JQUA Institutional Ownership
JPMorgan U.S. Quality Factor ETF
1W: +0.4%
1M: +0.7%
3M: +3.2%
YTD: +18.3%
1Y: +18.6%
3Y: +77.3%
5Y: +85.8%
$74.62
+0.27 (+0.36%)
Weekly Expected Move ±1.4%
$73
$74
$75
$76
$77
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — JQUA
500
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
54
New Positions
160
Increased
206
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (536 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 12,544,726 | $936M | +1,127,740 | +9.9% | 12Q | SEC ↗ |
| 2 | LPL Financial LLC | 3,519,434 | $263M | -513,525 | -12.7% | 26Q | SEC ↗ |
| 3 | Sage Mountain Advisors LLC | 2,910,657 | $217M | -56,420 | -1.9% | 16Q | SEC ↗ |
| 4 | Focus Partners Wealth | 2,634,467 | $197M | +581,233 | +28.3% | 8Q | SEC ↗ |
| 5 | ST GERMAIN D J CO INC | 1,918,286 | $143M | +2,651 | +0.1% | 12Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 1,858,109 | $139M | +250,337 | +15.6% | 21Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,809,452 | $135M | -44,698 | -2.4% | 28Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,620,104 | $121M | -17,145 | -1.0% | 7Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 1,385,216 | $103M | -464 | -0.0% | 15Q | SEC ↗ |
| 10 | Savvy Advisors, Inc. | 1,314,796 | $98M | -9,078 | -0.7% | 11Q | SEC ↗ |
| 11 | Facet Wealth, Inc. | 1,268,937 | $95M | +1,163 | +0.1% | 10Q | SEC ↗ |
| 12 | Quadcap Wealth Management, LLC | 1,260,449 | $94M | +15,325 | +1.2% | 11Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 1,194,066 | $89M | +161,592 | +15.7% | 13Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,051,811 | $78M | -210,571 | -16.7% | 20Q | SEC ↗ |
| 15 | EP Wealth Advisors, LLC | 1,025,040 | $76M | +801,315 | +358.2% | 3Q | SEC ↗ |
| 16 | LVZ, Inc. | 1,015,715 | $76M | -1,565 | -0.2% | 6Q | SEC ↗ |
| 17 | Hughes Financial Services, LLC | 1,011,274 | $75M | +57,584 | +6.0% | 6Q | SEC ↗ |
| 18 | Avidian Wealth Enterprises, LLC | 980,654 | $73M | +30,428 | +3.2% | 13Q | SEC ↗ |
| 19 | MIDLAND WEALTH ADVISORS, LLC | 973,572 | $73M | -13,693 | -1.4% | 11Q | SEC ↗ |
| 20 | RVW Wealth, LLC | 952,795 | $71M | +34,691 | +3.8% | 25Q | SEC ↗ |
| 21 | UMB Bank, n.a. | 901,926 | $67M | +36,142 | +4.2% | 4Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 896,995 | $67M | +25,771 | +3.0% | 26Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 874,194 | $65M | -1,421 | -0.2% | 28Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 855,394 | $64M | -37,258 | -4.2% | 21Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 782,659 | $58M | +39,617 | +5.3% | 26Q | SEC ↗ |
| 26 | Federation des caisses Desjardins du Q | 774,472 | $58M | -11,011 | -1.4% | 12Q | SEC ↗ |
| 27 | TFC Financial Management, Inc. | 764,173 | $57M | +18,557 | +2.5% | 12Q | SEC ↗ |
| 28 | Warren Street Wealth Advisors, LLC | 695,856 | $52M | +16,698 | +2.5% | 4Q | SEC ↗ |
| 29 | Vertex Planning Partners, LLC | 688,073 | $51M | +66,897 | +10.8% | 14Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 683,750 | $51M | -34,399 | -4.8% | 13Q | SEC ↗ |
| 31 | Intellus Advisors LLC | 570,632 | $43M | -6,060 | -1.1% | 6Q | SEC ↗ |
| 32 | Equitable Holdings, Inc. | 567,142 | $42M | +7,303 | +1.3% | 15Q | SEC ↗ |
| 33 | Goldstone Financial Group, LLC | 556,388 | $42M | -24,030 | -4.1% | 13Q | SEC ↗ |
| 34 | Spectrum Wealth Advisory Group, LLC | 535,194 | $40M | +798 | +0.1% | 8Q | SEC ↗ |
| 35 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 494,295 | $37M | +15,031 | +3.1% | 11Q | SEC ↗ |
| 36 | One Capital Management, LLC | 491,596 | $37M | — | +0.0% | 17Q | SEC ↗ |
| 37 | HARBOUR INVESTMENTS, INC. | 460,857 | $34M | -8,410 | -1.8% | 15Q | SEC ↗ |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 459,444 | $34M | -71,147 | -13.4% | 7Q | SEC ↗ |
| 39 | Breakwater Capital Group | 444,100 | $33M | +5,036 | +1.1% | 15Q | SEC ↗ |
| 40 | Baker Avenue Asset Management, LP | 441,326 | $33M | +2,936 | +0.7% | 26Q | SEC ↗ |
| 41 | SIGNATUREFD, LLC | 439,499 | $33M | -71,385 | -14.0% | 13Q | SEC ↗ |
| 42 | HEMMING& WEALTH MANAGEMENT, INC. | 435,713 | $33M | -7,123 | -1.6% | 3Q | SEC ↗ |
| 43 | NewEdge Advisors, LLC | 431,073 | $32M | -11,700 | -2.6% | 13Q | SEC ↗ |
| 44 | HighTower Advisors, LLC | 392,158 | $29M | +7,989 | +2.1% | 13Q | SEC ↗ |
| 45 | JONES FINANCIAL COMPANIES LLLP | 384,142 | $29M | +40,607 | +11.8% | 10Q | SEC ↗ |
| 46 | Strategent Financial, LLC | 381,137 | $28M | +1,693 | +0.4% | 7Q | SEC ↗ |
| 47 | Sanchez Wealth Management Group | 375,076 | $28M | +11,040 | +3.0% | 10Q | SEC ↗ |
| 48 | WALLED LAKE PLANNING & WEALTH MANAGEME | 371,322 | $28M | +6,815 | +1.9% | 7Q | SEC ↗ |
| 49 | Stratos Wealth Partners, LTD. | 349,995 | $26M | +40,743 | +13.2% | 14Q | SEC ↗ |
| 50 | Dynamic Advisor Solutions LLC | 348,347 | $26M | +24,381 | +7.5% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Mason & Associates Inc | 247,077 | $18M |
| INSIGNEO ADVISORY SERVICES, LLC | 60,739 | $5M |
| Avior Wealth Management, LLC | 49,509 | $4M |
| Vestmark Advisory Solutions, Inc. | 42,499 | $3M |
| Oasis Advisors, LLC | 33,895 | $3M |
| Diversify Advisory Services, LLC | 32,971 | $2M |
| VectorGlobal IAG, Inc. | 29,198 | $2M |
| Nuveen, LLC | 25,191 | $2M |
| GTS SECURITIES LLC | 24,561 | $2M |
| Atria Investments, Inc | 24,405 | $2M |
| Resonant Capital Advisors, LLC | 22,766 | $2M |
| Qube Research & Technologies Ltd | 19,931 | $1M |
| MILESTONE ASSET MANAGEMENT, LLC | 18,247 | $1M |
| Brooklyn Investment Group | 17,265 | $1M |
| RiverGlades Family Offices LLC | 11,453 | $855K |
| BXM Wealth LLC | 11,105 | $829K |
| Global Retirement Partners, LLC | 9,748 | $727K |
| Core Wealth Advisors, Inc. | 9,562 | $714K |
| BROWN BROTHERS HARRIMAN & CO | 9,053 | $676K |
| Y-Intercept (Hong Kong) Ltd | 8,217 | $613K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 607,400 | $45M |
| Beaumont Financial Advisors, LLC | 533,232 | $40M |
| West Wealth Group, LLC | 190,199 | $14M |
| Bank of New York Mellon Corp | 146,605 | $11M |
| Cobblestone Asset Management LLC | 82,709 | $6M |
| Sage Advisory Services, Ltd.Co. | 72,733 | $5M |
| HRT FINANCIAL LP | 41,412 | $3M |
| Capital Advisory Group Advisory Ser | 28,653 | $2M |
| Pinion Investment Advisors, LLC | 23,394 | $2M |
| Heirloom Wealth Management | 22,918 | $2M |
| XTX Topco Ltd | 20,792 | $2M |
| WealthShield Partners, LLC | 16,936 | $1M |
| Keystone Global Partners, LLC | 16,438 | $1M |
| GENTRY PRIVATE WEALTH, LLC | 15,610 | $1M |
| OakTrust Wealth Advisors, LLC | 11,178 | $834K |
| TritonPoint Partners, LLC | 11,031 | $823K |
| Fisher Asset Management, LLC | 10,344 | $772K |
| WCG Wealth Advisors LLC | 10,080 | $752K |
| FIRST HORIZON CORP | 8,010 | $598K |
| Independent Advisor Alliance | 7,384 | $551K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +1,127,740 | +9.9% | 12,544,726 |
| EP Wealth Advisors, LLC | +801,315 | +358.2% | 1,025,040 |
| Focus Partners Wealth | +581,233 | +28.3% | 2,634,467 |
| JPMORGAN CHASE & CO | +250,337 | +15.6% | 1,858,109 |
| Cetera Investment Advisers | +161,592 | +15.7% | 1,194,066 |
| Ameritas Advisory Services, LLC | +158,214 | +99.0% | 318,031 |
| Fifth Third Wealth Advisors LLC | +131,912 | +2221.5% | 137,850 |
| Aprio Wealth Management, LLC | +110,244 | +742.0% | 125,101 |
| Medallion Wealth Advisors, LLC | +81,883 | +486.6% | 98,709 |
| Private Advisor Group, LLC | +77,441 | +51.6% | 227,621 |
| PARK AVENUE SECURITIES LLC | +76,897 | +37.5% | 282,105 |
| Summit Financial, LLC | +68,737 | +87.5% | 147,258 |
| MAGNOLIA CAPITAL ADVISORS LLC | +68,415 | +380.6% | 86,391 |
| Vertex Planning Partners, LLC | +66,897 | +10.8% | 688,073 |
| Hughes Financial Services, LLC | +57,584 | +6.0% | 1,011,274 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +50,394 | +461.2% | 61,320 |
| Gibbs Wealth Management | +49,407 | +114.5% | 92,546 |
| Cornerstone Wealth Management, LLC | +49,076 | +23.6% | 257,203 |
| Empowered Funds, LLC | +45,368 | +279.1% | 61,622 |
| Plan Group Financial, LLC | +41,522 | +24.8% | 208,959 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -513,525 | -12.7% | 3,519,434 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -210,571 | -16.7% | 1,051,811 |
| Waterway Wealth Management, LLC | -173,441 | -54.6% | 143,990 |
| Keystone Financial Group | -142,673 | -72.7% | 53,620 |
| Mariner, LLC | -124,797 | -76.1% | 39,227 |
| INDEPENDENT FINANCIAL GROUP, LLC | -122,061 | -71.4% | 48,790 |
| Redhawk Wealth Advisors, Inc. | -103,910 | -87.1% | 15,368 |
| Able Wealth Management LLC | -99,217 | -43.6% | 128,167 |
| Thrivent Financial for Lutherans | -72,809 | -39.6% | 111,244 |
| SIGNATUREFD, LLC | -71,385 | -14.0% | 439,499 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -71,147 | -13.4% | 459,444 |
| TSFG, LLC | -64,056 | -80.4% | 15,598 |
| Sage Mountain Advisors LLC | -56,420 | -1.9% | 2,910,657 |
| EHRLICH FINANCIAL GROUP | -45,779 | -82.6% | 9,613 |
| MORGAN STANLEY | -44,698 | -2.4% | 1,809,452 |
| ROYAL BANK OF CANADA | -41,891 | -13.8% | 262,677 |
| Tandem Financial, LLC | -41,386 | -32.3% | 86,719 |
| Merit Financial Group, LLC | -41,088 | -31.9% | 87,549 |
| Cambridge Investment Research Advis | -37,258 | -4.2% | 855,394 |
| Kingsview Wealth Management, LLC | -36,584 | -71.6% | 14,525 |