M |
| Beaumont Financial Advisors, LLC | 1.58% | Reduce -27.9% | 356,137 | $20.1M |
| Breakwater Capital Group | 3.42% | Add +14.6% | 340,111 | $19.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.2% | 338,887 | $19.1M |
| Strategent Financial, LLC | 17.06% | Add +6.5% | 333,784 | $18.8M |
| Fsa Wealth Partners, Inc. | 7.10% | Reduce -16.2% | 332,632 | $18.8M |
| Keystone Financial Group | 1.87% | Add +8.3% | 324,131 | $18.3M |
| Octavia Wealth Advisors, LLC | 2.05% | Reduce -31.0% | 299,113 | $16.9M |
| Sanchez Wealth Management Group | 4.56% | Add +6.0% | 297,615 | $16.8M |
| Walled Lake Planning & Wealth Management, LLC | 5.63% | Add +2766.6% | 280,298 | $15.8M |
| Sanctuary Advisors, LLC | 0.11% | Add +0.2% | 276,255 | $15.6M |
| MML Investors Services, LLC | 0.05% | Add +9.8% | 270,803 | $15.3M |
| Ameritas Advisory Services, LLC | 0.61% | Reduce -36.1% | 265,493 | $15.2M |
| Valicenti Advisory Services Inc. | 3.50% | Add +98.0% | 241,184 | $13.6M |
| D'Orazio & Associates, Inc. | 2.03% | Add +5.5% | 235,613 | $13.3M |
| HighTower Advisors, LLC | 0.02% | Add +69.0% | 232,188 | $13.1M |
| Mariner, LLC | 0.02% | Reduce -18.6% | 232,131 | $13.1M |
| Allworth Financial LP | 0.07% | Add +3760.3% | 236,752 | $13.1M |
| Private Advisor Group, LLC | 0.08% | Reduce -1.0% | 230,351 | $13.0M |
| Cetera Investment Advisers | 0.03% | Add +4.5% | 228,941 | $12.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.9% | 220,029 | $12.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.2% | 215,475 | $12.2M |
| First Horizon Advisors, Inc. | 0.34% | Reduce -8.9% | 214,738 | $12.1M |
| Kelly Financial Group LLC | 3.74% | Add +8.4% | 211,749 | $12.0M |
| Modern Wealth Management, LLC | 0.36% | Add +19.8% | 198,057 | $11.2M |
| Cobblestone Asset Management LLC | 6.50% | Add +28.4% | 197,207 | $11.1M |
| N.E.W. Advisory Services LLC | 0.83% | Add +109.5% | 192,932 | $10.9M |
| Concord Wealth Partners | 1.77% | Add +9.2% | 191,082 | $10.8M |
| Truist Financial Corp. | 0.02% | Add +11.1% | 188,862 | $10.7M |
| Prism Advisors, Inc. | 3.27% | Reduce -1.9% | 188,207 | $10.6M |
| Intellus Advisors LLC | 1.84% | New | 186,096 | $10.5M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -34.0% | 178,070 | $10.5M |
| Avantax Advisory Services, Inc. | 0.06% | Add +213.9% | 184,939 | $10.4M |
| Dynamic Advisor Solutions LLC | 0.34% | Add +7.6% | 182,806 | $10.3M |
| Blue Investment Partners LLC | 3.81% | Add +3.9% | 179,046 | $10.1M |
| Alpha Zero LLC | 7.54% | Add +6.4% | 175,166 | $9.9M |
| Concord Asset Management, LLC | 2.15% | Add +3.2% | 179,641 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 172,319 | $9.7M |
| Perigon Wealth Management, LLC | 0.25% | Reduce -15.8% | 171,073 | $9.7M |
| Ledyard National Bank | 0.93% | Reduce -0.5% | 166,990 | $9.4M |
| Knightsbridge Asset Management, LLC | 2.27% | Reduce -0.5% | 154,157 | $8.7M |
| Tsfg, LLC | 1.69% | Add +21.6% | 146,737 | $8.3M |
| J.W. Cole Advisors, Inc. | 0.25% | Add +43.9% | 143,949 | $8.1M |
| Petra Financial Advisors Inc. | 6.62% | Add +2.5% | 142,970 | $8.1M |
| Sage Advisory Services, Ltd.Co. | 4.71% | Add +0.3% | 141,902 | $8.0M |
| Redhawk Wealth Advisors, Inc. | 1.07% | Add +0.8% | 141,087 | $8.0M |
| EP Wealth Advisors, LLC | 0.06% | Add +2.6% | 140,884 | $8.0M |
| Woodmont Investment Counsel LLC | 0.57% | New | 139,679 | $7.9M |
| WCG Wealth Advisors LLC | 0.59% | Reduce -15.2% | 137,563 | $7.8M |
| Enzi Wealth | 3.11% | Add +1.9% | 139,145 | $7.7M |
| Clarus Wealth Advisors | 3.99% | Add +168.1% | 136,676 | $7.5M |
| Seamount Financial Group Inc. | 5.02% | Add +0.8% | 130,630 | $7.4M |
| MBA Advisors LLC | 3.62% | Add +1.0% | 129,500 | $7.3M |
| Edge Financial Advisors LLC | 4.50% | New | 126,281 | $7.1M |
| Cornerstone Wealth Management, LLC | 0.48% | Add +6.1% | 125,649 | $7.1M |
| Geneos Wealth Management Inc. | 0.24% | Add +10.9% | 125,381 | $7.1M |
| Benjamin Edwards Inc. | 0.10% | Add +0.5% | 123,971 | $7.0M |
| Jones Financial Companies LLLP | 0.01% | Add +86.6% | 122,504 | $6.9M |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.