S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
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S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?

JPMorgan US Quality Factor ETF (JQUA) Institutional Ownership

$49.99
-0.03 (-0.06%)
(As of 04/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$2.39B
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$528.32M
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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
4/18/2024Cobblestone Asset Management LLC168,869$8.93M6.1%+1.7%0.212%
4/18/2024Fifth Third Securities Inc.45,746$2.42M0.2%-1.7%0.058%
4/18/2024MorganRosel Wealth Management LLC106,677$5.64M2.0%-4.4%0.134%
4/18/2024Breakwater Capital Group245,925$13.00M3.3%+8.5%0.309%
4/18/2024WJ Wealth Management LLC28,244$1.49M0.6%-71.6%0.036%
4/17/2024Founders Financial Securities LLC24,876$1.32M0.1%+34.9%0.031%
4/17/2024Private Ocean LLC17,059$902K0.1%-16.6%0.021%
4/17/2024Hennion & Walsh Asset Management Inc.835,491$44.17M2.4%+1.2%1.050%
4/16/2024Kathmere Capital Management LLC59,625$3.15M0.4%-0.4%0.075%
4/16/2024Enzi Wealth126,774$6.39M3.0%-6.0%0.159%
4/16/2024Tsfg LLC89,995$4.76M1.2%+1,189.7%0.113%
4/15/2024GoalVest Advisory LLC226,306$11.97M4.0%+9.1%0.284%
4/15/2024Future Financial Wealth Managment LLC33,021$1.75M1.3%+1.8%0.042%
4/13/2024 Retirement Planning Group LLC40,987$2.17M0.2%-3.1%0.052%
4/12/2024 Dynamic Advisor Solutions LLC113,049$5.98M0.2%+14.2%0.142%
4/12/2024 Annex Advisory Services LLC4,205,639$222.35M7.9%+148.8%5.287%
4/12/2024 Capital Advisors Wealth Management LLC13,826$731K0.2%+6.7%0.017%
4/12/2024 Global Assets Advisory LLC103,865$5.49M0.0%N/A0.131%
4/11/2024 Security Financial Services INC.7,242$383K0.1%-10.5%0.009%
4/11/2024 Cooper Financial Group11,230$594K0.1%N/A0.014%
4/11/2024 Salem Investment Counselors Inc.9,889$523K0.0%+37.0%0.012%
4/11/2024 Integrated Capital Management Inc.90,163$4.77M3.9%-13.6%0.113%
4/11/2024 Clarus Wealth Advisors54,353$2.81M1.6%N/A0.068%
4/11/2024 RFG Advisory LLC18,037$954K0.0%+261.9%0.023%
4/10/2024 Daymark Wealth Partners LLC243,745$12.89M0.5%+32.7%0.306%
4/10/2024 Park Avenue Securities LLC252,044$13.33M0.2%-10.8%0.317%
4/9/2024 Massmutual Trust Co. FSB ADV35,020$1.85M0.1%-8.6%0.084%
4/8/2024 RVW Wealth LLC744,640$39.37M4.0%+2.3%1.779%
4/5/2024 Prism Advisors Inc.224,535$11.87M3.6%-6.9%0.537%
4/5/2024 NBC Securities Inc.5,253$277K0.0%+12.3%0.013%
4/2/2024 ST Germain D J Co. Inc.2,412,066$127.53M6.2%+4.7%5.764%
3/22/2024PNC Financial Services Group Inc.9,715$465K0.0%-14.0%0.023%
3/8/2024ICA Group Wealth Management LLC15,374$736K0.2%N/A0.037%
2/29/2024Scarborough Advisors LLC179,863$8.61M1.8%-1.7%0.430%
2/26/2024Integrated Advisors Network LLC11,918$570K0.0%+16.5%0.028%
2/22/2024Scarborough Advisors LLC2,226,572$106.56M4.8%+1,116.4%5.320%
2/20/2024Able Wealth Management LLC62,958$3.01M2.7%N/A0.150%
2/15/2024Townsquare Capital LLC1,163,390$55.68M1.0%+10.7%2.780%
2/15/2024Baker Avenue Asset Management LP483,796$23.15M1.0%+1.6%1.156%
2/15/2024Nwam LLC17,044$816K0.1%+52.7%0.041%
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2/15/2024Financial Network Wealth Advisors LLC18,096$866K0.9%N/A0.043%
2/15/2024Comerica Bank397,311$19.02M0.1%+658.8%0.949%
2/14/2024Royal Bank of Canada831,254$39.78M0.0%+715.4%1.986%
2/14/2024Midland Wealth Advisors LLC2,007,615$96.08M6.6%N/A4.797%
2/14/2024Lavaca Capital LLC4,185$200K0.1%-10.3%0.010%
2/14/2024Kestra Advisory Services LLC75,122$3.60M0.0%+16.5%0.180%
2/14/2024Enzi Wealth134,852$6.77M3.3%+10.5%0.322%
2/13/2024Envestnet Asset Management Inc.654,388$31.32M0.0%+15.4%1.564%
2/13/2024Cetera Advisor Networks LLC31,031$1.49M0.0%+96.3%0.074%
2/13/2024 Annex Advisory Services LLC1,690,182$80.89M3.4%N/A4.039%
2/13/2024Tower Research Capital LLC TRC 6,190$296K0.0%+545.5%0.015%
2/12/2024Bank of Nova Scotia29,300$1.40M0.0%+17.7%0.070%
2/12/2024TD Capital Management LLC12,421$594K0.1%+31.2%0.030%
2/12/2024Focus Financial Network Inc. ADV41,912$2.01M0.1%N/A0.100%
2/12/2024Stifel Financial Corp300,386$14.38M0.0%+1,527.1%0.718%
2/12/20243Chopt Investment Partners LLC15,784$756K0.3%N/A0.038%
2/12/2024Parallel Advisors LLC4,492$215K0.0%-20.2%0.011%
2/9/2024Advisory Services Network LLC5,230$250K0.0%N/A0.012%
2/9/2024US Bancorp DE1,012$48K0.0%N/A0.002%
2/9/2024Cambridge Investment Research Advisors Inc.102,160$4.89M0.0%-18.0%0.244%
2/9/2024Keystone Financial Group234,327$11.22M1.9%+13.1%0.560%
2/9/2024CreativeOne Wealth LLC33,662$1.61M0.1%-18.7%0.080%
2/9/2024Corient Private Wealth LLC8,740$418K0.0%N/A0.021%
2/9/2024D.A. Davidson & CO.15,220$728K0.0%+204.4%0.036%
2/9/2024Saratoga Research & Investment Management757,534$36.26M1.7%+14,600.8%1.810%
2/9/2024Wells Fargo & Company MN135,387$6.48M0.0%+57,757.7%0.324%
2/9/2024Thoroughbred Financial Services LLC36,570$1.75M0.1%+18.3%0.087%
2/9/2024PNC Financial Services Group Inc.9,715$465K0.0%-14.0%0.023%
2/8/2024Royal Harbor Partners LLC136,490$6.53M3.0%+12.3%0.326%
2/8/2024Kingsview Wealth Management LLC27,601$1.32M0.0%+47.0%0.066%
2/8/2024Apexium Financial LP18,500$885K0.1%-1.8%0.044%
2/8/2024Savvy Advisors Inc.41,649$1.99M1.9%N/A0.100%
2/8/2024Three Bridge Wealth Advisors LLC127,160$6.09M2.1%N/A0.304%
2/8/2024Janney Montgomery Scott LLC552,654$26.45M0.1%+14.6%1.321%
2/7/2024Avantax Advisory Services Inc.47,311$2.26M0.0%+14.1%0.113%
2/7/2024Envestnet Portfolio Solutions Inc.5,578,095$266.97M1.1%-24.6%13.329%
2/7/2024One Capital Management LLC839,643$40.19M1.6%+8.5%2.006%
2/7/2024 NBC Securities Inc.4,678$223K0.0%+22.0%0.011%
2/7/2024Collaborative Wealth Managment Inc.89,243$4.27M2.3%+6.0%0.213%
2/7/2024Econ Financial Services Corp63,416$3.04M2.1%+2.9%0.152%
2/7/2024Cary Street Partners Investment Advisory LLC8,650$414K0.0%+51.2%0.021%
2/7/2024Roof Eidam Maycock Peralta LLC499,353$23.90M7.2%+1.5%1.193%
2/7/2024Delos Wealth Advisors LLC29,318$1.40M2.0%-3.0%0.070%
2/7/2024Wealthspire Advisors LLC33,708$1.61M0.0%N/A0.081%
2/6/2024EdgeRock Capital LLC2,840$142K0.1%N/A0.007%
2/6/2024N.E.W. Advisory Services LLC34,632$1.66M0.2%N/A0.083%
2/6/2024Apollon Wealth Management LLC25,555$1.22M0.0%+2.7%0.061%
2/6/2024Private Advisor Group LLC31,485$1.51M0.0%+25.6%0.075%
2/6/2024Spire Wealth Management18,122$890K0.0%+2.0%0.043%
2/6/2024Gallacher Capital Management LLC65,741$3.15M1.8%-1.8%0.157%
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2/6/2024Avidian Wealth Solutions LLC574,685$27.50M1.7%+48.9%1.373%
2/6/2024Vestmark Advisory Solutions Inc.309,115$14.79M0.7%+9.7%0.739%
2/6/2024U.S. Capital Wealth Advisors LLC56,872$2.72M0.1%+113.5%0.136%
2/6/2024Benjamin F. Edwards & Company Inc.59,531$2.85M0.1%+36.1%0.142%
2/6/2024SouthState Corp852$41K0.0%N/A0.002%
2/6/2024Westover Capital Advisors LLC4,607$220K0.1%N/A0.011%
2/6/2024Intelligence Driven Advisers LLC117,579$5.78M0.9%-40.7%0.281%
2/6/2024Commonwealth Equity Services LLC784,537$37.55M0.1%+57.5%1.875%
2/6/2024First Horizon Advisors Inc.307,500$14.72M0.5%+5.1%0.735%
2/6/2024Concord Wealth Partners189,888$9.09M1.8%-21.5%0.454%
(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, 259 institutional investors and hedge funds held shares of JPMorgan US Quality Factor ETF. The most heavily invested institutionals were Envestnet Portfolio Solutions Inc. ($266.97M), First Citizens Bank & Trust Co. ($253.31M), Signaturefd LLC ($252.02M), Annex Advisory Services LLC ($222.35M), ST Germain D J Co. Inc. ($127.53M), Midland Wealth Advisors LLC ($96.08M), and Savant Capital LLC ($95.94M).Learn more on JQUA's institutional investors.

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

Of the 245 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), First Citizens Bank & Trust Co. ($7.18M), Envestnet Asset Management Inc. ($6.16M), Signaturefd LLC ($5.27M), Annex Advisory Services LLC ($4.21M), ST Germain D J Co. Inc. ($2.29M), and Scarborough Advisors LLC ($2.06M).

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

Institutional investors have bought a total of 69,343,299 shares in the last 24 months. This purchase volume represents approximately $2.99B in transactions.

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

Of the 97 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 Asset Management Inc. ($6.04M), First Citizens Bank & Trust Co. ($1.88M), Envestnet Portfolio Solutions Inc. ($1.82M), Retirement Planning Group ($864.07K), 3D L Capital Management LLC ($786.05K), Money Concepts Capital Corp ($472.93K), and Beaumont Financial Advisors LLC ($340.50K).

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

Institutional investors have sold a total of 14,321,816 shares in the last 24 months. This volume of shares sold represents approximately $630.10M in transactions.


This page (NYSEARCA:JQUA) was last updated on 4/19/2024 by MarketBeat.com Staff

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