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Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

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US QUALTY FCTR (fund)

375 managers (380 13F filers) reported a position in JQUA shares at 2025-03-31, 71,931,035 shares in all. 40 filers opened a position and 33 filers sold out during the quarter.

Managers
375
13F filers
380
New
40
Added
187
Reduced
104
Sold out
33
Shares held by filers
71,931,035

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,455$1.16M0.03%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22,339$1.13M<0.01%-5,35513F-HRTimelineGroup
D.A. DAVIDSON & CO.19,925$1.13M0.01%-8413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC19,882$1.12M1.19%+1,26913F-HRTimeline
Atria Wealth Solutions, Inc.19,843$1.12M0.01%-6,65513F-HRTimeline
Elm3 Financial Group, LLC19,316$1.09M0.96%-1,04113F-HRTimeline
Mendel Money Management19,284$1.09M0.52%+78213F-HRTimeline
FMR LLCin group FMR LLC19,254$1.09M<0.01%+1,38013F-HRTimelineGroup
5T Wealth, LLC19,229$1.09M0.62%-13913F-HRTimeline
Apexium Financial, LP19,120$1.08M0.06%+1,72013F-HRTimeline
Idaho Trust Co18,653$1.05M0.43%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC18,604$1.05M0.25%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC18,266$1.03M0.04%+713F-HRTimeline
Illumine Investment Management, LLC18,194$1.03M0.84%+1,09313F-HRTimeline
Brueske Advisory Services, LLC17,170$970K0.92%new13F-HRTimeline
M.E. ALLISON & CO., INC.16,640$940K0.93%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC15,648$884K0.86%13F-HRTimeline
Medallion Wealth Advisors, LLC15,448$875K0.4%+15813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC14,907$842K0.1%-178,29613F-HRTimeline
Composition Wealth, LLC14,904$842K0.02%new13F-HRTimeline
Emprise Bank13,839$781K0.42%013F-HRTimeline
Cooper Financial Group13,794$779K0.1%+1,10613F-HRTimeline
Everest Private Wealth13,723$775K0.71%013F-HRTimeline
PRIVATE TRUST CO NA13,121$741K0.08%+40313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,998$734K<0.01%+21813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC12,792$722K0.04%+35813F-HRTimeline
BXM Wealth LLC12,535$707K0.85%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC12,268$693K0.3%-2,15113F-HRTimeline
High Net Worth Advisory Group LLC12,095$683K0.19%+58813F-HRTimeline
Penney Financial, LLC11,943$674K0.44%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,925$673K0.1%013F-HRTimeline
Global Assets Advisory, LLC11,694$630K0.12%+7,88613F-HRTimeline
Farther Finance Advisors, LLC10,464$593K0.02%+6,30213F-HRTimeline
Flavin Financial Services, Inc.10,420$588K0.54%+2,80913F-HR/ATimeline
Arkadios Wealth Advisors10,416$588K0.02%-9713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.10,218$577K0.3%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10,009$565K0.13%-1,20013F-HRTimeline
Sequent Asset Management, LLC9,943$561K0.31%+25213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,582$541K0.02%-4,01113F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,582$541K<0.01%+5,68913F-HRTimeline
PFG Investments, LLC9,488$536K0.03%+2,18713F-HRTimeline
IRON Financial LLC9,468$535K0.3%new13F-HRTimeline
Capital Advisors Wealth Management, LLC8,949$505K0.09%-25013F-HRTimeline
SAX WEALTH ADVISORS, LLC8,876$501K0.04%-63913F-HRTimeline
Patten Group, Inc.8,663$489K0.11%-42513F-HRTimeline
KEYVANTAGE WEALTH, LLC8,500$480K0.23%+113F-HRTimeline
Brio Consultants, LLC8,484$479K0.08%new13F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,339$471K<0.01%013F-HRTimelineGroup
Blue Oak Capital, LLC8,228$465K0.26%-1,19613F-HRTimeline
Alliance Wealth Advisors, LLC /UT8,200$463K0.12%+24513F-HRTimeline
Retireful, LLC56$451K0.43%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,978$451K0.01%new13F-HRTimeline
Horizon Wealth Management, LLC7,901$446K0.08%013F-HRTimeline
Advisor Resource Council7,550$426K0.03%new13F-HRTimeline
NORDEN GROUP LLC7,532$425K0.05%+41413F-HRTimeline
CGC Financial Services, LLC7,364$416K0.16%+1,12913F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,322$413K0.05%-63413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,320$413K0.01%-74513F-HRTimeline
Scarborough Advisors, LLC7,112$402K0.06%-14113F-HRTimeline
River Street Advisors LLC6,958$393K0.19%-1,27813F-HRTimeline
MGO ONE SEVEN LLC6,918$391K0.02%-113F-HRTimeline
Manhattan West Asset Management, LLC6,876$388K0.1%013F-HRTimeline
RFG Advisory, LLC6,819$385K0.01%+49813F-HRTimeline
Coordinated Financial Services, Inc./CO6,600$373K0.29%13F-HRTimeline
ALBION FINANCIAL GROUP /UT6,540$369K0.03%+5,05313F-HRTimeline
KM Capital Management Ltd.6,392$361K0.19%new13F-HRTimeline
Wade Financial Advisory, Inc6,364$359K0.12%new13F-HRTimeline
WEDBUSH SECURITIES INC6,362$359K0.01%-32113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,355$359K<0.01%+2,04713F-HRTimelineGroup
WJ Wealth Management, LLC6,190$350K0.12%-30013F-HRTimeline
MN Wealth Advisors, LLC6,176$349K0.2%+60013F-HRTimeline
Teamwork Financial Advisors, LLC6,173$349K0.05%-17713F-HRTimeline
World Investment Advisors6,160$348K0.01%-15,51813F-HRTimeline
Fermata Advisors, LLC6,132$346K0.06%-20013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,085$344K+185Timeline
MBL Wealth, LLC6,000$339K0.03%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,986$338K0.03%+2,40213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,981$338K<0.01%+38513F-HRTimeline
Cresset Asset Management, LLC5,951$336K<0.01%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,901$333K0.5%+8913F-HRTimeline
Betterment LLC5,846$330K<0.01%+35213F-HRTimeline
Saratoga Research & Investment Manageme…5,679$321K0.02%-125,49613F-HRTimeline
Westover Capital Advisors, LLC5,598$316K0.07%+22113F-HRTimeline
WBH ADVISORY INC5,504$311K0.03%-25713F-HRTimeline
Gateway Wealth Partners, LLC5,441$307K0.07%+39513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,415$306K0.02%+1,70013F-HRTimelineGroup
Financial Network Wealth Advisors LLC5,341$302K0.4%+8513F-HRTimeline
Sharkey, Howes & Javer5,202$294K0.04%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,100$288K0.24%+18013F-HRTimeline
LANARK FINANCIAL, INC.4,958$279K0.02%+4,95413F-HRTimeline
GeoWealth Management, LLC4,929$278K0.01%+4,92813F-HRTimeline
Capital Advisors, Ltd. LLC4,915$278K0.04%+713F-HRTimeline
Sterling Group Wealth Management, LLC4,788$270K0.15%+1713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,655$263K0.04%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,628$261K0.04%new13F-HRTimeline
American Financial Advisors, LLC4,619$261K0.04%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,318$244K<0.01%-4,04713F-HRTimelineGroup
Cable Hill Partners, LLC4,335$243K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,167$239K0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC4,133$233K0.01%new13F-HRTimeline
Redwood Financial Network Corp4,035$228K0.17%+6113F-HRTimeline
Walkner Condon Financial Advisors LLC4,016$227K0.05%013F-HRTimeline
Northwest Financial Advisors3,977$225K0.19%new13F-HRTimeline
Runnymede Capital Advisors, Inc.3,884$219K0.21%-2,20413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,878$219K<0.01%+1113F-HRTimelineGroup
REGIMEN WEALTH, LLC3,765$213K0.07%+1013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,705$209K0.08%-29313F-HRTimeline
First Heartland Consultants, Inc.3,686$208K0.02%-4113F-HRTimeline
Crossmark Global Holdings, Inc.3,663$207K<0.01%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,642$206K0.06%new13F-HRTimeline
Campbell Deegan Wealth Management, LLC3,594$203K0.23%+913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$198K0.01%013F-HRTimeline
Qube Research & Technologies Ltd3,345$189K<0.01%+3,23113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,633$149K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,468$139K<0.01%+13713F-HRTimelineGroup
Larson Financial Group LLC2,375$134K0.01%+2,19013F-HRTimeline
Lavaca Capital LLC2,050$116K0.05%-2,07813F-HRTimeline
New Republic Capital, LLC1,869$106K0.05%013F-HRTimeline
Fortitude Family Office, LLC1,750$98.8K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC1,680$94.9K<0.01%-16913F-HRTimeline
AE Wealth Management LLC1,590$89.8K<0.01%+8413F-HRTimeline
Pinnacle Bancorp, Inc.1,237$69.9K0.02%013F-HRTimeline
Parallel Advisors, LLC1,154$65.2K<0.01%-4813F-HRTimeline
GPS Wealth Strategies Group, LLC1,049$59.3K0.01%+34913F-HRTimeline
CoreCap Advisors, LLC1,043$58.9K<0.01%+69613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,036$58.5K<0.01%new13F-HRTimelineGroup
Abound Wealth Management964$54.4K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…818$46.2K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors797$45K0.01%013F-HRTimelineGroup
CX Institutional757$43K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC752$42.5K<0.01%+213F-HRTimeline
Heck Capital Advisors, LLC725$40.9K<0.01%-3,00913F-HRTimeline
HARBOUR INVESTMENTS, INC.716$40.4K<0.01%+8913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…636$35.9K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC620$35K0.03%-33,53413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp606$34.2K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC604$34.1K0.01%+50613F-HRTimeline
DHJJ Financial Advisors, Ltd.578$32.6K0.01%+23513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.552$31.2K0.02%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\486$27.4K<0.01%-9513F-HRTimelineGroup
Continuum Advisory, LLC455$25.7K<0.01%+40313F-HRTimeline
Sandy Spring Bank420$23.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC405$23K<0.01%-11913F-HRTimelineGroup
Operose Advisors LLC359$20.3K0.01%013F-HRTimeline
AlphaCore Capital LLC339$19.1K<0.01%new13F-HRTimeline
Roxbury Financial LLC314$18.6K0.02%+213F-HRTimeline
Hughes Financial Services, LLC318$18K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.259$14.6K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC257$14.5K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA246$13.9K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC245$13.8K<0.01%013F-HRTimeline
Beacon Capital Management, LLC230$13K<0.01%new13F-HRTimeline
Horizon Investments, LLC203$11.5K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division200$11.3K<0.01%013F-HRTimeline
MAI Capital Management192$10.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC186$10.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/174$9.83K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…152$8.6K<0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…133$7.51K<0.01%new13F-HRTimeline
Crewe Advisors LLC127$7.17K<0.01%-313F-HRTimeline
Arax Advisory Partners110$6.21K<0.01%+4813F-HRTimeline
Valued Wealth Advisors LLC104$5.87K<0.01%-513F-HRTimeline
Asset Dedication, LLC100$5.65K<0.01%new13F-HRTimeline
Archer Investment Corp95$5.37K<0.01%013F-HRTimeline
LGT Financial Advisors LLC92$5.2K0.02%-4513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC83$4.69K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc72$4.07K<0.01%-8913F-HRTimeline
Riggs Asset Managment Co. Inc.69$3.9K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…69$3.9K<0.01%-513F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB63$3.56K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC56$3.14K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC37$2.09K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5$282<0.01%+113F-HRTimelineGroup
Semmax Financial Advisors Inc.0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.