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Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

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US QUALTY FCTR (fund)

470 managers (477 13F filers) reported a position in JQUA shares at 2026-06-30, 78,065,218 shares in all. 52 filers opened a position and 24 filers sold out during the quarter.

Managers
470
13F filers
477
New
52
Added
161
Reduced
182
Sold out
24
Shares held by filers
78,065,218

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Savant Capital, LLC12,544,726$907M2.66%+1,127,74013F-HRTimeline
LPL Financial LLC3,519,434$254M0.06%-513,52513F-HRTimeline
Sage Mountain Advisors LLC2,910,657$210M12.94%-56,42013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,653,718$192M+593,386Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,918,286$139M4.99%+2,65113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,858,109$133M0.01%+250,33713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,809,452$131M0.01%-44,69813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,620,104$117M0.03%-17,14513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,385,216$100M0.01%-46413F-HRTimelineGroup
Savvy Advisors, Inc.1,314,796$95M2.03%-9,07813F-HRTimeline
Facet Wealth, Inc.1,268,937$91.7M1.31%+1,16313F-HRTimeline
Quadcap Wealth Management, LLC1,260,449$91.1M8.87%+15,32513F-HRTimeline
Cetera Investment Advisers1,194,066$86.3M0.08%+161,59213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,051,811$76M0.04%-210,57113F-HRTimelineGroup
EP Wealth Advisors, LLC1,025,040$74.1M0.28%+801,31513F-HRTimeline
LVZ, Inc.1,015,715$73.4M7.46%-1,56513F-HRTimeline
Hughes Financial Services, LLC1,011,274$73.1M9.69%+57,58413F-HRTimeline
Avidian Wealth Enterprises, LLC980,654$70.9M1.96%+30,42813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC973,572$70.4M3.31%-13,69313F-HRTimeline
RVW Wealth, LLC952,795$68.9M4.53%+34,69113F-HRTimeline
UMB Bank, n.a.901,926$65.2M0.83%+36,14213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.896,995$64.8M0.08%+25,77113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding888,195$64.2M-12,389Timeline
Cambridge Investment Research Advisors,…855,394$61.8M0.14%-37,25813F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC782,659$56.6M0.07%+39,61713F-HRTimeline
Federation des caisses Desjardins du Qu…774,472$56M0.17%-11,01113F-HRTimeline
TFC Financial Management, Inc.764,173$55.2M6.12%+18,55713F-HRTimeline
Warren Street Wealth Advisors, LLC695,856$50.3M11.36%+16,69813F-HRTimeline
Vertex Planning Partners, LLC688,073$49.7M7.38%+66,89713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC683,750$49.4M0.16%-34,39913F-HRTimelineGroup
Intellus Advisors LLC570,632$41.2M5.01%-6,06013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.567,142$41M0.24%+7,30313F-HRTimelineGroup
Goldstone Financial Group, LLC556,388$40.2M3.68%-24,03013F-HRTimeline
Spectrum Wealth Advisory Group, LLC535,194$38.7M11.02%+79813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC494,295$35.7M0.45%+15,03113F-HRTimeline
HARBOUR INVESTMENTS, INC.460,857$33.3M0.45%-8,41013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…459,444$33.3M0.06%-71,14713F-HRTimeline
Breakwater Capital Group444,100$32.1M3.85%+5,03613F-HRTimeline
Baker Avenue Asset Management, LP441,326$31.9M0.61%+2,93613F-HRTimeline
SIGNATUREFD, LLC439,499$31.8M0.42%-71,38513F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.435,713$31.5M19.17%-7,12313F-HRTimeline
NewEdge Advisors, LLC431,073$31.2M0.09%-11,70013F-HRTimeline
One Capital Management, LLC491,596$30.1M0.84%013F-HRTimeline
HighTower Advisors, LLC392,158$28.3M0.03%+7,98913F-HRTimeline
Strategent Financial, LLC381,137$27.5M15.87%+1,69313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP384,142$27.2M0.01%+40,60713F-HRTimelineGroup
Sanchez Wealth Management Group375,076$27.1M4.75%+11,04013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…371,322$26.8M6.77%+6,81513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.349,995$25.3M0.25%+40,74313F-HRTimelineGroup
Dynamic Advisor Solutions LLC348,347$25.2M0.72%+24,38113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN347,557$25.1M<0.01%-19,13513F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC343,162$24.8M4.89%-17,69713F-HRTimeline
Tull Financial Group, Inc.335,421$24.2M9.49%-1,02513F-HRTimeline
Geneos Wealth Management Inc.331,532$24M0.49%+26,04613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…318,031$23M0.46%+158,21413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…317,843$23M0.04%-3913F-HRTimelineGroup
VALICENTI ADVISORY SERVICES INC292,987$21.2M4%+4,01613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC288,029$20.8M0.03%+2,83613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC282,105$20.4M0.13%+76,89713F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC270,282$19.5M4.34%-7113F-HRTimeline
REDW Wealth LLC269,822$19.5M6.99%-22,26913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA262,677$19M<0.01%-41,89113F-HRTimelineGroup
Cornerstone Wealth Management, LLC257,203$18.6M0.8%+49,07613F-HRTimeline
Mason & Associates Inc247,077$17.9M2.88%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC246,342$17.8M2.34%+43413F-HR/ATimeline
Modern Wealth Management, LLC237,625$17.2M0.21%-24713F-HRTimeline
MML INVESTORS SERVICES, LLC236,360$17.1M0.03%-3,28313F-HRTimeline
D'Orazio & Associates, Inc.230,194$16.6M1.93%-18,01013F-HRTimeline
Private Advisor Group, LLC227,621$16.5M0.08%+77,44113F-HRTimeline
Marks Group Wealth Management, Inc224,884$16.3M1.42%+17,13013F-HRTimeline
Sanctuary Advisors, LLC220,248$15.9M0.07%+25,94413F-HRTimeline
Janney Montgomery Scott LLC217,775$15.7M0.03%-9,51413F-HRTimeline
Beacon Pointe Advisors, LLC216,733$15.7M0.07%-6,24713F-HRTimeline
Per Stirling Capital Management, LLC.211,334$15.3M1.46%+48413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding210,643$15.2M+127,986Timeline
Plan Group Financial, LLC208,959$15.1M3.13%+41,52213F-HRTimeline
PETRA FINANCIAL ADVISORS INC206,837$15M6.93%+9,80913F-HRTimeline
Weil Company, Inc.203,625$14.7M2.59%+13,71413F-HRTimeline
Allworth Financial LP201,492$14.6M0.06%-24,24013F-HRTimeline
Alpha Zero LLC201,527$14.5M5.51%+22,92413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP188,900$13.7M0.01%+2,47313F-HRTimelineGroup
Prism Advisors, Inc.187,945$13.6M3.3%+37713F-HRTimeline
Integrated Wealth Concepts LLC179,045$12.9M0.06%+6,14613F-HRTimeline
Ledyard National Bank170,884$12.4M0.99%-3,25613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC169,718$12.3M0.67%+13,09213F-HRTimeline
True North Advisors, LLC167,310$12.1M1.16%+18313F-HRTimeline
J.W. COLE ADVISORS, INC.164,746$11.9M0.2%-5,04713F-HRTimeline
Perigon Wealth Management, LLC155,493$11.2M0.18%-80913F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC155,205$11.2M4.52%+21313F-HRTimeline
Betterment LLC151,401$10.9M0.02%+1,62513F-HRTimeline
Summit Financial, LLC147,258$10.6M0.12%+68,73713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC138,425$10M0.09%+2,04613F-HRTimelineGroup
Farther Finance Advisors, LLC138,391$10M0.08%+16,28813F-HRTimeline
MBA Advisors LLC133,585$9.66M3.29%-1,76813F-HRTimeline
Navalign, LLC131,050$9.47M2.21%+61213F-HRTimeline
Clarus Wealth Advisors129,822$9.3M3.58%-5,08113F-HRTimeline
Able Wealth Management LLC128,167$9.26M2.13%-99,21713F-HRTimeline
Aprio Wealth Management, LLC125,101$9.04M0.45%+110,24413F-HRTimeline
Tenzing Financial LLC122,984$8.89M6.1%-1,00913F-HRTimeline
Onyx Bridge Wealth Group LLC122,406$8.85M0.8%-93713F-HRTimeline
Focus Financial Network, Inc.117,142$8.47M0.26%+6,47413F-HRTimeline
LAWOOD & CO116,653$8.43M5.71%-3,88013F-HRTimeline
Waterway Wealth Management, LLC143,990$8.17M1.67%-173,44113F-HRTimeline
Columbus Macro, LLC112,039$8.1M0.79%+26,55013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…111,244$8.04M0.01%-72,80913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,152$7.96M0.01%-3,67113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.110,135$7.96M0.01%+8,90913F-HRTimelineGroup
D.A. DAVIDSON & CO.109,426$7.91M0.04%-11,87113F-HRTimeline
Maridea Wealth Management LLC107,135$7.74M0.84%+5,50113F-HRTimeline
Madson Wealth Advisors Inc105,969$7.66M5.21%-6,17513F-HRTimeline
Pallas Capital Advisors LLC105,382$7.62M0.23%+90013F-HRTimeline
Blue Trust, Inc.101,707$7.35M0.08%+3,74513F-HRTimeline
Golden State Wealth Management, LLC101,321$7.32M0.67%+6,35413F-HRTimeline
Arrowroot Family Office, LLC101,283$7.32M2.1%+4,15813F-HRTimeline
Archford Capital Strategies, LLC91,485$6.61M0.67%+70813F-HRTimeline
BridgePort Financial Solutions, LLC87,946$6.36M1.62%+1,09213F-HRTimeline
Cornerstone Wealth, LLC/TN88,256$6.35M3.21%-30,54613F-HRTimeline
Merit Financial Group, LLC87,549$6.33M0.04%-41,08813F-HR/ATimeline
Tandem Financial, LLC86,719$6.27M2.02%-41,38613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC86,391$6.24M1.07%+68,41513F-HRTimeline
HighPoint Advisor Group LLC85,485$6.18M0.22%+4,03613F-HRTimeline
Delos Wealth Advisors, LLC81,484$5.89M3.03%+3,06313F-HRTimeline
Linscomb Wealth, Inc.81,065$5.86M0.25%+1,83413F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.80,238$5.8M4.05%+12,33313F-HRTimeline
Burton Enright Welch80,157$5.79M0.68%-74113F-HRTimeline
Asset One Wealth Management LLC79,802$5.75M0.61%-11,87613F-HRTimeline
Financial Futures Ltd Liability Co.79,071$5.72M2.18%+4,28413F-HRTimeline
Fulcrum Capital LLC78,266$5.66M1.15%+1,90013F-HRTimeline
MorganRosel Wealth Management, LLC77,894$5.63M1.9%+2,10613F-HRTimeline
Creative Planningin group Creative Planning77,291$5.59M<0.01%-42913F-HRTimelineGroup
Collaborative Wealth Managment Inc.73,844$5.34M2.25%-78513F-HRTimeline
Mutual Advisors, LLC72,616$5.25M0.1%+2,68213F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC71,025$5.13M4.08%-2,63013F-HRTimelineGroup
Destiny Wealth Partners, LLC68,387$4.94M0.7%-2,86713F-HRTimeline
Western Wealth Management, LLC67,073$4.85M0.16%+6913F-HRTimeline
Madrid Wealth Management, LLC66,608$4.81M3.16%-1,38913F-HRTimeline
Foundations Investment Advisors, LLC66,275$4.79M0.05%-11,26513F-HRTimeline
FDx Advisors, Inc.66,194$4.79M1.44%+2,95213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding65,942$4.74M+23,751Timeline
PALISADE CAPITAL MANAGEMENT, LP64,751$4.68M0.2%+4,43513F-HRTimeline
Medallion Wealth Advisors, LLC98,709$4.64M1.46%+81,88313F-HRTimeline
Arsenal Capital Advisors LLC62,963$4.55M2.69%+10,78113F-HRTimeline
Ballast Financial Advisors LLC62,901$4.55M4.12%+4,14613F-HRTimeline
TABLEAUX LLC62,797$4.54M1.91%+2,56513F-HRTimeline
Empowered Funds, LLC61,622$4.45M0.02%+45,36813F-HRTimeline
TD Capital Management LLC61,575$4.45M0.36%+3,26813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,320$4.43M<0.01%+50,39413F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC60,739$4.39M0.16%new13F-HRTimeline
Ballast Rock Private Wealth LLC60,207$4.35M2.01%+5,61313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC56,865$4.11M0.21%-14413F-HRTimeline
Kathmere Capital Management, LLC56,178$4.06M0.22%-2,09613F-HRTimeline
Peck Wealth Management, LLC55,982$4.05M3.41%+1,59013F-HRTimeline
Portside Wealth Group, LLC55,304$4M0.47%+3,84913F-HRTimeline
Fiduciary Alliance LLC54,787$3.96M0.27%+7813F-HRTimeline
Keystone Financial Group53,620$3.88M0.23%-142,67313F-HRTimeline
SHP Wealth Management53,071$3.84M0.26%-3013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/52,007$3.76M1.21%+713F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD50,779$3.67M0.49%-5713F-HRTimeline
Intelligence Driven Advisers, LLC50,115$3.62M0.59%-1,43513F-HRTimeline
IFP Advisors, Inc49,513$3.58M0.06%+4,24613F-HRTimeline
Avior Wealth Management, LLC49,509$3.58M0.09%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC48,790$3.53M0.07%-122,06113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC45,925$3.32M0.16%-95913F-HRTimeline
NOVEM GROUP45,728$3.31M0.34%-1,51613F-HRTimeline
L & S Advisors Inc45,630$3.3M0.34%-17313F-HRTimeline
Investor's Fiduciary Advisor Network, L…45,021$3.25M1.11%-6,25613F-HRTimeline
Gladstone Institutional Advisory LLC44,632$3.23M0.1%-37513F-HRTimeline
Vestmark Advisory Solutions, Inc.42,499$3.07M0.03%new13F-HRTimeline
UBS Group AGin group UBS Group AG42,229$3.05M<0.01%+4,76813F-HRTimelineGroup
JT Stratford LLC41,939$3.03M0.33%+1,62613F-HRTimeline
FMR LLCin group FMR LLC41,239$2.98M<0.01%+3,47013F-HRTimelineGroup
Wealth Advisors of Iowa, LLC40,462$2.92M0.79%-1,39113F-HRTimeline
Sequoia Financial Advisors, LLC40,241$2.91M0.01%-3,00313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,981$2.89M<0.01%+9113F-HRTimelineGroup
Ayalon Insurance Comp Ltd.39,764$2.87M0.35%013F-HRTimeline
Mariner, LLCin group Mariner, LLC39,227$2.84M<0.01%-124,79713F-HRTimelineGroup
Advisory Services Network, LLC38,526$2.78M0.03%+94313F-HRTimeline
SMITH, MOORE & CO.37,975$2.74M0.18%+2,96313F-HRTimeline
Wealthspire Advisors, LLC37,191$2.69M0.01%-1,12313F-HRTimeline
Vise Technologies, Inc.36,813$2.66M0.03%+22,60713F-HRTimeline
N.E.W. Advisory Services LLC35,865$2.59M0.17%+2,03613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,847$2.59M<0.01%+13,62613F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management35,673$2.58M0.08%-1,39713F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC35,359$2.56M0.06%+1,00013F-HRTimeline
Retirement Planning Group, LLC34,916$2.52M0.06%-2,10113F-HRTimeline
Confluence Wealth Services, Inc.34,661$2.51M0.07%+27113F-HRTimeline
MATTERS CAPITAL LLC34,592$2.5M1.75%013F-HRTimeline
Elevation Capital Advisory, LLC34,463$2.49M0.96%+18,17813F-HRTimeline
Centerpoint Advisory Group34,250$2.48M1.57%-23413F-HRTimeline
Oasis Advisors, LLC33,895$2.45M1.59%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/33,720$2.44M<0.01%+3,65213F-HRTimelineGroup
Gallacher Capital Management LLC33,472$2.42M1.36%-33,75713F-HRTimeline
Princeton Global Asset Management LLC31,785$2.3M0.33%+24813F-HRTimeline
CAP Partners, LLC31,073$2.25M1.1%+9713F-HRTimeline
VALLEY NATIONAL ADVISERS INC30,340$2.19M0.24%-12,69313F-HRTimeline
INTRUST BANK NA28,952$2.09M0.15%-1,42413F-HRTimeline
Foster Group, Inc.28,819$2.08M0.06%-1,58313F-HRTimeline
ARQ WEALTH ADVISORS, LLC27,702$1.98M0.25%+11,91013F-HRTimeline
ENZI WEALTH27,400$1.98M0.63%-1,06913F-HRTimeline
Integrated Advisors Network LLC27,126$1.96M0.09%+8013F-HRTimeline