Skip to content

JQUA J P MORGAN EXCHANGE TRADED F

Follow

US QUALTY FCTR (fund)

454 managers (460 13F filers) reported a position in JQUA shares at 2026-03-31, 75,945,910 shares in all. 37 filers opened a position and 32 filers sold out during the quarter.

Managers
454
13F filers
460
New
37
Added
175
Reduced
173
Sold out
32
Shares held by filers
75,945,910

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Integrated Advisors Network LLC27,046$1.66M0.09%+64113F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC26,867$1.65M0.59%-22,76513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …26,341$1.62M0.26%-3913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,821$1.58M0.08%-7513F-HRTimeline
Aspen Wealth Management LLC25,152$1.54M0.31%+11,24313F-HRTimeline
Composition Wealth, LLC24,569$1.51M0.02%-67713F-HRTimeline
Procyon Advisors, LLC24,122$1.48M0.07%-82,93213F-HRTimeline
Arkadios Wealth Advisors23,754$1.46M0.02%-1,89913F-HRTimeline
American Financial Advisors, LLC23,566$1.45M0.19%+1,51013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,394$1.43M<0.01%-96413F-HR/ATimelineGroup
Heirloom Wealth Management22,918$1.41M0.25%new13F-HRTimeline
Westfuller Advisors, LLC22,906$1.4M0.61%+6513F-HRTimeline
J. R. Prunier Capital Management LLC22,678$1.39M0.59%-22,24213F-HRTimeline
Private Wealth Partners, LLC22,309$1.37M0.11%-4,10013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV22,221$1.36M<0.01%+7,99013F-HRTimeline
ProCore Advisors, LLC22,124$1.36M2.08%-1,80513F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,668$1.33M0.03%013F-HRTimeline
PRIVATE TRUST CO NA21,197$1.3M0.12%+1,17613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC21,023$1.29M1.14%+1,24713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC20,919$1.28M0.31%+4,15213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd20,792$1.27M0.02%-15,93813F-HRTimelineGroup
Illumine Investment Management, LLC20,480$1.26M0.97%+24513F-HRTimeline
Wealthfront Advisers LLC20,416$1.25M<0.01%-1,07013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…19,898$1.22M0.01%-5513F-HRTimelineGroup
PFG Advisors19,824$1.22M0.06%-23,03413F-HRTimeline
Quantinno Capital Management LP19,133$1.17M<0.01%+8,53713F-HRTimeline
NewEdge Wealth, LLC18,400$1.13M0.01%new13F-HRTimeline
Mendel Money Management18,260$1.12M0.47%-1,64513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC17,976$1.1M0.22%new13F-HRTimeline
Hamilton Capital, LLC17,662$1.08M0.06%-2,49213F-HRTimeline
IRON Financial LLC17,538$1.08M0.47%+51513F-HRTimeline
Herold Advisors, Inc.17,418$1.07M0.23%-1,17713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC17,291$1.06M0.39%-3,80113F-HRTimeline
Brooklyn Investment Group17,265$1.06M0.03%new13F-HRTimeline
Everest Private Wealth17,243$1.06M0.54%-19513F-HRTimeline
WealthShield Partners, LLC16,936$1.04M0.12%+5513F-HRTimeline
Medallion Wealth Advisors, LLC16,826$1.03M0.34%-5,72813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.16,810$1.03M<0.01%13F-HRTimelineGroup
Flavin Financial Services, Inc.16,653$1.02M0.69%+48513F-HRTimeline
Keystone Global Partners, LLC16,438$1.01M0.45%-4,61813F-HRTimeline
Archer Investment Management, LLC16,405$1.01M0.42%new13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC15,114$1.01M0.42%-48213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding16,327$1M-19,137Timeline
Elevation Capital Advisory, LLC16,285$999K0.43%+8,50713F-HRTimeline
Empowered Funds, LLC16,254$997K0.01%+93413F-HR/ATimeline
Cooper Financial Group16,202$993K0.1%+46013F-HRTimeline
ARQ WEALTH ADVISORS, LLC15,792$968K0.17%+5,63113F-HRTimeline
Sowell Financial Services LLC15,703$963K0.04%+2,76513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,539$953K<0.01%013F-HRTimelineGroup
M.E. ALLISON & CO., INC.15,470$949K0.63%013F-HRTimeline
SVB WEALTH LLC15,065$924K0.06%-13013F-HRTimeline
Aprio Wealth Management, LLC14,857$911K0.05%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC14,818$909K0.19%-2,24713F-HRTimeline
Vise Technologies, Inc.14,206$898K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,334$879K0.01%-7,22613F-HRTimelineGroup
Cambria Investment Management, L.P.14,254$874K0.05%-1,06613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC14,134$867K0.01%+1,90913F-HRTimeline
Emprise Bank13,839$849K0.34%013F-HRTimeline
Silver Grove Financial Group, Inc.13,477$826K0.66%+95913F-HRTimeline
Jefferson Bridge Capital, LLC13,218$811K0.8%+76413F-HRTimeline
Acorn Wealth Advisors, LLC12,678$777K0.23%-3,86913F-HRTimeline
High Net Worth Advisory Group LLC12,437$763K0.18%+3213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,323$756K0.03%-3913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,286$753K<0.01%+8,08513F-HRTimelineGroup
Kovack Advisors, Inc.12,066$740K0.04%-76913F-HRTimeline
Elm3 Financial Group, LLC12,007$736K0.62%-60713F-HRTimeline
Altman Advisors, Inc.11,853$727K0.3%-4,60013F-HRTimeline
Valued Retirements, Inc.11,502$705K0.69%-48,00613F-HRTimeline
Penney Financial, LLC11,343$696K0.27%-60013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,324$694K<0.01%+1,32213F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.11,301$693K0.09%-113F-HRTimeline
Steward Partners Investment Advisory, L…11,208$687K<0.01%+73113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,107$681K0.05%-14013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,046$677K<0.01%+2,43913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,926$670K<0.01%-28,64613F-HRTimelineGroup
PFG Investments, LLC10,726$658K0.03%+6113F-HRTimeline
Gotham Asset Management, LLC10,525$645K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,464$642K0.01%013F-HRTimelineGroup
Fisher Asset Management, LLC10,344$634K<0.01%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.10,218$627K0.41%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,175$624K0.03%+34913F-HRTimelineGroup
Third View Private Wealth, LLC10,126$621K0.09%-1,28313F-HRTimeline
Sequent Asset Management, LLC9,901$607K0.29%-4213F-HRTimeline
Patten Group, Inc.9,853$604K0.11%-1113F-HRTimeline
Waverly Advisors, LLC9,694$594K<0.01%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC9,536$585K0.2%-2,60813F-HRTimeline
Idaho Trust Co9,381$575K0.19%-3,19713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,143$561K0.03%+1,03913F-HRTimeline
Capital Advisors Wealth Management, LLC8,992$551K0.07%+19413F-HRTimeline
KERR FINANCIAL PLANNING Corp8,182$536K0.38%013F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,670$532K0.01%013F-HRTimeline
5T Wealth, LLC8,610$528K0.21%-16413F-HRTimeline
World Investment Advisors8,608$528K0.01%+16013F-HRTimeline
Octavia Wealth Advisors, LLC8,477$520K0.05%-341,52913F-HRTimeline
Annex Advisory Services, LLC8,449$518K0.01%-63513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,383$514K0.06%013F-HRTimeline
NORDEN GROUP LLC8,380$514K0.05%-10,53013F-HRTimeline
Wilkerson Advisory Group LLC8,342$512K0.18%+18713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,339$511K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC8,207$503K<0.01%+1,47713F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC8,008$491K0.01%-62813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,912$485K-2,330Timeline
Horizon Wealth Management, LLC7,901$484K0.07%013F-HRTimeline
Legacy Wealth Partners, LLC7,899$484K0.12%-53213F-HRTimeline
Winthrop Advisory Group LLC7,792$478K0.04%-70013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …7,780$477K0.05%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,674$471K<0.01%-14,78813F-HRTimeline
SAX WEALTH ADVISORS, LLC7,408$468K0.02%013F-HRTimeline
Hershey Financial Advisers, LLC7,436$456K0.39%-9,03913F-HRTimeline
Base Wealth Management LLC7,427$455K0.25%-3,43413F-HRTimeline
Independent Advisor Alliance7,384$453K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC7,067$433K<0.01%+36613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7,009$430K0.09%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,834$419K<0.01%-3,25313F-HRTimelineGroup
RFG Advisory, LLC6,623$406K0.01%-3013F-HRTimeline
Coordinated Financial Services, Inc.6,600$405K0.23%013F-HRTimeline
ALBION FINANCIAL GROUP /UT6,540$401K0.03%-8713F-HRTimeline
Financial Network Wealth Advisors LLC6,502$399K0.41%+63413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV6,296$386K0.03%new13F-HRTimeline
Teamwork Financial Advisors, LLC6,250$383K0.04%+1813F-HRTimeline
MN Wealth Advisors, LLC6,192$380K0.18%-1013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,189$380K0.01%+28513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,014$369K0.66%+613F-HRTimeline
MBL Wealth, LLC6,000$368K0.03%013F-HRTimeline
ARWA LLC5,800$368K0.18%new13F-HRTimeline
CGC Financial Services, LLC5,860$359K0.1%-7,36813F-HRTimeline
Scarborough Advisors, LLC5,755$353K0.04%-76513F-HRTimeline
Midwest Trust Co5,626$345K<0.01%new13F-HRTimeline
IFS Group,LLC5,551$340K0.3%13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…5,490$337K0.04%013F-HRTimeline
WEDBUSH SECURITIES INC5,487$336K0.01%-1,80413F-HRTimeline
KEYVANTAGE WEALTH, LLC5,471$335K0.15%-2,50813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,415$332K0.02%013F-HRTimelineGroup
Balefire, LLC5,358$329K0.06%+2,02113F-HRTimeline
&PARTNERS5,390$327K<0.01%+29213F-HRTimeline
WBH ADVISORY INC5,292$326K0.02%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,224$320K0.23%-213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,185$318K0.09%+43213F-HRTimeline
Sharkey, Howes & Javer5,170$317K0.04%013F-HRTimeline
Westover Capital Advisors, LLC5,104$313K0.06%-25413F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,894$300K0.06%-1,54913F-HRTimeline
Merited Wealth, LLC4,869$299K0.25%013F-HRTimeline
HANCOCK WHITNEY CORP4,381$291K0.01%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,637$284K0.02%-39913F-HRTimeline
Walkner Condon Financial Advisors LLC4,589$281K0.04%+5213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,589$281K0.01%-34713F-HRTimeline
ADVISORTRUST PARTNERS, LLC4,573$280K0.12%+913F-HRTimeline
Signal Advisors Wealth, LLC4,567$280K0.02%-1,16213F-HRTimeline
Investment Planning Advisors, Inc.4,519$277K0.08%-3,98613F-HRTimeline
B. Riley Wealth Advisors, Inc.4,537$272K0.02%-67613F-HRTimeline
LANARK FINANCIAL, INC.4,410$270K0.02%-35613F-HRTimeline
Manhattan West Asset Management, LLC4,349$267K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,292$263K<0.01%new13F-HRTimelineGroup
Elevation Wealth Management LLC4,213$258K0.24%013F-HRTimeline
MGO ONE SEVEN LLC4,139$254K0.01%+14913F-HRTimeline
North Capital, Inc.4,131$253K0.21%013F-HRTimeline
Skyline Advisors, Inc.4,071$250K0.09%013F-HRTimeline
SeaCrest Wealth Management, LLC3,994$245K0.03%+113F-HRTimeline
Runnymede Capital Advisors, Inc.3,963$243K0.21%new13F-HRTimeline
Global Assets Advisory, LLC3,955$242K0.07%-16813F-HRTimeline
Gateway Wealth Partners, LLC3,914$240K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,905$239K<0.01%+3,75413F-HRTimelineGroup
Capital Advisors, Ltd. LLC3,887$238K0.03%-37413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,866$237K<0.01%+44613F-HRTimelineGroup
Ellevest, Inc.3,813$234K0.03%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,669$225K0.03%new13F-HRTimeline
Redwood Financial Network Corp3,654$224K0.15%-63913F-HRTimeline
Campbell Deegan Wealth Management, LLC3,637$223K0.18%+1013F-HRTimeline
Portfolio Resources Advisor Group, Inc.3,633$223K0.22%-16613F-HRTimeline
WHITTIER TRUST CO3,481$216K<0.01%013F-HRTimeline
Northwest Financial Advisors3,512$215K0.42%-71913F-HRTimeline
Ashton Thomas Private Wealth, LLC3,506$215K0.01%-18613F-HRTimeline
Mill Creek Capital Advisors, LLC3,505$215K<0.01%+8013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$215K0.01%013F-HRTimeline
Axis Wealth Partners, LLC3,493$214K0.11%+16413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,485$214K0.03%+3513F-HRTimeline
Financial Partners Group, Inc3,432$210K0.03%+29013F-HRTimeline
Saratoga Research & Investment Manageme…3,406$209K0.01%-159,03613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,367$206K<0.01%-27613F-HRTimelineGroup
Saxony Capital Management, LLC3,350$205K0.12%013F-HRTimeline
Mayflower Financial Advisors, LLC3,340$205K0.02%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,336$205K0.05%-30613F-HRTimeline
Wall Street Financial Group, Inc.3,101$190K0.11%-16013F-HRTimeline
REICON WEALTH ADVISORS, LLC3,024$185K0.14%+82613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,697$165K0.01%-1,91513F-HR/ATimelineGroup
Lavaca Capital LLC2,409$148K0.03%+47013F-HRTimeline
AE Wealth Management LLC2,312$142K<0.01%-19,88313F-HRTimeline
Harbor Asset Planning, Inc.2,290$140K0.12%+613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,113$130K<0.01%+1,85513F-HRTimelineGroup
GoalVest Advisory LLC2,066$127K0.02%-52,74413F-HRTimeline
Banco de Sabadell, S.A1,796$108K0.07%013F-HRTimeline
Aptus Capital Advisors, LLC1,534$94.1K<0.01%-30813F-HRTimeline
CENTRAL TRUST Co1,386$85K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,383$84.8K<0.01%-31213F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC1,369$83.9K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,290$79.1K<0.01%+69913F-HRTimelineGroup
Operose Advisors LLC1,283$78.7K0.02%+68913F-HRTimeline
Triumph Capital Management1,233$75.6K0.02%-1,81113F-HRTimeline
Parallel Advisors, LLC1,154$70.8K<0.01%013F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,152$70.7K<0.01%+2813F-HRTimeline