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Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

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US QUALTY FCTR (fund)

371 managers (377 13F filers) reported a position in JQUA shares at 2024-12-31, 68,250,930 shares in all. 49 filers opened a position and 23 filers sold out during the quarter.

Managers
371
13F filers
377
New
49
Added
131
Reduced
128
Sold out
23
Shares held by filers
68,250,930

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sulzberger Capital Advisors, Inc.17,995$1.03M1.18%13F-HRTimeline
Integrated Advisors Network LLC17,895$1.02M0.05%+2,17613F-HRTimeline
FMR LLCin group FMR LLC17,874$1.02M<0.01%+1,26113F-HRTimelineGroup
AMERIFLEX GROUP, INC.16,830$1M0.46%13F-HRTimeline
Apexium Financial, LP17,400$997K0.06%+313F-HRTimeline
Illumine Investment Management, LLC17,101$979K0.81%13F-HRTimeline
M.E. ALLISON & CO., INC.16,640$953K1.05%13F-HRTimeline
Main Street Financial Solutions, LLC16,070$920K0.09%new13F-HRTimeline
Foundations Investment Advisors, LLC15,825$906K0.02%+2,32113F-HRTimeline
UBS Group AGin group UBS Group AG15,341$879K<0.01%+4,79213F-HRTimelineGroup
Medallion Wealth Advisors, LLC15,290$876K0.43%13F-HRTimeline
GG Group Ventures, LLC14,763$845K1.11%+3,09813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,660$831K-10,202Timeline
3Chopt Investment Partners, LLC14,427$826K0.28%-51713F-HRTimeline
Beacon Bridge Wealth Partners, LLC14,419$826K0.35%+84913F-HRTimeline
Emprise Bank13,839$793K0.45%new13F-HRTimeline
Everest Private Wealth13,723$786K0.69%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,593$778K0.03%-1,12313F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC12,780$728K<0.01%-3,45313F-HRTimelineGroup
PRIVATE TRUST CO NA12,718$728K0.07%+5,41013F-HRTimeline
Cooper Financial Group12,688$727K0.09%-30613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,434$712K0.04%+90613F-HRTimeline
Sowell Financial Services LLC12,331$706K0.04%+1,61913F-HRTimeline
Penney Financial, LLC11,943$684K0.46%-3613F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,925$683K0.09%013F-HRTimeline
High Net Worth Advisory Group LLC11,507$659K0.18%+2,21513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,209$642K0.15%-30013F-HRTimeline
Aveo Capital Partners, LLC10,596$607K0.07%-89213F-HRTimeline
Arkadios Wealth Advisors10,513$602K0.03%-4,64213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.10,218$585K0.31%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…9,778$560K0.21%new13F-HRTimeline
Sequent Asset Management, LLC9,691$555K0.27%013F-HRTimeline
SAX WEALTH ADVISORS, LLC9,515$545K0.04%+1,18913F-HRTimeline
Blue Oak Capital, LLC9,424$540K0.33%13F-HRTimeline
Capital Advisors Wealth Management, LLC9,199$527K0.09%-5613F-HRTimeline
Patten Group, Inc.9,088$520K0.12%+7413F-HRTimeline
KEYVANTAGE WEALTH, LLC8,499$487K0.35%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,365$479K<0.01%+3,52313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,339$478K<0.01%-6,07513F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC8,291$475K0.17%new13F-HRTimeline
River Street Advisors LLC8,236$472K0.24%-2,30613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,065$462K0.02%-22613F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,956$456K0.06%+19913F-HRTimeline
Alliance Wealth Advisors, LLC /UT7,955$456K0.12%-4,36313F-HRTimeline
Horizon Wealth Management, LLC7,901$452K0.08%new13F-HRTimeline
Flavin Financial Services, Inc.7,611$436K0.41%13F-HR/ATimeline
PFG Investments, LLC7,301$418K0.03%new13F-HRTimeline
Scarborough Advisors, LLC7,253$415K0.06%-11,98513F-HRTimeline
Coordinated Financial Services, Inc.7,200$412K0.32%13F-HRTimeline
NORDEN GROUP LLC7,118$408K0.05%-1,95713F-HRTimeline
MGO ONE SEVEN LLC6,919$396K0.02%new13F-HRTimeline
Manhattan West Asset Management, LLC6,876$394K0.11%013F-HRTimeline
WEDBUSH SECURITIES INC6,683$383K0.01%+63013F-HRTimeline
WJ Wealth Management, LLC6,490$372K0.13%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC6,409$367K0.03%new13F-HRTimelineGroup
Teamwork Financial Advisors, LLC6,350$364K0.05%-2,98113F-HRTimeline
Allworth Financial LP6,133$363K<0.01%+1,30313F-HRTimeline
Fermata Advisors, LLC6,332$363K0.07%-19013F-HRTimeline
RFG Advisory, LLC6,321$362K0.01%-14013F-HRTimeline
Financial Advocates Investment Manageme…6,279$360K0.02%new13F-HRTimeline
CGC Financial Services, LLC6,235$357K0.14%new13F-HRTimeline
Runnymede Capital Advisors, Inc.6,088$349K0.3%13F-HRTimeline
Patton Albertson Miller Group, LLC6,000$344K0.05%new13F-HRTimeline
MBL Wealth, LLC6,000$344K0.03%013F-HRTimeline
Cresset Asset Management, LLC5,951$341K<0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,900$338K-2,750Timeline
LOCKERMAN FINANCIAL GROUP, INC.5,812$333K0.57%new13F-HRTimeline
WBH ADVISORY INC5,761$330K0.03%-9813F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,733$328K1.37%-86,02613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,596$320K<0.01%-1,74513F-HRTimeline
MN Wealth Advisors, LLC5,576$319K0.18%-1,62313F-HRTimeline
Betterment LLC5,494$315K<0.01%+19513F-HRTimeline
Westover Capital Advisors, LLC5,377$308K0.07%-5,04313F-HRTimeline
Financial Network Wealth Advisors LLC5,256$301K0.56%-13,83013F-HRTimeline
Sharkey, Howes & Javer5,202$298K0.04%-35413F-HRTimeline
National Wealth Management Group, LLC5,184$297K0.2%+13313F-HRTimeline
Gateway Wealth Partners, LLC5,046$289K0.07%new13F-HRTimeline
Wallace Advisory Group, LLC5,055$286K0.2%-28713F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,920$282K0.24%13F-HRTimeline
Capital Advisors, Ltd. LLC4,908$281K0.04%+913F-HRTimeline
Gladstone Institutional Advisory LLC4,777$274K0.01%new13F-HRTimeline
Sterling Group Wealth Management, LLC4,771$273K0.14%-12613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,655$267K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,308$247K<0.01%+54013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,167$239K0.01%+4,13913F-HRTimelineGroup
Farther Finance Advisors, LLC4,162$238K0.01%-2,03913F-HRTimeline
Lavaca Capital LLC4,128$236K0.1%-10913F-HRTimeline
Horizon Advisory Services, Inc.4,081$234K0.13%-467,63713F-HRTimeline
Walkner Condon Financial Advisors LLC4,016$230K0.05%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,998$229K0.09%-2,38113F-HRTimeline
Redwood Financial Network Corp3,974$228K0.17%-24213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,893$223K<0.01%-5513F-HRTimeline
Lokken Investment Group LLC3,886$223K0.1%+10313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,867$221K<0.01%new13F-HRTimelineGroup
KPP Advisory Services LLC3,828$219K0.05%-29113F-HRTimeline
Global Assets Advisory, LLC3,808$217K0.12%new13F-HRTimeline
REGIMEN WEALTH, LLC3,755$215K0.07%+1513F-HRTimeline
Heck Capital Advisors, LLC3,734$214K0.02%-3,67213F-HR/ATimeline
First Heartland Consultants, Inc.3,727$213K0.02%-32,39813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,715$213K0.02%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,680$211K<0.01%-56,47413F-HRTimelineGroup
Campbell Deegan Wealth Management, LLC3,585$205K0.25%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,584$205K0.02%new13F-HRTimeline
MONECO ADVISORS, LLC3,531$202K0.02%new13F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$200K0.01%013F-HRTimeline
Round Rock Advisors LLC3,500$200K0.04%new13F-HRTimeline
HOWE & RUSLING INC3,082$177K0.02%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,633$151K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,331$133K<0.01%-16,77913F-HRTimelineGroup
New Republic Capital, LLC1,869$107K0.07%new13F-HRTimeline
Aptus Capital Advisors, LLC1,849$106K<0.01%+1,15513F-HRTimeline
Fortitude Family Office, LLC1,750$100K0.04%+55013F-HRTimeline
AE Wealth Management LLC1,506$86.2K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT1,487$85.2K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,237$70.8K0.02%013F-HRTimeline
Parallel Advisors, LLC1,202$68.8K<0.01%013F-HRTimeline
Abound Wealth Management964$55.2K0.02%new13F-HRTimeline
CENTRAL TRUST Co828$47.4K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…818$46.8K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors797$45.6K0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC750$43K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC700$40.1K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…636$36.4K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.627$35.9K<0.01%-1613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp606$34.7K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\581$33.3K<0.01%-69413F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.551$31.5K0.02%+213F-HRTimeline
CWM, LLCin group CWM, LLC524$30K<0.01%-1,57313F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.479$28.5K0.02%new13F-HRTimeline
Sandy Spring Bank420$24.1K<0.01%new13F-HRTimeline
WINTRUST INVESTMENTS LLC382$21K0.02%new13F-HRTimeline
Operose Advisors LLC359$20.6K0.01%013F-HRTimeline
UMB Bank, n.a.352$20.2K<0.01%+23113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Householder Group Estate & Retirement S…357$20K0.01%-41513F-HRTimeline
CoreCap Advisors, LLC347$19.9K<0.01%-13813F-HRTimeline
DHJJ Financial Advisors, Ltd.343$19.6K0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC330$18.9K<0.01%new13F-HRTimeline
Roxbury Financial LLC312$18.7K0.02%13F-HRTimeline
Empowered Funds, LLC319$18.3K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK300$17.2K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA283$16.2K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.259$14.8K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC245$14K<0.01%013F-HRTimeline
Horizon Investments, LLC203$11.6K<0.01%-1,639,35113F-HRTimeline
Central Pacific Bank - Trust Division200$11.5K<0.01%+3713F-HRTimeline
MAI Capital Management192$11K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC186$10.7K<0.01%013F-HRTimeline
Larson Financial Group LLC185$10.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/174$9.96K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc161$9.22K<0.01%-2813F-HRTimeline
Avior Wealth Management, LLC158$9.05K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…151$8.7K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC137$7.84K0.02%013F-HRTimeline
Crewe Advisors LLC130$7.45K<0.01%-6613F-HRTimeline
Qube Research & Technologies Ltd114$6.53K<0.01%-3,71213F-HRTimeline
Valued Wealth Advisors LLC109$6.24K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC98$5.61K<0.01%013F-HRTimeline
Archer Investment Corp95$5.44K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC83$4.75K<0.01%013F-HRTimeline
Key Financial Inc82$4.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…74$4.24K<0.01%-2813F-HRTimelineGroup
Riggs Asset Managment Co. Inc.69$3.96K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB63$3.61K<0.01%013F-HRTimeline
Arax Advisory Partners62$3.55K<0.01%-6013F-HRTimeline
Continuum Advisory, LLC52$2.98K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24$1.37K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.4$2830.03%-5,18813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$229<0.01%-3213F-HRTimelineGroup
GeoWealth Management, LLC1$71<0.01%-5913F-HRTimeline
Semmax Financial Advisors Inc.0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.