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JPMorgan U.S. Quality Factor ETF (JQUA) Institutional Ownership

JPMorgan U.S. Quality Factor ETF logo
$71.60 -0.35 (-0.49%)
As of 07/8/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
339
Total
Institutional Inflows
(last 12 months)
$1.41B
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$593.46M
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JQUA Institutional Buying and Selling by Quarter

JPMorgan U.S. Quality Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026Breakwater Capital Group444,100$32.10M3.9%+1.1%0.394%
7/8/2026Cooper Financial Group15,458$1.12M0.1%-4.6%0.014%
7/8/2026RVW Wealth LLC952,795$68.87M4.5%+3.8%0.844%
7/8/2026 Archer Investment Management LLC16,043$1.16M0.4%-2.2%0.014%
7/8/2026 Integrated Capital Management Inc.80,238$5.80M4.0%+18.2%0.071%
7/7/2026 Foster Group Inc.28,819$2.08M0.1%-5.2%0.026%
7/7/2026 M.E. Allison & CO. Inc.15,120$1.09M0.6%-2.3%0.013%
7/7/2026 Balefire LLC3,987$288K0.0%-25.6%0.004%
7/7/2026 Dynamic Advisor Solutions LLC348,347$25.18M0.7%+7.5%0.309%
7/7/2026 Avior Wealth Management LLC49,509$3.58M0.1%N/A0.044%
7/2/2026 KERR FINANCIAL PLANNING Corp4,982$360K0.4%-39.1%0.004%
6/30/2026VectorGlobal IAG Inc.29,198$1.79M0.5%N/A0.026%
6/18/2026Western Wealth Management LLC67,004$4.11M0.2%-0.4%0.060%
6/16/2026Empowered Funds LLC16,254$997K0.0%+6.1%0.014%
6/15/2026J. R. Prunier Capital Management LLC22,678$1.39M0.6%-49.5%0.020%
6/9/2026Contango Wealth Management LLC66,214$4.06M4.7%-31.0%0.059%
6/3/2026NewEdge Advisors LLC442,773$27.15M0.1%-6.1%0.394%
5/19/2026Western Wealth Management LLC67,004$4.11M0.2%-0.4%0.060%
5/19/2026Cornerstone Wealth LLC TN118,802$7.78M4.4%N/A0.106%
5/19/2026NewEdge Advisors LLC436,166$26.75M0.5%-7.5%0.388%
5/19/2026Bank of America Corp DE1,385,680$84.97M0.0%-6.7%1.233%
5/19/2026Arkadios Wealth Advisors23,754$1.46M0.0%-7.4%0.021%
5/19/2026IFS Group LLC5,551$340K0.3%N/A0.005%
5/18/2026EverSource Wealth Advisors LLC2,697$165K0.0%-41.5%0.002%
5/18/2026Royal Bank of Canada304,568$18.68M0.0%-41.2%0.271%
5/18/2026Empowered Funds LLC16,254$997K0.0%+6.1%0.014%
5/16/2026Quantinno Capital Management LP19,133$1.17M0.0%+80.6%0.017%
5/15/2026Intelligence Driven Advisers LLC51,550$3.16M0.6%-5.4%0.046%
5/15/2026Gateway Wealth Partners LLC3,914$240K0.0%N/A0.003%
5/15/2026Quadcap Wealth Management LLC1,245,124$76.35M8.7%+2.9%1.108%
5/15/2026Waverly Advisors LLC9,694$594K0.0%N/A0.009%
5/14/2026Modern Wealth Management LLC237,872$14.64M0.3%+1.5%0.212%
5/14/2026Gibbs Wealth Management92,546$5.68M0.7%+114.5%0.082%
5/14/2026American Financial Advisors LLC23,566$1.45M0.2%+6.8%0.021%
5/13/2026Cetera Investment Advisers1,032,474$63.31M0.1%+41.7%0.919%
5/13/2026Lavaca Capital LLC2,409$148K0.0%+24.2%0.002%
5/13/2026NewEdge Wealth LLC18,400$1.13M0.0%N/A0.016%
5/13/2026Petra Financial Advisors Inc.197,028$12.08M7.5%+6.2%0.175%
5/13/2026First Citizens Bank & Trust Co.31,473$1.93M0.0%-9.9%0.028%
5/8/2026Wilkerson Advisory Group LLC8,342$512K0.2%+2.3%0.007%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
5/8/2026Alpha Zero LLC178,603$10.95M5.5%+5.7%0.159%
5/7/2026Florida Financial Advisors LLC20,919$1.28M0.3%+24.8%0.019%
5/7/2026Scarborough Advisors LLC5,755$353K0.0%-11.7%0.005%
5/7/2026 Balefire LLC5,358$329K0.1%+60.6%0.005%
5/7/2026True North Advisors LLC167,127$10.25M1.2%-15.0%0.149%
5/7/2026Hershey Financial Advisers LLC7,436$456K0.4%-54.9%0.007%
5/6/2026Bartlett & CO. Wealth Management LLC479,264$31.85M0.4%+9.7%0.426%
5/6/2026Centennial Bank AR 52,000$3.19M1.1%+2.5%0.046%
5/6/2026Assetmark Inc.3,866$237K0.0%+13.0%0.003%
5/6/2026Gallacher Capital Management LLC67,229$4.12M1.6%-3.2%0.060%
5/6/2026Bessemer Group Inc.4,292$263K0.0%N/A0.004%
5/6/2026Independent Financial Group LLC170,851$10.48M0.3%N/A0.152%
5/5/2026Westover Capital Advisors LLC5,104$313K0.1%-4.7%0.005%
5/5/2026Wealthfront Advisers LLC20,416$1.25M0.0%-5.0%0.018%
5/5/2026D.A. Davidson & CO.121,297$7.44M0.0%+2.1%0.108%
5/5/2026Marks Group Wealth Management Inc207,754$12.74M1.2%+1,809.0%0.185%
5/5/2026Collaborative Wealth Managment Inc.74,629$4.58M2.1%-38.2%0.066%
5/5/2026Geneos Wealth Management Inc.305,486$18.73M0.4%+8.1%0.272%
5/5/2026Sanctuary Advisors LLC194,304$11.92M0.1%-8.6%0.173%
5/5/2026Sigma Planning Corp29,473$1.81M0.1%-57.4%0.026%
5/4/2026Retirement Planning Group LLC37,017$2.27M0.1%-0.5%0.033%
5/4/2026Illumine Investment Management LLC20,480$1.26M1.0%+1.2%0.018%
5/4/2026Procyon Advisors LLC24,122$1.48M0.0%-77.5%0.021%
5/2/2026CAP Partners LLC30,976$1.90M1.1%-29.8%0.028%
5/2/2026Global Assets Advisory LLC3,955$242K0.1%-4.1%0.004%
5/2/2026ARQ Wealth Advisors LLC15,792$968K0.2%+55.4%0.014%
5/2/2026Diversify Wealth Management LLC42,191$2.77M0.1%N/A0.038%
5/1/2026Midwest Trust Co5,626$345K0.0%N/A0.005%
5/1/2026Fifth Third Bancorp45,223$2.77M0.0%N/A0.040%
5/1/2026Sequoia Financial Advisors LLC43,244$2.65M0.0%-8.3%0.038%
5/1/2026Fulcrum Capital LLC76,366$4.68M1.0%+2.0%0.068%
5/1/2026Walled Lake Planning & Wealth Management LLC364,507$22.35M6.6%+2.6%0.324%
4/30/2026Kestra Advisory Services LLC718,149$44.04M0.2%-4.2%0.638%
4/30/2026Money Concepts Capital Corp9,143$561K0.0%+12.8%0.008%
4/30/2026Base Wealth Management LLC7,427$455K0.3%-31.6%0.007%
4/29/2026Navalign LLC130,438$8.00M2.0%+7.9%0.116%
4/29/2026Centerpoint Advisory Group34,484$2.12M1.6%-3.0%0.031%
4/29/2026Integrated Advisors Network LLC27,046$1.66M0.1%+2.4%0.024%
4/28/2026Kathmere Capital Management LLC58,274$3.57M0.2%-1.2%0.052%
4/28/2026Whittier Trust Co. of Nevada Inc.818$51K0.0%-16.7%0.001%
4/28/2026LVZ Inc.1,017,280$62.38M7.1%+1.6%0.905%
4/28/2026Cobblestone Asset Management LLC82,709$5.07M2.3%+2.3%0.074%
4/28/2026Private Wealth Partners LLC22,309$1.37M0.1%-15.5%0.020%
4/27/2026IRON Financial LLC17,538$1.08M0.5%+3.0%0.016%
4/27/2026World Investment Advisors8,608$528K0.0%+1.9%0.008%
4/27/2026Private Advisor Group LLC150,180$9.21M0.0%-3.6%0.134%
4/25/2026Axis Wealth Partners LLC3,493$214K0.1%+4.9%0.003%
4/25/2026Seamount Financial Group Inc.154,992$9.50M4.3%+2.6%0.138%
4/25/2026Able Wealth Management LLC227,384$13.94M3.7%+0.3%0.202%
4/25/2026Northwest Financial Advisors3,512$215K0.4%-17.0%0.003%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
4/24/2026Root Financial Partners LLC737$45K0.0%-24.7%0.001%
4/24/2026hemming& Wealth Management Inc.442,836$27.16M19.0%-5.9%0.394%
4/24/2026Keystone Global Partners LLC16,438$1.01M0.4%-21.9%0.015%
4/24/2026Prism Advisors Inc.187,568$11.50M3.1%+8.4%0.167%
4/23/2026Mayflower Financial Advisors LLC3,340$205K0.0%N/A0.003%
4/23/2026Investment Planning Advisors Inc.4,519$277K0.1%-46.9%0.004%
4/23/2026Penney Financial LLC11,343$696K0.3%-5.0%0.010%
4/22/2026Princeton Global Asset Management LLC31,537$1.93M0.3%-18.9%0.028%
4/22/2026Financial Futures Ltd Liability Co.74,787$4.59M2.0%+10.8%0.067%
4/22/2026Janney Montgomery Scott LLC227,289$13.94M0.0%+2.0%0.202%


JQUA Institutional Ownership - Frequently Asked Questions

During the previous two years, 505 institutional investors and hedge funds held shares of JPMorgan U.S. Quality Factor ETF. The most heavily invested institutionals were Savant Capital LLC ($648.04M), Signaturefd LLC ($344.58M), LPL Financial LLC ($295.77M), Morgan Stanley ($187.03M), Sage Mountain Advisors LLC ($185.72M), JPMorgan Chase & Co. ($122.15M), and ST Germain D J Co. Inc. ($120.06M).Learn more on JPMorgan U.S. Quality Factor ETF's institutional investors.

Of the 454 institutional investors that purchased JPMorgan U.S. Quality Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Savant Capital LLC ($4.64M), LPL Financial LLC ($1.80M), Raymond James Financial Inc. ($1.69M), Focus Partners Wealth ($1.36M), Wealth Enhancement Advisory Services LLC ($1.35M), Sage Mountain Advisors LLC ($1.32M), and Savvy Advisors Inc. ($1.29M).

Institutional investors have bought a total of 22,637,998 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

Of the 228 institutional investors that sold JPMorgan U.S. Quality Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hamilton Capital LLC ($1.20M), ST Germain D J Co. Inc. ($909.91K), Midland Wealth Advisors LLC ($595.72K), LPL Financial LLC ($517.01K), Northwestern Mutual Wealth Management Co. ($377.64K), Ameritas Advisory Services LLC ($367.62K), and FSA Wealth Partners Inc. ($328.91K).

Institutional investors have sold a total of 9,587,171 shares in the last 24 months. This volume of shares sold represents approximately $593.46M in transactions.


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This page (NYSEARCA:JQUA) was last updated on 7/9/2026 by MarketBeat.com Staff.
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