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 |
| Onyx Bridge Wealth Group LLC | 0.95% | Add +3.0% | 117,627 | $6.6M |
| MorganRosel Wealth Management, LLC | 1.99% | Add +3.3% | 115,970 | $6.5M |
| Ehrlich Financial Group | 4.63% | Add +7.3% | 112,553 | $6.4M |
| Running Point Capital Advisors, LLC | 1.98% | Add +4.4% | 110,266 | $6.2M |
| Base Wealth Management LLC | 4.60% | — | 107,039 | $6.0M |
| Able Wealth Management LLC | 3.57% | Add +11.9% | 106,498 | $6.0M |
| Collaborative Wealth Managment Inc. | 2.71% | Reduce -0.3% | 102,777 | $5.8M |
| Weil Company, Inc. | 1.71% | Add +66.8% | 101,564 | $5.7M |
| Novem Group | 0.81% | Reduce -4.1% | 101,236 | $5.7M |
| Blue Trust, Inc. | 0.07% | Reduce -8.6% | 95,551 | $5.4M |
| Sagespring Wealth Partners, LLC | 0.13% | Add +6.6% | 92,961 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -9.9% | 92,913 | $5.2M |
| Golden State Wealth Management, LLC | 0.78% | Add +7.3% | 92,698 | $5.2M |
| BridgePort Financial Solutions, LLC | 2.29% | Add +3.0% | 89,716 | $5.1M |
| Focus Financial Network, Inc. | 0.20% | Add +6.3% | 88,098 | $5.0M |
| Creative Planning | 0.00% | Add +41.9% | 86,458 | $4.9M |
| Shepherd Kaplan Krochuk, LLC | 4.14% | Reduce -3.4% | 85,691 | $4.8M |
| FDx Advisors, Inc. | 1.39% | Reduce -6.0% | 75,894 | $4.3M |
| Kingsview Wealth Management, LLC | 0.08% | Add +24.2% | 75,255 | $4.2M |
| Burton Enright Welch | 0.86% | Add +30.1% | 74,986 | $4.2M |
| Tableaux LLC | 3.05% | Add +17.4% | 74,881 | $4.2M |
| Integrated Capital Management, Inc. | 3.35% | Reduce -8.7% | 74,475 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.8% | 73,911 | $4.2M |
| Fulcrum Capital LLC | 0.92% | Add +3.2% | 73,721 | $4.2M |
| GoalVest Advisory LLC | 1.11% | Reduce -43.3% | 71,686 | $4.0M |
| Delos Wealth Advisors, LLC | 3.16% | Add +0.3% | 70,748 | $4.0M |
| Sigma Planning Corp | 0.13% | Add +1.3% | 70,368 | $4.0M |
| Gallacher Capital Management LLC | 1.92% | Reduce -2.8% | 69,768 | $3.9M |
| Per Stirling Capital Management, LLC. | 0.56% | Add +266.1% | 69,511 | $3.9M |
| Intelligence Driven Advisers, LLC | 0.75% | Reduce -3.4% | 69,175 | $3.9M |
| Keystone Global Partners, LLC | 2.62% | — | 66,245 | $3.7M |
| Linscomb Wealth, Inc. | 0.18% | New | 65,208 | $3.7M |
| Financial Advocates Investment Management | 0.26% | Add +932.9% | 64,855 | $3.7M |
| Western Wealth Management, LLC | 0.24% | Add +6.4% | 63,139 | $3.6M |
| Investor's Fiduciary Advisor Network, LLC | 1.68% | Add +3.0% | 63,095 | $3.6M |
| Centennial Bank | 1.65% | Reduce -1.2% | 61,528 | $3.5M |
| Pinion Investment Advisors, LLC | 0.74% | Add +7.4% | 59,458 | $3.4M |
| Kathmere Capital Management, LLC | 0.28% | Add +4.6% | 58,085 | $3.3M |
| Fiduciary Alliance LLC | 0.31% | Add +15.0% | 54,991 | $3.1M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +2.8% | 51,926 | $2.9M |
| Merit Financial Group, LLC | 0.04% | Add +9.0% | 51,779 | $2.9M |
| Mutual Advisors, LLC | 0.08% | Reduce -1.6% | 51,552 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +27.3% | 50,599 | $2.9M |
| Florida Financial Advisors, LLC | 1.09% | Add +73.3% | 50,130 | $2.8M |
| Independent Financial Group, LLC | 0.09% | Add +30.7% | 48,722 | $2.8M |
| Comerica Bank | 0.01% | Reduce -1.3% | 48,578 | $2.7M |
| First Citizens Bank & Trust Co. | 0.07% | Reduce -3.8% | 48,086 | $2.7M |
| Gibbs Wealth Management | 0.62% | Add +16.0% | 45,844 | $2.6M |
| IFP Advisors, Inc | 0.08% | Add +2.3% | 44,708 | $2.5M |
| Fifth Third Securities, Inc. | 0.21% | Reduce -2.3% | 43,883 | $2.5M |
| Founders Financial Securities LLC | 0.21% | Add +5.5% | 44,297 | $2.5M |
| Waverly Advisors, LLC | 0.03% | New | 42,755 | $2.4M |
| Silver Oak Securities, Incorporated | 0.23% | New | 43,030 | $2.4M |
| Portside Wealth Group, LLC | 0.39% | Add +4.9% | 42,433 | $2.4M |
| Valued Retirements, Inc. | 3.14% | Add +90.1% | 42,331 | $2.4M |
| CAP Partners, LLC | 1.65% | Add +14.6% | 40,169 | $2.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -5.0% | 39,849 | $2.3M |
| Ayalon Insurance Comp Ltd. | 0.72% | No change | 39,764 | $2.2M |
| Valley National Advisers Inc. | 0.40% | Add +1.5% | 38,803 | $2.2M |
| Retirement Planning Group, LLC | 0.10% | Reduce -1.1% | 38,286 | $2.2M |
| Centerpoint Advisory Group | 2.11% | Reduce -6.6% | 38,006 | $2.1M |
| L & S Advisors Inc | 0.30% | Reduce -6.5% | 37,890 | $2.1M |
| Intrust Bank NA | 0.21% | Reduce -2.0% | 37,797 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.1% | 37,620 | $2.1M |
| Andina Capital Management, LLC | 1.50% | Add +18.2% | 37,223 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Add +15.6% | 37,132 | $2.1M |
| Princeton Global Asset Management LLC | 0.42% | Add +9.1% | 37,038 | $2.1M |
| Wealthedge Investment Advisors, LLC | 0.94% | Reduce -7.9% | 36,857 | $2.1M |
| First Commonwealth Financial Corp | 0.48% | Add +38.0% | 35,906 | $2.0M |
| TD Capital Management LLC | 0.21% | Add +25.3% | 35,881 | $2.0M |
| SVB Wealth LLC | 0.08% | Reduce -28.7% | 35,683 | $2.0M |
| Archford Capital Strategies, LLC | 0.28% | Reduce -78.6% | 34,056 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +602.1% | 33,538 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -69.0% | 33,119 | $1.9M |
| JT Stratford LLC | 0.33% | Add +1.3% | 32,856 | $1.9M |
| UBS Group AG | 0.00% | Add +110.4% | 32,276 | $1.8M |
| Wealth Advisors of Iowa, LLC | 0.77% | New | 31,527 | $1.8M |
| Confluence Wealth Services, Inc. | 0.11% | Add +1.5% | 32,187 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -11.0% | 30,684 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -11.0% | 30,684 | $1.7M |
| Annex Advisory Services, LLC | 0.05% | Reduce -98.7% | 30,647 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.3% | 30,455 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.3% | 29,254 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -18.0% | 29,179 | $1.6M |
| Westfuller Advisors, LLC | 1.09% | Add +0.3% | 28,949 | $1.6M |
| Spire Wealth Management | 0.05% | Add +2.7% | 28,842 | $1.6M |
| Herold Advisors, Inc. | 0.34% | Reduce -5.1% | 27,188 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.7% | 25,630 | $1.4M |
| Gentry Private Wealth, LLC | 1.15% | Add +330.3% | 24,671 | $1.4M |
| Capital Advisory Group Advisory Services, LLC | 0.53% | Add +9.0% | 24,564 | $1.4M |
| PFG Advisors | 0.08% | Reduce -1.1% | 24,404 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +35.8% | 24,302 | $1.4M |
| WealthShield Partners, LLC | 0.18% | Add +3.3% | 24,278 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Add +93.0% | 23,797 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +49.3% | 23,629 | $1.3M |
| Ameriflex Group, Inc. | 0.52% | Add +32.5% | 22,302 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 21,848 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +15.6% | 21,827 | $1.2M |
| Keeler Thomas Management LLC | 0.59% | Reduce -79.4% | 21,271 | $1.2M |
| Private Wealth Partners, LLC | 0.10% | No change | 21,109 | $1.2M |
| Fort Point Capital Partners LLC | 0.13% | Add +0.6% | 21,032 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | No change | 20,455 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.3% | 22,339 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.4% | 19,925 | $1.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.19% | Add +6.8% | 19,882 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -25.1% | 19,843 | $1.1M |
| Elm3 Financial Group, LLC | 0.96% | Reduce -5.1% | 19,316 | $1.1M |
| Mendel Money Management | 0.52% | Add +4.2% | 19,284 | $1.1M |
| FMR LLC | 0.00% | Add +7.7% | 19,254 | $1.1M |
| 5T Wealth, LLC | 0.62% | Reduce -0.7% | 19,229 | $1.1M |
| Apexium Financial, LP | 0.06% | Add +9.9% | 19,120 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | Add +148.3% | 19,175 | $1.1M |
| Idaho Trust Co | 0.43% | New | 18,653 | $1.1M |
| Drive Wealth Management, LLC | 0.25% | New | 18,604 | $1.1M |
| Salem Investment Counselors Inc. | 0.04% | Add +0.0% | 18,266 | $1.0M |
| Illumine Investment Management, LLC | 0.84% | Add +6.4% | 18,194 | $1.0M |
| Brueske Advisory Services, LLC | 0.92% | New | 17,170 | $970K |
| M.E. Allison & Co., Inc. | 0.93% | No change | 16,640 | $940K |
| Boyum Wealth Architects LLC | 0.86% | — | 15,648 | $884K |
| Medallion Wealth Advisors, LLC | 0.40% | Add +1.0% | 15,448 | $875K |
| Titleist Asset Management, LLC | 0.10% | Reduce -92.3% | 14,907 | $842K |
| Composition Wealth, LLC | 0.02% | New | 14,904 | $842K |
| Emprise Bank | 0.42% | No change | 13,839 | $781K |
| Cooper Financial Group | 0.10% | Add +8.7% | 13,794 | $779K |
| Everest Private Wealth | 0.71% | No change | 13,723 | $775K |
| Private Trust Co. NA | 0.08% | Add +3.2% | 13,121 | $741K |
| Cerity Partners LLC | 0.00% | Add +1.7% | 12,998 | $734K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +2.9% | 12,792 | $722K |
| BXM Wealth LLC | 0.85% | New | 12,535 | $707K |
| Beacon Bridge Wealth Partners, LLC | 0.30% | Reduce -14.9% | 12,268 | $693K |
| High Net Worth Advisory Group LLC | 0.19% | Add +5.1% | 12,095 | $683K |
| Penney Financial, LLC | 0.44% | No change | 11,943 | $674K |
| Nottingham Advisors, Inc. | 0.10% | No change | 11,925 | $673K |
| Global Assets Advisory, LLC | 0.12% | Add +207.1% | 11,694 | $630K |
| Farther Finance Advisors, LLC | 0.02% | Add +151.4% | 10,464 | $593K |
| Flavin Financial Services, Inc. | 0.54% | Add +36.9% | 10,420 | $588K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.9% | 10,416 | $588K |
| Interactive Financial Advisors, Inc. | 0.30% | No change | 10,218 | $577K |
| Old Second National Bank of Aurora | 0.13% | Reduce -10.7% | 10,009 | $565K |
| Sequent Asset Management, LLC | 0.31% | Add +2.6% | 9,943 | $561K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -29.5% | 9,582 | $541K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +146.1% | 9,582 | $541K |
| PFG Investments, LLC | 0.03% | Add +29.9% | 9,488 | $536K |
| IRON Financial LLC | 0.30% | New | 9,468 | $535K |
| Capital Advisors Wealth Management, LLC | 0.09% | Reduce -2.7% | 8,949 | $505K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -6.7% | 8,876 | $501K |
| Patten Group, Inc. | 0.11% | Reduce -4.7% | 8,663 | $489K |
| Keyvantage Wealth, LLC | 0.23% | Add +0.0% | 8,500 | $480K |
| Brio Consultants, LLC | 0.08% | New | 8,484 | $479K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,339 | $471K |
| Blue Oak Capital, LLC | 0.26% | Reduce -12.7% | 8,228 | $465K |
| Alliance Wealth Advisors, LLC | 0.12% | Add +3.1% | 8,200 | $463K |
| Retireful, LLC | 0.43% | New | 56 | $451K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 7,978 | $451K |
| Horizon Wealth Management, LLC | 0.08% | No change | 7,901 | $446K |
| Advisor Resource Council | 0.03% | New | 7,550 | $426K |
| Norden Group LLC | 0.05% | Add +5.8% | 7,532 | $425K |
| CGC Financial Services, LLC | 0.16% | Add +18.1% | 7,364 | $416K |
| 49 Wealth Management, LLC | 0.05% | Reduce -8.0% | 7,322 | $413K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -9.2% | 7,320 | $413K |
| Scarborough Advisors, LLC | 0.06% | Reduce -1.9% | 7,112 | $402K |
| River Street Advisors LLC | 0.19% | Reduce -15.5% | 6,958 | $393K |
| Mgo One Seven LLC | 0.02% | Reduce -0.0% | 6,918 | $391K |
| Manhattan West Asset Management, LLC | 0.10% | No change | 6,876 | $388K |
| RFG Advisory, LLC | 0.01% | Add +7.9% | 6,819 | $385K |
| Coordinated Financial Services, Inc. | 0.29% | — | 6,600 | $373K |
| Albion Financial Group | 0.03% | Add +339.8% | 6,540 | $369K |
| KM Capital Management Ltd. | 0.19% | New | 6,392 | $361K |
| Wade Financial Advisory, Inc | 0.12% | New | 6,364 | $359K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.8% | 6,362 | $359K |
| Citigroup Inc. | 0.00% | Add +47.5% | 6,355 | $359K |
| WJ Wealth Management, LLC | 0.12% | Reduce -4.6% | 6,190 | $350K |
| Focus Partners Wealth | 0.00% | No change | 6,187 | $349K |
| MN Wealth Advisors, LLC | 0.20% | Add +10.8% | 6,176 | $349K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -2.8% | 6,173 | $349K |
| World Investment Advisors | 0.01% | Reduce -71.6% | 6,160 | $348K |
| Fermata Advisors, LLC | 0.06% | Reduce -3.2% | 6,132 | $346K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -12.6% | 6,062 | $339K |
| MBL Wealth, LLC | 0.03% | No change | 6,000 | $339K |
| Money Concepts Capital Corp. | 0.03% | Add +67.0% | 5,986 | $338K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.9% | 5,981 | $338K |
| Cresset Asset Management, LLC | 0.00% | No change | 5,951 | $336K |
| Lockerman Financial Group, Inc. | 0.50% | Add +1.5% | 5,901 | $333K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,900 | $333K |
| Betterment LLC | 0.00% | Add +6.4% | 5,846 | $330K |
| Saratoga Research & Investment Management | 0.02% | Reduce -95.7% | 5,679 | $321K |
| Westover Capital Advisors, LLC | 0.07% | Add +4.1% | 5,598 | $316K |
| WBH Advisory Inc. | 0.03% | Reduce -4.5% | 5,504 | $311K |
| Gateway Wealth Partners, LLC | 0.07% | Add +7.8% | 5,441 | $307K |
| Essex Financial Services, Inc. | 0.02% | Add +45.8% | 5,415 | $306K |
| Financial Network Wealth Advisors LLC | 0.40% | Add +1.6% | 5,341 | $302K |
| Sharkey, Howes & Javer | 0.04% | No change | 5,202 | $294K |
| Morey & Quinn Wealth Partners, LLC | 0.24% | Add +3.7% | 5,100 | $288K |
| Lanark Financial, Inc. | 0.02% | — | 4,958 | $279K |
| GeoWealth Management, LLC | 0.01% | Add +492800.0% | 4,929 | $278K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +0.1% | 4,915 | $278K |
| Sterling Group Wealth Management, LLC | 0.14% | Add +0.4% | 4,788 | $270K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 4,655 | $263K |
| Two Sigma Securities, LLC | 0.04% | New | 4,628 | $261K |
| American Financial Advisors, LLC | 0.04% | New | 4,619 | $261K |
| Northern Trust Corp. | 0.00% | Reduce -48.4% | 4,318 | $244K |
| Cable Hill Partners, LLC | 0.02% | New | 4,335 | $243K |
| Principal Securities, Inc. | 0.01% | No change | 4,167 | $239K |
| Pallas Capital Advisors LLC | 0.01% | New | 4,133 | $233K |
| Redwood Financial Network Corp | 0.17% | Add +1.5% | 4,035 | $228K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 4,016 | $227K |
| Northwest Financial Advisors | 0.19% | New | 3,977 | $225K |
| Runnymede Capital Advisors, Inc. | 0.21% | Reduce -36.2% | 3,884 | $219K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 3,878 | $219K |
| Regimen Wealth, LLC | 0.07% | Add +0.3% | 3,765 | $213K |
| Baker Tilly Wealth Management, LLC | 0.08% | Reduce -7.3% | 3,705 | $209K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -1.1% | 3,686 | $208K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,663 | $207K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | New | 3,642 | $206K |
| Campbell Deegan Wealth Management, LLC | 0.23% | Add +0.3% | 3,594 | $203K |
| Hollencrest Capital Management | 0.01% | No change | 3,500 | $198K |
| Qube Research & Technologies Ltd | 0.00% | Add +2834.2% | 3,345 | $189K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,633 | $149K |
| Bank of Montreal | 0.00% | Add +5.9% | 2,468 | $139K |
| Larson Financial Group LLC | 0.01% | Add +1183.8% | 2,375 | $134K |
| Lavaca Capital LLC | 0.05% | Reduce -50.3% | 2,050 | $116K |
| New Republic Capital, LLC | 0.05% | No change | 1,869 | $106K |
| Fortitude Family Office, LLC | 0.04% | No change | 1,750 | $99K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.1% | 1,680 | $95K |
| AE Wealth Management LLC | 0.00% | Add +5.6% | 1,590 | $90K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,237 | $70K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.0% | 1,154 | $65K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +49.9% | 1,049 | $59K |
| CoreCap Advisors, LLC | 0.00% | Add +200.6% | 1,043 | $59K |
| BlackRock, Inc. | 0.00% | New | 1,036 | $59K |
| Abound Wealth Management | 0.02% | No change | 964 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 818 | $46K |
| Colonial Trust Co / SC | 0.01% | No change | 797 | $45K |
| CX Institutional | 0.00% | New | 757 | $43K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +0.3% | 752 | $42K |
| Heck Capital Advisors, LLC | 0.00% | Reduce -80.6% | 725 | $41K |
| Harbour Investments, Inc. | 0.00% | Add +14.2% | 716 | $40K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 636 | $36K |
| Future Financial Wealth Managment LLC | 0.03% | Reduce -98.2% | 620 | $35K |
| SouthState Bank Corp | 0.00% | No change | 606 | $34K |
| Wagner Wealth Management, LLC | 0.01% | Add +516.3% | 604 | $34K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +68.5% | 578 | $33K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Add +0.2% | 552 | $31K |
| US Bancorp \de | 0.00% | Reduce -16.4% | 486 | $27K |
| Continuum Advisory, LLC | 0.00% | Add +775.0% | 455 | $26K |
| Sandy Spring Bank | 0.00% | No change | 420 | $24K |
| Cwm, LLC | 0.00% | Reduce -22.7% | 405 | $23K |
| Operose Advisors LLC | 0.01% | No change | 359 | $20K |
| AlphaCore Capital LLC | 0.00% | New | 339 | $19K |
| Roxbury Financial LLC | 0.02% | Add +0.6% | 314 | $19K |
| Hughes Financial Services, LLC | 0.00% | New | 318 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 259 | $15K |
| Coldstream Capital Management Inc. | 0.00% | New | 257 | $15K |
| Bokf, NA | 0.00% | New | 246 | $14K |
| Tucker Asset Management LLC | 0.00% | No change | 245 | $14K |
| Beacon Capital Management, LLC | 0.00% | New | 230 | $13K |
| Horizon Investments, LLC | 0.00% | No change | 203 | $11K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 200 | $11K |
| MAI Capital Management | 0.00% | No change | 192 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 186 | $11K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 185 | $10K |
| National Bank of Canada | 0.00% | No change | 174 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.7% | 152 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 133 | $8K |
| Crewe Advisors LLC | 0.00% | Reduce -2.3% | 127 | $7K |
| Arax Advisory Partners | 0.00% | Add +77.4% | 110 | $6K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -4.6% | 104 | $6K |
| Asset Dedication, LLC | 0.00% | New | 100 | $6K |
| Archer Investment Corp | 0.00% | No change | 95 | $5K |
| LGT Financial Advisors LLC | 0.02% | Reduce -32.9% | 92 | $5K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 83 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -55.3% | 72 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 69 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.8% | 69 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 63 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 56 | $3K |
| Eq Wealth Advisors, LLC | 0.00% | New | 37 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +25.0% | 5 | $282 |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.