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 |
| MBA Advisors LLC | 3.39% | Add +3.1% | 133,284 | $8.4M |
| Benjamin Edwards Inc. | 0.09% | Add +0.8% | 130,550 | $8.2M |
| Lawood & Co. | 7.46% | — | 124,650 | $7.9M |
| Onyx Bridge Wealth Group LLC | 0.82% | Add +1.3% | 121,830 | $7.7M |
| MorganRosel Wealth Management, LLC | 1.91% | Add +6.0% | 120,894 | $7.6M |
| Navalign, LLC | 1.87% | New | 120,844 | $7.6M |
| Collaborative Wealth Managment Inc. | 2.69% | Add +6.0% | 120,768 | $7.6M |
| Pallas Capital Advisors LLC | 0.25% | Add +1.2% | 120,087 | $7.6M |
| D.A. Davidson & Co. | 0.05% | Add +13.6% | 118,850 | $7.5M |
| Truist Financial Corp. | 0.01% | Reduce -35.8% | 117,359 | $7.4M |
| Tenzing Financial LLC | 5.81% | — | 113,289 | $7.2M |
| Focus Financial Network, Inc. | 0.24% | Add +8.7% | 109,866 | $6.9M |
| Procyon Advisors, LLC | 0.33% | New | 107,054 | $6.8M |
| Contango Wealth Management LLC | 6.78% | — | 96,020 | $6.1M |
| Golden State Wealth Management, LLC | 0.63% | Add +2.9% | 94,018 | $5.9M |
| Arrowroot Family Office, LLC | 2.10% | Add +4.8% | 91,535 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Add +6.7% | 90,914 | $5.7M |
| Blue Trust, Inc. | 0.06% | Reduce -9.5% | 87,253 | $5.5M |
| Columbus Macro, LLC | 0.60% | Reduce -0.6% | 86,287 | $5.5M |
| BridgePort Financial Solutions, LLC | 1.45% | Reduce -27.4% | 85,520 | $5.4M |
| Plan Group Financial, LLC | 1.39% | Add +51.1% | 84,997 | $5.4M |
| Maridea Wealth Management LLC | 0.79% | Add +33.3% | 82,649 | $5.2M |
| Cobblestone Asset Management LLC | 2.29% | Reduce -47.2% | 80,813 | $5.1M |
| HighPoint Advisor Group LLC | 0.11% | New | 80,601 | $5.1M |
| Creative Planning | 0.00% | Reduce -0.6% | 80,155 | $5.1M |
| Tsfg, LLC | 0.74% | Reduce -51.1% | 78,576 | $5.0M |
| Novem Group | 0.57% | Reduce -16.5% | 78,302 | $4.9M |
| Linscomb Wealth, Inc. | 0.20% | Add +3.0% | 75,750 | $4.8M |
| Shepherd Kaplan Krochuk, LLC | 3.93% | Reduce -9.0% | 75,321 | $4.8M |
| Fulcrum Capital LLC | 0.95% | Add +0.6% | 74,876 | $4.7M |
| Delos Wealth Advisors, LLC | 3.04% | Add +1.3% | 72,900 | $4.6M |
| Sage Advisory Services, Ltd.Co. | 2.50% | Reduce -0.5% | 72,733 | $4.6M |
| Madrid Wealth Management, LLC | 3.66% | — | 71,449 | $4.5M |
| Integrated Capital Management, Inc. | 2.99% | Add +0.2% | 71,266 | $4.5M |
| Destiny Wealth Partners, LLC | 0.51% | Add +1.1% | 69,370 | $4.5M |
| Burton Enright Welch | 0.62% | Reduce -0.4% | 70,243 | $4.4M |
| Mutual Advisors, LLC | 0.09% | Add +21.4% | 69,917 | $4.4M |
| Gallacher Capital Management LLC | 1.70% | Reduce -1.8% | 69,426 | $4.4M |
| Sigma Planning Corp | 0.12% | Add +3.9% | 69,171 | $4.4M |
| Financial Futures Ltd Liability Co. | 1.98% | Add +21.8% | 67,489 | $4.3M |
| Western Wealth Management, LLC | 0.20% | Add +4.1% | 67,277 | $4.3M |
| Summit Financial, LLC | 0.06% | Reduce -1.7% | 66,624 | $4.2M |
| Wealth Advisors of Iowa, LLC | 1.36% | Reduce -1.9% | 65,337 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.9% | 62,977 | $4.0M |
| Peck Wealth Management, LLC | 3.68% | Reduce -0.1% | 61,611 | $3.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.83% | Reduce -2.6% | 61,494 | $3.9M |
| Valued Retirements, Inc. | 3.68% | Add +16.4% | 59,508 | $3.8M |
| Tableaux LLC | 2.66% | Reduce -48.1% | 58,202 | $3.8M |
| Kathmere Capital Management, LLC | 0.25% | Reduce -0.4% | 59,000 | $3.7M |
| TD Capital Management LLC | 0.32% | Add +12.0% | 56,723 | $3.6M |
| Ballast Financial Advisors LLC | 3.66% | — | 56,283 | $3.6M |
| GoalVest Advisory LLC | 0.66% | Reduce -22.8% | 54,810 | $3.5M |
| Fiduciary Alliance LLC | 0.23% | Reduce -3.1% | 54,523 | $3.4M |
| Intelligence Driven Advisers, LLC | 0.49% | Reduce -10.0% | 54,509 | $3.4M |
| Ehrlich Financial Group | 1.90% | Reduce -55.6% | 52,846 | $3.3M |
| Founders Financial Securities LLC | 0.20% | Add +9.4% | 52,488 | $3.3M |
| Portside Wealth Group, LLC | 0.45% | Add +24.1% | 52,138 | $3.3M |
| Arsenal Capital Advisors LLC | 2.30% | — | 51,546 | $3.3M |
| Centennial Bank | 1.27% | Reduce -7.9% | 50,736 | $3.2M |
| Seaview Investment Managers LLC | 1.18% | Reduce -6.6% | 49,632 | $3.1M |
| Comerica Bank | 0.01% | Reduce -0.7% | 49,510 | $3.1M |
| Silver Oak Securities, Incorporated | 0.21% | New | 48,711 | $3.1M |
| Perryman Financial Advisory Inc. | 0.45% | — | 48,317 | $3.1M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -31.1% | 48,069 | $3.0M |
| Thoroughbred Financial Services, LLC | 0.18% | Reduce -6.6% | 47,621 | $3.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -3.9% | 47,175 | $3.0M |
| SHP Wealth Management | 0.22% | — | 45,732 | $2.9M |
| L & S Advisors Inc | 0.29% | Add +1.9% | 45,505 | $2.9M |
| IFP Advisors, Inc | 0.06% | Reduce -4.3% | 45,204 | $2.9M |
| J. R. Prunier Capital Management LLC | 1.18% | — | 44,920 | $2.8M |
| CAP Partners, LLC | 1.58% | Add +4.0% | 44,139 | $2.8M |
| Gibbs Wealth Management | 0.67% | Add +9.6% | 43,139 | $2.8M |
| PFG Advisors | 0.13% | Add +21.6% | 42,858 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +17.9% | 42,500 | $2.7M |
| Valley National Advisers Inc. | 0.37% | Add +5.0% | 42,114 | $2.7M |
| UBS Group AG | 0.00% | Reduce -7.1% | 41,301 | $2.6M |
| Andina Capital Management, LLC | 1.57% | Add +3.4% | 40,979 | $2.6M |
| Foundations Investment Advisors, LLC | 0.03% | Add +32.5% | 39,877 | $2.5M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -7.3% | 39,809 | $2.5M |
| Ayalon Insurance Comp Ltd. | 0.61% | No change | 39,764 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +246.9% | 39,572 | $2.5M |
| Princeton Global Asset Management LLC | 0.40% | Add +1.0% | 38,864 | $2.5M |
| JT Stratford LLC | 0.31% | Add +3.4% | 38,504 | $2.4M |
| Diversify Advisory Services, LLC | 0.08% | Add +156.7% | 37,358 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Add +3.9% | 37,703 | $2.4M |
| Retirement Planning Group, LLC | 0.08% | Reduce -1.7% | 37,214 | $2.4M |
| Ballast Rock Private Wealth LLC | 1.46% | — | 37,021 | $2.3M |
| XTX Topco Ltd | 0.06% | Add +76.4% | 36,730 | $2.3M |
| Centerpoint Advisory Group | 1.73% | Reduce -4.5% | 35,539 | $2.2M |
| Spire Wealth Management | 0.07% | Add +1.9% | 35,225 | $2.2M |
| Global Retirement Partners, LLC | 0.04% | Add +10.4% | 35,115 | $2.2M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -0.7% | 34,921 | $2.2M |
| Matters Capital LLC | 1.79% | — | 34,592 | $2.2M |
| Enzi Wealth | 0.75% | Reduce -76.3% | 32,919 | $2.1M |
| Intrust Bank NA | 0.17% | Reduce -1.7% | 33,326 | $2.1M |
| Fifth Third Securities, Inc. | 0.13% | Add +4.7% | 32,081 | $2.0M |
| Confluence Wealth Services, Inc. | 0.08% | Add +0.1% | 31,869 | $2.0M |
| Foster Group, Inc. | 0.06% | Add +0.2% | 30,347 | $1.9M |
| FMR LLC | 0.00% | Add +3.4% | 28,673 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.53% | Add +1.6% | 28,653 | $1.8M |
| Salem Investment Counselors Inc. | 0.05% | Add +15.0% | 27,416 | $1.7M |
| Private Wealth Partners, LLC | 0.12% | No change | 26,409 | $1.7M |
| Integrated Advisors Network LLC | 0.07% | Add +3.8% | 26,405 | $1.7M |
| First Commonwealth Financial Corp | 0.27% | Add +0.2% | 26,380 | $1.7M |
| Smith, Moore & Co. | 0.13% | New | 26,189 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -1.1% | 25,896 | $1.6M |
| Arkadios Wealth Advisors | 0.03% | Reduce -4.4% | 25,653 | $1.6M |
| Composition Wealth, LLC | 0.02% | Reduce -0.2% | 25,246 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -85.7% | 24,494 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 24,358 | $1.5M |
| ProCore Advisors, LLC | 1.55% | — | 23,929 | $1.5M |
| Archford Capital Strategies, LLC | 0.17% | Reduce -1.9% | 23,495 | $1.5M |
| Pinion Investment Advisors, LLC | 0.36% | Reduce -19.9% | 23,394 | $1.5M |
| Westfuller Advisors, LLC | 0.58% | Reduce -11.9% | 22,841 | $1.4M |
| Medallion Wealth Advisors, LLC | 0.48% | Add +19.3% | 22,554 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.6% | 22,462 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +612.5% | 22,195 | $1.4M |
| American Financial Advisors, LLC | 0.18% | Reduce -0.8% | 22,056 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -5.9% | 21,668 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +264.1% | 21,560 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +6.3% | 21,486 | $1.4M |
| Wealthedge Investment Advisors, LLC | 0.49% | Reduce -5.4% | 21,092 | $1.3M |
| Keystone Global Partners, LLC | 0.59% | Reduce -69.2% | 21,056 | $1.3M |
| Illumine Investment Management, LLC | 0.93% | Add +2.4% | 20,235 | $1.3M |
| Hamilton Capital, LLC | 0.06% | — | 20,154 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +0.5% | 20,021 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | New | 19,953 | $1.3M |
| Mendel Money Management | 0.53% | Add +2.6% | 19,905 | $1.3M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.12% | Reduce -1.1% | 19,776 | $1.2M |
| Norden Group LLC | 0.12% | Add +123.3% | 18,910 | $1.2M |
| Herold Advisors, Inc. | 0.26% | Reduce -16.7% | 18,595 | $1.2M |
| Concord Wealth Partners | 0.15% | Reduce -2.8% | 17,951 | $1.1M |
| Concord Asset Management, LLC | 0.19% | Reduce -2.4% | 17,513 | $1.1M |
| Everest Private Wealth | 0.61% | Add +0.1% | 17,438 | $1.1M |
| Drive Wealth Management, LLC | 0.21% | Reduce -5.8% | 17,065 | $1.1M |
| IRON Financial LLC | 0.49% | Reduce -5.6% | 17,023 | $1.1M |
| WealthShield Partners, LLC | 0.12% | Reduce -39.6% | 16,881 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 16,810 | $1.1M |
| Florida Financial Advisors, LLC | 0.28% | Add +1.0% | 16,767 | $1.0M |
| Acorn Wealth Advisors, LLC | 0.31% | Reduce -34.8% | 16,547 | $1.0M |
| Hershey Financial Advisers, LLC | 0.88% | New | 16,475 | $1.0M |
| Altman Advisors, Inc. | 0.39% | No change | 16,453 | $1.0M |
| Flavin Financial Services, Inc. | 0.70% | Add +11.9% | 16,168 | $1.0M |
| Boyum Wealth Architects LLC | 0.47% | Reduce -2.1% | 15,596 | $1.0M |
| Cooper Financial Group | 0.11% | Add +2.0% | 15,742 | $995K |
| Gentry Private Wealth, LLC | 0.62% | Reduce -33.0% | 15,610 | $986K |
| Brown Advisory Inc. | 0.00% | New | 15,539 | $982K |
| M.E. Allison & Co., Inc. | 0.66% | Reduce -13.2% | 15,470 | $977K |
| Cambria Investment Management, L.P. | 0.06% | New | 15,320 | $968K |
| Empowered Funds, LLC | 0.02% | New | 15,320 | $968K |
| SVB Wealth LLC | 0.06% | Reduce -36.5% | 15,195 | $960K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -45.3% | 14,587 | $922K |
| Mercer Global Advisors Inc. | 0.00% | Add +105.2% | 14,231 | $899K |
| Vise Technologies, Inc. | 0.02% | New | 14,206 | $898K |
| Aspen Wealth Management LLC | 0.18% | Add +0.0% | 13,909 | $879K |
| Emprise Bank | 0.36% | No change | 13,839 | $874K |
| CGC Financial Services, LLC | 0.22% | Add +21.9% | 13,228 | $836K |
| Beto Financial Group, LLC | 0.56% | — | 12,907 | $832K |
| Sowell Financial Services LLC | 0.03% | Reduce -3.5% | 12,938 | $817K |
| Kovack Advisors, Inc. | 0.04% | New | 12,835 | $811K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -37.2% | 12,795 | $808K |
| Elm3 Financial Group, LLC | 0.66% | Reduce -15.2% | 12,614 | $797K |
| Idaho Trust Co | 0.26% | Reduce -11.3% | 12,578 | $795K |
| Silver Grove Financial Group, Inc. | 0.68% | No change | 12,518 | $788K |
| Jefferson Bridge Capital, LLC | 0.79% | — | 12,454 | $787K |
| High Net Worth Advisory Group LLC | 0.18% | Add +27.9% | 12,405 | $784K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.4% | 12,362 | $781K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +10.8% | 12,225 | $772K |
| Beacon Bridge Wealth Partners, LLC | 0.25% | Reduce -6.9% | 12,144 | $767K |
| Farther Finance Advisors, LLC | 0.01% | Add +54.3% | 11,946 | $755K |
| Penney Financial, LLC | 0.29% | No change | 11,943 | $755K |
| Third View Private Wealth, LLC | 0.10% | — | 11,409 | $721K |
| Nottingham Advisors, Inc. | 0.10% | Reduce -5.2% | 11,302 | $714K |
| Titleist Asset Management, LLC | 0.06% | Reduce -10.8% | 11,247 | $711K |
| OakTrust Wealth Advisors, LLC | 0.65% | — | 11,178 | $706K |
| TritonPoint Partners, LLC | 0.37% | — | 11,031 | $697K |
| Marks Group Wealth Management, Inc | 0.07% | New | 10,883 | $688K |
| Base Wealth Management LLC | 0.37% | Reduce -93.6% | 10,861 | $686K |
| PFG Investments, LLC | 0.03% | Reduce -4.6% | 10,665 | $674K |
| Quantinno Capital Management LP | 0.00% | Add +89.8% | 10,596 | $669K |
| Gotham Asset Management | 0.00% | New | 10,525 | $665K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.6% | 10,477 | $662K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -18.3% | 10,464 | $661K |
| Interactive Financial Advisors, Inc. | 0.42% | No change | 10,218 | $646K |
| Arq Wealth Advisors, LLC | 0.17% | Add +17.6% | 10,161 | $642K |
| BlackRock, Inc. | 0.00% | Add +135.2% | 10,087 | $637K |
| WCG Wealth Advisors LLC | 0.02% | New | 10,080 | $637K |
| Cary Street Partners Financial LLC | 0.02% | Add +9.5% | 10,041 | $634K |
| Corient Private Wealth LP | 0.00% | Reduce -7.4% | 10,002 | $634K |
| Sequent Asset Management, LLC | 0.28% | Add +33.1% | 9,943 | $628K |
| StoneX Group Inc. | 0.03% | Add +1.2% | 9,826 | $626K |
| Patten Group, Inc. | 0.12% | Reduce -0.6% | 9,864 | $623K |
| Betterment LLC | 0.00% | Reduce -7.5% | 9,709 | $613K |
| Annex Advisory Services, LLC | 0.01% | Reduce -23.4% | 9,084 | $574K |
| Capital Advisors Wealth Management, LLC | 0.08% | Add +3.3% | 8,798 | $556K |
| 5T Wealth, LLC | 0.22% | No change | 8,774 | $554K |
| Coldstream Capital Management Inc. | 0.01% | No change | 8,670 | $548K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.8% | 8,636 | $546K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.5% | 8,607 | $544K |
| Investment Planning Advisors, Inc. | 0.16% | Add +0.2% | 8,505 | $537K |
| Winthrop Advisory Group LLC | 0.05% | Reduce -2.7% | 8,492 | $537K |
| Qube Research & Technologies Ltd | 0.00% | Add +650.4% | 8,457 | $534K |
| World Investment Advisors | 0.01% | Add +1.3% | 8,448 | $534K |
| Legacy Wealth Partners, LLC | 0.14% | — | 8,431 | $533K |
| Jamison Private Wealth Management, Inc. | 0.07% | No change | 8,383 | $530K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,339 | $527K |
| KERR FINANCIAL PLANNING Corp | 0.70% | Reduce -8.8% | 8,182 | $516K |
| Wilkerson Advisory Group LLC | 0.18% | — | 8,155 | $515K |
| Money Concepts Capital Corp. | 0.03% | Add +15.5% | 8,104 | $512K |
| First Horizon Corp. | 0.02% | New | 8,010 | $506K |
| Keyvantage Wealth, LLC | 0.22% | Reduce -6.2% | 7,979 | $504K |
| Horizon Wealth Management, LLC | 0.08% | No change | 7,901 | $499K |
| Elevation Capital Advisory, LLC | 0.20% | New | 7,778 | $491K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -9.5% | 7,408 | $468K |
| Wedbush Securities Inc. | 0.01% | No change | 7,291 | $461K |
| Old Second National Bank of Aurora | 0.09% | Reduce -30.0% | 7,009 | $443K |
| Cerity Partners LLC | 0.00% | Reduce -25.5% | 6,815 | $431K |
| Citigroup Inc. | 0.00% | Reduce -4.8% | 6,730 | $425K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 6,701 | $423K |
| RFG Advisory, LLC | 0.01% | Reduce -2.4% | 6,653 | $420K |
| Albion Financial Group | 0.03% | Add +1.3% | 6,627 | $419K |
| Coordinated Financial Services, Inc. | 0.24% | No change | 6,600 | $417K |
| Scarborough Advisors, LLC | 0.07% | Reduce -1.2% | 6,520 | $412K |
| Alliance Wealth Advisors, LLC | 0.09% | Reduce -19.1% | 6,443 | $407K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +0.4% | 6,232 | $394K |
| MN Wealth Advisors, LLC | 0.20% | Reduce -1.6% | 6,202 | $392K |
| Lockerman Financial Group, Inc. | 0.73% | Add +1.4% | 6,008 | $380K |
| MBL Wealth, LLC | 0.03% | No change | 6,000 | $379K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -19.5% | 5,904 | $373K |
| Financial Network Wealth Advisors LLC | 0.39% | Add +5.3% | 5,868 | $371K |
| Signal Advisors Wealth, LLC | 0.03% | Add +0.8% | 5,729 | $362K |
| River Street Advisors LLC | 0.14% | Reduce -4.6% | 5,711 | $361K |
| Renaissance Technologies | 0.00% | Reduce -57.7% | 5,500 | $347K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | — | 5,490 | $347K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,415 | $342K |
| Westover Capital Advisors, LLC | 0.06% | Reduce -1.1% | 5,358 | $339K |
| WBH Advisory Inc. | 0.02% | Reduce -3.7% | 5,292 | $334K |
| Balentine LLC | 0.01% | Reduce -7.6% | 5,292 | $334K |
| Morey & Quinn Wealth Partners, LLC | 0.24% | Reduce -0.1% | 5,226 | $330K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.1% | 5,213 | $329K |
| Sharkey, Howes & Javer | 0.04% | Reduce -0.6% | 5,170 | $327K |
| &partners | 0.00% | Reduce -39.3% | 5,098 | $322K |
| D. E. Shaw & Co. | 0.00% | New | 5,062 | $320K |
| 49 Wealth Management, LLC | 0.03% | Reduce -20.7% | 5,036 | $318K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -4.1% | 4,936 | $312K |
| Merited Wealth, LLC | 0.29% | — | 4,869 | $308K |
| Lanark Financial, Inc. | 0.02% | Reduce -0.0% | 4,766 | $301K |
| CCG Wealth Management, LLC | 0.13% | New | 4,753 | $300K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +436.9% | 4,612 | $291K |
| Advisortrust Partners, LLC | 0.13% | — | 4,564 | $288K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +13.0% | 4,537 | $287K |
| Greenline Wealth Management LLC | 0.29% | — | 4,381 | $277K |
| Manhattan West Asset Management, LLC | 0.06% | No change | 4,349 | $275K |
| Redwood Financial Network Corp | 0.17% | Reduce -6.5% | 4,293 | $271K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -15.6% | 4,261 | $269K |
| Tudor Investment Corporation | 0.00% | New | 4,247 | $268K |
| Northwest Financial Advisors | 0.55% | Reduce -15.2% | 4,231 | $267K |
| Elevation Wealth Management LLC | 0.26% | — | 4,213 | $266K |
| AQR Capital Management | 0.00% | Reduce -2.0% | 4,201 | $265K |
| North Capital, Inc. | 0.22% | New | 4,131 | $261K |
| Global Assets Advisory, LLC | 0.07% | Add +2.9% | 4,123 | $261K |
| Principal Securities, Inc. | 0.00% | Add +1.9% | 4,078 | $258K |
| Skyline Advisors, Inc. | 0.09% | No change | 4,071 | $257K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -1.7% | 3,993 | $256K |
| Two Sigma Securities, LLC | 0.04% | New | 4,043 | $255K |
| Mgo One Seven LLC | 0.01% | Reduce -22.2% | 3,990 | $252K |
| Ellevest, Inc. | 0.03% | No change | 3,813 | $241K |
| Portfolio Resources Advisor Group, Inc. | 0.24% | — | 3,799 | $240K |
| Journey Retirement Planning & Investment Management LLC | 0.05% | — | 3,772 | $238K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.5% | 3,692 | $233K |
| Northern Trust Corp. | 0.00% | Reduce -6.1% | 3,643 | $230K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 3,642 | $230K |
| Campbell Deegan Wealth Management, LLC | 0.18% | Add +0.4% | 3,627 | $229K |
| Whittier Trust Co. | 0.00% | Reduce -30.4% | 3,481 | $224K |
| Hollencrest Capital Management | 0.01% | No change | 3,500 | $221K |
| Pettyjohn, Wood & White, Inc. | 0.03% | Add +0.6% | 3,450 | $218K |
| Maia Wealth LLC | 0.04% | Add +1.5% | 3,420 | $217K |
| Mill Creek Capital Advisors, LLC | 0.00% | Reduce -23.3% | 3,425 | $216K |
| Assetmark, Inc. | 0.00% | New | 3,420 | $216K |
| Dakota Wealth Management | 0.00% | New | 3,397 | $215K |
| Regimen Wealth, LLC | 0.06% | Add +0.4% | 3,351 | $212K |
| Saxony Capital Management, LLC | 0.13% | No change | 3,350 | $212K |
| Balefire, LLC | 0.04% | New | 3,337 | $211K |
| Axis Wealth Partners, LLC | 0.12% | New | 3,329 | $210K |
| Wall Street Financial Group, Inc. | 0.15% | Add +0.0% | 3,261 | $206K |
| Financial Partners Group, Inc | 0.02% | New | 3,142 | $201K |
| Triumph Capital Management | 0.04% | Reduce -16.1% | 3,044 | $192K |
| National Bank of Canada | 0.00% | New | 2,367 | $149K |
| Harbor Asset Planning, Inc. | 0.12% | Add +0.4% | 2,284 | $144K |
| Reicon Wealth Advisors, LLC | 0.10% | — | 2,198 | $139K |
| Arax Advisory Partners | 0.00% | New | 2,156 | $136K |
| Harbour Investments, Inc. | 0.00% | Add +16.6% | 2,073 | $131K |
| Lavaca Capital LLC | 0.02% | No change | 1,939 | $123K |
| Aptus Capital Advisors, LLC | 0.00% | Add +20.5% | 1,842 | $116K |
| Banco de Sabadell, S.A | 0.07% | No change | 1,796 | $113K |
| Bank of Montreal | 0.00% | Add +102.5% | 1,695 | $107K |
| CENTRAL TRUST Co | 0.00% | New | 1,386 | $88K |
| SageView Advisory Group, LLC | 0.00% | New | 1,299 | $82K |
| Parallel Advisors, LLC | 0.00% | No change | 1,154 | $73K |
| International Assets Investment Management, LLC | 0.00% | New | 1,124 | $71K |
| Longview Financial Advisors LLC | 0.04% | No change | 1,054 | $67K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,047 | $66K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -13.2% | 1,009 | $64K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 982 | $63K |
| Root Financial Partners, LLC | 0.00% | Reduce -25.6% | 979 | $62K |
| Abound Wealth Management | 0.01% | No change | 964 | $61K |
| Asset Dedication, LLC | 0.00% | No change | 940 | $59K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 904 | $57K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -15.2% | 852 | $54K |
| Walsh & Associates, LLC | 0.04% | — | 660 | $42K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 622 | $39K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.3% | 609 | $38K |
| SouthState Bank Corp | 0.00% | No change | 606 | $38K |
| Operose Advisors LLC | 0.01% | Add +65.5% | 594 | $38K |
| Cwm, LLC | 0.00% | Add +21.1% | 591 | $37K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -11.3% | 478 | $30K |
| BXM Wealth LLC | 0.02% | New | 34,225 | $27K |
| 1015 Capital Partners, LLC | 0.02% | — | 400 | $25K |
| Fortitude Family Office, LLC | 0.01% | Reduce -77.4% | 396 | $25K |
| Roxbury Financial LLC | 0.02% | Add +0.3% | 318 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +111.1% | 304 | $19K |
| Tripletail Wealth Management, LLC | 0.02% | No change | 300 | $19K |
| Financial Management Professionals, Inc. | 0.00% | No change | 259 | $16K |
| Ancora Advisors LLC | 0.00% | Reduce -24.8% | 258 | $16K |
| Strive Financial Group ,LLC | 0.01% | — | 255 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 245 | $15K |
| Bfsg, LLC | 0.00% | New | 240 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 239 | $15K |
| City State Bank | 0.00% | New | 215 | $14K |
| REAP Financial Group, LLC | 0.00% | New | 210 | $13K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 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 +0.5% | 185 | $12K |
| Kingdom Financial Group LLC. | 0.00% | New | 182 | $11K |
| Crewe Advisors LLC | 0.00% | Add +31.5% | 167 | $11K |
| Heritage Wealth Advisors | 0.00% | No change | 153 | $10K |
| US Bancorp \de | 0.00% | Reduce -43.7% | 151 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 146 | $9K |
| Archer Investment Corp | 0.00% | No change | 130 | $8K |
| Valued Wealth Advisors LLC | 0.00% | No change | 104 | $7K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 83 | $5K |
| New Millennium Group LLC | 0.00% | New | 70 | $4K |
| Dorato Capital Management | 0.00% | — | 48 | $3K |
| Rogco, LP | 0.00% | No change | 36 | $2K |
| Sankala Group LLC | 0.00% | — | 30 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 24 | $2K |
| Barrett & Company, Inc. | 0.00% | New | 7 | $444 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $127 |
| Hantz Financial Services, Inc. | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.