Skip to content
Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

Follow

US QUALTY FCTR (fund)

398 managers (403 13F filers) reported a position in JQUA shares at 2025-06-30, 75,383,420 shares in all. 44 filers opened a position and 24 filers sold out during the quarter.

Managers
398
13F filers
403
New
44
Added
194
Reduced
113
Sold out
24
Shares held by filers
75,383,420

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FMR LLCin group FMR LLC24,036$1.44M<0.01%+4,78213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC23,693$1.42M0.14%-933,35213F-HRTimeline
Foundations Investment Advisors, LLC23,357$1.4M0.02%-27213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC22,349$1.34M0.56%-14,50813F-HRTimeline
Apexium Financial, LP21,461$1.29M0.07%+2,34113F-HRTimeline
Fort Point Capital Partners LLC21,175$1.27M0.13%+14313F-HRTimeline
Optivise Advisory Services LLC20,592$1.24M0.63%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding20,505$1.23M-14,861Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC20,102$1.21M1.18%+22013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,811$1.19M0.02%-64413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,460$1.17M<0.01%-2,87913F-HRTimelineGroup
Mendel Money Management19,367$1.16M0.51%+8313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC18,785$1.13M0.25%+18113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,230$1.12M-7,007Timeline
SALEM INVESTMENT COUNSELORS INC18,522$1.11M0.04%+25613F-HR/ATimeline
Saratoga Research & Investment Manageme…18,382$1.1M0.06%+12,70313F-HRTimeline
IRON Financial LLC18,254$1.1M0.58%+8,78613F-HRTimeline
Idaho Trust Co18,094$1.09M0.39%-55913F-HRTimeline
Hershey Financial Advisers, LLC17,755$1.07M0.95%13F-HRTimeline
Illumine Investment Management, LLC17,720$1.06M0.85%-47413F-HRTimeline
Main Street Financial Solutions, LLC17,677$1.06M0.08%new13F-HRTimeline
Elm3 Financial Group, LLC17,645$1.06M0.88%-1,67113F-HRTimeline
Everest Private Wealth17,423$1.05M0.75%+3,70013F-HRTimeline
Medallion Wealth Advisors, LLC17,021$1.02M0.4%+1,57313F-HRTimeline
Atria Wealth Solutions, Inc.17,051$1.02M0.02%-2,79213F-HRTimeline
M.E. ALLISON & CO., INC.16,640$999K0.8%013F-HRTimeline
Composition Wealth, LLC16,573$995K0.02%+1,66913F-HRTimeline
Altman Advisors, Inc.16,453$990K0.4%new13F-HRTimeline
N.E.W. Advisory Services LLC16,438$987K0.1%-176,49413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC16,183$972K0.72%+53513F-HRTimeline
Annex Advisory Services, LLC15,289$918K0.02%-15,35813F-HRTimeline
PRIVATE TRUST CO NA14,850$892K0.08%+1,72913F-HRTimeline
Cooper Financial Group14,467$869K0.1%+67313F-HRTimeline
Aspen Wealth Management LLC13,904$835K0.21%new13F-HRTimeline
Emprise Bank13,839$831K0.4%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC13,090$786K0.08%-1,81713F-HRTimeline
Beacon Bridge Wealth Partners, LLC12,849$772K0.31%+58113F-HRTimeline
Sowell Financial Services LLC12,389$744K0.03%-11,40813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,358$742K0.04%-43413F-HRTimeline
Penney Financial, LLC11,943$717K0.36%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,925$716K0.11%013F-HRTimeline
Skyline Advisors, Inc.10,953$658K0.24%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,704$643K0.01%+2,72613F-HRTimeline
Atria Investments, Inc10,692$642K0.01%new13F-HRTimeline
PFG Investments, LLC10,362$622K0.04%+87413F-HRTimeline
Farther Finance Advisors, LLC10,250$616K0.01%-21413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.10,218$614K0.3%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,216$613K<0.01%-2,78213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,173$611K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors10,153$610K0.02%-26313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10,009$601K0.13%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,800$588K0.03%new13F-HRTimelineGroup
High Net Worth Advisory Group LLC9,702$583K0.15%-2,39313F-HRTimeline
Patten Group, Inc.9,684$582K0.12%+1,02113F-HRTimeline
Steward Partners Investment Advisory, L…9,638$579K<0.01%-27,98213F-HRTimeline
NORDEN GROUP LLC9,524$572K0.06%+1,99213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,301$559K0.02%+1,98113F-HRTimeline
River Street Advisors LLC9,218$554K0.24%+2,26013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,185$552K<0.01%+2,83013F-HRTimelineGroup
MGO ONE SEVEN LLC9,137$549K0.02%+2,21913F-HRTimeline
Good Life Advisors, LLC9,101$547K0.03%new13F-HRTimeline
5T Wealth, LLC8,774$527K0.27%-10,45513F-HRTimeline
Capital Advisors Wealth Management, LLC8,747$525K0.08%-20213F-HRTimeline
Betterment LLC8,721$524K<0.01%+2,87513F-HRTimeline
Alliance Wealth Advisors, LLC /UT8,583$515K0.12%+38313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,550$513K+2,465Timeline
KEYVANTAGE WEALTH, LLC8,511$511K0.23%+1113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,477$509K<0.01%-1,10513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,388$504K<0.01%+2,40713F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,360$502K0.07%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,339$501K<0.01%013F-HRTimelineGroup
Blue Oak Capital, LLC8,295$498K0.26%+6713F-HRTimeline
SAX WEALTH ADVISORS, LLC8,182$491K0.03%-69413F-HRTimeline
Horizon Wealth Management, LLC7,901$474K0.08%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,697$462K0.01%-85,26413F-HRTimeline
Sequent Asset Management, LLC7,471$449K0.36%-2,47213F-HRTimeline
WEDBUSH SECURITIES INC7,339$441K0.02%+97713F-HRTimeline
CGC Financial Services, LLC7,253$436K0.15%-11113F-HRTimeline
Flavin Financial Services, Inc.7,006$421K0.41%-3,41413F-HR/ATimeline
49 WEALTH MANAGEMENT, LLC7,003$421K0.04%-31913F-HRTimeline
Investment Planning Advisors, Inc.6,824$410K0.14%new13F-HRTimeline
Cresset Asset Management, LLC6,696$402K<0.01%+74513F-HR/ATimeline
RFG Advisory, LLC6,672$401K0.01%-14713F-HRTimeline
Scarborough Advisors, LLC6,644$399K0.08%-46813F-HRTimeline
Coordinated Financial Services, Inc.6,600$396K0.27%13F-HRTimeline
ALBION FINANCIAL GROUP /UT6,540$393K0.03%013F-HRTimeline
MN Wealth Advisors, LLC6,480$389K0.23%+30413F-HRTimeline
World Investment Advisors6,418$385K0.01%+25813F-HRTimeline
Teamwork Financial Advisors, LLC6,191$372K0.05%+1813F-HRTimeline
WJ Wealth Management, LLC6,190$372K0.12%013F-HRTimeline
Fermata Advisors, LLC6,133$368K0.1%+113F-HRTimeline
MBL Wealth, LLC6,000$360K0.03%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,918$355K0.48%+1713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,845$351K0.02%-14113F-HRTimeline
WBH ADVISORY INC5,496$330K0.03%-813F-HRTimeline
Westover Capital Advisors, LLC5,487$329K0.07%-11113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,415$325K0.02%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC5,376$323K0.39%+3513F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,230$314K0.25%+13013F-HRTimeline
Sharkey, Howes & Javer5,202$312K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,136$308K0.01%-4,44613F-HRTimeline
Coppell Advisory Solutions LLC5,156$308K0.04%new13F-HR/ATimeline
Capital Advisors, Ltd. LLC5,039$303K0.04%+12413F-HRTimeline
Manhattan West Asset Management, LLC4,892$294K0.07%-1,98413F-HRTimeline
LANARK FINANCIAL, INC.4,769$286K0.02%-18913F-HRTimeline
American Financial Advisors, LLC4,626$278K0.04%+713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,444$267K<0.01%+4,18713F-HRTimeline
Scott Marsh Financial, LLC4,346$261K0.1%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,297$258K<0.01%+13013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,271$256K<0.01%+3,23513F-HRTimelineGroup
Redwood Financial Network Corp4,263$256K0.17%+22813F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,139$249K0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.4,037$242K0.22%+15313F-HRTimeline
Walkner Condon Financial Advisors LLC4,016$241K0.04%013F-HRTimeline
Global Assets Advisory, LLC3,998$241K0.09%-7,69613F-HRTimeline
Northwest Financial Advisors3,982$239K0.33%+513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,889$234K<0.01%+1113F-HR/ATimelineGroup
Qube Research & Technologies Ltd3,886$233K<0.01%+54113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,881$233K<0.01%-43713F-HRTimelineGroup
City Center Advisors, LLC3,836$230K0.25%new13F-HRTimeline
First Heartland Consultants, Inc.3,832$230K0.02%+14613F-HRTimeline
SeaCrest Wealth Management, LLC3,822$230K0.02%new13F-HRTimeline
Ellevest, Inc.3,813$229K0.04%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.3,722$224K0.11%-328,91013F-HRTimeline
Fulcrum Equity Management3,700$222K0.23%new13F-HRTimeline
Sovran Advisors, LLC3,661$221K0.02%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,642$219K0.06%013F-HRTimeline
Campbell Deegan Wealth Management, LLC3,604$216K0.21%+1013F-HRTimeline
Quantinno Capital Management LP3,501$210K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$210K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC3,497$210K0.04%-1,94413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,495$210K0.04%new13F-HRTimeline
Lokken Investment Group LLC3,432$206K0.08%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,380$203K0.09%new13F-HRTimeline
Maia Wealth LLC3,368$202K0.04%new13F-HRTimeline
Traub Capital Management LLC2,970$178K0.17%13F-HRTimeline
Larson Financial Group LLC2,375$143K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.2,268$136K0.13%13F-HRTimeline
Lavaca Capital LLC1,939$116K0.05%-11113F-HR/ATimeline
New Republic Capital, LLC1,869$112K0.04%013F-HRTimeline
Banco de Sabadell, S.A1,796$108K0.07%new13F-HRTimeline
AE Wealth Management LLC1,777$107K<0.01%+18713F-HRTimeline
Fortitude Family Office, LLC1,750$105K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC1,585$95.2K<0.01%-9513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,542$92.6K0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,369$83.9K0.03%new13F-HRTimeline
CoreCap Advisors, LLC1,253$75.2K<0.01%+21013F-HRTimeline
GPS Wealth Strategies Group, LLC1,250$75.1K0.01%+20113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,215$73K<0.01%-1,25313F-HRTimelineGroup
Parallel Advisors, LLC1,154$69.3K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,127$67.7K0.02%-11013F-HRTimeline
Smartleaf Asset Management LLC1,054$62.9K0.01%+99813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC982$59K<0.01%-1,65113F-HRTimeline
Hughes Financial Services, LLC967$58.9K0.01%+64913F-HRTimeline
Abound Wealth Management964$57.9K0.02%013F-HRTimeline
Asset Dedication, LLC940$56.4K<0.01%+84013F-HRTimeline
Parkworth Wealth Management, Inc.920$55.2K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.906$54.4K<0.01%+19013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…818$49.1K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC755$45.3K<0.01%+313F-HRTimeline
CX Institutional757$45K<0.01%013F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…636$38.2K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC620$37.2K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp606$36.4K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC606$36.4K0.01%+213F-HRTimeline
DHJJ Financial Advisors, Ltd.578$34.7K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.554$33.3K0.02%+213F-HRTimeline
CWM, LLCin group CWM, LLC488$29K<0.01%+8313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp420$25.2K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC359$21.6K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC343$20.6K<0.01%new13F-HRTimelineGroup
Roxbury Financial LLC316$19K0.02%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\268$16.1K<0.01%-21813F-HRTimelineGroup
Financial Management Professionals, Inc.259$15.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC245$14.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC239$14.4K<0.01%new13F-HRTimeline
Horizon Investments, LLC200$12K<0.01%-313F-HRTimeline
Key Financial Inc200$12K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division200$12K<0.01%013F-HRTimeline
MAI Capital Management192$11.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC186$11.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/174$10.4K<0.01%013F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…152$9.18K<0.01%013F-HRTimeline
Archer Investment Corp130$7.81K<0.01%+3513F-HRTimeline
Crewe Advisors LLC127$7.63K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc112$6.73K<0.01%+4013F-HRTimeline
Arax Advisory Partners110$6.61K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC104$6.25K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC83$4.98K<0.01%013F-HRTimeline
LGT Financial Advisors LLC79$4.74K0.01%-1313F-HRTimeline
Riggs Asset Managment Co. Inc.69$4.14K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC83$4K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB63$3.78K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…49$2.94K<0.01%-2013F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC41$2.46K<0.01%+413F-HRTimeline
GeoWealth Management, LLC1$31<0.01%-4,92813F-HRTimeline
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.