JPMorgan US Quality FactorJQUAETF
13F holders, Q1 2026 (March 31)461holders +8
38new positions
31sold out
3famous investors
$61.34avg. 13F price*
At the end of Q1 2026, 461 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings, up 8 from Q4 2025. 38 opened new positions and 31 sold out. The largest holders were Savant Capital, LLC ($700.1M), LPL Financial LLC ($247.3M) and Sage Mountain Advisors LLC ($181.9M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- JPMorgan US Quality Factor
- CUSIP
- 46641Q761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $44.1M |
| Exits | 31 | $98.3M |
All 13F filers, Q4 2025 → Q1 2026: 6,602,459 shares bought and 13,826,270 shares sold, net −7,223,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 461 holders
| Savant Capital, LLC | 3.38% | Add +11.3% | 11,416,986 | $700.1M |
| LPL Financial LLC | 0.07% | Reduce -13.8% | 4,032,959 | $247.3M |
| Sage Mountain Advisors LLC | 12.73% | Add +0.9% | 2,967,077 | $181.9M |
| Focus Partners Wealth | 0.14% | Add +50.0% | 2,053,234 | $125.9M |
| St Germain D J Co. Inc. | 4.65% | Add +0.8% | 1,915,635 | $117.5M |
| Morgan Stanley | 0.01% | Reduce -37.4% | 1,854,150 | $113.7M |
| Raymond James Financial Inc. | 0.03% | Add +4.9% | 1,637,249 | $100.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -16.8% | 1,607,772 | $96.3M |
| Bank of America Corp. | 0.01% | Reduce -6.7% | 1,385,680 | $85.0M |
| Savvy Advisors, Inc. | 2.18% | Reduce -2.5% | 1,323,874 | $81.2M |
| Facet Wealth, Inc. | 1.35% | Add +49.3% | 1,267,774 | $77.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -8.2% | 1,262,382 | $77.4M |
| Quadcap Wealth Management, LLC | 8.70% | Add +2.9% | 1,245,124 | $76.4M |
| Cetera Investment Advisers | 0.07% | Add +41.7% | 1,032,474 | $63.3M |
| LVZ, Inc. | 7.12% | Add +1.6% | 1,017,280 | $62.4M |
| Midland Wealth Advisors, LLC | 3.12% | Reduce -31.0% | 987,265 | $60.5M |
| Hughes Financial Services, LLC | 8.99% | Add +8.8% | 953,690 | $58.5M |
| Avidian Wealth Enterprises, LLC | 1.85% | Add +27.9% | 950,226 | $58.3M |
| RVW Wealth, LLC | 4.39% | Add +1.6% | 918,104 | $56.3M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +0.5% | 892,652 | $54.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -23.1% | 875,615 | $53.7M |
| Osaic Holdings, Inc. | 0.08% | Reduce -13.9% | 871,224 | $53.4M |
| UMB Bank, n.a. | 0.74% | Add +15.3% | 865,784 | $53.1M |
| Federation des caisses Desjardins du Quebec | 0.17% | Reduce -0.0% | 785,483 | $48.2M |
| TFC Financial Management, Inc. | 5.63% | Add +1.9% | 745,616 | $45.7M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -34.8% | 743,042 | $45.6M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -4.2% | 718,149 | $44.0M |
| Warren Street Wealth Advisors, LLC | 10.65% | Add +3.9% | 679,158 | $41.6M |
| Vertex Planning Partners, LLC | 7.40% | Add +3.0% | 621,176 | $38.1M |
| Goldstone Financial Group, LLC | 3.86% | Add +9.8% | 580,418 | $35.6M |
| Equitable Holdings, Inc. | 0.23% | Add +8.6% | 559,839 | $35.4M |
| Intellus Advisors LLC | 4.83% | Reduce -19.8% | 576,692 | $35.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -16.4% | 530,591 | $32.8M |
| Spectrum Wealth Advisory Group, LLC | 12.18% | Add +0.9% | 534,396 | $32.8M |
| Bartlett & Co. Wealth Management LLC | 0.41% | Add +9.7% | 479,264 | $31.9M |
| Signaturefd, LLC | 0.48% | Reduce -90.6% | 510,884 | $31.3M |
| One Capital Management, LLC | 0.83% | Reduce -26.2% | 491,596 | $30.1M |
| Harbour Investments, Inc. | 0.44% | Add +22537.1% | 469,267 | $28.8M |
| Hemming& Wealth Management, Inc. | 18.96% | Reduce -5.9% | 442,836 | $27.2M |
| NewEdge Advisors, LLC | 0.10% | Reduce -6.1% | 442,773 | $27.2M |
| Breakwater Capital Group | 3.61% | Add +6.0% | 439,064 | $26.9M |
| Baker Avenue Asset Management, LP | 0.61% | Add +0.6% | 438,390 | $26.9M |
| HighTower Advisors, LLC | 0.03% | Add +1.2% | 384,169 | $23.6M |
| Strategent Financial, LLC | 15.80% | Add +3.2% | 379,444 | $23.3M |
| Wells Fargo & Company | 0.00% | Reduce -37.3% | 366,692 | $22.5M |
| Walled Lake Planning & Wealth Management, LLC | 6.57% | Add +2.6% | 364,507 | $22.4M |
| Sanchez Wealth Management Group | 4.83% | Add +1.8% | 364,036 | $22.3M |
| Roof Eidam Maycock Peralta, LLC | 5.08% | Add +1.9% | 360,859 | $22.1M |
| Tull Financial Group, Inc. | 9.21% | Reduce -43.1% | 336,446 | $20.6M |
| Jones Financial Companies LLLP | 0.01% | Add +17.6% | 343,535 | $20.6M |
| Dynamic Advisor Solutions LLC | 0.63% | Add +3.4% | 323,966 | $19.9M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -26.2% | 317,882 | $19.5M |
| Stratos Wealth Partners, LTD. | 0.22% | Reduce -28.2% | 309,252 | $19.0M |
| Geneos Wealth Management Inc. | 0.43% | Add +8.1% | 305,486 | $18.7M |
| Royal Bank of Canada | 0.00% | Reduce -41.2% | 304,568 | $18.7M |
| REDW Wealth LLC | 7.14% | Reduce -14.0% | 292,091 | $17.9M |
| Valicenti Advisory Services Inc. | 3.86% | Add +27.2% | 288,971 | $17.7M |
| Waterway Wealth Management, LLC | 3.91% | Add +53.1% | 317,431 | $17.7M |
| Cerity Partners LLC | 0.02% | Add +4084.8% | 285,193 | $17.5M |
| Kelly Financial Group LLC | 4.17% | Add +3.8% | 270,353 | $16.6M |
| D'Orazio & Associates, Inc. | 1.97% | Reduce -4.1% | 248,204 | $15.2M |
| Knightsbridge Asset Management, LLC | 2.04% | Add +6.4% | 245,908 | $15.1M |
| MML Investors Services, LLC | 0.04% | Reduce -57.1% | 239,643 | $14.7M |
| Modern Wealth Management, LLC | 0.25% | Add +1.5% | 237,872 | $14.6M |
| Able Wealth Management LLC | 3.73% | Add +0.3% | 227,384 | $13.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.0% | 227,289 | $13.9M |
| Allworth Financial LP | 0.06% | Reduce -0.1% | 225,732 | $13.8M |
| EP Wealth Advisors, LLC | 0.07% | Add +57.3% | 223,725 | $13.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +1.9% | 222,980 | $13.7M |
| Per Stirling Capital Management, LLC. | 1.43% | Reduce -0.6% | 210,850 | $12.9M |
| Cornerstone Wealth Management, LLC | 0.64% | Add +21.4% | 208,127 | $12.8M |
| Marks Group Wealth Management, Inc | 1.23% | Add +1809.0% | 207,754 | $12.7M |
| Park Avenue Securities LLC | 0.10% | Add +1.7% | 205,208 | $12.6M |
| Petra Financial Advisors Inc. | 7.48% | Add +6.2% | 197,028 | $12.1M |
| Keystone Financial Group | 0.83% | Add +5.0% | 196,293 | $12.0M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -8.6% | 194,304 | $11.9M |
| West Wealth Group, LLC | 2.30% | Reduce -52.3% | 190,199 | $11.7M |
| Weil Company, Inc. | 2.61% | Add +27.1% | 189,911 | $11.6M |
| Prism Advisors, Inc. | 3.07% | Add +8.4% | 187,568 | $11.5M |
| Stifel Financial Corp. | 0.01% | Reduce -1.5% | 186,427 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -42.1% | 184,053 | $11.3M |
| Alpha Zero LLC | 5.54% | Add +5.7% | 178,603 | $11.0M |
| Ledyard National Bank | 0.93% | Add +2.2% | 174,140 | $10.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +605.9% | 172,899 | $10.6M |
| Independent Financial Group, LLC | 0.24% | Add +3.2% | 170,851 | $10.5M |
| J.W. Cole Advisors, Inc. | 0.35% | Add +1.7% | 169,793 | $10.4M |
| Plan Group Financial, LLC | 2.41% | Add +97.0% | 167,437 | $10.3M |
| True North Advisors, LLC | 1.17% | Reduce -15.0% | 167,127 | $10.2M |
| Mariner, LLC | 0.01% | Add +7.0% | 164,024 | $10.1M |
| Ameritas Advisory Services, LLC | 0.38% | Reduce -15.7% | 159,817 | $9.8M |
| Woodmont Investment Counsel LLC | 0.59% | Add +8.9% | 156,626 | $9.6M |
| Perigon Wealth Management, LLC | 0.17% | Add +0.9% | 156,302 | $9.6M |
| Seamount Financial Group Inc. | 4.28% | Add +2.6% | 154,992 | $9.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -3.6% | 150,180 | $9.2M |
| Betterment LLC | 0.02% | Add +1442.7% | 149,776 | $9.2M |
| Clarus Wealth Advisors | 3.57% | Reduce -0.4% | 134,903 | $8.4M |
| Benjamin Edwards Inc. | 0.08% | Add +4.5% | 136,379 | $8.4M |
| MBA Advisors LLC | 3.19% | Add +1.6% | 135,353 | $8.3M |
| Navalign, LLC | 2.02% | Add +7.9% | 130,438 | $8.0M |
| Tenzing Financial LLC | 5.93% | Add +9.4% | 123,993 | $7.9M |
"% of holder's portfolio" is JQUA's weight in each manager's 13F, not the share of JPMorgan US Quality Factor the manager owns.