JPMorgan US Quality FactorJQUAETF
13F holders, Q3 2025 (September 30)408holders +7
41new positions
28sold out
3famous investors
$62.89avg. 13F price*
At the end of Q3 2025, 408 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings, up 7 from Q2 2025. 41 opened new positions and 28 sold out. The largest holders were Savant Capital, LLC ($579.4M), Signaturefd, LLC ($338.9M) and LPL Financial LLC ($327.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan US Quality Factor
- CUSIP
- 46641Q761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $92.9M |
| Exits | 28 | $14.6M |
All 13F filers, Q2 2025 → Q3 2025: 7,722,842 shares bought and 3,114,539 shares sold, net +4,608,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 408 holders
| Savant Capital, LLC | 3.52% | Add +10.5% | 9,209,940 | $579.4M |
| Signaturefd, LLC | 5.35% | Reduce -2.1% | 5,387,597 | $338.9M |
| LPL Financial LLC | 0.10% | Add +13.3% | 5,198,431 | $327.0M |
| Sage Mountain Advisors LLC | 10.42% | Add +6.5% | 2,889,443 | $181.8M |
| Morgan Stanley | 0.01% | Reduce -2.3% | 2,667,150 | $167.8M |
| JPMorgan Chase & Co. | 0.01% | Add +53.0% | 2,027,896 | $127.6M |
| St Germain D J Co. Inc. | 4.87% | Reduce -18.1% | 1,933,178 | $121.6M |
| Raymond James Financial Inc. | 0.03% | Add +16.8% | 1,691,928 | $106.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -3.6% | 1,688,751 | $106.2M |
| Bank of America Corp. | 0.01% | Add +5.9% | 1,497,909 | $94.2M |
| Midland Wealth Advisors, LLC | 4.83% | Reduce -29.1% | 1,436,020 | $90.3M |
| Mason & Associates Inc | 17.50% | Add +1.8% | 1,381,590 | $86.9M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -1.9% | 1,320,356 | $83.1M |
| Quadcap Wealth Management, LLC | 8.82% | Reduce -13.4% | 1,187,538 | $74.7M |
| Osaic Holdings, Inc. | 0.10% | Add +1.7% | 1,136,476 | $70.5M |
| LVZ, Inc. | 7.13% | Add +48.5% | 997,493 | $62.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +13.5% | 943,733 | $59.4M |
| RVW Wealth, LLC | 4.44% | Add +4.0% | 903,152 | $56.8M |
| Facet Wealth, Inc. | 1.17% | Reduce -2.5% | 895,424 | $56.3M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +10.4% | 876,572 | $55.1M |
| Savvy Advisors, Inc. | 2.39% | Add +35.4% | 826,496 | $52.0M |
| Federation des caisses Desjardins du Quebec | 0.19% | Add +2.5% | 766,489 | $48.2M |
| Kestra Advisory Services, LLC | 0.21% | Add +8.6% | 721,930 | $45.4M |
| Avidian Wealth Enterprises, LLC | 1.71% | Add +2.8% | 720,681 | $45.3M |
| TFC Financial Management, Inc. | 5.80% | Add +2.2% | 719,666 | $45.3M |
| Intellus Advisors LLC | 5.98% | Add +32.8% | 695,154 | $43.7M |
| One Capital Management, LLC | 1.40% | Add +0.2% | 694,562 | $43.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -6.9% | 654,676 | $41.1M |
| Vertex Planning Partners, LLC | 7.79% | Add +0.6% | 645,295 | $40.6M |
| Warren Street Wealth Advisors, LLC | 12.09% | New | 640,580 | $40.3M |
| Cetera Investment Advisers | 0.04% | Add +24.8% | 616,056 | $38.8M |
| Tull Financial Group, Inc. | 16.42% | Add +1.5% | 591,126 | $37.2M |
| Beaumont Financial Advisors, LLC | 2.26% | Reduce -4.0% | 536,313 | $33.7M |
| Wells Fargo & Company | 0.01% | Add +0.8% | 528,475 | $33.2M |
| Spectrum Wealth Advisory Group, LLC | 13.44% | Add +1.9% | 517,321 | $32.5M |
| Goldstone Financial Group, LLC | 3.76% | Add +5.7% | 505,366 | $31.8M |
| Royal Bank of Canada | 0.01% | Reduce -1.2% | 500,479 | $31.5M |
| MML Investors Services, LLC | 0.08% | Add +26.0% | 497,901 | $31.3M |
| Stratos Wealth Partners, LTD. | 0.37% | Add +1.5% | 490,413 | $30.9M |
| Equitable Holdings, Inc. | 0.23% | Add +18.3% | 489,969 | $30.8M |
| Baker Avenue Asset Management, LP | 0.70% | Reduce -1.1% | 466,313 | $29.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +155.8% | 439,621 | $27.7M |
| NewEdge Advisors, LLC | 0.12% | Reduce -0.8% | 421,755 | $26.5M |
| Bartlett & Co. Wealth Management LLC | 0.34% | Add +0.9% | 407,155 | $25.6M |
| Ameritas Advisory Services, LLC | 1.65% | Add +266.7% | 401,081 | $25.2M |
| Two Sigma Investments, LP | 0.04% | Add +66.4% | 393,500 | $24.8M |
| HighTower Advisors, LLC | 0.03% | Add +13.4% | 385,333 | $24.2M |
| West Wealth Group, LLC | 5.35% | Reduce -3.1% | 380,283 | $23.7M |
| Breakwater Capital Group | 3.46% | Add +6.0% | 371,997 | $23.4M |
| REDW Wealth LLC | 8.67% | Reduce -7.9% | 364,563 | $22.9M |
| Roof Eidam Maycock Peralta, LLC | 5.47% | Reduce -2.2% | 357,480 | $22.5M |
| Walled Lake Planning & Wealth Management, LLC | 7.32% | Reduce -3.8% | 353,785 | $22.3M |
| Strategent Financial, LLC | 15.72% | Add +2.6% | 349,277 | $22.0M |
| Octavia Wealth Advisors, LLC | 2.10% | Add +3.4% | 335,664 | $21.1M |
| Sanchez Wealth Management Group | 4.51% | Add +3.7% | 323,160 | $20.3M |
| Thrivent Financial for Lutherans | 0.04% | Add +219.9% | 317,879 | $20.0M |
| Keystone Financial Group | 1.47% | Reduce -5.8% | 305,643 | $19.2M |
| Geneos Wealth Management Inc. | 0.43% | Add +7.6% | 269,698 | $17.0M |
| Private Advisor Group, LLC | 0.08% | Reduce -3.3% | 264,632 | $16.6M |
| D'Orazio & Associates, Inc. | 2.14% | Reduce -3.1% | 257,028 | $16.2M |
| Jones Financial Companies LLLP | 0.01% | Add +23.6% | 254,064 | $15.9M |
| Kelly Financial Group LLC | 4.15% | Add +5.0% | 248,600 | $15.6M |
| Modern Wealth Management, LLC | 0.29% | Add +1.2% | 232,448 | $14.6M |
| Knightsbridge Asset Management, LLC | 2.49% | Add +37.1% | 232,175 | $14.6M |
| Allworth Financial LP | 0.06% | Reduce -1.3% | 226,627 | $14.3M |
| Valicenti Advisory Services Inc. | 2.93% | Reduce -11.7% | 217,151 | $13.7M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.4% | 212,115 | $13.3M |
| Per Stirling Capital Management, LLC. | 1.59% | Add +1.4% | 211,118 | $13.3M |
| Alpha Zero LLC | 7.67% | Add +7.9% | 210,412 | $13.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.2% | 208,545 | $13.1M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +435.1% | 205,662 | $12.9M |
| Park Avenue Securities LLC | 0.10% | Reduce -5.2% | 204,577 | $12.9M |
| Independent Financial Group, LLC | 0.30% | Add +30.1% | 195,541 | $12.3M |
| Petra Financial Advisors Inc. | 7.02% | Add +7.0% | 191,529 | $12.0M |
| Able Wealth Management LLC | 4.50% | Add +50.8% | 190,240 | $12.0M |
| Stifel Financial Corp. | 0.01% | Reduce -15.8% | 189,391 | $11.9M |
| Truist Financial Corp. | 0.02% | Reduce -0.8% | 182,844 | $11.5M |
| Dynamic Advisor Solutions LLC | 0.33% | Reduce -2.3% | 182,298 | $11.5M |
| Prism Advisors, Inc. | 3.00% | Reduce -3.0% | 176,704 | $11.1M |
| Integrated Wealth Concepts LLC | 0.10% | Add +462.9% | 171,442 | $10.8M |
| Base Wealth Management LLC | 6.06% | Add +41.5% | 168,993 | $10.6M |
| Ledyard National Bank | 0.94% | Add +1.4% | 167,586 | $10.5M |
| Waterway Wealth Management, LLC | 2.50% | New | 166,840 | $10.5M |
| Tsfg, LLC | 1.61% | Add +4.1% | 160,820 | $10.1M |
| Perigon Wealth Management, LLC | 0.21% | Reduce -4.8% | 160,793 | $10.1M |
| Mariner, LLC | 0.01% | Reduce -5.4% | 158,370 | $10.0M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +5.6% | 156,763 | $9.9M |
| Cobblestone Asset Management LLC | 4.40% | Reduce -19.2% | 152,986 | $9.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.4% | 151,383 | $9.5M |
| Merit Financial Group, LLC | 0.09% | Reduce -4.2% | 151,125 | $9.5M |
| Cornerstone Wealth Management, LLC | 0.52% | Add +3.9% | 149,075 | $9.4M |
| Seamount Financial Group Inc. | 4.27% | Add +2.5% | 143,751 | $9.0M |
| Woodmont Investment Counsel LLC | 0.57% | Reduce -7.3% | 136,308 | $8.6M |
| Enzi Wealth | 3.01% | Add +0.3% | 138,614 | $8.6M |
| Clarus Wealth Advisors | 3.79% | Reduce -1.8% | 135,829 | $8.6M |
| Palisade Capital Management, LP | 0.26% | New | 135,305 | $8.5M |
| Edge Financial Advisors LLC | 3.77% | Add +8.5% | 133,714 | $8.4M |
| Members Advisory Group LLC | 2.89% | Reduce -1.5% | 129,763 | $8.2M |
| Benjamin Edwards Inc. | 0.09% | Add +0.6% | 129,576 | $8.2M |
| MBA Advisors LLC | 3.47% | Reduce -1.9% | 129,290 | $8.1M |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.