JPMorgan US Quality FactorJQUAETF
13F holders, Q2 2025 (June 30)401holders +23
44new positions
24sold out
1famous investor
$60.07avg. 13F price*
At the end of Q2 2025, 401 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings, up 23 from Q1 2025. 44 opened new positions and 24 sold out. The largest holders were Savant Capital, LLC ($500.5M), Signaturefd, LLC ($330.3M) and LPL Financial LLC ($275.6M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $77.3M |
| Exits | 24 | $20.8M |
All 13F filers, Q1 2025 → Q2 2025: 8,470,346 shares bought and 4,920,760 shares sold, net +3,549,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 401 holders
| Savant Capital, LLC | 3.60% | Add +14.8% | 8,335,464 | $500.5M |
| Signaturefd, LLC | 5.64% | Add +2.3% | 5,501,136 | $330.3M |
| LPL Financial LLC | 0.09% | Add +4.6% | 4,589,457 | $275.6M |
| Morgan Stanley | 0.01% | Add +23.2% | 2,729,803 | $163.9M |
| Sage Mountain Advisors LLC | 10.60% | Add +8.6% | 2,711,715 | $162.8M |
| St Germain D J Co. Inc. | 6.12% | Reduce -16.0% | 2,361,744 | $141.8M |
| Midland Wealth Advisors, LLC | 6.72% | Add +2.7% | 2,026,359 | $121.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +7.1% | 1,752,280 | $105.2M |
| Raymond James Financial Inc. | 0.03% | Add +23.1% | 1,448,388 | $87.0M |
| Bank of America Corp. | 0.01% | Add +1.9% | 1,414,122 | $84.9M |
| Quadcap Wealth Management, LLC | 10.47% | Add +5.5% | 1,371,923 | $82.4M |
| Mason & Associates Inc | 18.81% | Add +0.1% | 1,356,613 | $81.5M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -0.4% | 1,346,019 | $80.8M |
| JPMorgan Chase & Co. | 0.01% | Add +29.6% | 1,325,435 | $79.6M |
| Osaic Holdings, Inc. | 0.12% | Add +20.9% | 1,117,616 | $67.1M |
| Facet Wealth, Inc. | 1.26% | Reduce -2.1% | 918,371 | $55.5M |
| RVW Wealth, LLC | 4.43% | Reduce -1.6% | 868,747 | $52.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.2% | 831,723 | $49.9M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +23.3% | 794,053 | $47.7M |
| Federation des caisses Desjardins du Quebec | 0.20% | Add +2.3% | 747,541 | $44.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +11.4% | 702,894 | $42.8M |
| TFC Financial Management, Inc. | 5.79% | Add +7.6% | 704,042 | $42.3M |
| Avidian Wealth Enterprises, LLC | 1.71% | Add +5.1% | 701,245 | $42.1M |
| One Capital Management, LLC | 1.44% | Reduce -2.3% | 693,251 | $41.6M |
| LVZ, Inc. | 4.84% | Add +2.8% | 671,830 | $40.3M |
| Kestra Advisory Services, LLC | 0.19% | Add +18.9% | 664,522 | $39.9M |
| Vertex Planning Partners, LLC | 8.04% | Add +1.4% | 641,311 | $38.5M |
| Savvy Advisors, Inc. | 2.45% | Add +23.8% | 610,579 | $36.7M |
| Tull Financial Group, Inc. | 15.91% | Add +8.8% | 582,403 | $35.0M |
| Beaumont Financial Advisors, LLC | 2.43% | Add +56.9% | 558,731 | $33.6M |
| Wells Fargo & Company | 0.01% | Add +35.4% | 524,504 | $31.5M |
| Intellus Advisors LLC | 4.68% | Add +181.2% | 523,325 | $31.4M |
| Spectrum Wealth Advisory Group, LLC | 14.18% | Reduce -17.0% | 507,736 | $30.5M |
| Royal Bank of Canada | 0.01% | Reduce -27.3% | 506,706 | $30.4M |
| Cetera Investment Advisers | 0.05% | Add +115.5% | 493,467 | $29.6M |
| Goldstone Financial Group, LLC | 3.84% | Add +4.7% | 478,203 | $29.1M |
| Stratos Wealth Partners, LTD. | 0.40% | Add +3.3% | 483,371 | $29.0M |
| Baker Avenue Asset Management, LP | 0.81% | Add +0.1% | 471,318 | $28.3M |
| NewEdge Advisors, LLC | 0.13% | Add +2.4% | 425,105 | $25.5M |
| Equitable Holdings, Inc. | 0.20% | Add +11.1% | 414,144 | $24.9M |
| Bartlett & Co. Wealth Management LLC | 0.34% | Add +4.5% | 403,621 | $24.2M |
| West Wealth Group, LLC | 5.94% | Add +9.8% | 392,434 | $23.9M |
| REDW Wealth LLC | 9.45% | Reduce -2.9% | 395,647 | $23.8M |
| MML Investors Services, LLC | 0.07% | Add +45.9% | 395,118 | $23.7M |
| Walled Lake Planning & Wealth Management, LLC | 7.21% | Add +31.2% | 367,802 | $22.1M |
| Roof Eidam Maycock Peralta, LLC | 5.41% | Reduce -1.2% | 365,444 | $21.9M |
| Breakwater Capital Group | 3.44% | Add +3.2% | 350,961 | $21.1M |
| Strategent Financial, LLC | 15.95% | Add +2.0% | 340,484 | $20.4M |
| HighTower Advisors, LLC | 0.03% | Add +46.3% | 339,777 | $20.4M |
| Octavia Wealth Advisors, LLC | 2.22% | Add +8.5% | 324,598 | $19.5M |
| Keystone Financial Group | 1.76% | Add +0.1% | 324,328 | $19.5M |
| Sanchez Wealth Management Group | 4.51% | Add +4.7% | 311,538 | $18.7M |
| Private Advisor Group, LLC | 0.09% | Add +18.8% | 273,679 | $16.4M |
| D'Orazio & Associates, Inc. | 2.25% | Add +12.6% | 265,388 | $15.9M |
| Wealth Advisors of Iowa, LLC | 5.69% | Add +703.5% | 253,334 | $15.2M |
| Geneos Wealth Management Inc. | 0.37% | Add +100.0% | 250,701 | $15.1M |
| Valicenti Advisory Services Inc. | 3.45% | Add +1.9% | 245,809 | $14.8M |
| Kelly Financial Group LLC | 4.11% | Add +11.8% | 236,721 | $14.2M |
| Two Sigma Investments, LP | 0.03% | New | 236,500 | $14.2M |
| Modern Wealth Management, LLC | 0.34% | Add +16.0% | 229,690 | $13.8M |
| Allworth Financial LP | 0.07% | Reduce -3.0% | 229,566 | $13.8M |
| Stifel Financial Corp. | 0.01% | Add +30.5% | 224,950 | $13.5M |
| First Horizon Advisors, Inc. | 0.34% | Add +0.6% | 215,970 | $13.0M |
| Park Avenue Securities LLC | 0.12% | New | 215,786 | $13.0M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.2% | 212,889 | $12.8M |
| Per Stirling Capital Management, LLC. | 1.63% | Add +199.6% | 208,269 | $12.5M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -24.6% | 208,213 | $12.5M |
| Jones Financial Companies LLLP | 0.01% | Add +67.8% | 205,579 | $12.3M |
| Avantax Advisory Services, Inc. | 0.07% | Add +7.6% | 199,007 | $12.0M |
| Alpha Zero LLC | 7.63% | Add +11.3% | 195,005 | $11.7M |
| Blue Investment Partners LLC | 4.00% | Add +6.0% | 189,710 | $11.4M |
| Cobblestone Asset Management LLC | 5.98% | Reduce -4.0% | 189,239 | $11.4M |
| Dynamic Advisor Solutions LLC | 0.35% | Add +2.0% | 186,486 | $11.2M |
| Truist Financial Corp. | 0.02% | Reduce -2.4% | 184,275 | $11.1M |
| Prism Advisors, Inc. | 3.11% | Reduce -3.2% | 182,137 | $10.9M |
| Petra Financial Advisors Inc. | 6.82% | Add +25.1% | 178,914 | $10.7M |
| Concord Asset Management, LLC | 1.59% | Reduce -2.2% | 175,611 | $10.5M |
| Concord Wealth Partners | 1.54% | Reduce -8.1% | 175,611 | $10.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -21.9% | 171,839 | $10.3M |
| Knightsbridge Asset Management, LLC | 2.28% | Add +9.8% | 169,347 | $10.2M |
| Perigon Wealth Management, LLC | 0.24% | Reduce -1.2% | 168,986 | $10.1M |
| Mariner, LLC | 0.01% | Reduce -27.9% | 167,398 | $10.1M |
| Ledyard National Bank | 0.94% | Reduce -1.0% | 165,300 | $9.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -52.8% | 159,966 | $9.6M |
| Merit Financial Group, LLC | 0.11% | Add +204.7% | 157,744 | $9.5M |
| Tsfg, LLC | 1.68% | Add +5.3% | 154,494 | $9.3M |
| Independent Financial Group, LLC | 0.25% | Add +208.4% | 150,276 | $9.0M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +3.1% | 148,426 | $8.9M |
| Woodmont Investment Counsel LLC | 0.58% | Add +5.3% | 147,032 | $8.8M |
| Cornerstone Wealth Management, LLC | 0.52% | Add +14.3% | 143,550 | $8.6M |
| Redhawk Wealth Advisors, Inc. | 1.08% | Add +1.6% | 143,344 | $8.6M |
| EP Wealth Advisors, LLC | 0.06% | Add +0.3% | 141,265 | $8.5M |
| Seamount Financial Group Inc. | 4.33% | Add +7.4% | 140,256 | $8.4M |
| Clarus Wealth Advisors | 3.86% | Add +1.2% | 138,262 | $8.4M |
| Enzi Wealth | 3.04% | Reduce -0.7% | 138,161 | $8.3M |
| MBA Advisors LLC | 3.65% | Add +1.8% | 131,806 | $7.9M |
| Members Advisory Group LLC | 2.97% | New | 131,699 | $7.9M |
| Benjamin Edwards Inc. | 0.10% | Add +3.9% | 128,810 | $7.7M |
| Able Wealth Management LLC | 3.82% | Add +18.5% | 126,177 | $7.6M |
| Edge Financial Advisors LLC | 3.90% | Reduce -2.4% | 123,252 | $7.4M |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.