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Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

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US QUALTY FCTR (fund)

449 managers (453 13F filers) reported a position in JQUA shares at 2025-12-31, 83,300,624 shares in all. 43 filers opened a position and 30 filers sold out during the quarter.

Managers
449
13F filers
453
New
43
Added
170
Reduced
155
Sold out
30
Shares held by filers
83,300,624

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SALEM INVESTMENT COUNSELORS INC27,416$1.73M0.05%+3,58313F-HRTimeline
Private Wealth Partners, LLC26,409$1.67M0.12%013F-HRTimeline
Integrated Advisors Network LLC26,405$1.67M0.07%+95413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …26,380$1.67M0.27%+4313F-HRTimelineGroup
SMITH, MOORE & CO.26,189$1.65M0.13%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,896$1.64M0.09%-28813F-HRTimeline
Arkadios Wealth Advisors25,653$1.62M0.03%-1,18913F-HRTimeline
Composition Wealth, LLC25,246$1.6M0.02%-4813F-HRTimeline
Integrated Wealth Concepts LLC24,494$1.55M0.02%-146,94813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,358$1.54M<0.01%-41213F-HRTimelineGroup
ProCore Advisors, LLC23,929$1.51M1.55%13F-HRTimeline
Archford Capital Strategies, LLC23,495$1.48M0.17%-44713F-HRTimeline
Pinion Investment Advisors, LLC23,394$1.48M0.36%-5,83113F-HRTimeline
Westfuller Advisors, LLC22,841$1.44M0.58%-3,07813F-HRTimeline
Medallion Wealth Advisors, LLC22,554$1.42M0.48%+3,64613F-HRTimeline
Orion Porfolio Solutions, LLC22,462$1.42M0.01%+99613F-HRTimeline
AE Wealth Management LLC22,195$1.4M0.01%+19,08013F-HRTimeline
American Financial Advisors, LLC22,056$1.39M0.18%-17913F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,668$1.37M0.04%-1,35313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,560$1.36M0.02%+15,63813F-HRTimelineGroup
Wealthfront Advisers LLC21,486$1.36M<0.01%+1,26513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC21,092$1.33M0.49%-1,21013F-HRTimeline
Keystone Global Partners, LLC21,056$1.33M0.59%-47,38613F-HRTimeline
Illumine Investment Management, LLC20,235$1.28M0.93%+46713F-HRTimeline
Hamilton Capital, LLC20,154$1.27M0.06%13F-HRTimeline
PRIVATE TRUST CO NA20,021$1.26M0.11%+10213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…19,953$1.26M0.01%new13F-HRTimelineGroup
Mendel Money Management19,905$1.26M0.53%+49613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC19,776$1.25M1.12%-23113F-HRTimeline
NORDEN GROUP LLC18,910$1.19M0.12%+10,44213F-HRTimeline
Herold Advisors, Inc.18,595$1.17M0.26%-3,73513F-HRTimeline
Everest Private Wealth17,438$1.1M0.61%+913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC17,065$1.08M0.21%-1,06013F-HRTimeline
IRON Financial LLC17,023$1.08M0.49%-1,01313F-HRTimeline
WealthShield Partners, LLC16,881$1.07M0.12%-11,06313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.16,810$1.06M<0.01%013F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC16,767$1.05M0.28%+16113F-HRTimeline
Acorn Wealth Advisors, LLC16,547$1.05M0.31%-8,84113F-HRTimeline
Hershey Financial Advisers, LLC16,475$1.04M0.88%new13F-HRTimeline
Altman Advisors, Inc.16,453$1.04M0.39%013F-HRTimeline
Flavin Financial Services, Inc.16,168$1.02M0.7%+1,71513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC15,596$1M0.47%-33613F-HRTimeline
Cooper Financial Group15,742$995K0.11%+31213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC15,610$986K0.62%-7,68113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,539$982K<0.01%new13F-HRTimelineGroup
M.E. ALLISON & CO., INC.15,470$977K0.66%-2,35013F-HRTimeline
Cambria Investment Management, L.P.15,320$968K0.06%new13F-HRTimeline
Empowered Funds, LLC15,320$968K0.02%new13F-HR/ATimeline
SVB WEALTH LLC15,195$960K0.06%-8,72413F-HRTimeline
Y-Intercept (Hong Kong) Ltd14,587$922K0.02%-12,06413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,231$899K<0.01%+7,29513F-HRTimeline
Vise Technologies, Inc.14,206$898K0.02%new13F-HRTimeline
Aspen Wealth Management LLC13,909$879K0.18%+513F-HRTimeline
Emprise Bank13,839$874K0.36%013F-HRTimeline
CGC Financial Services, LLC13,228$836K0.22%+2,37413F-HRTimeline
BETO FINANCIAL GROUP, LLC12,907$832K0.56%13F-HRTimeline
Sowell Financial Services LLC12,938$817K0.03%-47013F-HRTimeline
Kovack Advisors, Inc.12,835$811K0.04%new13F-HR/ATimeline
Elm3 Financial Group, LLC12,614$797K0.66%-2,26013F-HRTimeline
Idaho Trust Co12,578$795K0.26%-1,60313F-HRTimeline
Silver Grove Financial Group, Inc.12,518$788K0.68%013F-HRTimeline
Jefferson Bridge Capital, LLC12,454$787K0.79%13F-HRTimeline
High Net Worth Advisory Group LLC12,405$784K0.18%+2,70313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,362$781K0.04%+4513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,225$772K0.01%+1,19113F-HRTimeline
Beacon Bridge Wealth Partners, LLC12,144$767K0.25%-89513F-HRTimeline
Farther Finance Advisors, LLC11,946$755K0.01%+4,20413F-HRTimeline
Penney Financial, LLC11,943$755K0.29%013F-HRTimeline
Third View Private Wealth, LLC11,409$721K0.1%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,302$714K0.1%-62413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,247$711K0.06%-1,36913F-HRTimeline
OakTrust Wealth Advisors, LLC11,178$706K0.65%13F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC11,031$697K0.37%13F-HRTimelineGroup
Marks Group Wealth Management, Inc10,883$688K0.07%new13F-HRTimeline
Base Wealth Management LLC10,861$686K0.37%-158,13213F-HRTimeline
PFG Investments, LLC10,665$674K0.03%-50913F-HRTimeline
Quantinno Capital Management LP10,596$669K<0.01%+5,01213F-HRTimeline
Gotham Asset Management, LLC10,525$665K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…10,477$662K<0.01%+46413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,464$661K0.01%-2,34313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,242$647K+873Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.10,218$646K0.42%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC10,161$642K0.17%+1,52413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.10,087$637K<0.01%+5,79813F-HRTimelineGroup
WCG Wealth Advisors LLC10,080$637K0.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,002$634K<0.01%-79813F-HR/ATimelineGroup
Sequent Asset Management, LLC9,943$628K0.28%+2,47213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,826$626K0.03%+12013F-HRTimelineGroup
Patten Group, Inc.9,864$623K0.12%-6313F-HRTimeline
Betterment LLC9,709$613K<0.01%-79013F-HRTimeline
Annex Advisory Services, LLC9,084$574K0.01%-2,76813F-HRTimeline
Capital Advisors Wealth Management, LLC8,798$556K0.08%+27913F-HRTimeline
5T Wealth, LLC8,774$554K0.22%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,670$548K0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,636$546K0.01%-53713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,607$544K<0.01%+12713F-HRTimeline
Investment Planning Advisors, Inc.8,505$537K0.16%+1413F-HRTimeline
Winthrop Advisory Group LLC8,492$537K0.05%-23213F-HR/ATimeline
Qube Research & Technologies Ltd8,457$534K<0.01%+7,33013F-HRTimeline
World Investment Advisors8,448$534K0.01%+11013F-HR/ATimeline
Legacy Wealth Partners, LLC8,431$533K0.14%13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,383$530K0.06%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,339$527K<0.01%013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp8,182$516K0.7%-79313F-HR/ATimeline
Wilkerson Advisory Group LLC8,155$515K0.18%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,104$512K0.03%+1,08713F-HRTimeline
FIRST HORIZON CORP8,010$506K0.02%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC7,979$504K0.22%-53013F-HRTimeline
Horizon Wealth Management, LLC7,901$499K0.08%013F-HRTimeline
Elevation Capital Advisory, LLC7,778$491K0.2%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC7,408$468K0.02%-77513F-HRTimeline
WEDBUSH SECURITIES INC7,291$461K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7,009$443K0.09%-3,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,815$431K<0.01%-2,33113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,730$425K<0.01%-33813F-HRTimelineGroup
Cresset Asset Management, LLC6,701$423K<0.01%+313F-HRTimeline
RFG Advisory, LLC6,653$420K0.01%-16313F-HRTimeline
ALBION FINANCIAL GROUP /UT6,627$419K0.03%+8713F-HRTimeline
Coordinated Financial Services, Inc.6,600$417K0.24%013F-HRTimeline
Scarborough Advisors, LLC6,520$412K0.07%-7813F-HRTimeline
Alliance Wealth Advisors, LLC /UT6,443$407K0.09%-1,51913F-HRTimeline
Teamwork Financial Advisors, LLC6,232$394K0.04%+2413F-HRTimeline
MN Wealth Advisors, LLC6,202$392K0.2%-10013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,008$380K0.73%+8413F-HRTimeline
MBL Wealth, LLC6,000$379K0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,904$373K0.01%-1,42813F-HRTimeline
Financial Network Wealth Advisors LLC5,868$371K0.39%+29413F-HRTimeline
Signal Advisors Wealth, LLC5,729$362K0.03%+4313F-HRTimeline
River Street Advisors LLC5,711$361K0.14%-27713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,500$347K<0.01%-7,50013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…5,490$347K0.04%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,415$342K0.02%013F-HRTimelineGroup
Westover Capital Advisors, LLC5,358$339K0.06%-6213F-HRTimeline
WBH ADVISORY INC5,292$334K0.02%-20413F-HRTimeline
Balentine LLC5,292$334K0.01%-43413F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,226$330K0.24%-413F-HRTimeline
B. Riley Wealth Advisors, Inc.5,213$329K0.02%+713F-HRTimeline
Sharkey, Howes & Javer5,170$327K0.04%-3213F-HRTimeline
&PARTNERS5,098$322K<0.01%-3,29913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,062$320K<0.01%new13F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC5,036$318K0.03%-1,31213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,936$312K0.01%-21113F-HRTimeline
Merited Wealth, LLC4,869$308K0.29%13F-HRTimeline
LANARK FINANCIAL, INC.4,766$301K0.02%-213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC4,753$300K0.13%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,612$291K0.01%+3,75313F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC4,564$288K0.13%13F-HRTimeline
Walkner Condon Financial Advisors LLC4,537$287K0.04%+52113F-HRTimeline
Greenline Wealth Management LLC4,381$277K0.29%13F-HRTimeline
Manhattan West Asset Management, LLC4,349$275K0.06%013F-HRTimeline
Redwood Financial Network Corp4,293$271K0.17%-30113F-HRTimeline
Capital Advisors, Ltd. LLC4,261$269K0.03%-78513F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,247$268K<0.01%new13F-HRTimeline
Northwest Financial Advisors4,231$267K0.55%-75813F-HRTimeline
Elevation Wealth Management LLC4,213$266K0.26%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,201$265K<0.01%-8413F-HRTimelineGroup
North Capital, Inc.4,131$261K0.22%new13F-HR/ATimeline
Global Assets Advisory, LLC4,123$261K0.07%+11713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,078$258K<0.01%+7613F-HRTimelineGroup
Skyline Advisors, Inc.4,071$257K0.09%013F-HRTimeline
SeaCrest Wealth Management, LLC3,993$256K0.03%-6913F-HRTimeline
TWO SIGMA SECURITIES, LLC4,043$255K0.04%new13F-HRTimeline
MGO ONE SEVEN LLC3,990$252K0.01%-1,13813F-HRTimeline
Ellevest, Inc.3,813$241K0.03%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.3,799$240K0.24%13F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…3,772$238K0.05%13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,692$233K0.01%-1813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,643$230K<0.01%-23813F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,642$230K0.05%013F-HRTimeline
Campbell Deegan Wealth Management, LLC3,627$229K0.18%+1313F-HRTimeline
WHITTIER TRUST CO3,481$224K<0.01%-1,52113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$221K0.01%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,450$218K0.03%+2013F-HRTimeline
Maia Wealth LLC3,420$217K0.04%+5013F-HRTimeline
Mill Creek Capital Advisors, LLC3,425$216K<0.01%-1,03813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,420$216K<0.01%new13F-HRTimelineGroup
Dakota Wealth Management3,397$215K<0.01%new13F-HR/ATimeline
REGIMEN WEALTH, LLC3,351$212K0.06%+1313F-HRTimeline
Saxony Capital Management, LLC3,350$212K0.13%013F-HRTimeline
Balefire, LLC3,337$211K0.04%new13F-HRTimeline
Axis Wealth Partners, LLC3,329$210K0.12%new13F-HRTimeline
Wall Street Financial Group, Inc.3,261$206K0.15%+113F-HRTimeline
Financial Partners Group, Inc3,142$201K0.02%new13F-HRTimeline
Triumph Capital Management3,044$192K0.04%-58413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,367$149K<0.01%new13F-HRTimelineGroup
Harbor Asset Planning, Inc.2,284$144K0.12%+913F-HRTimeline
REICON WEALTH ADVISORS, LLC2,198$139K0.1%13F-HRTimeline
Arax Advisory Partners2,156$136K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,073$131K<0.01%+29513F-HRTimeline
Lavaca Capital LLC1,939$123K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC1,842$116K<0.01%+31313F-HRTimeline
Banco de Sabadell, S.A1,796$113K0.07%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,695$107K<0.01%+85813F-HRTimelineGroup
CENTRAL TRUST Co1,386$87.6K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC1,299$82.1K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,154$72.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,124$71K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC1,054$66.6K0.04%013F-HRTimeline
CoreCap Advisors, LLC1,047$66.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,009$64.3K<0.01%-15313F-HRTimeline