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 |
| Weil Company, Inc. | 1.91% | Add +3.9% | 125,915 | $7.9M |
| Redhawk Wealth Advisors, Inc. | 0.90% | Reduce -14.1% | 123,209 | $7.8M |
| Running Point Capital Advisors, LLC | 2.05% | Add +6.1% | 121,686 | $7.7M |
| Onyx Bridge Wealth Group LLC | 0.82% | Add +0.6% | 120,292 | $7.6M |
| Ehrlich Financial Group | 4.44% | Add +2.1% | 118,990 | $7.5M |
| Pallas Capital Advisors LLC | 0.27% | Add +2.0% | 118,663 | $7.5M |
| BridgePort Financial Solutions, LLC | 1.99% | Add +30.0% | 117,813 | $7.4M |
| Tandem Financial, LLC | 2.74% | New | 116,943 | $7.4M |
| MorganRosel Wealth Management, LLC | 1.86% | Add +2.6% | 114,031 | $7.2M |
| Collaborative Wealth Managment Inc. | 2.90% | Add +4.8% | 113,921 | $7.2M |
| Tableaux LLC | 2.82% | Add +45.5% | 112,076 | $7.1M |
| FDx Advisors, Inc. | 2.00% | Reduce -6.2% | 106,286 | $6.7M |
| D.A. Davidson & Co. | 0.04% | Add +35.7% | 104,635 | $6.6M |
| Focus Financial Network, Inc. | 0.23% | Add +2.6% | 101,075 | $6.4M |
| Blue Trust, Inc. | 0.07% | Reduce -1.0% | 96,425 | $6.1M |
| Novem Group | 0.70% | Reduce -3.3% | 93,753 | $5.9M |
| Golden State Wealth Management, LLC | 0.63% | Reduce -2.3% | 91,416 | $5.8M |
| Arrowroot Family Office, LLC | 2.19% | Add +7.1% | 87,381 | $5.5M |
| Columbus Macro, LLC | 0.62% | Reduce -3.6% | 86,807 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Add +4.3% | 85,173 | $5.4M |
| Shepherd Kaplan Krochuk, LLC | 4.27% | Reduce -1.6% | 82,746 | $5.2M |
| Creative Planning | 0.00% | Reduce -2.2% | 80,647 | $5.1M |
| Fulcrum Capital LLC | 0.96% | Reduce -8.0% | 74,445 | $4.7M |
| Linscomb Wealth, Inc. | 0.20% | Add +9.3% | 73,549 | $4.6M |
| Sage Advisory Services, Ltd.Co. | 2.41% | Reduce -5.6% | 73,102 | $4.6M |
| Delos Wealth Advisors, LLC | 3.05% | Add +9.2% | 71,948 | $4.5M |
| Integrated Capital Management, Inc. | 3.12% | Reduce -2.2% | 71,140 | $4.5M |
| GoalVest Advisory LLC | 0.95% | Add +1.5% | 70,964 | $4.5M |
| Gallacher Capital Management LLC | 1.76% | Reduce -0.2% | 70,671 | $4.4M |
| Burton Enright Welch | 0.67% | Reduce -0.9% | 70,495 | $4.4M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -17.7% | 69,792 | $4.4M |
| Destiny Wealth Partners, LLC | 0.53% | Reduce -6.6% | 68,579 | $4.3M |
| Keystone Global Partners, LLC | 2.19% | Reduce -41.9% | 68,442 | $4.3M |
| Summit Financial, LLC | 0.07% | New | 67,774 | $4.3M |
| Wealth Advisors of Iowa, LLC | 1.43% | Reduce -73.7% | 66,568 | $4.2M |
| Sigma Planning Corp | 0.12% | Reduce -17.0% | 66,546 | $4.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.2% | 64,834 | $4.1M |
| Western Wealth Management, LLC | 0.22% | Reduce -0.5% | 64,639 | $4.1M |
| Investor's Fiduciary Advisor Network, LLC | 1.35% | Reduce -2.3% | 63,143 | $4.0M |
| Maridea Wealth Management LLC | 0.61% | New | 62,004 | $3.9M |
| Peck Wealth Management, LLC | 3.71% | — | 61,701 | $3.9M |
| Intelligence Driven Advisers, LLC | 0.53% | Reduce -8.4% | 60,587 | $3.8M |
| Kathmere Capital Management, LLC | 0.26% | Reduce -1.3% | 59,251 | $3.7M |
| Mutual Advisors, LLC | 0.08% | Add +3.7% | 57,589 | $3.6M |
| Plan Group Financial, LLC | 0.95% | New | 56,248 | $3.5M |
| Fiduciary Alliance LLC | 0.24% | Reduce -4.8% | 56,242 | $3.5M |
| Financial Futures Ltd Liability Co. | 1.69% | Add +18.6% | 55,416 | $3.5M |
| Centennial Bank | 1.36% | Add +3.2% | 55,108 | $3.5M |
| Seaview Investment Managers LLC | 1.23% | Reduce -47.9% | 53,144 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.20% | Reduce -11.1% | 51,008 | $3.2M |
| TD Capital Management LLC | 0.29% | Add +21.3% | 50,641 | $3.2M |
| Comerica Bank | 0.01% | Add +5.7% | 49,833 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.4% | 49,107 | $3.1M |
| Valued Retirements, Inc. | 3.46% | No change | 51,108 | $3.1M |
| Founders Financial Securities LLC | 0.21% | Add +4.3% | 47,984 | $3.0M |
| IFP Advisors, Inc | 0.08% | Add +0.6% | 47,258 | $3.0M |
| L & S Advisors Inc | 0.30% | Add +5.0% | 44,665 | $2.8M |
| UBS Group AG | 0.00% | Reduce -6.4% | 44,456 | $2.8M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -2.1% | 42,930 | $2.7M |
| CAP Partners, LLC | 1.51% | Reduce -1.5% | 42,429 | $2.7M |
| Portside Wealth Group, LLC | 0.37% | Reduce -6.1% | 42,005 | $2.6M |
| Valley National Advisers Inc. | 0.39% | Add +1.1% | 40,093 | $2.5M |
| Ayalon Insurance Comp Ltd. | 0.63% | No change | 39,764 | $2.5M |
| Andina Capital Management, LLC | 1.41% | Add +7.4% | 39,638 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 39,561 | $2.5M |
| Gibbs Wealth Management | 0.56% | Reduce -33.2% | 39,346 | $2.5M |
| Princeton Global Asset Management LLC | 0.40% | Reduce -1.7% | 38,466 | $2.4M |
| Retirement Planning Group, LLC | 0.08% | Reduce -0.3% | 37,850 | $2.4M |
| JT Stratford LLC | 0.32% | Add +16.6% | 37,226 | $2.3M |
| Centerpoint Advisory Group | 1.82% | Reduce -1.2% | 37,213 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -5.3% | 36,285 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +1.1% | 36,041 | $2.3M |
| PFG Advisors | 0.09% | Add +7.4% | 35,254 | $2.2M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -6.7% | 35,162 | $2.2M |
| Spire Wealth Management | 0.07% | Add +6.3% | 34,571 | $2.2M |
| Intrust Bank NA | 0.18% | Reduce -5.7% | 33,915 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +310.2% | 32,174 | $2.0M |
| Confluence Wealth Services, Inc. | 0.10% | Reduce -1.5% | 31,835 | $2.0M |
| Global Retirement Partners, LLC | 0.04% | Reduce -5.3% | 31,796 | $2.0M |
| Brueske Advisory Services, LLC | 1.07% | Reduce -8.3% | 31,071 | $2.0M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -13.9% | 30,646 | $1.9M |
| Foster Group, Inc. | 0.06% | Add +0.2% | 30,273 | $1.9M |
| Main Street Financial Solutions, LLC | 0.12% | Add +70.9% | 30,207 | $1.9M |
| Foundations Investment Advisors, LLC | 0.03% | Add +28.9% | 30,101 | $1.9M |
| Pinion Investment Advisors, LLC | 0.50% | Add +3.3% | 29,225 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.55% | Add +14.4% | 28,210 | $1.8M |
| WealthShield Partners, LLC | 0.20% | Add +1.1% | 27,944 | $1.8M |
| FMR LLC | 0.00% | Add +15.4% | 27,744 | $1.7M |
| Arkadios Wealth Advisors | 0.04% | Add +164.4% | 26,842 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +543.9% | 26,651 | $1.7M |
| Private Wealth Partners, LLC | 0.12% | Add +1.1% | 26,409 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | New | 26,400 | $1.7M |
| First Commonwealth Financial Corp | 0.28% | Reduce -15.7% | 26,337 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -0.2% | 26,184 | $1.6M |
| Westfuller Advisors, LLC | 0.74% | Reduce -10.7% | 25,919 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Add +5.4% | 25,451 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.50% | New | 25,388 | $1.6M |
| Composition Wealth, LLC | 0.02% | Add +52.6% | 25,294 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.2% | 24,770 | $1.6M |
| Archford Capital Strategies, LLC | 0.18% | Reduce -27.5% | 23,942 | $1.5M |
| SVB Wealth LLC | 0.08% | Reduce -7.2% | 23,919 | $1.5M |
| Salem Investment Counselors Inc. | 0.04% | Add +28.7% | 23,833 | $1.5M |
| Gentry Private Wealth, LLC | 1.02% | Reduce -4.4% | 23,291 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -5.6% | 23,021 | $1.4M |
| Herold Advisors, Inc. | 0.33% | Reduce -18.1% | 22,330 | $1.4M |
| Wealthedge Investment Advisors, LLC | 0.53% | Reduce -0.2% | 22,302 | $1.4M |
| American Financial Advisors, LLC | 0.18% | Add +380.6% | 22,235 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -64.1% | 21,466 | $1.4M |
| N.E.W. Advisory Services LLC | 0.12% | Add +28.0% | 21,040 | $1.3M |
| XTX Topco Ltd | 0.07% | New | 20,822 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +60.9% | 20,371 | $1.3M |
| Apexium Financial, LP | 0.06% | Reduce -5.3% | 20,326 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -18.5% | 20,221 | $1.3M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.16% | Reduce -0.5% | 20,007 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +34.1% | 19,919 | $1.3M |
| Illumine Investment Management, LLC | 0.89% | Add +11.6% | 19,768 | $1.2M |
| Mendel Money Management | 0.51% | Add +0.2% | 19,409 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.42% | Add +11.1% | 18,908 | $1.2M |
| Concord Wealth Partners | 0.16% | Reduce -89.5% | 18,469 | $1.2M |
| Drive Wealth Management, LLC | 0.24% | Reduce -3.5% | 18,125 | $1.1M |
| IRON Financial LLC | 0.54% | Reduce -1.2% | 18,036 | $1.1M |
| Concord Asset Management, LLC | 0.20% | Reduce -89.8% | 17,943 | $1.1M |
| M.E. Allison & Co., Inc. | 0.78% | Add +7.1% | 17,820 | $1.1M |
| Everest Private Wealth | 0.70% | Add +0.0% | 17,429 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.6% | 16,810 | $1.1M |
| Florida Financial Advisors, LLC | 0.32% | Reduce -79.2% | 16,606 | $1.0M |
| Altman Advisors, Inc. | 0.40% | No change | 16,453 | $1.0M |
| Boyum Wealth Architects LLC | 0.62% | Reduce -1.6% | 15,932 | $1.0M |
| UMB Bank, n.a. | 0.01% | New | 15,536 | $977K |
| Cooper Financial Group | 0.11% | Add +6.7% | 15,430 | $971K |
| Elm3 Financial Group, LLC | 0.77% | Reduce -15.7% | 14,874 | $936K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -1.0% | 14,556 | $910K |
| Flavin Financial Services, Inc. | 0.65% | Add +106.3% | 14,453 | $909K |
| Idaho Trust Co | 0.30% | Reduce -21.6% | 14,181 | $892K |
| Aspen Wealth Management LLC | 0.19% | No change | 13,904 | $875K |
| Emprise Bank | 0.38% | No change | 13,839 | $871K |
| Sowell Financial Services LLC | 0.03% | Add +8.2% | 13,408 | $843K |
| Beacon Bridge Wealth Partners, LLC | 0.29% | Add +1.5% | 13,039 | $820K |
| Renaissance Technologies | 0.00% | Reduce -54.7% | 13,000 | $818K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -35.4% | 12,807 | $806K |
| Titleist Asset Management, LLC | 0.07% | Reduce -3.6% | 12,616 | $794K |
| Silver Grove Financial Group, Inc. | 0.75% | — | 12,518 | $788K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.3% | 12,317 | $775K |
| Penney Financial, LLC | 0.34% | No change | 11,943 | $751K |
| Nottingham Advisors, Inc. | 0.10% | Add +0.0% | 11,926 | $750K |
| Annex Advisory Services, LLC | 0.02% | Reduce -22.5% | 11,852 | $746K |
| Susquehanna International Group, LLP | 0.00% | Add +12.1% | 11,408 | $718K |
| PFG Investments, LLC | 0.04% | Add +7.8% | 11,174 | $703K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +3.1% | 11,034 | $694K |
| CGC Financial Services, LLC | 0.19% | Add +49.6% | 10,854 | $683K |
| Corient Private Wealth LP | 0.00% | Add +177.7% | 10,800 | $679K |
| Betterment LLC | 0.00% | Add +20.4% | 10,499 | $660K |
| Interactive Financial Advisors, Inc. | 0.35% | No change | 10,218 | $643K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.9% | 10,013 | $630K |
| Old Second National Bank of Aurora | 0.13% | No change | 10,009 | $630K |
| Patten Group, Inc. | 0.12% | Add +2.5% | 9,927 | $625K |
| StoneX Group Inc. | 0.03% | Reduce -1.0% | 9,706 | $611K |
| High Net Worth Advisory Group LLC | 0.15% | No change | 9,702 | $610K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -1.4% | 9,173 | $577K |
| Cary Street Partners Financial LLC | 0.01% | Add +9.9% | 9,168 | $577K |
| Cerity Partners LLC | 0.00% | Reduce -10.5% | 9,146 | $575K |
| KERR FINANCIAL PLANNING Corp | 0.78% | — | 8,975 | $557K |
| 5T Wealth, LLC | 0.24% | No change | 8,774 | $552K |
| Winthrop Advisory Group LLC | 0.05% | New | 8,724 | $549K |
| Coldstream Capital Management Inc. | 0.01% | Add +95.1% | 8,670 | $545K |
| Arq Wealth Advisors, LLC | 0.16% | New | 8,637 | $543K |
| Capital Advisors Wealth Management, LLC | 0.08% | Reduce -2.6% | 8,519 | $536K |
| Keyvantage Wealth, LLC | 0.22% | Reduce -0.0% | 8,509 | $535K |
| Investment Planning Advisors, Inc. | 0.17% | Add +24.4% | 8,491 | $534K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.0% | 8,480 | $533K |
| Norden Group LLC | 0.05% | Reduce -11.1% | 8,468 | $533K |
| &partners | 0.00% | New | 8,397 | $528K |
| Jamison Private Wealth Management, Inc. | 0.07% | Add +0.3% | 8,383 | $527K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,339 | $525K |
| World Investment Advisors | 0.01% | Add +29.9% | 8,338 | $525K |
| Sax Wealth Advisors, LLC | 0.03% | Add +0.0% | 8,183 | $515K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -7.2% | 7,962 | $501K |
| Horizon Wealth Management, LLC | 0.07% | No change | 7,901 | $497K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -24.5% | 7,742 | $487K |
| Wealth Alliance, LLC | 0.05% | New | 7,498 | $472K |
| Sequent Asset Management, LLC | 0.22% | No change | 7,471 | $470K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -4.7% | 7,332 | $461K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.7% | 7,291 | $459K |
| Citigroup Inc. | 0.00% | Reduce -23.1% | 7,068 | $445K |
| Money Concepts Capital Corp. | 0.03% | Add +20.1% | 7,017 | $441K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.3% | 6,936 | $436K |
| RFG Advisory, LLC | 0.01% | Add +2.2% | 6,816 | $429K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 6,698 | $421K |
| Coordinated Financial Services, Inc. | 0.27% | No change | 6,600 | $415K |
| Scarborough Advisors, LLC | 0.07% | Reduce -0.7% | 6,598 | $415K |
| Albion Financial Group | 0.02% | No change | 6,540 | $411K |
| 49 Wealth Management, LLC | 0.04% | Reduce -9.3% | 6,348 | $399K |
| MN Wealth Advisors, LLC | 0.21% | Reduce -2.8% | 6,302 | $396K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +0.3% | 6,208 | $391K |
| MBL Wealth, LLC | 0.03% | No change | 6,000 | $377K |
| River Street Advisors LLC | 0.15% | Reduce -35.0% | 5,988 | $377K |
| Lockerman Financial Group, Inc. | 0.47% | Add +0.1% | 5,924 | $373K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 5,922 | $373K |
| Balentine LLC | 0.01% | New | 5,726 | $360K |
| Signal Advisors Wealth, LLC | 0.03% | New | 5,686 | $358K |
| Quantinno Capital Management LP | 0.00% | Add +59.5% | 5,584 | $351K |
| Financial Network Wealth Advisors LLC | 0.38% | Add +3.7% | 5,574 | $351K |
| Hughes Financial Services, LLC | 0.06% | Add +475.6% | 5,566 | $348K |
| WBH Advisory Inc. | 0.03% | No change | 5,496 | $346K |
| Westover Capital Advisors, LLC | 0.06% | Reduce -1.2% | 5,420 | $341K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,415 | $341K |
| Morey & Quinn Wealth Partners, LLC | 0.24% | No change | 5,230 | $329K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 5,206 | $328K |
| Sharkey, Howes & Javer | 0.04% | No change | 5,202 | $327K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.2% | 5,147 | $324K |
| Mgo One Seven LLC | 0.01% | Reduce -43.9% | 5,128 | $323K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +0.1% | 5,046 | $317K |
| Whittier Trust Co. | 0.00% | New | 5,002 | $315K |
| Northwest Financial Advisors | 0.40% | Add +25.3% | 4,989 | $314K |
| Lanark Financial, Inc. | 0.02% | Reduce -0.0% | 4,768 | $300K |
| Citadel Advisors | 0.00% | New | 4,616 | $290K |
| Redwood Financial Network Corp | 0.18% | Add +7.8% | 4,594 | $289K |
| Gateway Wealth Partners, LLC | 0.04% | Add +28.4% | 4,490 | $282K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 4,463 | $281K |
| Manhattan West Asset Management, LLC | 0.06% | Reduce -11.1% | 4,349 | $274K |
| BlackRock, Inc. | 0.00% | Add +0.4% | 4,289 | $270K |
| AQR Capital Management | 0.00% | New | 4,285 | $270K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +6.3% | 4,062 | $256K |
| Skyline Advisors, Inc. | 0.09% | Reduce -62.8% | 4,071 | $256K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 4,016 | $253K |
| Global Assets Advisory, LLC | 0.07% | Add +0.2% | 4,006 | $252K |
| Principal Securities, Inc. | 0.00% | Reduce -6.9% | 4,002 | $252K |
| Runnymede Capital Advisors, Inc. | 0.21% | Reduce -1.9% | 3,959 | $249K |
| Northern Trust Corp. | 0.00% | No change | 3,881 | $244K |
| Ellevest, Inc. | 0.03% | No change | 3,813 | $240K |
| Fsa Wealth Partners, Inc. | 0.09% | No change | 3,722 | $234K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,710 | $233K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 3,642 | $229K |
| Triumph Capital Management | 0.06% | New | 3,628 | $228K |
| Campbell Deegan Wealth Management, LLC | 0.20% | Add +0.3% | 3,614 | $227K |
| Hollencrest Capital Management | 0.01% | No change | 3,500 | $220K |
| Saratoga Research & Investment Management | 0.01% | Reduce -81.0% | 3,492 | $220K |
| Lantern Wealth Advisors, LLC | 0.11% | New | 3,457 | $218K |
| Sovran Advisors, LLC | 0.02% | Reduce -5.3% | 3,468 | $217K |
| IFS Group,LLC | 0.19% | — | 3,450 | $217K |
| Lokken Investment Group LLC | 0.07% | Add +0.6% | 3,451 | $217K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -1.9% | 3,430 | $216K |
| Maia Wealth LLC | 0.04% | Add +0.1% | 3,370 | $211K |
| Saxony Capital Management, LLC | 0.14% | New | 3,350 | $211K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -86.5% | 3,349 | $210K |
| Regimen Wealth, LLC | 0.06% | New | 3,338 | $210K |
| Townsquare Capital LLC | 0.03% | Reduce -86.0% | 3,307 | $208K |
| Wall Street Financial Group, Inc. | 0.15% | New | 3,260 | $205K |
| Wallace Advisory Group, LLC | 0.16% | New | 3,333 | $200K |
| AE Wealth Management LLC | 0.00% | Add +75.3% | 3,115 | $196K |
| Harbor Asset Planning, Inc. | 0.13% | Add +0.3% | 2,275 | $143K |
| Lavaca Capital LLC | 0.02% | No change | 1,939 | $122K |
| New Republic Capital, LLC | 0.04% | No change | 1,869 | $118K |
| Banco de Sabadell, S.A | 0.07% | No change | 1,796 | $113K |
| Harbour Investments, Inc. | 0.00% | Add +96.3% | 1,778 | $112K |
| Fortitude Family Office, LLC | 0.03% | No change | 1,750 | $110K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +24.0% | 1,550 | $98K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.5% | 1,529 | $96K |
| Root Financial Partners, LLC | 0.01% | New | 1,316 | $83K |
| Smartleaf Asset Management LLC | 0.00% | Add +10.3% | 1,162 | $73K |
| Parallel Advisors, LLC | 0.00% | No change | 1,154 | $73K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.0% | 1,127 | $71K |
| Longview Financial Advisors LLC | 0.04% | New | 1,054 | $66K |
| CoreCap Advisors, LLC | 0.00% | Reduce -16.4% | 1,047 | $66K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -10.8% | 1,005 | $63K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 982 | $62K |
| Abound Wealth Management | 0.02% | No change | 964 | $61K |
| Asset Dedication, LLC | 0.00% | No change | 940 | $59K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +56.4% | 904 | $57K |
| MCF Advisors LLC | 0.00% | New | 902 | $57K |
| Wealth Watch Advisors, INC | 0.02% | New | 900 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5.0% | 859 | $54K |
| Bank of Montreal | 0.00% | Reduce -31.1% | 837 | $53K |
| CX Institutional | 0.00% | Add +0.3% | 759 | $48K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 636 | $40K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 620 | $39K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.2% | 607 | $38K |
| SouthState Bank Corp | 0.00% | No change | 606 | $38K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Add +0.2% | 555 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 539 | $34K |
| Cwm, LLC | 0.00% | No change | 488 | $31K |
| Operose Advisors LLC | 0.01% | No change | 359 | $23K |
| Abich Financial Wealth Management LLC | 0.01% | — | 352 | $22K |
| Ancora Advisors LLC | 0.00% | No change | 343 | $22K |
| Roxbury Financial LLC | 0.02% | Add +0.3% | 317 | $20K |
| Tripletail Wealth Management, LLC | 0.02% | New | 300 | $19K |
| US Bancorp \de | 0.00% | No change | 268 | $17K |
| Financial Management Professionals, Inc. | 0.00% | No change | 259 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 245 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 239 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -2.4% | 201 | $13K |
| Key Financial Inc | 0.00% | No change | 200 | $13K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 200 | $13K |
| Horizon Investments, LLC | 0.00% | No change | 200 | $13K |
| MAI Capital Management | 0.00% | No change | 192 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 186 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +275.5% | 184 | $12K |
| Larson Financial Group LLC | 0.00% | Reduce -92.4% | 180 | $11K |
| Heritage Wealth Advisors | 0.00% | New | 153 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +28.6% | 144 | $9K |
| Archer Investment Corp | 0.00% | No change | 130 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 127 | $8K |
| Valued Wealth Advisors LLC | 0.00% | No change | 104 | $7K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 83 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 63 | $4K |
| Rogco, LP | 0.00% | New | 36 | $2K |
| CVA Family Office, LLC | 0.00% | New | 25 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 24 | $2K |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.