JPMorgan US Quality FactorJQUAETF
13F holders, Q2 2026 (June 30)479holders +18
53new positions
25sold out
3famous investors
$72.14avg. 13F price*
At the end of Q2 2026, 479 institutions reported holding JPMorgan US Quality Factor (JQUA) in their 13F filings, up 18 from Q1 2026. 53 opened new positions and 25 sold out. The largest holders were Savant Capital, LLC ($906.7M), LPL Financial LLC ($254.4M) and Sage Mountain Advisors LLC ($210.4M). 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 Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan US Quality Factor
- CUSIP
- 46641Q761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $56.3M |
| Exits | 25 | $27.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,654,011 shares bought and 3,278,950 shares sold, net +2,375,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 479 holders
| Savant Capital, LLC | 2.66% | Add +9.9% | 12,544,726 | $906.7M |
| LPL Financial LLC | 0.06% | Reduce -12.7% | 3,519,434 | $254.4M |
| Sage Mountain Advisors LLC | 12.94% | Reduce -1.9% | 2,910,657 | $210.4M |
| Focus Partners Wealth | 0.20% | Add +28.3% | 2,634,467 | $190.4M |
| St Germain D J Co. Inc. | 4.99% | Add +0.1% | 1,918,286 | $138.7M |
| JPMorgan Chase & Co. | 0.01% | Add +15.6% | 1,858,109 | $133.2M |
| Morgan Stanley | 0.01% | Reduce -2.4% | 1,809,452 | $130.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -1.1% | 1,620,104 | $117.1M |
| Bank of America Corp. | 0.01% | Reduce -0.0% | 1,385,216 | $100.1M |
| Savvy Advisors, Inc. | 2.03% | Reduce -0.7% | 1,314,796 | $95.0M |
| Facet Wealth, Inc. | 1.31% | Add +0.1% | 1,268,937 | $91.7M |
| Quadcap Wealth Management, LLC | 8.87% | Add +1.2% | 1,260,449 | $91.1M |
| Cetera Investment Advisers | 0.08% | Add +15.7% | 1,194,066 | $86.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -16.7% | 1,051,811 | $76.0M |
| EP Wealth Advisors, LLC | 0.28% | Add +358.2% | 1,025,040 | $74.1M |
| LVZ, Inc. | 7.46% | Reduce -0.1% | 1,015,715 | $73.4M |
| Hughes Financial Services, LLC | 9.69% | Add +6.0% | 1,011,274 | $73.1M |
| Avidian Wealth Enterprises, LLC | 1.96% | Add +3.2% | 980,654 | $70.9M |
| Midland Wealth Advisors, LLC | 3.31% | Reduce -1.4% | 973,572 | $70.4M |
| RVW Wealth, LLC | 4.53% | Add +3.8% | 952,795 | $68.9M |
| UMB Bank, n.a. | 0.83% | Add +4.2% | 901,926 | $65.2M |
| Osaic Holdings, Inc. | 0.08% | Add +3.0% | 896,995 | $64.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.2% | 874,194 | $63.2M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -4.2% | 855,394 | $61.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +5.3% | 782,659 | $56.6M |
| Federation des caisses Desjardins du Quebec | 0.17% | Reduce -1.4% | 774,472 | $56.0M |
| TFC Financial Management, Inc. | 6.12% | Add +2.5% | 764,173 | $55.2M |
| Warren Street Wealth Advisors, LLC | 11.36% | Add +2.5% | 695,856 | $50.3M |
| Vertex Planning Partners, LLC | 7.38% | Add +10.8% | 688,073 | $49.7M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -4.8% | 683,750 | $49.4M |
| Intellus Advisors LLC | 5.01% | Reduce -1.1% | 570,632 | $41.2M |
| Equitable Holdings, Inc. | 0.24% | Add +1.3% | 567,142 | $41.0M |
| Goldstone Financial Group, LLC | 3.68% | Reduce -4.1% | 556,388 | $40.2M |
| Spectrum Wealth Advisory Group, LLC | 11.02% | Add +0.1% | 535,194 | $38.7M |
| Bartlett & Co. Wealth Management LLC | 0.45% | Add +3.1% | 494,295 | $35.7M |
| Harbour Investments, Inc. | 0.45% | Reduce -1.8% | 460,857 | $33.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -13.4% | 459,444 | $33.3M |
| Breakwater Capital Group | 3.85% | Add +1.1% | 444,100 | $32.1M |
| Baker Avenue Asset Management, LP | 0.61% | Add +0.7% | 441,326 | $31.9M |
| Signaturefd, LLC | 0.42% | Reduce -14.0% | 439,499 | $31.8M |
| Hemming& Wealth Management, Inc. | 19.17% | Reduce -1.6% | 435,713 | $31.5M |
| NewEdge Advisors, LLC | 0.09% | Reduce -2.6% | 431,073 | $31.2M |
| One Capital Management, LLC | 0.84% | No change | 491,596 | $30.1M |
| HighTower Advisors, LLC | 0.03% | Add +2.1% | 392,158 | $28.3M |
| Strategent Financial, LLC | 15.87% | Add +0.5% | 381,137 | $27.5M |
| Jones Financial Companies LLLP | 0.01% | Add +11.8% | 384,142 | $27.2M |
| Sanchez Wealth Management Group | 4.75% | Add +3.0% | 375,076 | $27.1M |
| Walled Lake Planning & Wealth Management, LLC | 6.78% | Add +1.9% | 371,322 | $26.8M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +13.2% | 349,995 | $25.3M |
| Dynamic Advisor Solutions LLC | 0.72% | Add +7.5% | 348,347 | $25.2M |
| Wells Fargo & Company | 0.00% | Reduce -5.2% | 347,557 | $25.1M |
| Roof Eidam Maycock Peralta, LLC | 4.89% | Reduce -4.9% | 343,162 | $24.8M |
| Tull Financial Group, Inc. | 9.49% | Reduce -0.3% | 335,421 | $24.2M |
| Geneos Wealth Management Inc. | 0.49% | Add +8.5% | 331,532 | $24.0M |
| Ameritas Advisory Services, LLC | 0.47% | Add +99.0% | 318,031 | $23.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.0% | 317,843 | $23.0M |
| Valicenti Advisory Services Inc. | 4.00% | Add +1.4% | 292,987 | $21.2M |
| Cerity Partners LLC | 0.03% | Add +1.0% | 288,029 | $20.8M |
| Park Avenue Securities LLC | 0.13% | Add +37.5% | 282,105 | $20.4M |
| Kelly Financial Group LLC | 4.34% | Reduce -0.0% | 270,282 | $19.5M |
| REDW Wealth LLC | 6.99% | Reduce -7.6% | 269,822 | $19.5M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 262,677 | $19.0M |
| Cornerstone Wealth Management, LLC | 0.80% | Add +23.6% | 257,203 | $18.6M |
| Mason & Associates Inc | 2.88% | New | 247,077 | $17.9M |
| Knightsbridge Asset Management, LLC | 2.35% | Add +0.2% | 246,342 | $17.8M |
| Modern Wealth Management, LLC | 0.21% | Reduce -0.1% | 237,625 | $17.2M |
| MML Investors Services, LLC | 0.03% | Reduce -1.4% | 236,360 | $17.1M |
| D'Orazio & Associates, Inc. | 1.93% | Reduce -7.3% | 230,194 | $16.6M |
| Private Advisor Group, LLC | 0.08% | Add +51.6% | 227,621 | $16.5M |
| Marks Group Wealth Management, Inc | 1.42% | Add +8.3% | 224,884 | $16.3M |
| Sanctuary Advisors, LLC | 0.07% | Add +13.3% | 220,248 | $15.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -4.2% | 217,775 | $15.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -2.8% | 216,733 | $15.7M |
| Per Stirling Capital Management, LLC. | 1.46% | Add +0.2% | 211,334 | $15.3M |
| Plan Group Financial, LLC | 3.13% | Add +24.8% | 208,959 | $15.1M |
| Petra Financial Advisors Inc. | 6.93% | Add +5.0% | 206,837 | $15.0M |
| Weil Company, Inc. | 2.59% | Add +7.2% | 203,625 | $14.7M |
| Allworth Financial LP | 0.06% | Reduce -10.7% | 201,492 | $14.6M |
| Alpha Zero LLC | 5.51% | Add +12.8% | 201,527 | $14.5M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 188,900 | $13.7M |
| Prism Advisors, Inc. | 3.30% | Add +0.2% | 187,945 | $13.6M |
| Ledyard National Bank | 0.99% | Reduce -1.9% | 170,884 | $12.4M |
| Woodmont Investment Counsel LLC | 0.67% | Add +8.4% | 169,718 | $12.3M |
| True North Advisors, LLC | 1.16% | Add +0.1% | 167,310 | $12.1M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -4.1% | 165,833 | $12.0M |
| J.W. Cole Advisors, Inc. | 0.20% | Reduce -3.0% | 164,746 | $11.9M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -0.5% | 155,493 | $11.2M |
| Seamount Financial Group Inc. | 4.52% | Add +0.1% | 155,205 | $11.2M |
| Betterment LLC | 0.02% | Add +1.1% | 151,401 | $10.9M |
| Summit Financial, LLC | 0.12% | Add +87.5% | 147,258 | $10.6M |
| Benjamin Edwards Inc. | 0.09% | Add +1.5% | 138,425 | $10.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +13.3% | 138,391 | $10.0M |
| Fifth Third Wealth Advisors LLC | 0.28% | Add +2221.5% | 137,850 | $10.0M |
| MBA Advisors LLC | 3.29% | Reduce -1.3% | 133,585 | $9.7M |
| Navalign, LLC | 2.21% | Add +0.5% | 131,050 | $9.5M |
| Clarus Wealth Advisors | 3.58% | Reduce -3.8% | 129,822 | $9.3M |
| Able Wealth Management LLC | 2.13% | Reduce -43.6% | 128,167 | $9.3M |
| Aprio Wealth Management, LLC | 0.45% | Add +742.0% | 125,101 | $9.0M |
| Tenzing Financial LLC | 6.10% | Reduce -0.8% | 122,984 | $8.9M |
| Onyx Bridge Wealth Group LLC | 0.80% | Reduce -0.8% | 122,406 | $8.8M |
| Focus Financial Network, Inc. | 0.26% | Add +5.8% | 117,142 | $8.5M |
| Lawood & Co. | 5.71% | Reduce -3.2% | 116,653 | $8.4M |
| Waterway Wealth Management, LLC | 1.67% | Reduce -54.6% | 143,990 | $8.2M |
| Columbus Macro, LLC | 0.79% | Add +31.1% | 112,039 | $8.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -39.6% | 111,244 | $8.0M |
| Truist Financial Corp. | 0.01% | Reduce -3.2% | 110,152 | $8.0M |
| Baird Financial Group, Inc. | 0.01% | Add +8.8% | 110,135 | $8.0M |
| D.A. Davidson & Co. | 0.04% | Reduce -9.8% | 109,426 | $7.9M |
| Maridea Wealth Management LLC | 0.84% | Add +5.4% | 107,135 | $7.7M |
| Madson Wealth Advisors Inc | 5.21% | Reduce -5.5% | 105,969 | $7.7M |
| Pallas Capital Advisors LLC | 0.23% | Add +0.9% | 105,382 | $7.6M |
| Blue Trust, Inc. | 0.08% | Add +3.8% | 101,707 | $7.4M |
| Golden State Wealth Management, LLC | 0.67% | Add +6.7% | 101,321 | $7.3M |
| Arrowroot Family Office, LLC | 2.10% | Add +4.3% | 101,283 | $7.3M |
| Archford Capital Strategies, LLC | 0.67% | Add +0.8% | 91,485 | $6.6M |
| BridgePort Financial Solutions, LLC | 1.62% | Add +1.3% | 87,946 | $6.4M |
| Cornerstone Wealth, LLC | 3.21% | Reduce -25.7% | 88,256 | $6.4M |
| Merit Financial Group, LLC | 0.04% | Reduce -31.9% | 87,549 | $6.3M |
| Tandem Financial, LLC | 2.02% | Reduce -32.3% | 86,719 | $6.3M |
| Magnolia Capital Advisors LLC | 1.07% | Add +380.6% | 86,391 | $6.2M |
| HighPoint Advisor Group LLC | 0.22% | Add +5.0% | 85,485 | $6.2M |
| Delos Wealth Advisors, LLC | 3.03% | Add +3.9% | 81,484 | $5.9M |
| Linscomb Wealth, Inc. | 0.25% | Add +2.3% | 81,065 | $5.9M |
| Integrated Capital Management, Inc. | 4.05% | Add +18.2% | 80,238 | $5.8M |
| Burton Enright Welch | 0.68% | Reduce -0.9% | 80,157 | $5.8M |
| Asset One Wealth Management LLC | 0.61% | Reduce -12.9% | 79,802 | $5.7M |
| Financial Futures Ltd Liability Co. | 2.18% | Add +5.7% | 79,071 | $5.7M |
| Fulcrum Capital LLC | 1.15% | Add +2.5% | 78,266 | $5.7M |
| MorganRosel Wealth Management, LLC | 1.90% | Add +2.8% | 77,894 | $5.6M |
| Creative Planning | 0.00% | Reduce -0.6% | 77,291 | $5.6M |
| Collaborative Wealth Managment Inc. | 2.25% | Reduce -1.1% | 73,844 | $5.3M |
| Mutual Advisors, LLC | 0.10% | Add +3.8% | 72,616 | $5.2M |
| Shepherd Kaplan Krochuk, LLC | 4.08% | Reduce -3.6% | 71,025 | $5.1M |
| Destiny Wealth Partners, LLC | 0.70% | Reduce -4.0% | 68,387 | $4.9M |
| Western Wealth Management, LLC | 0.16% | Add +0.1% | 67,073 | $4.8M |
| Madrid Wealth Management, LLC | 3.16% | Reduce -2.0% | 66,608 | $4.8M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -14.5% | 66,275 | $4.8M |
| FDx Advisors, Inc. | 1.44% | Add +4.7% | 66,194 | $4.8M |
| Palisade Capital Management, LP | 0.23% | Add +7.3% | 64,751 | $4.7M |
| Medallion Wealth Advisors, LLC | 1.46% | Add +486.6% | 98,709 | $4.6M |
| Arsenal Capital Advisors LLC | 2.69% | Add +20.7% | 62,963 | $4.6M |
| Ballast Financial Advisors LLC | 4.12% | Add +7.1% | 62,901 | $4.5M |
| Tableaux LLC | 1.91% | Add +4.3% | 62,797 | $4.5M |
| Empowered Funds, LLC | 0.02% | Add +279.1% | 61,622 | $4.5M |
| TD Capital Management LLC | 0.36% | Add +5.6% | 61,575 | $4.5M |
| Susquehanna International Group, LLP | 0.00% | Add +461.2% | 61,320 | $4.4M |
| Insigneo Advisory Services, LLC | 0.16% | New | 60,739 | $4.4M |
| Ballast Rock Private Wealth LLC | 2.01% | Add +10.3% | 60,207 | $4.4M |
| Founders Financial Securities LLC | 0.21% | Reduce -0.3% | 56,865 | $4.1M |
| Kathmere Capital Management, LLC | 0.22% | Reduce -3.6% | 56,178 | $4.1M |
| Peck Wealth Management, LLC | 3.41% | Add +2.9% | 55,982 | $4.0M |
| Portside Wealth Group, LLC | 0.47% | Add +7.5% | 55,304 | $4.0M |
| Fiduciary Alliance LLC | 0.27% | Add +0.1% | 54,787 | $4.0M |
| Keystone Financial Group | 0.23% | Reduce -72.7% | 53,620 | $3.9M |
| SHP Wealth Management | 0.26% | Reduce -0.1% | 53,071 | $3.8M |
| Centennial Bank | 1.21% | Add +0.0% | 52,007 | $3.8M |
| Perryman Financial Advisory Inc. | 0.49% | Reduce -0.1% | 50,779 | $3.7M |
| Intelligence Driven Advisers, LLC | 0.59% | Reduce -2.8% | 50,115 | $3.6M |
| IFP Advisors, Inc | 0.06% | Add +9.4% | 49,513 | $3.6M |
| Avior Wealth Management, LLC | 0.09% | New | 49,509 | $3.6M |
| Independent Financial Group, LLC | 0.07% | Reduce -71.4% | 48,790 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.16% | Reduce -2.0% | 45,925 | $3.3M |
| Novem Group | 0.34% | Reduce -3.2% | 45,728 | $3.3M |
| L & S Advisors Inc | 0.34% | Reduce -0.4% | 45,630 | $3.3M |
| Investor's Fiduciary Advisor Network, LLC | 1.11% | Reduce -12.2% | 45,021 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -0.8% | 44,632 | $3.2M |
| Fifth Third Bancorp | 0.01% | Reduce -3.6% | 43,573 | $3.1M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 42,499 | $3.1M |
| UBS Group AG | 0.00% | Add +12.7% | 42,229 | $3.1M |
| JT Stratford LLC | 0.33% | Add +4.0% | 41,939 | $3.0M |
| FMR LLC | 0.00% | Add +9.2% | 41,239 | $3.0M |
| Wealth Advisors of Iowa, LLC | 0.79% | Reduce -3.3% | 40,462 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -6.9% | 40,241 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.2% | 39,981 | $2.9M |
| Ayalon Insurance Comp Ltd. | 0.35% | No change | 39,764 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -76.1% | 39,227 | $2.8M |
| Advisory Services Network, LLC | 0.03% | Add +2.5% | 38,526 | $2.8M |
| Smith, Moore & Co. | 0.18% | Add +8.5% | 37,975 | $2.7M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -2.9% | 37,191 | $2.7M |
| Vise Technologies, Inc. | 0.03% | Add +159.1% | 36,813 | $2.7M |
| N.E.W. Advisory Services LLC | 0.17% | Add +6.0% | 35,865 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +61.3% | 35,847 | $2.6M |
| Spire Wealth Management | 0.08% | Reduce -3.8% | 35,673 | $2.6M |
| Salem Investment Counselors Inc. | 0.06% | Add +2.9% | 35,359 | $2.6M |
| Retirement Planning Group, LLC | 0.06% | Reduce -5.7% | 34,916 | $2.5M |
| Confluence Wealth Services, Inc. | 0.07% | Add +0.8% | 34,661 | $2.5M |
| Matters Capital LLC | 1.75% | No change | 34,592 | $2.5M |
| Elevation Capital Advisory, LLC | 0.96% | Add +111.6% | 34,463 | $2.5M |
| Centerpoint Advisory Group | 1.57% | Reduce -0.7% | 34,250 | $2.5M |
| Oasis Advisors, LLC | 1.59% | New | 33,895 | $2.4M |
| National Bank of Canada | 0.00% | Add +12.2% | 33,720 | $2.4M |
| Gallacher Capital Management LLC | 1.36% | Reduce -50.2% | 33,472 | $2.4M |
| Diversify Advisory Services, LLC | 0.04% | New | 32,971 | $2.4M |
| Diversify Wealth Management, LLC | 0.04% | Reduce -21.9% | 32,971 | $2.4M |
| Princeton Global Asset Management LLC | 0.33% | Add +0.8% | 31,785 | $2.3M |
| CAP Partners, LLC | 1.10% | Add +0.3% | 31,073 | $2.2M |
| Valley National Advisers Inc. | 0.24% | Reduce -29.5% | 30,340 | $2.2M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -7.2% | 29,220 | $2.1M |
| Intrust Bank NA | 0.15% | Reduce -4.7% | 28,952 | $2.1M |
| Foster Group, Inc. | 0.06% | Reduce -5.2% | 28,819 | $2.1M |
| Arq Wealth Advisors, LLC | 0.25% | Add +75.4% | 27,702 | $2.0M |
| Enzi Wealth | 0.63% | Reduce -3.8% | 27,400 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Add +0.3% | 27,126 | $2.0M |
| Sigma Planning Corp | 0.05% | Reduce -8.6% | 26,949 | $1.9M |
| Seaview Investment Managers LLC | 0.57% | Reduce -1.0% | 26,597 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -0.4% | 25,719 | $1.9M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -45.8% | 25,526 | $1.8M |
| Nuveen, LLC | 0.00% | New | 25,191 | $1.8M |
| Aspen Wealth Management LLC | 0.31% | Reduce -0.9% | 24,936 | $1.8M |
| GTS Securities LLC | 0.04% | New | 24,561 | $1.8M |
| Atria Investments, Inc | 0.02% | New | 24,405 | $1.8M |
| First Commonwealth Financial Corp | 0.25% | Reduce -7.4% | 24,402 | $1.8M |
| Composition Wealth, LLC | 0.02% | Reduce -2.9% | 23,864 | $1.7M |
| Arax Advisory Partners | 0.01% | Add +37540.3% | 23,337 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 23,308 | $1.7M |
| American Financial Advisors, LLC | 0.20% | Reduce -1.9% | 23,129 | $1.7M |
| Westfuller Advisors, LLC | 0.60% | Add +0.3% | 22,967 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Reduce -4.1% | 22,784 | $1.6M |
| Resonant Capital Advisors, LLC | 0.08% | New | 22,766 | $1.6M |
| Private Wealth Partners, LLC | 0.12% | No change | 22,309 | $1.6M |
| ProCore Advisors, LLC | 1.99% | Add +0.5% | 22,235 | $1.6M |
| Procyon Advisors, LLC | 0.07% | Reduce -9.5% | 21,839 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +5.5% | 21,534 | $1.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.21% | Reduce -0.4% | 20,937 | $1.5M |
| Private Trust Co. NA | 0.12% | Reduce -3.1% | 20,546 | $1.5M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -36.7% | 19,933 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | New | 19,931 | $1.4M |
| Saratoga Research & Investment Management | 0.08% | Add +466.3% | 19,289 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +171.2% | 19,251 | $1.4M |
| Mendel Money Management | 0.51% | Add +5.0% | 19,176 | $1.4M |
| Milestone Asset Management, LLC | 0.21% | New | 18,247 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Reduce -6.2% | 17,947 | $1.3M |
| IRON Financial LLC | 0.52% | Reduce -0.0% | 17,534 | $1.3M |
| Everest Private Wealth | 0.46% | Reduce -1.4% | 17,006 | $1.2M |
| PFG Advisors | 0.06% | Reduce -14.4% | 16,966 | $1.2M |
| CIBC Bancorp USA Inc. | 0.00% | No change | 16,810 | $1.2M |
| StoneX Group Inc. | 0.05% | Add +65.4% | 16,831 | $1.2M |
| Florida Financial Advisors, LLC | 0.20% | Reduce -19.9% | 16,756 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | Reduce -9.9% | 16,574 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -19.0% | 16,117 | $1.2M |
| Archer Investment Management, LLC | 0.40% | Reduce -2.2% | 16,043 | $1.2M |
| Flavin Financial Services, Inc. | 0.65% | Reduce -4.9% | 15,836 | $1.1M |
| Tsfg, LLC | 0.14% | Reduce -80.4% | 15,598 | $1.1M |
| Cooper Financial Group | 0.09% | Reduce -4.6% | 15,458 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.11% | Reduce -87.1% | 15,368 | $1.1M |
| M.E. Allison & Co., Inc. | 0.63% | Reduce -2.3% | 15,120 | $1.1M |
| Boyum Wealth Architects LLC | 0.43% | Reduce -0.8% | 14,994 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -71.6% | 14,525 | $1.0M |
| Cambria Investment Management, L.P. | 0.05% | Reduce -0.9% | 14,131 | $1.0M |
| Drive Wealth Management, LLC | 0.18% | Reduce -5.5% | 14,002 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -43.9% | 14,001 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.4% | 13,986 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.5% | 13,923 | $1.0M |
| Emprise Bank | 0.37% | No change | 13,839 | $1.0M |
| Wealthedge Investment Advisors, LLC | 0.34% | Reduce -21.2% | 13,630 | $985K |
| Jefferson Bridge Capital, LLC | 0.85% | Add +2.5% | 13,545 | $979K |
| Silver Grove Financial Group, Inc. | 0.53% | Reduce -0.1% | 13,469 | $974K |
| Hamilton Capital, LLC | 0.05% | Reduce -24.4% | 13,353 | $965K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.0% | 12,997 | $939K |
| High Net Worth Advisory Group LLC | 0.19% | Add +0.3% | 12,468 | $901K |
| AQR Capital Management | 0.00% | Add +0.3% | 12,326 | $891K |
| PFG Investments, LLC | 0.03% | Add +13.6% | 12,181 | $880K |
| Brown Advisory Inc. | 0.00% | Reduce -23.1% | 11,950 | $864K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -3.3% | 11,912 | $861K |
| Elm3 Financial Group, LLC | 0.59% | Reduce -0.9% | 11,898 | $860K |
| Altman Advisors, Inc. | 0.31% | No change | 11,853 | $857K |
| RFG Advisory, LLC | 0.01% | Add +74.3% | 11,542 | $834K |
| Herold Advisors, Inc. | 0.16% | Reduce -33.9% | 11,522 | $832K |
| RiverGlades Family Offices LLC | 0.38% | New | 11,453 | $828K |
| Penney Financial, LLC | 0.29% | No change | 11,343 | $820K |
| Andina Capital Management, LLC | 1.34% | Reduce -62.9% | 11,324 | $818K |
| Corient Private Wealth LP | 0.00% | Reduce -0.0% | 11,323 | $818K |
| Nottingham Advisors, Inc. | 0.10% | No change | 11,301 | $809K |
| BXM Wealth LLC | 0.44% | New | 11,105 | $803K |
| BlackRock, Inc. | 0.00% | Add +57.7% | 10,776 | $779K |
| Money Concepts Capital Corp. | 0.04% | Add +16.5% | 10,654 | $770K |
| Gotham Asset Management | 0.00% | No change | 10,525 | $761K |
| Titleist Asset Management, LLC | 0.05% | Reduce -6.8% | 10,357 | $749K |
| Interactive Financial Advisors, Inc. | 0.45% | No change | 10,218 | $739K |
| Patten Group, Inc. | 0.11% | Add +2.3% | 10,079 | $729K |
| Sequent Asset Management, LLC | 0.30% | No change | 9,901 | $716K |
| Global Retirement Partners, LLC | 0.01% | — | 9,748 | $705K |
| Third View Private Wealth, LLC | 0.09% | Reduce -3.8% | 9,740 | $704K |
| Ehrlich Financial Group | 0.36% | Reduce -82.7% | 9,613 | $695K |
| Core Wealth Advisors, Inc. | 0.14% | New | 9,562 | $691K |
| Beacon Bridge Wealth Partners, LLC | 0.19% | Reduce -3.6% | 9,189 | $664K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.6% | 9,140 | $661K |
| Brown Brothers Harriman & Co. | 0.00% | New | 9,053 | $654K |
| Norden Group LLC | 0.05% | Add +4.7% | 8,770 | $634K |
| 5T Wealth, LLC | 0.23% | No change | 8,610 | $622K |
| Concord Wealth Partners | 0.07% | Reduce -4.7% | 8,500 | $614K |
| Beto Financial Group, LLC | 0.32% | Reduce -79.1% | 8,535 | $611K |
| Jamison Private Wealth Management, Inc. | 0.06% | No change | 8,383 | $606K |
| Wilkerson Advisory Group LLC | 0.19% | Add +0.3% | 8,363 | $605K |
| Capital Advisors Wealth Management, LLC | 0.07% | Reduce -8.1% | 8,265 | $597K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 8,217 | $594K |
| Advisortrust Partners, LLC | 0.20% | Add +78.0% | 8,139 | $588K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -35.9% | 8,124 | $587K |
| Annex Advisory Services, LLC | 0.01% | Reduce -4.4% | 8,075 | $584K |
| Horizon Wealth Management, LLC | 0.07% | No change | 7,901 | $571K |
| Legacy Wealth Partners, LLC | 0.13% | Reduce -0.0% | 7,897 | $571K |
| SVB Wealth LLC | 0.04% | Reduce -48.2% | 7,802 | $564K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 7,780 | $562K |
| Idaho Trust Co | 0.16% | Reduce -17.4% | 7,749 | $560K |
| Cary Street Partners Financial LLC | 0.01% | No change | 7,711 | $557K |
| Keeler Thomas Management LLC | 0.20% | New | 7,666 | $554K |
| Base Wealth Management LLC | 0.25% | Add +1.9% | 7,570 | $547K |
| Financial Network Wealth Advisors LLC | 0.55% | Add +14.3% | 7,430 | $537K |
| World Investment Advisors | 0.01% | No change | 8,608 | $528K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,271 | $526K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -14.5% | 7,249 | $524K |
| Hershey Financial Advisers, LLC | 0.38% | Reduce -2.6% | 7,242 | $523K |
| Winthrop Advisory Group LLC | 0.04% | Reduce -7.4% | 7,212 | $521K |
| Concord Asset Management, LLC | 0.08% | Reduce -3.8% | 7,127 | $515K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -35.8% | 7,092 | $513K |
| Old Second National Bank of Aurora | 0.10% | No change | 7,009 | $507K |
| Kovack Advisors, Inc. | 0.02% | Reduce -43.1% | 6,868 | $496K |
| IFS Group,LLC | 0.66% | Add +20.5% | 6,691 | $484K |
| Citigroup Inc. | 0.00% | Reduce -18.5% | 6,686 | $483K |
| CGC Financial Services, LLC | 0.11% | Add +13.9% | 6,674 | $482K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +6.6% | 6,595 | $477K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -37.0% | 6,595 | $477K |
| Albion Financial Group | 0.03% | No change | 6,540 | $473K |
| Keybank National Association | 0.00% | New | 6,510 | $471K |
| IMA Advisory Services, Inc. | 0.03% | New | 6,300 | $455K |
| Mainstay Capital Management LLC | 0.03% | No change | 6,296 | $455K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +0.3% | 6,267 | $453K |
| Fiduciary Financial Advisors | 0.04% | New | 6,130 | $443K |
| Lockerman Financial Group, Inc. | 0.67% | Add +0.5% | 6,042 | $437K |
| MBL Wealth, LLC | 0.03% | No change | 6,000 | $434K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -6.4% | 6,935 | $425K |
| MN Wealth Advisors, LLC | 0.17% | Reduce -8.3% | 5,677 | $410K |
| Scarborough Advisors, LLC | 0.05% | Reduce -1.2% | 5,686 | $404K |
| McKinley Carter Wealth Services, Inc. | 0.02% | New | 5,500 | $398K |
| HB Wealth Management, LLC | 0.00% | New | 5,497 | $397K |
| Reicon Wealth Advisors, LLC | 0.24% | Add +79.2% | 5,419 | $392K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,415 | $391K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Reduce -2.7% | 5,342 | $386K |
| WBH Advisory Inc. | 0.03% | No change | 5,292 | $383K |
| &partners | 0.00% | Reduce -2.5% | 5,254 | $380K |
| Citadel Advisors | 0.00% | New | 5,229 | $378K |
| CCG Wealth Management, LLC | 0.09% | No change | 5,185 | $375K |
| Sharkey, Howes & Javer | 0.05% | No change | 5,170 | $374K |
| QRG Capital Management, Inc. | 0.00% | New | 5,118 | $370K |
| Westover Capital Advisors, LLC | 0.06% | Reduce -1.0% | 5,051 | $365K |
| KERR FINANCIAL PLANNING Corp | 0.40% | Reduce -39.1% | 4,982 | $360K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +10.4% | 5,008 | $359K |
| Midwest Trust Co | 0.00% | Reduce -11.8% | 4,965 | $359K |
| Flagship Wealth Advisors, LLC | 0.08% | New | 4,964 | $359K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +47.6% | 4,931 | $356K |
| Hutchinson Capital Management | 0.06% | New | 4,894 | $354K |
| Global Assets Advisory, LLC | 0.08% | Add +23.4% | 4,880 | $353K |
| Merited Wealth, LLC | 0.25% | No change | 4,869 | $352K |
| DAVENPORT & Co LLC | 0.00% | New | 4,858 | $351K |
| Range Advisory, LLC | 0.04% | New | 4,801 | $347K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 4,589 | $332K |
| Investment Planning Advisors, Inc. | 0.08% | Add +0.1% | 4,525 | $327K |
| Lanark Financial, Inc. | 0.02% | No change | 4,410 | $319K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.1% | 4,379 | $317K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -4.5% | 4,362 | $315K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -5.3% | 4,345 | $314K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -50.0% | 4,335 | $313K |
| Bessemer Group Inc. | 0.00% | No change | 4,292 | $310K |
| Elevation Wealth Management LLC | 0.23% | No change | 4,213 | $304K |
| Cresset Asset Management, LLC | 0.00% | Reduce -40.6% | 4,200 | $304K |
| Mgo One Seven LLC | 0.01% | Add +1.1% | 4,183 | $302K |
| Morey & Quinn Wealth Partners, LLC | 0.19% | Reduce -20.5% | 4,155 | $300K |
| North Capital, Inc. | 0.23% | No change | 4,131 | $299K |
| Skyline Advisors, Inc. | 0.09% | No change | 4,071 | $294K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +1.8% | 4,067 | $294K |
| SouthState Bank Corp | 0.01% | Add +560.7% | 4,004 | $289K |
| Balefire, LLC | 0.05% | Reduce -25.6% | 3,987 | $288K |
| Runnymede Capital Advisors, Inc. | 0.17% | Add +0.1% | 3,965 | $287K |
| Cibc World Market Inc. | 0.00% | New | 3,940 | $285K |
| Assetmark, Inc. | 0.00% | Add +1.0% | 3,906 | $282K |
| US Bancorp \de | 0.00% | No change | 3,905 | $282K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.1% | 3,891 | $281K |
| Ellevest, Inc. | 0.03% | No change | 3,813 | $276K |
| Financial Partners Group, Inc | 0.03% | Add +10.0% | 3,775 | $273K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -51.2% | 3,743 | $271K |
| Catalyst Financial Partners LLC | 0.03% | Add +0.3% | 3,680 | $266K |
| Alliance Wealth Advisors, LLC | 0.05% | Reduce -25.2% | 3,660 | $265K |
| Campbell Deegan Wealth Management, LLC | 0.19% | Add +0.3% | 3,646 | $264K |
| Portfolio Resources Advisor Group, Inc. | 0.22% | No change | 3,633 | $263K |
| Axis Wealth Partners, LLC | 0.13% | Add +4.0% | 3,633 | $263K |
| Ethos Financial Group, LLC | 0.02% | New | 3,665 | $262K |
| Wallace Advisory Group, LLC | 0.24% | New | 3,586 | $259K |
| Northwest Financial Advisors | 0.03% | Add +0.1% | 3,515 | $254K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 3,506 | $253K |
| Hollencrest Capital Management | 0.02% | No change | 3,500 | $253K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 3,485 | $252K |
| Saxony Capital Management, LLC | 0.11% | No change | 3,350 | $242K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 3,336 | $241K |
| Sowell Financial Services LLC | 0.01% | Reduce -78.9% | 3,316 | $240K |
| Nicolet Bankshares Inc. | 0.01% | New | 3,175 | $229K |
| Regimen Wealth, LLC | 0.06% | New | 3,154 | $228K |
| Northern Trust Corp. | 0.00% | Reduce -6.6% | 3,145 | $227K |
| Perissos Private Wealth Management, LLC | 0.15% | New | 3,124 | $226K |
| Wall Street Financial Group, Inc. | 0.12% | Add +0.0% | 3,102 | $224K |
| Captrust Financial Advisors | 0.00% | New | 3,068 | $222K |
| Fidelity D & D Bancorp Inc. | 0.08% | New | 3,048 | $220K |
| Sterling Group Wealth Management, LLC | 0.09% | New | 3,035 | $219K |
| Traub Capital Management LLC | 0.19% | New | 3,005 | $217K |
| Principal Securities, Inc. | 0.00% | New | 2,993 | $216K |
| Valued Retirements, Inc. | 0.19% | Reduce -74.1% | 2,978 | $215K |
| MBE Wealth Management, LLC | 0.08% | New | 2,974 | $215K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,973 | $215K |
| Pathstone Holdings, LLC | 0.00% | New | 2,901 | $210K |
| Redwood Financial Network Corp | 0.11% | Reduce -22.4% | 2,835 | $205K |
| Jones Kertz & Associates, Inc. | 0.09% | New | 2,829 | $204K |
| Snowden Capital Advisors LLC | 0.00% | New | 2,777 | $201K |
| CENTRAL TRUST Co | 0.00% | Add +90.2% | 2,636 | $191K |
| Lavaca Capital LLC | 0.02% | Reduce -2.4% | 2,352 | $170K |
| Harbor Asset Planning, Inc. | 0.12% | Reduce -0.9% | 2,270 | $164K |
| Ancora Advisors LLC | 0.00% | No change | 2,113 | $153K |
| GoalVest Advisory LLC | 0.03% | No change | 2,066 | $149K |
| Banco de Sabadell, S.A | 0.08% | No change | 1,796 | $130K |
| Waverly Advisors, LLC | 0.00% | Reduce -83.7% | 1,583 | $114K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.4% | 1,512 | $109K |
| Vanguard Advisers Inc. | 0.00% | Add +45.3% | 1,401 | $101K |
| Bank of Montreal | 0.00% | Reduce -1.0% | 1,369 | $99K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -49.6% | 1,360 | $98K |
| Register Financial Advisors LLC | 0.03% | New | 1,252 | $90K |
| International Assets Investment Management, LLC | 0.01% | Add +1.3% | 1,167 | $84K |
| Parallel Advisors, LLC | 0.00% | No change | 1,154 | $83K |
| Operose Advisors LLC | 0.02% | Reduce -12.9% | 1,118 | $81K |
| Triumph Capital Management | 0.01% | Reduce -14.4% | 1,056 | $76K |
| Longview Financial Advisors LLC | 0.04% | No change | 1,054 | $76K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,047 | $76K |
| Cardinal Strategic Wealth Guidance | 0.02% | New | 1,020 | $74K |
| Abound Wealth Management | 0.01% | No change | 964 | $70K |
| Smartleaf Asset Management LLC | 0.00% | No change | 964 | $69K |
| Asset Dedication, LLC | 0.00% | No change | 940 | $68K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 904 | $65K |
| Arlington Trust Co LLC | 0.01% | No change | 839 | $61K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 818 | $59K |
| Walsh & Associates, LLC | 0.04% | No change | 660 | $48K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.2% | 612 | $44K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -35.8% | 547 | $40K |
| AE Wealth Management LLC | 0.00% | Reduce -77.4% | 523 | $38K |
| PlanVest Financial, Inc | 0.02% | No change | 496 | $36K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 478 | $35K |
| Barrett & Company, Inc. | 0.01% | Add +6571.4% | 467 | $34K |
| 1015 Capital Partners, LLC | 0.02% | No change | 400 | $29K |
| Fortitude Family Office, LLC | 0.01% | No change | 396 | $29K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 382 | $28K |
| Roxbury Financial LLC | 0.02% | Add +0.3% | 320 | $23K |
| Crewe Advisors LLC | 0.00% | Add +476.9% | 300 | $22K |
| Tripletail Wealth Management, LLC | 0.02% | No change | 300 | $22K |
| Bokf, NA | 0.00% | New | 298 | $22K |
| Financial Management Professionals, Inc. | 0.00% | No change | 259 | $19K |
| Strive Financial Group ,LLC | 0.01% | No change | 255 | $18K |
| Tucker Asset Management LLC | 0.00% | No change | 245 | $18K |
| Bfsg, LLC | 0.00% | No change | 240 | $17K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 239 | $17K |
| City State Bank | 0.00% | No change | 215 | $16K |
| AdvisorNet Financial, Inc | 0.00% | No change | 207 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 201 | $15K |
| Key Financial Inc | 0.00% | No change | 200 | $14K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 200 | $14K |
| Peterson Wealth Management | 0.01% | No change | 197 | $14K |
| Heritage Wealth Advisors | 0.00% | No change | 153 | $11K |
| Archer Investment Corp | 0.00% | No change | 130 | $9K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -53.6% | 111 | $8K |
| Valued Wealth Advisors LLC | 0.00% | No change | 104 | $8K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 83 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 78 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 57 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -72.9% | 49 | $4K |
| Dorato Capital Management | 0.00% | No change | 48 | $3K |
| Buck Wealth Strategies, LLC | 0.00% | New | 44 | $3K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 40 | $3K |
| Rogco, LP | 0.00% | No change | 36 | $3K |
| Sankala Group LLC | 0.00% | No change | 30 | $2K |
| Capital Advisor Network LLC | 0.00% | No change | 2 | $145 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $145 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $73 |
| Downshift Financial, LLC | 0.00% | New | 1 | $72 |
| 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.