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

JPMorgan U.S. Quality Factor ETF logo
$71.64 -0.47 (-0.65%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA)

Number of
Institutional Buyers
(last 12 months)
328
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$573.09M
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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
7/10/2026 Annex Advisory Services LLC8,075$584K0.0%-4.4%0.007%
7/10/2026 Clarus Wealth Advisors129,822$9.30M3.6%-3.8%0.115%
7/10/2026 Redhawk Wealth Advisors Inc.15,368$1.11M0.1%-87.1%0.014%
7/9/2026 Tenzing Financial LLC122,984$8.89M6.1%-0.8%0.109%
7/9/2026 Focus Financial Network Inc.117,142$8.47M0.3%+5.8%0.104%
7/9/2026 Sax Wealth Advisors LLC6,935$501K0.0%-6.4%0.006%
7/9/2026 Ehrlich Financial Group9,613$695K0.4%-82.6%0.009%
7/9/2026 Breakwater Capital Group444,100$32.10M3.9%+1.1%0.394%
7/8/2026 Cooper Financial Group15,458$1.12M0.1%-4.6%0.014%
7/8/2026 RVW 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%
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5/14/2026 American 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%
5/13/2026 First 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%
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%
5/6/2026 Independent 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%
5/4/2026 Procyon 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%
4/28/2026 LVZ 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%
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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%
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%
4/24/2026 Keystone Global Partners LLC16,438$1.01M0.4%-21.9%0.015%


JQUA Institutional Ownership - Frequently Asked Questions

During the previous two years, 503 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 452 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 21,718,125 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

Of the 226 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), Midland Wealth Advisors LLC ($595.72K), LPL Financial LLC ($517.01K), ST Germain D J Co. Inc. ($461.52K), 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 9,216,094 shares in the last 24 months. This volume of shares sold represents approximately $573.09M in transactions.


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This page (NYSEARCA:JQUA) was last updated on 7/17/2026 by MarketBeat.com Staff.
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