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JPMorgan US Quality Factor ETF (JQUA) Institutional Ownership

JPMorgan US Quality Factor ETF logo
$57.99 +0.63 (+1.10%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for JPMorgan US Quality Factor ETF (NYSEARCA:JQUA)

Number of
Institutional Buyers
(last 12 months)
222
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$744.63M
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JQUA Institutional Buying and Selling by Quarter

JPMorgan US Quality Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 World Investment Advisors LLC18,119$1.03M0.0%N/A0.022%
11/25/2024 Sanctuary Advisors LLC259,657$15.37M0.1%-1.3%0.321%
11/18/2024 GG Group Ventures LLC11,665$679K1.0%+37.9%0.014%
11/15/2024 Valued Retirements Inc.5,103$289K0.4%N/A0.006%
11/15/2024 3Chopt Investment Partners LLC14,944$845K0.3%-3.5%0.018%
11/15/2024 Hamilton Capital LLC1,240,350$69.29M5.1%-7.8%1.532%
11/15/2024 Y Intercept Hong Kong Ltd22,843$1.29M0.1%-27.8%0.028%
11/15/2024 MML Investors Services LLC241,265$13.65M0.0%-10.2%0.298%
11/15/2024 Delos Wealth Advisors LLC65,369$3.70M3.2%+7.9%0.081%
11/15/2024 Orion Portfolio Solutions LLC28,016$1.59M0.0%+4.2%0.035%
11/15/2024 EP Wealth Advisors LLC140,723$7.96M0.1%+6,754.5%0.174%
11/15/2024 Jane Street Group LLC60,154$3.40M0.0%N/A0.074%
11/15/2024 Stifel Financial Corp172,548$9.76M0.0%-12.3%0.213%
11/15/2024 Integrated Wealth Concepts LLC23,169$1.31M0.0%-46.3%0.029%
11/15/2024 HighTower Advisors LLC55,091$3.11M0.0%-7.6%0.068%
11/15/2024 Arrowroot Family Office LLC63,403$3.59M2.1%N/A0.078%
11/15/2024 Benjamin Edwards Inc.130,434$7.38M0.1%N/A0.161%
11/15/2024 Lavaca Capital LLC4,237$240K0.1%N/A0.005%
11/14/2024 Rockefeller Capital Management L.P.225,518$12.76M0.0%-2.2%0.279%
11/14/2024 National Wealth Management Group LLC5,051$286K0.2%N/A0.006%
11/14/2024 First Commonwealth Financial Corp PA30,098$1.70M0.4%-11.6%0.037%
11/13/2024 Townsquare Capital LLC1,415,009$80.05M1.0%+6.1%1.748%
11/13/2024 FMR LLC16,613$940K0.0%+22.9%0.021%
11/13/2024 D.A. Davidson & CO.19,870$1.12M0.0%+4.2%0.025%
11/13/2024 Blue Investment Partners LLC166,810$9.44M3.9%+14.5%0.206%
11/13/2024 Private Trust Co. NA7,308$413K0.0%+4.9%0.009%
11/13/2024 Gentry Private Wealth LLC91,759$5.19M4.2%-21.5%0.113%
11/12/2024 Cerity Partners LLC16,233$918K0.0%N/A0.020%
11/12/2024 Kingsview Wealth Management LLC53,182$3.01M0.1%+15.2%0.066%
11/12/2024 49 Wealth Management LLC7,757$439K0.1%-7.2%0.010%
11/12/2024 L & S Advisors Inc40,077$2.27M0.2%-4.5%0.050%
11/12/2024 Running Point Capital Advisors LLC94,388$5.34M2.1%+4.5%0.117%
11/9/2024 LPL Financial LLC3,539,316$200.22M0.1%+16.9%4.372%
11/8/2024 First Horizon Advisors Inc.271,636$15.37M0.4%-16.4%0.336%
11/7/2024 Vertex Planning Partners LLC715,076$40.45M9.7%+0.7%0.883%
11/7/2024 Spectrum Wealth Advisory Group LLC488,732$27.65M15.5%N/A0.604%
11/7/2024 CAP Partners LLC34,255$1.94M1.4%+5.4%0.042%
11/7/2024 Westfuller Advisors LLC31,828$1.80M1.3%N/A0.039%
11/7/2024 Thrivent Financial for Lutherans271,394$15.35M0.0%+1.4%0.335%
11/7/2024 Concord Asset Management LLC VA175,950$9.95M2.2%+3.6%0.217%
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11/6/2024 GoalVest Advisory LLC189,731$10.73M3.1%-23.1%0.234%
11/6/2024 River Street Advisors LLC10,542$596K0.3%+39.8%0.013%
11/6/2024 KPP Advisory Services LLC4,119$233K0.1%-81.3%0.005%
11/6/2024 Intelligence Driven Advisers LLC106,932$6.05M0.9%-4.2%0.132%
11/6/2024 D Orazio & Associates Inc.199,744$11.30M1.6%+16.8%0.247%
11/5/2024 First Heartland Consultants Inc.36,125$2.04M0.2%+5.4%0.045%
11/5/2024 Savvy Advisors Inc.270,083$15.28M3.1%+145.3%0.334%
11/5/2024 FDx Advisors Inc.110,079$6.23M1.7%+12.2%0.136%
11/5/2024 Nations Financial Group Inc. IA ADV18,681$1.06M0.1%+3.6%0.023%
11/4/2024 Weil Company Inc.50,961$2.88M0.9%+32.3%0.063%
11/4/2024 Baker Avenue Asset Management LP474,507$26.84M0.9%+0.3%0.586%
11/4/2024 Sigma Planning Corp67,064$3.79M0.1%+13.7%0.083%
11/1/2024 Atria Investments Inc30,255$1.71M0.0%+37.0%0.037%
11/1/2024 Sequent Asset Management LLC9,691$548K0.3%-34.6%0.012%
11/1/2024 Able Wealth Management LLC83,556$4.73M3.6%-4.3%0.103%
10/31/2024 Portside Wealth Group LLC63,211$3.58M0.6%+9.3%0.078%
10/31/2024 Financial Services Advisory Inc393,611$22.27M5.4%+2.0%0.486%
10/31/2024 Family Asset Management LLC13,290$752K0.5%-4.4%0.016%
10/30/2024 Avidian Wealth Enterprises LLC657,105$37.17M1.7%+3.5%0.812%
10/30/2024 Ameritas Advisory Services LLC244,144$13.81M0.6%-38.1%0.302%
10/30/2024 PDS Planning Inc3,839$217K0.0%N/A0.005%
10/29/2024 Centennial Bank AR98,788$5.59M2.6%+8.5%0.122%
10/29/2024 Confluence Wealth Services Inc.33,747$1.91M0.1%-0.5%0.042%
10/29/2024 Janney Montgomery Scott LLC217,816$12.32M0.0%-58.0%0.269%
10/29/2024 REDW Wealth LLC570,961$32.30M8.3%-6.5%0.705%
10/29/2024 Princeton Global Asset Management LLC31,841$1.80M0.4%+19.9%0.039%
10/29/2024 Farther Finance Advisors LLC6,201$351K0.0%-36.8%0.008%
10/28/2024 Focus Financial Network Inc.79,415$4.49M0.2%+5.0%0.098%
10/28/2024 US Bancorp DE1,275$72K0.0%-13.9%0.002%
10/28/2024 Petra Financial Advisors Inc.132,037$7.47M4.9%+28.6%0.163%
10/28/2024 Tevis Investment Management4,062$230K0.2%N/A0.005%
10/28/2024 Goldstone Financial Group LLC411,001$23.25M4.0%N/A0.508%
10/25/2024 Diversify Wealth Management LLC10,694$606K0.1%-13.2%0.013%
10/25/2024 Mutual Advisors LLC56,423$3.20M0.1%+26.5%0.070%
10/25/2024 Andina Capital Management LLC20,504$1.16M0.9%N/A0.025%
10/25/2024 Diversify Advisory Services LLC14,168$808K0.0%-2.1%0.018%
10/25/2024 Integrated Advisors Network LLC15,719$889K0.0%-1.5%0.019%
10/25/2024 MBA Advisors LLC126,664$7.17M3.4%+2.7%0.156%
10/25/2024 Fortitude Family Office LLC1,200$68K0.0%N/A0.001%
10/24/2024 Concord Wealth Partners177,413$10.04M1.7%+2.9%0.219%
10/24/2024 Baker Tilly Wealth Management LLC6,379$361K0.2%+5.7%0.008%
10/24/2024 J.W. Cole Advisors Inc.93,057$5.26M0.2%+2.1%0.115%
10/24/2024 Valley National Advisers Inc.36,895$2.09M0.4%-31.2%0.046%
10/24/2024 Arkadios Wealth Advisors15,155$857K0.0%N/A0.019%
10/23/2024 Allworth Financial LP4,830$273K0.0%+5.6%0.006%
10/23/2024 West Wealth Group LLC304,570$17.23M5.6%+8.1%0.376%
10/23/2024 Valicenti Advisory Services Inc.154,284$8.73M2.2%+40.9%0.191%
10/23/2024 Mason & Associates Inc861,023$48.71M12.2%+25.9%1.064%
10/23/2024 Hennion & Walsh Asset Management Inc.843,591$47.72M2.2%+1.2%1.042%
10/22/2024 Fulcrum Capital LLC60,857$3.44M0.7%N/A0.075%
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10/22/2024 U.S. Capital Wealth Advisors LLC109,180$6.18M0.2%+3.3%0.135%
10/22/2024 Private Advisor Group LLC178,184$10.08M0.1%+101.9%0.220%
10/22/2024 Signaturefd LLC5,533,652$313.04M6.0%+1.2%6.836%
10/22/2024 Sequoia Financial Advisors LLC40,262$2.28M0.0%N/A0.050%
10/21/2024 Tull Financial Group Inc.424,696$24.03M14.6%N/A0.525%
10/21/2024 Foundations Investment Advisors LLC13,504$764K0.0%N/A0.017%
10/21/2024 Ledyard National Bank160,420$9.08M0.8%+0.9%0.198%
10/21/2024 Roof Eidam Maycock Peralta LLC451,693$25.55M6.5%-3.5%0.558%
10/21/2024 Sharkey Howes & Javer5,556$314K0.0%-91.9%0.007%
10/21/2024 MBE Wealth Management LLC17,209$974K0.5%-10.2%0.021%
(Data available from 1/1/2016 forward)

JQUA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JQUA shares?

During the previous two years, 300 institutional investors and hedge funds held shares of JPMorgan US Quality Factor ETF. The most heavily invested institutionals were Signaturefd LLC ($313.04M), LPL Financial LLC ($200.22M), Savant Capital LLC ($150.83M), ST Germain D J Co. Inc. ($149.24M), Annex Advisory Services LLC ($145.52M), Midland Wealth Advisors LLC ($112.47M), and Sage Mountain Advisors LLC ($90.90M).Learn more on JQUA's institutional investors.

Which institutional investors have been buying JPMorgan US Quality Factor ETF stock?

Of the 278 institutional investors that purchased JPMorgan US Quality Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($7.40M), Signaturefd LLC ($5.53M), Annex Advisory Services LLC ($4.21M), First Citizens Bank & Trust Co. ($3.48M), Savant Capital LLC ($2.60M), ST Germain D J Co. Inc. ($2.51M), and Envestnet Asset Management Inc. ($2.39M).

How much institutional buying is happening at JPMorgan US Quality Factor ETF?

Institutional investors have bought a total of 63,786,786 shares in the last 24 months. This purchase volume represents approximately $2.95B in transactions.

Which JPMorgan US Quality Factor ETF major shareholders have been selling company stock?

Of the 132 institutional investors that sold JPMorgan US Quality Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Portfolio Solutions Inc. ($7.23M), Envestnet Asset Management Inc. ($6.04M), First Citizens Bank & Trust Co. ($2.01M), Annex Advisory Services LLC ($1.63M), Money Concepts Capital Corp ($472.93K), One Capital Management LLC ($442.56K), and First Citizens Asset Management Inc. ($399.15K).

How much institutional selling is happening at JPMorgan US Quality Factor ETF?

Institutional investors have sold a total of 21,812,322 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.



This page (NYSEARCA:JQUA) was last updated on 12/22/2024 by MarketBeat.com Staff
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