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 |
| Merit Financial Group, LLC | 0.06% | Reduce -10.1% | 128,637 | $7.9M |
| Tandem Financial, LLC | 2.66% | New | 128,105 | $7.9M |
| Cornerstone Wealth, LLC | 4.38% | — | 118,802 | $7.8M |
| Onyx Bridge Wealth Group LLC | 0.81% | Add +1.2% | 123,343 | $7.6M |
| Farther Finance Advisors, LLC | 0.07% | Add +922.1% | 122,103 | $7.5M |
| D.A. Davidson & Co. | 0.05% | Add +2.1% | 121,297 | $7.4M |
| Lawood & Co. | 6.86% | Reduce -3.3% | 120,533 | $7.4M |
| Redhawk Wealth Advisors, Inc. | 0.81% | Reduce -11.6% | 119,278 | $7.3M |
| Truist Financial Corp. | 0.01% | Reduce -3.0% | 113,823 | $7.0M |
| Madson Wealth Advisors Inc | 5.72% | — | 112,144 | $6.9M |
| Focus Financial Network, Inc. | 0.24% | Add +0.7% | 110,668 | $6.8M |
| Pallas Capital Advisors LLC | 0.24% | Reduce -13.0% | 104,482 | $6.4M |
| Maridea Wealth Management LLC | 0.91% | Add +23.0% | 101,634 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +11.3% | 101,226 | $6.2M |
| Blue Trust, Inc. | 0.07% | Add +12.3% | 97,962 | $6.0M |
| Asset One Wealth Management LLC | 0.66% | New | 91,678 | $6.0M |
| Arrowroot Family Office, LLC | 1.97% | Add +6.1% | 97,125 | $6.0M |
| Golden State Wealth Management, LLC | 0.64% | Add +1.0% | 94,967 | $5.8M |
| Gibbs Wealth Management | 0.75% | Add +114.5% | 92,546 | $5.7M |
| Archford Capital Strategies, LLC | 0.64% | Add +286.4% | 90,777 | $5.6M |
| BridgePort Financial Solutions, LLC | 1.51% | Add +1.6% | 86,854 | $5.3M |
| Columbus Macro, LLC | 0.56% | Reduce -0.9% | 85,489 | $5.2M |
| Cobblestone Asset Management LLC | 2.28% | Add +2.4% | 82,709 | $5.1M |
| HighPoint Advisor Group LLC | 0.21% | Add +1.1% | 81,449 | $5.0M |
| Burton Enright Welch | 0.67% | Add +15.2% | 80,898 | $5.0M |
| Tsfg, LLC | 0.74% | Add +1.4% | 79,654 | $4.9M |
| Linscomb Wealth, Inc. | 0.22% | Add +4.6% | 79,231 | $4.9M |
| Summit Financial, LLC | 0.06% | Add +17.9% | 78,521 | $4.8M |
| Delos Wealth Advisors, LLC | 2.75% | Add +7.6% | 78,421 | $4.8M |
| Creative Planning | 0.00% | Reduce -3.0% | 77,720 | $4.8M |
| Foundations Investment Advisors, LLC | 0.06% | Add +94.5% | 77,540 | $4.8M |
| Fulcrum Capital LLC | 1.02% | Add +2.0% | 76,366 | $4.7M |
| MorganRosel Wealth Management, LLC | 1.83% | Reduce -37.3% | 75,788 | $4.6M |
| Financial Futures Ltd Liability Co. | 2.01% | Add +10.8% | 74,787 | $4.6M |
| Collaborative Wealth Managment Inc. | 2.11% | Reduce -38.2% | 74,629 | $4.6M |
| Shepherd Kaplan Krochuk, LLC | 3.80% | Reduce -2.2% | 73,655 | $4.5M |
| Destiny Wealth Partners, LLC | 0.48% | Add +2.7% | 71,254 | $4.4M |
| Mutual Advisors, LLC | 0.09% | Add +0.0% | 69,934 | $4.3M |
| Madrid Wealth Management, LLC | 3.15% | Reduce -4.8% | 67,997 | $4.2M |
| Integrated Capital Management, Inc. | 2.77% | Reduce -4.7% | 67,905 | $4.2M |
| Gallacher Capital Management LLC | 1.58% | Reduce -3.2% | 67,229 | $4.1M |
| Western Wealth Management, LLC | 0.16% | Reduce -0.4% | 67,004 | $4.1M |
| Contango Wealth Management LLC | 4.74% | Reduce -31.0% | 66,214 | $4.1M |
| FDx Advisors, Inc. | 1.24% | New | 63,242 | $3.9M |
| Palisade Capital Management, LP | 0.13% | New | 60,316 | $3.7M |
| Tableaux LLC | 1.79% | Add +3.5% | 60,232 | $3.7M |
| Founders Financial Securities LLC | 0.20% | Add +8.6% | 57,009 | $3.6M |
| Ballast Financial Advisors LLC | 3.69% | Add +4.4% | 58,755 | $3.6M |
| TD Capital Management LLC | 0.32% | Add +2.8% | 58,307 | $3.6M |
| Kathmere Capital Management, LLC | 0.22% | Reduce -1.2% | 58,274 | $3.6M |
| Fiduciary Alliance LLC | 0.21% | Add +0.3% | 54,709 | $3.5M |
| Ehrlich Financial Group | 1.95% | Add +4.8% | 55,392 | $3.4M |
| Ballast Rock Private Wealth LLC | 1.85% | Add +47.5% | 54,594 | $3.3M |
| Peck Wealth Management, LLC | 3.35% | Reduce -11.7% | 54,392 | $3.3M |
| SHP Wealth Management | 0.25% | Add +16.1% | 53,101 | $3.3M |
| Arsenal Capital Advisors LLC | 2.32% | Add +1.2% | 52,182 | $3.2M |
| Centennial Bank | 1.14% | Add +2.5% | 52,000 | $3.2M |
| Intelligence Driven Advisers, LLC | 0.55% | Reduce -5.4% | 51,550 | $3.2M |
| Portside Wealth Group, LLC | 0.43% | Reduce -1.3% | 51,455 | $3.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.96% | Reduce -16.6% | 51,277 | $3.1M |
| Kingsview Wealth Management, LLC | 0.04% | Add +6.3% | 51,109 | $3.1M |
| Perryman Financial Advisory Inc. | 0.47% | Add +5.2% | 50,836 | $3.1M |
| Novem Group | 0.33% | Reduce -39.7% | 47,244 | $2.9M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -3.3% | 47,102 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.17% | Reduce -1.6% | 46,884 | $2.9M |
| L & S Advisors Inc | 0.35% | Add +0.7% | 45,803 | $2.8M |
| IFP Advisors, Inc | 0.06% | Add +0.1% | 45,267 | $2.8M |
| Fifth Third Bancorp | 0.01% | New | 45,223 | $2.8M |
| Diversify Wealth Management, LLC | 0.05% | New | 42,191 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +5.9% | 45,007 | $2.8M |
| Beto Financial Group, LLC | 1.61% | Add +216.7% | 40,879 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -8.3% | 43,244 | $2.7M |
| Valley National Advisers Inc. | 0.34% | Add +2.2% | 43,033 | $2.6M |
| Wealth Advisors of Iowa, LLC | 0.79% | Reduce -35.9% | 41,853 | $2.6M |
| HRT Financial LP | 0.01% | New | 41,412 | $2.5M |
| JT Stratford LLC | 0.32% | Add +4.7% | 40,313 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 39,890 | $2.4M |
| Ayalon Insurance Comp Ltd. | 0.50% | No change | 39,764 | $2.4M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -3.8% | 38,314 | $2.3M |
| FMR LLC | 0.00% | Add +31.7% | 37,769 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.3% | 37,583 | $2.3M |
| UBS Group AG | 0.00% | Reduce -9.3% | 37,461 | $2.3M |
| Spire Wealth Management | 0.08% | Add +5.2% | 37,070 | $2.3M |
| Retirement Planning Group, LLC | 0.07% | Reduce -0.5% | 37,017 | $2.3M |
| Smith, Moore & Co. | 0.16% | Add +33.7% | 35,012 | $2.1M |
| Matters Capital LLC | 1.88% | No change | 34,592 | $2.1M |
| Centerpoint Advisory Group | 1.59% | Reduce -3.0% | 34,484 | $2.1M |
| Confluence Wealth Services, Inc. | 0.08% | Add +7.9% | 34,390 | $2.1M |
| Salem Investment Counselors Inc. | 0.06% | Add +25.3% | 34,359 | $2.1M |
| N.E.W. Advisory Services LLC | 0.16% | Reduce -76.6% | 33,829 | $2.1M |
| Princeton Global Asset Management LLC | 0.32% | Reduce -18.9% | 31,537 | $1.9M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -1.8% | 31,496 | $1.9M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -9.9% | 31,473 | $1.9M |
| CAP Partners, LLC | 1.07% | Reduce -29.8% | 30,976 | $1.9M |
| Andina Capital Management, LLC | 1.68% | Reduce -25.6% | 30,488 | $1.9M |
| Foster Group, Inc. | 0.06% | Add +0.2% | 30,402 | $1.9M |
| Intrust Bank NA | 0.15% | Reduce -8.8% | 30,376 | $1.9M |
| National Bank of Canada | 0.00% | Add +1170.3% | 30,068 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -57.4% | 29,473 | $1.8M |
| VectorGlobal IAG, Inc. | 0.47% | — | 29,198 | $1.8M |
| Enzi Wealth | 0.61% | Reduce -13.5% | 28,469 | $1.7M |
| Integrated Advisors Network LLC | 0.09% | Add +2.4% | 27,046 | $1.7M |
| Seaview Investment Managers LLC | 0.59% | Reduce -45.9% | 26,867 | $1.6M |
| First Commonwealth Financial Corp | 0.26% | Reduce -0.1% | 26,341 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -0.3% | 25,821 | $1.6M |
| Aspen Wealth Management LLC | 0.31% | Add +80.8% | 25,152 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -60.4% | 24,969 | $1.5M |
| Composition Wealth, LLC | 0.02% | Reduce -2.7% | 24,569 | $1.5M |
| Procyon Advisors, LLC | 0.07% | Reduce -77.5% | 24,122 | $1.5M |
| Arkadios Wealth Advisors | 0.02% | Reduce -7.4% | 23,754 | $1.5M |
| American Financial Advisors, LLC | 0.19% | Add +6.8% | 23,566 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 23,394 | $1.4M |
| Heirloom Wealth Management | 0.25% | New | 22,918 | $1.4M |
| Westfuller Advisors, LLC | 0.61% | Add +0.3% | 22,906 | $1.4M |
| J. R. Prunier Capital Management LLC | 0.59% | Reduce -49.5% | 22,678 | $1.4M |
| Private Wealth Partners, LLC | 0.11% | Reduce -15.5% | 22,309 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +56.1% | 22,221 | $1.4M |
| ProCore Advisors, LLC | 2.08% | Reduce -7.5% | 22,124 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 21,668 | $1.3M |
| Private Trust Co. NA | 0.12% | Add +5.9% | 21,197 | $1.3M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.14% | Add +6.3% | 21,023 | $1.3M |
| Florida Financial Advisors, LLC | 0.31% | Add +24.8% | 20,919 | $1.3M |
| XTX Topco Ltd | 0.02% | Reduce -43.4% | 20,792 | $1.3M |
| Illumine Investment Management, LLC | 0.97% | Add +1.2% | 20,480 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -5.0% | 20,416 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.3% | 19,898 | $1.2M |
| PFG Advisors | 0.06% | Reduce -53.7% | 19,824 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +80.6% | 19,133 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | New | 18,400 | $1.1M |
| Mendel Money Management | 0.47% | Reduce -8.3% | 18,260 | $1.1M |
| Magnolia Capital Advisors LLC | 0.22% | New | 17,976 | $1.1M |
| Hamilton Capital, LLC | 0.06% | Reduce -12.4% | 17,662 | $1.1M |
| IRON Financial LLC | 0.47% | Add +3.0% | 17,538 | $1.1M |
| Herold Advisors, Inc. | 0.23% | Reduce -6.3% | 17,418 | $1.1M |
| Wealthedge Investment Advisors, LLC | 0.39% | Reduce -18.0% | 17,291 | $1.1M |
| Brooklyn Investment Group | 0.03% | New | 17,265 | $1.1M |
| Everest Private Wealth | 0.54% | Reduce -1.1% | 17,243 | $1.1M |
| WealthShield Partners, LLC | 0.12% | Add +0.3% | 16,936 | $1.0M |
| Medallion Wealth Advisors, LLC | 0.34% | Reduce -25.4% | 16,826 | $1.0M |
| CIBC Bancorp USA Inc. | 0.00% | — | 16,810 | $1.0M |
| Flavin Financial Services, Inc. | 0.69% | Add +3.0% | 16,653 | $1.0M |
| Keystone Global Partners, LLC | 0.45% | Reduce -21.9% | 16,438 | $1.0M |
| Archer Investment Management, LLC | 0.42% | New | 16,405 | $1.0M |
| Boyum Wealth Architects LLC | 0.42% | Reduce -3.1% | 15,114 | $1.0M |
| Elevation Capital Advisory, LLC | 0.43% | Add +109.4% | 16,285 | $999K |
| Empowered Funds, LLC | 0.01% | Add +6.1% | 16,254 | $997K |
| Cooper Financial Group | 0.10% | Add +2.9% | 16,202 | $993K |
| Arq Wealth Advisors, LLC | 0.17% | Add +55.4% | 15,792 | $968K |
| Sowell Financial Services LLC | 0.04% | Add +21.4% | 15,703 | $963K |
| Brown Advisory Inc. | 0.00% | No change | 15,539 | $953K |
| M.E. Allison & Co., Inc. | 0.63% | No change | 15,470 | $949K |
| SVB Wealth LLC | 0.06% | Reduce -0.9% | 15,065 | $924K |
| Aprio Wealth Management, LLC | 0.05% | New | 14,857 | $911K |
| Drive Wealth Management, LLC | 0.19% | Reduce -13.2% | 14,818 | $909K |
| Vise Technologies, Inc. | 0.02% | No change | 14,206 | $898K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -33.5% | 14,334 | $879K |
| Cambria Investment Management, L.P. | 0.05% | Reduce -7.0% | 14,254 | $874K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +15.6% | 14,134 | $867K |
| Emprise Bank | 0.34% | No change | 13,839 | $849K |
| Silver Grove Financial Group, Inc. | 0.66% | Add +7.7% | 13,477 | $826K |
| Jefferson Bridge Capital, LLC | 0.80% | Add +6.1% | 13,218 | $811K |
| Acorn Wealth Advisors, LLC | 0.23% | Reduce -23.4% | 12,678 | $777K |
| High Net Worth Advisory Group LLC | 0.18% | Add +0.3% | 12,437 | $763K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.3% | 12,323 | $756K |
| AQR Capital Management | 0.00% | Add +192.4% | 12,286 | $753K |
| Kovack Advisors, Inc. | 0.04% | Reduce -6.0% | 12,066 | $740K |
| Elm3 Financial Group, LLC | 0.62% | Reduce -4.8% | 12,007 | $736K |
| Altman Advisors, Inc. | 0.30% | Reduce -28.0% | 11,853 | $727K |
| Valued Retirements, Inc. | 0.69% | Reduce -80.7% | 11,502 | $705K |
| Penney Financial, LLC | 0.27% | Reduce -5.0% | 11,343 | $696K |
| Corient Private Wealth LP | 0.00% | Add +13.2% | 11,324 | $694K |
| Nottingham Advisors, Inc. | 0.09% | Reduce -0.0% | 11,301 | $693K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.0% | 11,208 | $687K |
| Titleist Asset Management, LLC | 0.05% | Reduce -1.2% | 11,107 | $681K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.3% | 11,046 | $677K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.4% | 10,926 | $670K |
| PFG Investments, LLC | 0.03% | Add +0.6% | 10,726 | $658K |
| Gotham Asset Management | 0.00% | No change | 10,525 | $645K |
| Apollon Wealth Management, LLC | 0.01% | No change | 10,464 | $642K |
| Fisher Asset Management | 0.00% | New | 10,344 | $634K |
| Interactive Financial Advisors, Inc. | 0.41% | No change | 10,218 | $627K |
| StoneX Group Inc. | 0.03% | Add +3.5% | 10,175 | $624K |
| Third View Private Wealth, LLC | 0.09% | Reduce -11.3% | 10,126 | $621K |
| Sequent Asset Management, LLC | 0.29% | Reduce -0.4% | 9,901 | $607K |
| Patten Group, Inc. | 0.10% | Reduce -0.1% | 9,853 | $604K |
| Waverly Advisors, LLC | 0.00% | New | 9,694 | $594K |
| Beacon Bridge Wealth Partners, LLC | 0.20% | Reduce -21.5% | 9,536 | $585K |
| Idaho Trust Co | 0.19% | Reduce -25.4% | 9,381 | $575K |
| Money Concepts Capital Corp. | 0.03% | Add +12.8% | 9,143 | $561K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +2.2% | 8,992 | $551K |
| Concord Wealth Partners | 0.07% | Reduce -50.3% | 8,918 | $547K |
| KERR FINANCIAL PLANNING Corp | 0.38% | No change | 8,182 | $536K |
| Coldstream Capital Management Inc. | 0.01% | No change | 8,670 | $532K |
| 5T Wealth, LLC | 0.21% | Reduce -1.9% | 8,610 | $528K |
| World Investment Advisors | 0.01% | Add +1.9% | 8,608 | $528K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -97.6% | 8,477 | $520K |
| Annex Advisory Services, LLC | 0.01% | Reduce -7.0% | 8,449 | $518K |
| Jamison Private Wealth Management, Inc. | 0.06% | No change | 8,383 | $514K |
| Norden Group LLC | 0.05% | Reduce -55.7% | 8,380 | $514K |
| Wilkerson Advisory Group LLC | 0.18% | Add +2.3% | 8,342 | $512K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,339 | $511K |
| Citigroup Inc. | 0.00% | Add +21.9% | 8,207 | $503K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -7.3% | 8,008 | $491K |
| Horizon Wealth Management, LLC | 0.07% | No change | 7,901 | $484K |
| Legacy Wealth Partners, LLC | 0.12% | Reduce -6.3% | 7,899 | $484K |
| Winthrop Advisory Group LLC | 0.04% | Reduce -8.2% | 7,792 | $478K |
| BTG Pactual Asset Management US LLC | 0.05% | New | 7,780 | $477K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -23.2% | 7,711 | $473K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -65.8% | 7,674 | $471K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 7,408 | $468K |
| Hershey Financial Advisers, LLC | 0.39% | Reduce -54.9% | 7,436 | $456K |
| Base Wealth Management LLC | 0.25% | Reduce -31.6% | 7,427 | $455K |
| Concord Asset Management, LLC | 0.08% | Reduce -57.7% | 7,409 | $454K |
| Independent Advisor Alliance | 0.00% | New | 7,384 | $453K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -44.5% | 7,098 | $435K |
| Cresset Asset Management, LLC | 0.00% | Add +5.5% | 7,067 | $433K |
| Old Second National Bank of Aurora | 0.09% | No change | 7,009 | $430K |
| BlackRock, Inc. | 0.00% | Reduce -32.3% | 6,834 | $419K |
| RFG Advisory, LLC | 0.01% | Reduce -0.5% | 6,623 | $406K |
| Coordinated Financial Services, Inc. | 0.24% | No change | 6,600 | $405K |
| Albion Financial Group | 0.03% | Reduce -1.3% | 6,540 | $401K |
| Financial Network Wealth Advisors LLC | 0.41% | Add +10.8% | 6,502 | $399K |
| Mainstay Capital Management LLC | 0.03% | New | 6,296 | $386K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +0.3% | 6,250 | $383K |
| MN Wealth Advisors, LLC | 0.18% | Reduce -0.2% | 6,192 | $380K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +4.8% | 6,189 | $380K |
| Lockerman Financial Group, Inc. | 0.66% | Add +0.1% | 6,014 | $369K |
| MBL Wealth, LLC | 0.03% | No change | 6,000 | $368K |
| Arwa LLC | 0.18% | New | 5,800 | $368K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 5,938 | $364K |
| CGC Financial Services, LLC | 0.10% | Reduce -55.7% | 5,860 | $359K |
| Scarborough Advisors, LLC | 0.04% | Reduce -11.7% | 5,755 | $353K |
| Midwest Trust Co | 0.00% | New | 5,626 | $345K |
| IFS Group,LLC | 0.30% | — | 5,551 | $340K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | No change | 5,490 | $337K |
| Wedbush Securities Inc. | 0.01% | Reduce -24.7% | 5,487 | $336K |
| Keyvantage Wealth, LLC | 0.15% | Reduce -31.4% | 5,471 | $335K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,415 | $332K |
| Balefire, LLC | 0.06% | Add +60.6% | 5,358 | $329K |
| &partners | 0.00% | Add +5.7% | 5,390 | $327K |
| WBH Advisory Inc. | 0.02% | No change | 5,292 | $326K |
| Morey & Quinn Wealth Partners, LLC | 0.23% | Reduce -0.0% | 5,224 | $320K |
| CCG Wealth Management, LLC | 0.09% | Add +9.1% | 5,185 | $318K |
| Sharkey, Howes & Javer | 0.04% | No change | 5,170 | $317K |
| Westover Capital Advisors, LLC | 0.06% | Reduce -4.7% | 5,104 | $313K |
| Alliance Wealth Advisors, LLC | 0.07% | Reduce -24.0% | 4,894 | $300K |
| Merited Wealth, LLC | 0.25% | No change | 4,869 | $299K |
| Hancock Whitney Corp. | 0.01% | New | 4,381 | $291K |
| 49 Wealth Management, LLC | 0.02% | Reduce -7.9% | 4,637 | $284K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +1.1% | 4,589 | $281K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -7.0% | 4,589 | $281K |
| Advisortrust Partners, LLC | 0.12% | Add +0.2% | 4,573 | $280K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -20.3% | 4,567 | $280K |
| Investment Planning Advisors, Inc. | 0.08% | Reduce -46.9% | 4,519 | $277K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -13.0% | 4,537 | $272K |
| Lanark Financial, Inc. | 0.02% | Reduce -7.5% | 4,410 | $270K |
| Manhattan West Asset Management, LLC | 0.05% | No change | 4,349 | $267K |
| Bessemer Group Inc. | 0.00% | New | 4,292 | $263K |
| Elevation Wealth Management LLC | 0.24% | No change | 4,213 | $258K |
| Mgo One Seven LLC | 0.01% | Add +3.7% | 4,139 | $254K |
| North Capital, Inc. | 0.21% | No change | 4,131 | $253K |
| Skyline Advisors, Inc. | 0.09% | No change | 4,071 | $250K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.0% | 3,994 | $245K |
| Runnymede Capital Advisors, Inc. | 0.21% | New | 3,963 | $243K |
| Global Assets Advisory, LLC | 0.07% | Reduce -4.1% | 3,955 | $242K |
| Gateway Wealth Partners, LLC | 0.01% | New | 3,914 | $240K |
| US Bancorp \de | 0.00% | Add +2486.1% | 3,905 | $239K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -8.8% | 3,887 | $238K |
| Assetmark, Inc. | 0.00% | Add +13.0% | 3,866 | $237K |
| Ellevest, Inc. | 0.03% | No change | 3,813 | $234K |
| Catalyst Financial Partners LLC | 0.03% | New | 3,669 | $225K |
| Redwood Financial Network Corp | 0.15% | Reduce -14.9% | 3,654 | $224K |
| Campbell Deegan Wealth Management, LLC | 0.18% | Add +0.3% | 3,637 | $223K |
| Portfolio Resources Advisor Group, Inc. | 0.22% | Reduce -4.4% | 3,633 | $223K |
| Whittier Trust Co. | 0.00% | No change | 3,481 | $216K |
| Northwest Financial Advisors | 0.42% | Reduce -17.0% | 3,512 | $215K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -5.0% | 3,506 | $215K |
| Mill Creek Capital Advisors, LLC | 0.00% | Add +2.3% | 3,505 | $215K |
| Hollencrest Capital Management | 0.01% | No change | 3,500 | $215K |
| Axis Wealth Partners, LLC | 0.11% | Add +4.9% | 3,493 | $214K |
| Pettyjohn, Wood & White, Inc. | 0.03% | Add +1.0% | 3,485 | $214K |
| Financial Partners Group, Inc | 0.03% | Add +9.2% | 3,432 | $210K |
| Saratoga Research & Investment Management | 0.01% | Reduce -97.9% | 3,406 | $209K |
| Northern Trust Corp. | 0.00% | Reduce -7.6% | 3,367 | $206K |
| Saxony Capital Management, LLC | 0.12% | No change | 3,350 | $205K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 3,340 | $205K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | Reduce -8.4% | 3,336 | $205K |
| GFS Advisors, LLC | 0.01% | New | 641 | $200K |
| Wall Street Financial Group, Inc. | 0.11% | Reduce -4.9% | 3,101 | $190K |
| Reicon Wealth Advisors, LLC | 0.14% | Add +37.6% | 3,024 | $185K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -41.5% | 2,697 | $165K |
| Lavaca Capital LLC | 0.03% | Add +24.2% | 2,409 | $148K |
| AE Wealth Management LLC | 0.00% | Reduce -89.6% | 2,312 | $142K |
| Harbor Asset Planning, Inc. | 0.12% | Add +0.3% | 2,290 | $140K |
| Ancora Advisors LLC | 0.00% | Add +719.0% | 2,113 | $130K |
| GoalVest Advisory LLC | 0.02% | Reduce -96.2% | 2,066 | $127K |
| Banco de Sabadell, S.A | 0.07% | No change | 1,796 | $108K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -16.7% | 1,534 | $94K |
| CENTRAL TRUST Co | 0.00% | No change | 1,386 | $85K |
| Bank of Montreal | 0.00% | Reduce -18.4% | 1,383 | $85K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,369 | $84K |
| Cwm, LLC | 0.00% | Add +118.3% | 1,290 | $79K |
| Operose Advisors LLC | 0.02% | Add +116.0% | 1,283 | $79K |
| Triumph Capital Management | 0.02% | Reduce -59.5% | 1,233 | $76K |
| Parallel Advisors, LLC | 0.00% | No change | 1,154 | $71K |
| International Assets Investment Management, LLC | 0.00% | Add +2.5% | 1,152 | $71K |
| Longview Financial Advisors LLC | 0.04% | No change | 1,054 | $65K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,047 | $64K |
| Vanguard Advisers Inc. | 0.00% | — | 964 | $59K |
| Abound Wealth Management | 0.01% | No change | 964 | $59K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.5% | 964 | $58K |
| Asset Dedication, LLC | 0.00% | No change | 940 | $58K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 904 | $55K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 852 | $52K |
| Arlington Trust Co LLC | 0.00% | New | 839 | $51K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -16.7% | 818 | $51K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 762 | $47K |
| Root Financial Partners, LLC | 0.00% | Reduce -24.7% | 737 | $45K |
| KM Capital Management Ltd. | 0.03% | New | 604 | $41K |
| Walsh & Associates, LLC | 0.04% | No change | 660 | $40K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.3% | 611 | $37K |
| SouthState Bank Corp | 0.00% | No change | 606 | $37K |
| PlanVest Financial, Inc | 0.02% | — | 496 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 478 | $29K |
| 1015 Capital Partners, LLC | 0.02% | No change | 400 | $25K |
| Fortitude Family Office, LLC | 0.01% | No change | 396 | $24K |
| Roxbury Financial LLC | 0.02% | Add +0.3% | 319 | $20K |
| Tripletail Wealth Management, LLC | 0.03% | No change | 300 | $19K |
| Strive Financial Group ,LLC | 0.01% | No change | 255 | $16K |
| Financial Management Professionals, Inc. | 0.00% | No change | 259 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 245 | $15K |
| Bfsg, LLC | 0.00% | No change | 240 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 239 | $15K |
| FAS Wealth Partners, Inc. | 0.00% | New | 239 | $15K |
| City State Bank | 0.00% | No change | 215 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -31.9% | 207 | $13K |
| Burk Holdings LLC | 0.01% | New | 205 | $13K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 201 | $12K |
| Key Financial Inc | 0.00% | No change | 200 | $12K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 200 | $12K |
| Peterson Wealth Management | 0.01% | New | 197 | $12K |
| MAI Capital Management | 0.00% | No change | 192 | $12K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 187 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.2% | 181 | $11K |
| Heritage Wealth Advisors | 0.00% | No change | 153 | $9K |
| Archer Investment Corp | 0.00% | No change | 130 | $8K |
| Valued Wealth Advisors LLC | 0.00% | No change | 104 | $6K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 83 | $5K |
| Horizon Investments, LLC | 0.00% | Reduce -60.0% | 80 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -46.6% | 78 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -97.1% | 62 | $4K |
| Crewe Advisors LLC | 0.00% | Reduce -68.9% | 52 | $3K |
| Dorato Capital Management | 0.00% | No change | 48 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 38 | $2K |
| Rogco, LP | 0.00% | No change | 36 | $2K |
| Sankala Group LLC | 0.00% | No change | 30 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 7 | $432 |
| Capital Advisor Network LLC | 0.00% | — | 2 | $123 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $123 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $62 |
| Hantz Financial Services, Inc. | 0.00% | No change | 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.