JPMorgan US Quality Factor ETF (JQUA) Institutional Ownership

$53.52

+0.71 (+1.34%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 209
Total Institutional Inflows (last 12 months): $2.15B

Number of Institutional Sellers (last 12 months): 77
Total Institutional Outflows (last 12 months): $844.09M

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JQUA Institutional Buying and Selling by Quarter

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JPMorgan US Quality Factor ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Zimmermann Investment Management & Planning LLC	129,842	$6.88M	2.3%	+43.9%	0.160%
7/26/2024	Breakwater Capital Group	272,292	$14.42M	3.3%	+10.7%	0.336%
7/26/2024	WealthShield Partners LLC	22,490	$1.19M	0.2%	+40.9%	0.028%
7/26/2024	Cambridge Investment Research Advisors Inc.	422,390	$22.37M	0.1%	+72.2%	0.522%
7/26/2024	Bank of New York Mellon Corp	447,425	$23.69M	0.0%	+8.8%	0.553%
7/26/2024	Patten Group Inc.	8,648	$458K	0.1%	+23.5%	0.011%
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7/25/2024	First Heartland Consultants Inc.	34,264	$1.81M	0.1%	+47.1%	0.042%
7/25/2024	Capital Advisors Ltd. LLC	4,891	$259K	0.0%	+18.6%	0.006%
7/25/2024	Levy Wealth Management Group LLC	634,321	$33.59M	8.6%	+15.6%	0.784%
7/24/2024	EdgeRock Capital LLC	2,927	$155K	0.1%	N/A	0.004%
7/24/2024	Herold Advisors Inc.	27,546	$1.46M	0.3%	+4.1%	0.034%
7/24/2024	MN Wealth Advisors LLC	50,746	$2.69M	1.6%	-44.0%	0.063%
7/23/2024	Geneos Wealth Management Inc.	99,774	$5.28M	0.2%	+6.6%	0.123%
7/23/2024	Keeler Thomas Management LLC	111,347	$5.90M	2.0%	+36.5%	0.138%
7/23/2024	Valicenti Advisory Services Inc.	109,507	$5.80M	1.6%	+9.1%	0.135%
7/23/2024	TFC Financial Management Inc.	604,109	$31.99M	5.6%	+2.6%	0.746%
7/22/2024	Atria Wealth Solutions Inc.	17,047	$903K	0.0%	+29.9%	0.021%
7/22/2024	Capital Advisory Group Advisory Services LLC	6,201	$328K	0.1%	N/A	0.008%
7/22/2024	Onyx Bridge Wealth Group LLC	108,151	$5.73M	0.9%	+11.7%	0.134%
7/22/2024	Investment Planning Advisors Inc.	8,636	$457K	0.2%	N/A	0.011%
7/22/2024	Enzi Wealth	127,812	$6.82M	3.0%	+0.8%	0.158%
7/22/2024	Focus Financial Network Inc.	75,634	$4.10M	0.2%	+8.8%	0.093%
7/20/2024	First Citizens Bank & Trust Co.	132,879	$7.04M	0.1%	-36.7%	0.164%
7/20/2024	First Horizon Advisors Inc.	325,003	$17.21M	0.5%	+6.5%	0.401%
7/20/2024	Raymond James Financial Services Advisors Inc.	691,322	$36.61M	0.1%	+63.9%	0.854%
7/20/2024	Hennion & Walsh Asset Management Inc.	833,938	$44.16M	2.3%	-0.2%	1.030%
7/19/2024	Western Wealth Management LLC	42,673	$2.26M	0.2%	+18.8%	0.053%
7/19/2024	Raymond James & Associates	247,682	$13.12M	0.0%	-4.9%	0.306%
7/19/2024	CAP Partners LLC	32,512	$1.72M	1.4%	+37.8%	0.040%
7/19/2024	Mason & Associates Inc	683,750	$36.21M	9.6%	+6.5%	0.845%
7/19/2024	Petra Financial Advisors Inc.	102,670	$5.44M	3.9%	+2.8%	0.127%
7/18/2024	Baker Tilly Wealth Management LLC	6,037	$320K	0.1%	+22.7%	0.007%
7/18/2024	Portside Wealth Group LLC	57,838	$3.06M	0.6%	+19.0%	0.071%
7/18/2024	Valley National Advisers Inc.	53,656	$2.84M	0.4%	+16.1%	0.066%
7/17/2024	Archford Capital Strategies LLC	184,054	$9.75M	1.6%	+3.7%	0.227%
7/17/2024	Cobblestone Asset Management LLC	162,548	$8.61M	5.6%	-3.7%	0.201%
7/17/2024	Sharkey Howes & Javer	68,807	$3.64M	0.6%	-1.8%	0.085%
7/17/2024	Redhawk Wealth Advisors Inc.	127,318	$6.74M	1.0%	+2.7%	0.157%
7/17/2024	Capital Advisors Wealth Management LLC	10,819	$573K	0.1%	-21.7%	0.013%
7/16/2024	Cornerstone Wealth Management LLC	98,609	$5.22M	0.4%	+6.7%	0.122%
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7/16/2024	Envestnet Portfolio Solutions Inc.	173,524	$9.19M	0.0%	-15.1%	0.214%
7/16/2024	Tsfg LLC	113,977	$6.04M	1.4%	+26.6%	0.141%
7/16/2024	Cooper Financial Group	12,084	$640K	0.1%	+7.6%	0.015%
7/16/2024	Sterling Group Wealth Management LLC	5,078	$269K	0.2%	N/A	0.006%
7/15/2024	MorganRosel Wealth Management LLC	112,444	$5.95M	2.1%	+5.4%	0.139%
7/15/2024	Dynamic Advisor Solutions LLC	130,999	$6.94M	0.2%	+15.9%	0.162%
7/15/2024	RFG Advisory LLC	10,494	$556K	0.0%	-41.8%	0.013%
7/13/2024	Retirement Planning Group LLC	40,157	$2.13M	0.1%	-2.0%	0.050%
7/13/2024	Capital CS Group LLC	6,227	$330K	0.4%	N/A	0.008%
7/13/2024	Fermata Advisors LLC	6,572	$348K	0.1%	-7.9%	0.008%
7/12/2024	Diversify Advisory Services LLC	14,477	$770K	0.0%	-8.3%	0.018%
7/12/2024	Sax Wealth Advisors LLC	6,486	$343K	0.0%	N/A	0.008%
7/12/2024	Integrated Capital Management Inc.	88,310	$4.68M	3.7%	-2.1%	0.109%
7/12/2024	Annex Advisory Services LLC	3,826,218	$202.60M	7.1%	-9.0%	4.727%
7/11/2024	U.S. Capital Wealth Advisors LLC	105,644	$5.59M	0.2%	-9.2%	0.131%
7/11/2024	Clarus Wealth Advisors	56,755	$3.04M	1.6%	+4.4%	0.070%
7/10/2024	Albion Financial Group UT	6,540	$346K	0.0%	N/A	0.008%
7/10/2024	Prism Advisors Inc.	204,826	$10.85M	3.3%	-8.8%	0.253%
7/10/2024	CWM LLC	2,144	$114K	0.0%	-12.5%	0.003%
7/9/2024	Park Avenue Securities LLC	246,404	$13.05M	0.2%	-2.2%	0.304%
7/8/2024	RVW Wealth LLC	762,337	$40.37M	4.0%	+2.4%	0.942%
7/8/2024	ST Germain D J Co. Inc.	2,570,181	$136.09M	6.6%	+6.6%	3.175%
7/2/2024	Massmutual Trust Co. FSB ADV	17,021	$901K	0.0%	-51.4%	0.021%
7/1/2024	Kathmere Capital Management LLC	59,836	$3.17M	0.4%	+0.4%	0.074%
6/11/2024	Jackson Wealth Management LLC	21,825	$1.15M	0.1%	+12.8%	0.027%
5/24/2024	Cetera Advisors LLC	100,457	$5.31M	0.0%	+510.0%	0.124%
5/24/2024	Cetera Investment Advisers	165,036	$8.73M	0.0%	+79.5%	0.204%
5/22/2024	Koesten Hirschmann & Crabtree INC.	540	$29K	0.0%	+145.5%	0.001%
5/17/2024	First Citizens Asset Management Inc.	15,018	$794K	0.2%	-96.4%	0.019%
5/17/2024	Comerica Bank	351,604	$18.59M	0.1%	-11.5%	0.434%
5/16/2024	Econ Financial Services Corp	48,505	$2.56M	1.6%	-23.5%	0.060%
5/15/2024	SVB Wealth LLC	192,691	$10.19M	0.2%	-3.2%	0.238%
5/15/2024	Manhattan West Asset Management LLC	8,330	$440K	0.1%	N/A	0.010%
5/14/2024	JT Stratford LLC	22,743	$1.20M	0.2%	+6.0%	0.028%
5/14/2024	First Commonwealth Financial Corp PA	52,060	$2.75M	0.7%	+5.8%	0.064%
5/14/2024	CreativeOne Wealth LLC	34,308	$1.81M	0.1%	+1.9%	0.042%
5/13/2024	Atlanta Consulting Group Advisors LLC	1,634	$86K	0.0%	N/A	0.002%
5/11/2024	Beaumont Financial Advisors LLC	529,410	$27.99M	2.3%	-2.2%	0.663%
5/10/2024	Osaic Holdings Inc.	488,150	$25.81M	0.1%	+108.3%	0.612%
5/10/2024	Nwam LLC	11,926	$612K	0.0%	-30.0%	0.015%
5/9/2024	Delos Wealth Advisors LLC	53,507	$2.83M	3.2%	+82.5%	0.067%
5/9/2024	Kingsview Wealth Management LLC	38,510	$2.04M	0.1%	+39.5%	0.048%
5/9/2024	Ledyard National Bank	153,435	$8.11M	0.8%	+11.6%	0.192%
5/9/2024	D Orazio & Associates Inc.	107,704	$5.69M	0.9%	N/A	0.135%
5/8/2024	West Wealth Group LLC	272,008	$14.38M	5.3%	N/A	0.341%
5/8/2024	Heritage Wealth Advisors	7,926	$419K	0.0%	N/A	0.010%
5/8/2024	Avantax Advisory Services Inc.	46,319	$2.45M	0.0%	-2.1%	0.058%
5/8/2024	Keeler Thomas Management LLC	81,588	$4.31M	1.5%	+12.8%	0.102%
5/8/2024	Thoroughbred Financial Services LLC	44,177	$2.34M	0.2%	+20.8%	0.055%
5/7/2024	49 Wealth Management LLC	7,183	$378K	0.1%	+33.5%	0.009%
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5/7/2024	Facet Wealth Inc.	75,162	$3.85M	0.1%	N/A	0.094%
5/7/2024	PFG Advisors	8,967	$474K	0.0%	-4.1%	0.011%
5/7/2024	Wealthspire Advisors LLC	32,139	$1.70M	0.0%	-4.7%	0.040%
5/7/2024	Roof Eidam Maycock Peralta LLC	493,720	$26.10M	7.2%	-1.1%	0.619%
5/6/2024	Envestnet Portfolio Solutions Inc.	204,476	$10.81M	0.0%	-96.3%	0.256%
5/6/2024	Gallacher Capital Management LLC	66,129	$3.50M	1.8%	+0.6%	0.083%
5/4/2024	Geneos Wealth Management Inc.	93,592	$4.95M	0.2%	+27.3%	0.117%
5/3/2024	Signaturefd LLC	5,388,523	$284.89M	6.0%	+2.3%	6.753%
5/3/2024	FDx Advisors Inc.	92,107	$4.87M	0.7%	-6.5%	0.115%
5/3/2024	Avidian Wealth Solutions LLC	586,814	$31.03M	1.5%	+2.1%	0.735%

(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, 256 institutional investors and hedge funds held shares of JPMorgan US Quality Factor ETF. The most heavily invested institutionals were Signaturefd LLC ($284.89M), Annex Advisory Services LLC ($202.60M), ST Germain D J Co. Inc. ($136.09M), Midland Wealth Advisors LLC ($96.08M), Savant Capital LLC ($95.94M), Sage Mountain Advisors LLC ($81.57M), and JPMorgan Chase & Co. ($73.90M).Learn more on JQUA's institutional investors.
Which institutional investors have been buying JPMorgan US Quality Factor ETF stock?: Of the 241 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. ($7.11M), Envestnet Asset Management Inc. ($6.08M), Signaturefd LLC ($5.39M), Annex Advisory Services LLC ($4.21M), ST Germain D J Co. Inc. ($2.44M), 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 67,636,114 shares in the last 24 months. This purchase volume represents approximately $2.96B 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 Portfolio Solutions Inc. ($7.23M), Envestnet Asset Management Inc. ($6.01M), First Citizens Bank & Trust Co. ($1.96M), 3D L Capital Management LLC ($763.55K), Money Concepts Capital Corp ($472.93K), First Citizens Asset Management Inc. ($399.15K), and Annex Advisory Services LLC ($379.42K).
How much institutional selling is happening at JPMorgan US Quality Factor ETF?: Institutional investors have sold a total of 19,341,944 shares in the last 24 months. This volume of shares sold represents approximately $911.98M in transactions.