JPMorgan US Quality FactorJQUAETF
13F holders, Q4 2025 (December 31)453holders +45
43new positions
29sold out
5famous investors
$63.16avg. 13F price*
At the end of Q4 2025, 453 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings, up 45 from Q3 2025. 43 opened new positions and 29 sold out. The largest holders were Savant Capital, LLC ($648.0M), Signaturefd, LLC ($344.6M) and LPL Financial LLC ($295.8M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $49.7M |
| Exits | 29 | $126.8M |
All 13F filers, Q3 2025 → Q4 2025: 7,933,186 shares bought and 5,320,736 shares sold, net +2,612,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 453 holders
| Savant Capital, LLC | 3.69% | Add +11.4% | 10,256,962 | $648.0M |
| Signaturefd, LLC | 5.26% | Add +1.2% | 5,453,982 | $344.6M |
| LPL Financial LLC | 0.08% | Reduce -9.9% | 4,681,419 | $295.8M |
| Morgan Stanley | 0.01% | Add +11.0% | 2,960,267 | $187.0M |
| Sage Mountain Advisors LLC | 9.85% | Add +1.7% | 2,939,552 | $185.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.7% | 1,933,324 | $122.1M |
| St Germain D J Co. Inc. | 4.66% | Reduce -1.7% | 1,900,223 | $120.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -7.7% | 1,561,116 | $98.6M |
| Bank of America Corp. | 0.01% | Reduce -0.8% | 1,485,904 | $93.9M |
| Midland Wealth Advisors, LLC | 4.70% | Reduce -0.4% | 1,430,636 | $90.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -18.6% | 1,374,642 | $86.8M |
| Focus Partners Wealth | 0.10% | Add +4153.4% | 1,368,506 | $86.5M |
| Savvy Advisors, Inc. | 2.77% | Add +64.4% | 1,358,559 | $85.8M |
| Quadcap Wealth Management, LLC | 8.76% | Add +1.9% | 1,210,372 | $76.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +20.7% | 1,139,031 | $72.0M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -13.7% | 1,138,999 | $72.0M |
| Osaic Holdings, Inc. | 0.09% | Reduce -10.9% | 1,012,011 | $63.9M |
| LVZ, Inc. | 7.07% | Add +0.4% | 1,001,489 | $63.3M |
| RVW Wealth, LLC | 4.36% | Add +0.1% | 903,997 | $57.1M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +1.3% | 887,986 | $56.1M |
| Hughes Financial Services, LLC | 8.70% | Add +15645.5% | 876,395 | $55.4M |
| Facet Wealth, Inc. | 0.97% | Reduce -5.2% | 849,026 | $54.9M |
| Federation des caisses Desjardins du Quebec | 0.19% | Add +2.5% | 785,709 | $49.6M |
| UMB Bank, n.a. | 0.63% | Add +4731.9% | 750,679 | $47.4M |
| Kestra Advisory Services, LLC | 0.20% | Add +3.8% | 749,525 | $47.4M |
| Avidian Wealth Enterprises, LLC | 1.71% | Add +3.0% | 742,675 | $46.9M |
| TFC Financial Management, Inc. | 5.79% | Add +1.6% | 731,319 | $46.2M |
| Cetera Investment Advisers | 0.05% | Add +18.3% | 728,607 | $46.0M |
| Intellus Advisors LLC | 6.03% | Add +3.4% | 719,086 | $45.4M |
| One Capital Management, LLC | 1.27% | Reduce -4.1% | 666,136 | $42.1M |
| Warren Street Wealth Advisors, LLC | 11.87% | Add +2.1% | 653,798 | $41.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -3.1% | 634,385 | $40.8M |
| Two Sigma Investments, LP | 0.06% | Add +54.4% | 607,400 | $38.4M |
| Vertex Planning Partners, LLC | 8.86% | Reduce -6.5% | 603,268 | $38.1M |
| Tull Financial Group, Inc. | 15.99% | Reduce -0.0% | 590,957 | $37.3M |
| Wells Fargo & Company | 0.01% | Add +10.7% | 584,828 | $36.9M |
| MML Investors Services, LLC | 0.09% | Add +12.2% | 558,822 | $35.3M |
| Beaumont Financial Advisors, LLC | 2.22% | Reduce -0.6% | 533,232 | $33.7M |
| Spectrum Wealth Advisory Group, LLC | 12.30% | Add +2.4% | 529,822 | $33.5M |
| Goldstone Financial Group, LLC | 3.72% | Add +4.6% | 528,436 | $33.4M |
| Royal Bank of Canada | 0.01% | Add +3.5% | 517,929 | $32.7M |
| Equitable Holdings, Inc. | 0.22% | Add +5.2% | 515,306 | $32.6M |
| NewEdge Advisors, LLC | 0.11% | Add +11.8% | 471,404 | $29.8M |
| Hemming& Wealth Management, Inc. | 20.35% | — | 470,620 | $29.7M |
| Bartlett & Co. Wealth Management LLC | 0.36% | Add +7.3% | 436,961 | $27.6M |
| Baker Avenue Asset Management, LP | 0.64% | Reduce -6.5% | 435,995 | $27.5M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -2.1% | 430,574 | $27.2M |
| Stratos Wealth Partners, LTD. | 0.31% | Reduce -12.2% | 430,511 | $27.2M |
| Breakwater Capital Group | 3.65% | Add +11.4% | 414,268 | $26.2M |
| West Wealth Group, LLC | 5.22% | Add +4.8% | 398,430 | $25.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.5% | 379,644 | $24.0M |
| Strategent Financial, LLC | 14.70% | Add +5.3% | 367,609 | $23.2M |
| Sanchez Wealth Management Group | 4.83% | Add +10.7% | 357,664 | $22.6M |
| Walled Lake Planning & Wealth Management, LLC | 7.10% | Add +0.5% | 355,381 | $22.5M |
| Roof Eidam Maycock Peralta, LLC | 5.07% | Reduce -0.9% | 354,104 | $22.4M |
| Octavia Wealth Advisors, LLC | 2.11% | Add +4.3% | 350,006 | $22.1M |
| REDW Wealth LLC | 8.18% | Reduce -6.8% | 339,797 | $21.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.1% | 318,139 | $20.2M |
| Dynamic Advisor Solutions LLC | 0.64% | Add +71.9% | 313,401 | $19.8M |
| Jones Financial Companies LLLP | 0.01% | Add +14.9% | 291,997 | $18.4M |
| Geneos Wealth Management Inc. | 0.44% | Add +4.7% | 282,483 | $17.8M |
| Kelly Financial Group LLC | 4.18% | Add +4.7% | 260,373 | $16.5M |
| D'Orazio & Associates, Inc. | 2.09% | Add +0.7% | 258,724 | $16.3M |
| Modern Wealth Management, LLC | 0.27% | Add +0.9% | 234,452 | $14.8M |
| Knightsbridge Asset Management, LLC | 2.37% | Reduce -0.5% | 231,140 | $14.6M |
| Valicenti Advisory Services Inc. | 3.00% | Add +4.6% | 227,203 | $14.4M |
| Able Wealth Management LLC | 4.53% | Add +19.2% | 226,731 | $14.3M |
| Allworth Financial LP | 0.06% | Reduce -0.3% | 225,998 | $14.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +5.0% | 222,746 | $14.1M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +6.4% | 218,880 | $13.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +1.9% | 212,587 | $13.4M |
| Per Stirling Capital Management, LLC. | 1.50% | Add +0.5% | 212,156 | $13.4M |
| Park Avenue Securities LLC | 0.11% | Reduce -1.4% | 201,808 | $12.8M |
| True North Advisors, LLC | 1.61% | New | 196,616 | $12.4M |
| Ameritas Advisory Services, LLC | 0.45% | Reduce -52.7% | 189,563 | $12.0M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 189,196 | $12.0M |
| Keystone Financial Group | 0.88% | Reduce -38.8% | 187,038 | $11.8M |
| Petra Financial Advisors Inc. | 6.88% | Reduce -3.2% | 185,484 | $11.7M |
| Waterway Wealth Management, LLC | 2.54% | Add +24.2% | 207,272 | $11.2M |
| Prism Advisors, Inc. | 2.91% | Reduce -2.1% | 173,047 | $10.9M |
| Cornerstone Wealth Management, LLC | 0.56% | Add +15.0% | 171,419 | $10.8M |
| Ledyard National Bank | 0.93% | Add +1.7% | 170,439 | $10.8M |
| Alpha Zero LLC | 5.83% | Reduce -19.7% | 169,013 | $10.7M |
| Independent Financial Group, LLC | 0.23% | Reduce -15.3% | 165,619 | $10.5M |
| Saratoga Research & Investment Management | 0.54% | Add +4551.8% | 162,442 | $10.3M |
| J.W. Cole Advisors, Inc. | 0.25% | Add +6.5% | 166,905 | $10.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -41.1% | 155,736 | $9.8M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -3.7% | 154,824 | $9.8M |
| Mariner, LLC | 0.01% | Reduce -3.2% | 153,231 | $9.7M |
| Seamount Financial Group Inc. | 4.34% | Add +5.1% | 151,110 | $9.5M |
| Weil Company, Inc. | 2.17% | Add +18.7% | 149,409 | $9.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.2% | 146,605 | $9.3M |
| N.E.W. Advisory Services LLC | 0.68% | Add +588.3% | 144,817 | $9.1M |
| Woodmont Investment Counsel LLC | 0.57% | Add +5.5% | 143,860 | $9.1M |
| Merit Financial Group, LLC | 0.07% | Reduce -5.3% | 143,078 | $9.0M |
| Edge Financial Advisors LLC | 3.80% | Add +7.0% | 143,068 | $9.0M |
| EP Wealth Advisors, LLC | 0.05% | — | 142,227 | $9.0M |
| Running Point Capital Advisors, LLC | 2.43% | Add +15.9% | 141,003 | $8.9M |
| Clarus Wealth Advisors | 3.61% | Reduce -0.3% | 135,472 | $8.7M |
| Redhawk Wealth Advisors, Inc. | 0.96% | Add +9.5% | 134,879 | $8.5M |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.