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Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

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US QUALTY FCTR (fund)

404 managers (408 13F filers) reported a position in JQUA shares at 2025-09-30, 79,255,685 shares in all. 41 filers opened a position and 28 filers sold out during the quarter.

Managers
404
13F filers
408
New
41
Added
165
Reduced
143
Sold out
28
Shares held by filers
79,255,685

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SVB WEALTH LLC23,919$1.5M0.08%-1,86513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC23,833$1.5M0.04%+5,31113F-HRTimeline
GENTRY PRIVATE WEALTH, LLC23,291$1.47M1.02%-1,07113F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,021$1.45M0.04%-1,36813F-HRTimeline
Herold Advisors, Inc.22,330$1.4M0.33%-4,94913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC22,302$1.4M0.53%-4713F-HRTimeline
American Financial Advisors, LLC22,235$1.4M0.18%+17,60913F-HRTimeline
Orion Porfolio Solutions, LLC21,466$1.35M0.01%-38,33213F-HRTimeline
N.E.W. Advisory Services LLC21,040$1.32M0.12%+4,60213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd20,822$1.31M0.07%new13F-HRTimelineGroup
Apexium Financial, LP20,326$1.28M0.06%-1,13513F-HRTimeline
Wealthfront Advisers LLC20,221$1.27M<0.01%-4,58113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC20,007$1.26M1.16%-9513F-HRTimeline
PRIVATE TRUST CO NA19,919$1.25M0.11%+5,06913F-HRTimeline
Illumine Investment Management, LLC19,768$1.24M0.89%+2,04813F-HRTimeline
Mendel Money Management19,409$1.22M0.51%+4213F-HRTimeline
Medallion Wealth Advisors, LLC18,908$1.19M0.42%+1,88713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC18,125$1.14M0.24%-66013F-HRTimeline
IRON Financial LLC18,036$1.13M0.54%-21813F-HRTimeline
M.E. ALLISON & CO., INC.17,820$1.12M0.78%+1,18013F-HRTimeline
Everest Private Wealth17,429$1.1M0.7%+613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.16,810$1.06M<0.01%-2,65013F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC16,606$1.04M0.32%-21,52113F-HRTimeline
Altman Advisors, Inc.16,453$1.04M0.4%013F-HR/ATimeline
BOYUM WEALTH ARCHITECTS LLC15,932$1M0.62%-25113F-HRTimeline
UMB Bank, n.a.15,536$977K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cooper Financial Group15,430$971K0.11%+96313F-HRTimeline
Elm3 Financial Group, LLC14,874$936K0.77%-2,77113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,556$910K-3,674Timeline
Flavin Financial Services, Inc.14,453$909K0.65%+7,44713F-HR/ATimeline
Idaho Trust Co14,181$892K0.3%-3,91313F-HRTimeline
Aspen Wealth Management LLC13,904$875K0.19%013F-HRTimeline
Emprise Bank13,839$871K0.38%013F-HRTimeline
Sowell Financial Services LLC13,408$843K0.03%+1,01913F-HRTimeline
Beacon Bridge Wealth Partners, LLC13,039$820K0.29%+19013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,000$818K<0.01%-15,70013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,807$806K0.01%-7,00413F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC12,616$794K0.07%-47413F-HRTimeline
Silver Grove Financial Group, Inc.12,518$788K0.75%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,317$775K0.03%-4113F-HRTimeline
Penney Financial, LLC11,943$751K0.34%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,926$750K0.1%+113F-HRTimeline
Annex Advisory Services, LLC11,852$746K0.02%-3,43713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,408$718K<0.01%+1,23513F-HRTimelineGroup
PFG Investments, LLC11,174$703K0.04%+81213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,034$694K0.01%+33013F-HRTimeline
CGC Financial Services, LLC10,854$683K0.19%+3,60113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,800$679K<0.01%+6,91113F-HRTimelineGroup
Betterment LLC10,499$660K<0.01%+1,77813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.10,218$643K0.35%013F-HRTimeline
Steward Partners Investment Advisory, L…10,013$630K<0.01%+37513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10,009$630K0.13%013F-HRTimeline
Patten Group, Inc.9,927$625K0.12%+24313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,706$611K0.03%-9413F-HRTimelineGroup
High Net Worth Advisory Group LLC9,702$610K0.15%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,369$589K+819Timeline
JOURNEY STRATEGIC WEALTH LLC9,173$577K0.02%-12813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,146$575K<0.01%-1,07013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp8,975$557K0.78%13F-HR/ATimeline
5T Wealth, LLC8,774$552K0.24%013F-HRTimeline
Winthrop Advisory Group LLC8,724$549K0.05%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,670$545K0.01%+4,22613F-HRTimeline
ARQ WEALTH ADVISORS, LLC8,637$543K0.16%new13F-HRTimeline
Capital Advisors Wealth Management, LLC8,519$536K0.08%-22813F-HRTimeline
KEYVANTAGE WEALTH, LLC8,509$535K0.22%-213F-HRTimeline
Investment Planning Advisors, Inc.8,491$534K0.17%+1,66713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,480$533K<0.01%+313F-HRTimeline
NORDEN GROUP LLC8,468$533K0.05%-1,05613F-HRTimeline
&PARTNERS8,397$528K<0.01%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,383$527K0.07%+2313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,339$525K<0.01%013F-HRTimelineGroup
World Investment Advisors8,338$525K0.01%+1,92013F-HRTimeline
SAX WEALTH ADVISORS, LLC8,183$515K0.03%+113F-HRTimeline
Alliance Wealth Advisors, LLC /UT7,962$501K0.12%-62113F-HRTimeline
Horizon Wealth Management, LLC7,901$497K0.07%013F-HRTimeline
Farther Finance Advisors, LLC7,742$487K0.01%-2,50813F-HRTimeline
WEALTH ALLIANCE, LLC7,498$472K0.05%new13F-HRTimeline
Sequent Asset Management, LLC7,471$470K0.22%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,332$461K0.01%-36513F-HRTimeline
WEDBUSH SECURITIES INC7,291$459K0.01%-4813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,068$445K<0.01%-2,11713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP7,017$441K0.03%+1,17213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,936$436K<0.01%-1,45213F-HRTimeline
RFG Advisory, LLC6,816$429K0.01%+14413F-HRTimeline
Cresset Asset Management, LLC6,698$421K<0.01%+213F-HR/ATimeline
Coordinated Financial Services, Inc.6,600$415K0.27%013F-HRTimeline
Scarborough Advisors, LLC6,598$415K0.07%-4613F-HRTimeline
ALBION FINANCIAL GROUP /UT6,540$411K0.02%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC6,348$399K0.04%-65513F-HRTimeline
MN Wealth Advisors, LLC6,302$396K0.21%-17813F-HRTimeline
Teamwork Financial Advisors, LLC6,208$391K0.04%+1713F-HRTimeline
MBL Wealth, LLC6,000$377K0.03%013F-HRTimeline
River Street Advisors LLC5,988$377K0.15%-3,23013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,924$373K0.47%+613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,922$373K0.01%new13F-HRTimelineGroup
Balentine LLC5,726$360K0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC5,686$358K0.03%new13F-HRTimeline
Quantinno Capital Management LP5,584$351K<0.01%+2,08313F-HRTimeline
Financial Network Wealth Advisors LLC5,574$351K0.38%+19813F-HRTimeline
Hughes Financial Services, LLC5,566$348K0.06%+4,59913F-HRTimeline
WBH ADVISORY INC5,496$346K0.03%013F-HRTimeline
Westover Capital Advisors, LLC5,420$341K0.06%-6713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,415$341K0.02%013F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC5,230$329K0.24%013F-HRTimeline
B. Riley Wealth Advisors, Inc.5,206$328K0.02%new13F-HRTimeline
Sharkey, Howes & Javer5,202$327K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,147$324K0.01%+1113F-HRTimeline
MGO ONE SEVEN LLC5,128$323K0.01%-4,00913F-HRTimeline
Capital Advisors, Ltd. LLC5,046$317K0.04%+713F-HRTimeline
WHITTIER TRUST CO5,002$315K<0.01%new13F-HRTimeline
Northwest Financial Advisors4,989$314K0.4%+1,00713F-HRTimeline
LANARK FINANCIAL, INC.4,768$300K0.02%-113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,616$290K<0.01%new13F-HRTimelineGroup
Redwood Financial Network Corp4,594$289K0.18%+33113F-HRTimeline
Gateway Wealth Partners, LLC4,490$282K0.04%+99313F-HRTimeline
Mill Creek Capital Advisors, LLC4,463$281K0.01%new13F-HRTimeline
Manhattan West Asset Management, LLC4,349$274K0.06%-54313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,289$270K<0.01%+1813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,285$270K<0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC4,062$256K0.03%+24013F-HRTimeline
Skyline Advisors, Inc.4,071$256K0.09%-6,88213F-HRTimeline
Walkner Condon Financial Advisors LLC4,016$253K0.04%013F-HRTimeline
Global Assets Advisory, LLC4,006$252K0.07%+813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,002$252K<0.01%-29513F-HRTimelineGroup
Runnymede Capital Advisors, Inc.3,959$249K0.21%-7813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,881$244K<0.01%013F-HRTimelineGroup
Ellevest, Inc.3,813$240K0.03%013F-HRTimeline
FSA WEALTH PARTNERS, INC.3,722$234K0.09%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,710$233K0.01%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,642$229K0.06%013F-HRTimeline
Triumph Capital Management3,628$228K0.06%new13F-HR/ATimeline
Campbell Deegan Wealth Management, LLC3,614$227K0.2%+1013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$220K0.01%013F-HRTimeline
Saratoga Research & Investment Manageme…3,492$220K0.01%-14,89013F-HRTimeline
Lantern Wealth Advisors, LLC3,457$218K0.12%new13F-HRTimeline
Sovran Advisors, LLC3,468$217K0.02%-19313F-HRTimeline
IFS Group,LLC3,450$217K0.19%13F-HRTimeline
Lokken Investment Group LLC3,451$217K0.07%+1913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,430$216K0.04%-6513F-HRTimeline
Maia Wealth LLC3,370$211K0.04%+213F-HRTimeline
Saxony Capital Management, LLC3,350$211K0.14%new13F-HRTimeline
Fortis Group Advisors, LLC3,349$210K0.04%-21,36113F-HRTimeline
REGIMEN WEALTH, LLC3,338$210K0.06%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC3,307$208K0.03%-20,38613F-HRTimeline
Wall Street Financial Group, Inc.3,260$205K0.15%new13F-HRTimeline
Wallace Advisory Group, LLC3,333$200K0.16%new13F-HRTimeline
AE Wealth Management LLC3,115$196K<0.01%+1,33813F-HRTimeline
Harbor Asset Planning, Inc.2,275$143K0.13%+713F-HRTimeline
Lavaca Capital LLC1,939$122K0.02%013F-HRTimeline
New Republic Capital, LLC1,869$118K0.04%013F-HRTimeline
Banco de Sabadell, S.A1,796$113K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,778$112K<0.01%+87213F-HRTimeline
Fortitude Family Office, LLC1,750$110K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,550$97.5K0.01%+30013F-HRTimeline
Aptus Capital Advisors, LLC1,529$96.2K<0.01%-5613F-HRTimeline
Root Financial Partners, LLC1,316$82.8K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,162$73K<0.01%+10813F-HRTimeline
Parallel Advisors, LLC1,154$72.6K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,127$70.9K<0.01%-2,75913F-HRTimeline
Longview Financial Advisors LLC1,054$66.3K0.04%new13F-HRTimeline
CoreCap Advisors, LLC1,047$65.9K<0.01%-20613F-HRTimeline
Pinnacle Bancorp, Inc.1,005$63.2K0.02%-12213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC982$61.9K<0.01%013F-HRTimeline
Abound Wealth Management964$60.6K0.02%013F-HRTimeline
Asset Dedication, LLC940$59.1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.904$56.9K0.02%+32613F-HRTimeline
MCF Advisors LLC902$56.7K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC900$56.6K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…859$54K<0.01%+4113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/837$52.7K<0.01%-37813F-HRTimelineGroup
CX Institutional759$48K<0.01%+213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…636$40K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC620$39K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wagner Wealth Management, LLC607$38.2K0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp606$38.1K<0.01%013F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.555$34.9K0.02%+113F-HRTimeline
Plante Moran Financial Advisors, LLC539$33.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC488$31K<0.01%013F-HRTimelineGroup
Operose Advisors LLC359$22.6K0.01%013F-HRTimeline
Abich Financial Wealth Management LLC352$22.1K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC343$21.6K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC317$19.9K0.02%+113F-HRTimeline
Tripletail Wealth Management, LLC300$18.9K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\268$16.9K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.259$16.3K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC245$15.4K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC239$15K<0.01%013F-HRTimeline
Key Financial Inc200$12.6K<0.01%013F-HRTimeline
Horizon Investments, LLC200$12.6K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division200$12.6K<0.01%013F-HRTimeline
MAI Capital Management192$12.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC186$11.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…184$11.6K<0.01%+13513F-HRTimelineGroup
Larson Financial Group LLC180$11.3K<0.01%-2,19513F-HRTimeline
Heritage Wealth Advisors153$9.62K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc144$9.06K<0.01%+3213F-HRTimeline
Archer Investment Corp130$8.18K<0.01%013F-HRTimeline
Crewe Advisors LLC127$7.99K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC104$6.54K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC83$5.22K<0.01%013F-HRTimeline