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

JPMorgan U.S. Quality Factor ETF logo
$67.09 +0.63 (+0.95%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
340
Total
Institutional Inflows
(last 12 months)
$1.55B
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$611.88M
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JQUA Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 Sigma Planning Corp29,473$1.81M0.1%-57.4%0.026%
5/4/2026 Retirement Planning Group LLC37,017$2.27M0.1%-0.5%0.033%
5/4/2026 Illumine Investment Management LLC20,480$1.26M1.0%+1.2%0.018%
5/4/2026 Procyon Advisors LLC24,122$1.48M0.0%-77.5%0.021%
5/2/2026 CAP Partners LLC30,976$1.90M1.1%-29.8%0.028%
5/2/2026 Global Assets Advisory LLC3,955$242K0.1%-4.1%0.004%
5/2/2026 ARQ Wealth Advisors LLC15,792$968K0.2%+55.4%0.014%
5/2/2026 Diversify Wealth Management LLC42,191$2.77M0.1%N/A0.038%
5/1/2026 Midwest Trust Co5,626$345K0.0%N/A0.005%
5/1/2026 Fifth Third Bancorp45,223$2.77M0.0%N/A0.040%
5/1/2026 Sequoia Financial Advisors LLC43,244$2.65M0.0%-8.3%0.038%
5/1/2026 Fulcrum Capital LLC76,366$4.68M1.0%+2.0%0.068%
5/1/2026 Walled Lake Planning & Wealth Management LLC364,507$22.35M6.6%+2.6%0.324%
4/30/2026 Kestra Advisory Services LLC718,149$44.04M0.2%-4.2%0.638%
4/30/2026 Money Concepts Capital Corp9,143$561K0.0%+12.8%0.008%
4/30/2026 Base Wealth Management LLC7,427$455K0.3%-31.6%0.007%
4/29/2026 Navalign LLC130,438$8.00M2.0%+7.9%0.116%
4/29/2026 Centerpoint Advisory Group34,484$2.12M1.6%-3.0%0.031%
4/29/2026 Integrated Advisors Network LLC27,046$1.66M0.1%+2.4%0.024%
4/28/2026 Kathmere Capital Management LLC58,274$3.57M0.2%-1.2%0.052%
4/28/2026 Whittier Trust Co. of Nevada Inc.818$51K0.0%-16.7%0.001%
4/28/2026 LVZ Inc.1,017,280$62.38M7.1%+1.6%0.905%
4/28/2026 Cobblestone Asset Management LLC82,709$5.07M2.3%+2.3%0.074%
4/28/2026 Private Wealth Partners LLC22,309$1.37M0.1%-15.5%0.020%
4/27/2026 IRON Financial LLC17,538$1.08M0.5%+3.0%0.016%
4/27/2026 World Investment Advisors8,608$528K0.0%+1.9%0.008%
4/27/2026 Private Advisor Group LLC150,180$9.21M0.0%-3.6%0.134%
4/25/2026 Axis Wealth Partners LLC3,493$214K0.1%+4.9%0.003%
4/25/2026 Seamount Financial Group Inc.154,992$9.50M4.3%+2.6%0.138%
4/25/2026 Able Wealth Management LLC227,384$13.94M3.7%+0.3%0.202%
4/25/2026 Northwest Financial Advisors3,512$215K0.4%-17.0%0.003%
4/24/2026 Root Financial Partners LLC737$45K0.0%-24.7%0.001%
4/24/2026 hemming& Wealth Management Inc.442,836$27.16M19.0%-5.9%0.394%
4/24/2026 Keystone Global Partners LLC16,438$1.01M0.4%-21.9%0.015%
4/24/2026 Prism Advisors Inc.187,568$11.50M3.1%+8.4%0.167%
4/23/2026 Mayflower Financial Advisors LLC3,340$205K0.0%N/A0.003%
4/23/2026 Investment Planning Advisors Inc.4,519$277K0.1%-46.9%0.004%
4/23/2026 Penney Financial LLC11,343$696K0.3%-5.0%0.010%
4/22/2026 Princeton Global Asset Management LLC31,537$1.93M0.3%-18.9%0.028%
4/22/2026 Financial Futures Ltd Liability Co.74,787$4.59M2.0%+10.8%0.067%
4/22/2026 Janney Montgomery Scott LLC227,289$13.94M0.0%+2.0%0.202%
4/22/2026 Onyx Bridge Wealth Group LLC123,343$7.56M0.8%+1.2%0.110%
4/21/2026 Madrid Wealth Management LLC67,997$4.17M3.1%-4.8%0.061%
4/21/2026 Maridea Wealth Management LLC101,634$6.23M0.9%+23.0%0.091%
4/21/2026 Columbus Macro LLC85,489$5.24M0.6%-0.9%0.076%
4/21/2026 Waterway Wealth Management LLC317,431$19.47M3.6%+53.1%0.283%
4/21/2026 Silver Oak Securities Incorporated47,102$2.89M0.2%-3.3%0.042%
4/21/2026 Fiduciary Alliance LLC54,709$3.53M0.2%+0.3%0.049%
4/20/2026 Breakwater Capital Group439,064$26.92M3.6%+6.0%0.391%
4/20/2026 Strategent Financial LLC379,444$23.27M15.8%+3.2%0.338%
4/20/2026 Blue Trust Inc.97,962$6.01M0.1%+12.3%0.087%
4/20/2026 Fifth Third Wealth Advisors LLC5,938$364K0.0%N/A0.005%
4/18/2026 Legacy Wealth Partners LLC7,899$484K0.1%-6.3%0.007%
4/17/2026 Andina Capital Management LLC30,488$1.87M1.7%-25.6%0.027%
4/17/2026 Signal Advisors Wealth LLC4,567$280K0.0%-20.3%0.004%
4/17/2026 Capital Advisors Ltd. LLC3,887$238K0.0%-8.8%0.003%
4/16/2026 Warren Street Wealth Advisors LLC679,158$41.65M10.6%+3.9%0.606%
4/16/2026 Ballast Rock Private Wealth LLC54,594$3.35M1.9%+47.5%0.049%
4/16/2026 Founders Financial Securities LLC57,009$3.61M0.2%+8.6%0.051%
3/17/2026Rockefeller Capital Management L.P.430,574$27.20M0.0%-2.1%0.364%
3/10/2026Advisortrust Partners LLC4,564$288K0.1%N/A0.004%
3/9/2026Corient Private Wealth LLC10,002$634K0.0%-7.4%0.008%
3/4/2026SHP Wealth Management45,732$2.89M0.2%N/A0.039%
3/3/2026 hemming& Wealth Management Inc.470,620$29.73M20.3%N/A0.397%
2/27/2026 OakTrust Wealth Advisors LLC11,178$706K0.7%N/A0.009%
2/26/2026TD Capital Management LLC56,723$3.58M0.3%+12.0%0.048%
2/19/2026Corient Private Wealth LLC8,194$520K0.0%-24.1%0.007%
2/18/2026Mercer Global Advisors Inc. ADV14,231$899K0.0%+105.2%0.012%
2/18/2026 Onyx Bridge Wealth Group LLC121,830$7.70M0.8%+1.3%0.103%
2/18/2026Beacon Pointe Advisors LLC218,880$13.83M0.1%+6.4%0.185%
2/18/2026First Citizens Bank & Trust Co.34,921$2.21M0.0%-0.7%0.029%
2/18/2026EP Wealth Advisors LLC142,227$8.99M0.0%N/A0.120%
2/18/2026NewEdge Advisors LLC471,404$29.78M0.1%+11.8%0.398%
2/18/2026Hershey Financial Advisers LLC16,475$1.04M0.9%N/A0.014%
2/18/2026Empowered Funds LLC15,320$968K0.0%N/A0.013%
2/18/2026XTX Topco Ltd36,730$2.32M0.1%+76.4%0.031%
2/18/2026 North Capital Inc.4,131$261K0.2%N/A0.003%
2/18/2026Vertex Planning Partners LLC603,268$38.11M8.7%-6.5%0.509%
2/18/2026Tudor Investment Corp ET AL4,247$268K0.0%N/A0.004%
2/18/2026Gotham Asset Management LLC10,525$665K0.0%N/A0.009%
2/18/2026Centennial Bank AR 50,736$3.21M1.3%-7.9%0.043%
2/18/2026Ballast Financial Advisors LLC56,283$3.56M3.7%N/A0.048%
2/17/2026 Integrated Advisors Network LLC26,405$1.67M0.1%+3.7%0.022%
2/17/2026Cetera Investment Advisers728,607$46.03M0.1%+18.3%0.615%
2/17/2026Equitable Holdings Inc.515,306$32.56M0.2%+5.2%0.435%
2/17/2026Wealthedge Investment Advisors LLC21,092$1.33M0.5%-5.4%0.018%
2/17/2026Kovack Advisors Inc.12,835$811K0.0%N/A0.011%
2/17/2026Osaic Holdings Inc.1,012,011$63.94M0.1%-11.0%0.854%
2/17/2026Advisory Services Network LLC37,703$2.38M0.0%+3.9%0.032%
2/17/2026Running Point Capital Advisors LLC141,003$8.91M2.4%+15.9%0.119%
2/17/2026 Private Advisor Group LLC155,736$9.84M0.0%-41.1%0.131%
2/17/2026&PARTNERS5,098$322K0.0%-39.3%0.004%
2/17/2026Royal Bank of Canada517,929$32.72M0.0%+3.5%0.437%


JQUA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JQUA shares?

During the previous two years, 501 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.

Which institutional investors have been buying JPMorgan U.S. Quality Factor ETF's stock?

Of the 450 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).

How much institutional buying is happening at JPMorgan U.S. Quality Factor ETF?

Institutional investors have bought a total of 25,314,573 shares in the last 24 months. This purchase volume represents approximately $1.55B in transactions.

Which of JPMorgan U.S. Quality Factor ETF's major shareholders have been selling company stock?

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), FSA Wealth Partners Inc. ($393.09K), Northwestern Mutual Wealth Management Co. ($377.64K), and Ameritas Advisory Services LLC ($367.62K).

How much institutional selling is happening at JPMorgan U.S. Quality Factor ETF?

Institutional investors have sold a total of 9,954,961 shares in the last 24 months. This volume of shares sold represents approximately $611.79M in transactions.



This page (NYSEARCA:JQUA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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