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Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

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US QUALTY FCTR (fund)

371 managers (377 13F filers) reported a position in JQUA shares at 2024-12-31, 68,250,930 shares in all. 49 filers opened a position and 23 filers sold out during the quarter.

Managers
371
13F filers
377
New
49
Added
131
Reduced
128
Sold out
23
Shares held by filers
68,250,930

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Savant Capital, LLCin group Savant Capital, LLC6,224,628$356M2.8%+1,104,55613F-HRTimelineGroup
SIGNATUREFD, LLC5,395,512$309M5.86%-138,14013F-HRTimeline
LPL Financial LLC3,726,426$213M0.09%+187,11013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,682,855$154M6.98%+44,72613F-HRTimelineGroup
Sage Mountain Advisors LLC2,404,155$138M10.06%+612,95313F-HRTimeline
Annex Advisory Services, LLC2,368,039$136M4.09%-204,28313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,082,807$119M0.01%+91,11113F-HR/ATimelineGroup
MIDLAND WEALTH ADVISORS, LLC2,016,799$116M6.95%-24,78913F-HRTimeline
Mason & Associates Inc1,355,653$77.6M18.27%+494,63013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,330,909$76.2M0.06%+107,83513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,298,163$74.3M0.11%+202,30913F-HRTimeline
Quadcap Wealth Management, LLC1,291,912$74M10.9%+158,13113F-HRTimeline
Hamilton Capital, LLC1,218,086$69.8M5.3%-22,26413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,129,339$64.7M0.01%+121,08013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,049,458$60.1M0.02%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO927,382$53.1M<0.01%-249,91713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC906,176$51.9M0.59%-508,83313F-HRTimeline
Federation des caisses Desjardins du Qu…882,850$50.6M0.26%-54,97313F-HRTimeline
RVW Wealth, LLC797,250$45.7M4.26%+11,58813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding744,166$42.6M-224,886Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA720,488$41.3M0.01%-307,72813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC691,132$39.6M1.78%+34,02713F-HRTimeline
TFC Financial Management, Inc.634,416$36.3M5.75%+16,47013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…632,735$36.2M0.07%new13F-HR/ATimeline
Vertex Planning Partners, LLC618,834$35.4M7.82%-96,24213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.618,523$34.9M0.08%+105,48413F-HR/ATimelineGroup
One Capital Management, LLC600,430$34.4M1.14%-22,72013F-HRTimeline
Spectrum Wealth Advisory Group, LLC592,577$33.9M16%+103,84513F-HRTimeline
Beaumont Financial Advisors, LLC493,904$28.3M2.12%-12,22513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding477,534$27.3M+40,156Timeline
Baker Avenue Asset Management, LP475,155$27.2M0.83%+64813F-HRTimeline
REDW Wealth LLC436,991$25M8.69%-133,97013F-HRTimeline
Cambridge Investment Research Advisors,…436,575$25M0.08%-1,74213F-HRTimeline
Octavia Wealth Advisors, LLC433,406$24.8M3.01%-1,18613F-HRTimeline
Hennion & Walsh Asset Management, Inc.433,153$24.8M1.12%-410,43813F-HRTimeline
Goldstone Financial Group, LLC432,945$24.8M3.89%+21,94413F-HRTimeline
Tull Financial Group, Inc.428,418$24.5M14.8%+3,72213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…415,597$23.8M0.82%+171,45313F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC406,157$23.3M6%-45,53613F-HRTimeline
NewEdge Advisors, LLC403,858$23.1M0.14%+48,58113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.403,593$23.1M0.33%+2,26413F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.396,816$22.7M5.33%+3,20513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC364,087$20.9M0.3%+19,97513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp361,078$20.7M<0.01%-464,76513F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding349,147$20M-4,216Timeline
Savvy Advisors, Inc.332,630$19M2.29%+62,54713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN328,418$18.8M<0.01%-32,57313F-HRTimelineGroup
West Wealth Group, LLC328,078$18.8M5.61%+23,50813F-HRTimeline
Strategent Financial, LLC313,288$17.9M17.82%13F-HRTimeline
Keystone Financial Group299,193$17.1M1.69%+20,76513F-HRTimeline
Facet Wealth, Inc.286,312$17.1M0.45%+139,42413F-HRTimeline
Breakwater Capital Group296,798$17M3.38%+4,60513F-HRTimeline
Sanctuary Advisors, LLC275,647$16.5M0.1%+15,99013F-HRTimeline
Mariner, LLCin group Mariner, LLC285,251$16.3M0.03%+21,02913F-HRTimelineGroup
Sanchez Wealth Management Group280,840$16.1M4.39%+9,76713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…269,974$15.8M0.03%-1,42013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC246,647$14.1M0.05%+5,38213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC238,353$13.7M0.14%-3,79513F-HRTimelineGroup
First Horizon Advisors, Inc.235,708$13.5M0.38%-35,92813F-HRTimeline
Private Advisor Group, LLC232,771$13.3M0.08%+54,58713F-HRTimeline
D'Orazio & Associates, Inc.223,274$12.8M1.89%+23,53013F-HRTimeline
Janney Montgomery Scott LLC220,404$12.6M0.03%+2,58813F-HRTimeline
Cetera Investment Advisers219,119$12.5M0.03%-73,00613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…218,077$12.5M0.03%-7,44113F-HRTimelineGroup
Perigon Wealth Management, LLC203,149$11.8M0.29%-19,38913F-HRTimeline
KELLY FINANCIAL GROUP LLC195,332$11.2M3.98%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC193,203$11.1M1.27%+4,68613F-HRTimeline
Prism Advisors, Inc.191,943$11M3.29%-6,26913F-HRTimeline
Blue Investment Partners LLC172,361$9.87M3.62%+5,55113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP170,020$9.74M0.02%-1,25013F-HRTimelineGroup
Dynamic Advisor Solutions LLC169,889$9.73M0.42%+21,12613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP169,641$9.72M0.01%-2,90713F-HRTimelineGroup
Ledyard National Bank167,860$9.61M0.9%+7,44013F-HRTimeline
Modern Wealth Management, LLC165,295$9.47M0.35%+10,47613F-HR/ATimeline
Alpha Zero LLC164,685$9.43M7.2%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC163,370$9.36M<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC162,176$9.29M0.61%+18013F-HRTimeline
Archford Capital Strategies, LLC159,236$9.12M1.38%-35,24713F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC154,976$8.88M2.06%+2,86613F-HRTimeline
Cobblestone Asset Management LLC153,544$8.79M5.74%-7,60813F-HRTimeline
Sage Advisory Services, Ltd.Co.141,554$8.11M4.81%-413,13713F-HRTimeline
ENZI WEALTH136,571$8.09M3.08%+2,76813F-HRTimeline
Redhawk Wealth Advisors, Inc.139,954$8.02M1.08%+3,90413F-HRTimeline
PETRA FINANCIAL ADVISORS INC139,464$7.99M5.43%+7,42713F-HRTimeline
HighTower Advisors, LLC137,430$7.87M0.01%+82,33913F-HRTimeline
EP Wealth Advisors, LLC137,365$7.87M0.06%-3,35813F-HRTimeline
Saratoga Research & Investment Manageme…131,175$7.51M0.38%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC129,595$7.42M5.13%+15,17313F-HRTimeline
MBA Advisors LLC128,193$7.34M3.72%+1,52913F-HRTimeline
GoalVest Advisory LLC126,373$7.24M1.98%-63,35813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC123,384$7.07M0.1%-7,05013F-HRTimelineGroup
VALICENTI ADVISORY SERVICES INC121,804$6.98M1.74%-32,48013F-HRTimeline
TSFG, LLC120,663$6.91M1.42%+3,23013F-HRTimeline
Cornerstone Wealth Management, LLC118,448$6.78M0.46%+13,90913F-HRTimeline
Onyx Bridge Wealth Group LLC114,214$6.54M0.94%+4,85313F-HRTimeline
Geneos Wealth Management Inc.113,059$6.47M0.23%+3,21913F-HRTimeline
MorganRosel Wealth Management, LLC112,230$6.43M2.11%-1,62913F-HRTimeline
Riggs Capital Management LLC108,503$6.21M6.1%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC106,675$6.11M0.19%-2,50513F-HRTimeline
NOVEM GROUP105,605$6.05M0.9%13F-HRTimeline
Running Point Capital Advisors, LLC105,598$6.05M2.07%+11,21013F-HRTimeline
EHRLICH FINANCIAL GROUP104,933$6.01M4.27%+95,82613F-HRTimeline
Blue Trust, Inc.104,532$5.99M0.08%+59,76713F-HR/ATimeline
Keeler Thomas Management LLC103,282$5.91M2.11%-5,74913F-HRTimeline
Collaborative Wealth Managment Inc.103,075$5.9M2.68%+3,18913F-HRTimeline
J.W. COLE ADVISORS, INC.100,063$5.73M0.23%+7,00613F-HRTimeline
Able Wealth Management LLC95,160$5.45M3.58%+11,60413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,953$5.38M0.05%-10,82713F-HRTimelineGroup
N.E.W. Advisory Services LLC92,081$5.27M0.5%+28,51413F-HRTimeline
BridgePort Financial Solutions, LLC87,146$5.11M2.32%13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC88,722$5.08M4.25%-4,50313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC87,202$4.99M0.13%13F-HRTimeline
Golden State Wealth Management, LLC86,362$4.95M0.74%13F-HRTimeline
Focus Financial Network, Inc.82,876$4.75M0.19%+3,46113F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.81,594$4.67M3.69%-2,31213F-HRTimeline
FDx Advisors, Inc.80,764$4.62M1.35%-29,31513F-HRTimeline
Arrowroot Family Office, LLC72,193$4.13M2.15%+8,79013F-HRTimeline
Gallacher Capital Management LLC71,787$4.11M2.04%+5,16413F-HRTimeline
Intelligence Driven Advisers, LLC71,618$4.1M0.77%-35,31413F-HRTimeline
Fulcrum Capital LLC71,404$4.09M0.86%+10,54713F-HRTimeline
Delos Wealth Advisors, LLC70,513$4.04M3.22%+5,14413F-HRTimeline
Sigma Planning Corp69,497$3.98M0.12%+2,43313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,658$3.76M<0.01%+32,57613F-HRTimelineGroup
VICUS CAPITAL64,988$3.72M0.33%new13F-HRTimeline
TABLEAUX LLC63,796$3.65M3.02%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/62,294$3.57M1.68%-36,49413F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…61,239$3.51M1.34%13F-HRTimeline
Creative Planningin group Creative Planning60,915$3.49M<0.01%new13F-HRTimelineGroup
Weil Company, Inc.60,887$3.49M1.21%+9,92613F-HRTimeline
Kingsview Wealth Management, LLC60,597$3.47M0.07%+7,41513F-HRTimeline
Western Wealth Management, LLC59,363$3.4M0.22%+7,30113F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.58,913$3.37M0.02%+5,66913F-HRTimeline
Burton Enright Welch57,648$3.3M0.69%-40813F-HRTimeline
Kathmere Capital Management, LLC55,540$3.18M0.29%-2,24313F-HRTimeline
Pinion Investment Advisors, LLC55,348$3.17M1.26%-32,99313F-HRTimeline
Mutual Advisors, LLC52,394$3.05M0.09%-4,02913F-HRTimeline
Clarus Wealth Advisors50,980$2.89M1.44%-2,28013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC50,524$2.89M0.18%+2,41413F-HRTimeline
SVB WEALTH LLC50,060$2.87M0.05%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO49,988$2.86M0.05%-28,05413F-HRTimeline
COMERICA BANK49,201$2.82M0.01%-436,15313F-HR/ATimeline
Fiduciary Alliance LLC47,802$2.74M0.28%new13F-HRTimeline
Merit Financial Group, LLC47,501$2.72M0.05%-12,62113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP46,498$2.66M0.68%+7,68613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding44,932$2.57M+2,707Timeline
IFP Advisors, Inc43,723$2.5M0.08%-1,24513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC41,990$2.4M0.22%-72,99913F-HRTimeline
Wealthspire Advisors, LLC41,959$2.4M0.02%-2,16413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding41,786$2.39M+35,175Timeline
Centerpoint Advisory Group40,703$2.33M2.25%13F-HRTimeline
L & S Advisors Inc40,501$2.32M0.25%+42413F-HRTimeline
Portside Wealth Group, LLC40,442$2.32M0.38%-22,76913F-HR/ATimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC40,002$2.29M1.03%13F-HRTimeline
Sequoia Financial Advisors, LLC39,764$2.28M0.02%-49813F-HR/ATimeline
Ayalon Insurance Comp Ltd.39,764$2.28M0.7%013F-HRTimeline
Gibbs Wealth Management39,531$2.26M0.61%-10,60413F-HRTimeline
Retirement Planning Group, LLC38,724$2.22M0.11%-56513F-HRTimeline
INTRUST BANK NA38,551$2.21M0.22%-1,92313F-HRTimeline
Global Retirement Partners, LLC38,407$2.2M0.06%-6,22413F-HRTimeline
VALLEY NATIONAL ADVISERS INC38,215$2.19M0.39%+1,32013F-HRTimeline
Steward Partners Investment Advisory, L…37,647$2.16M0.02%+9,32113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC37,285$2.14M0.07%+18,07513F-HRTimeline
CAP Partners, LLC35,038$2.01M1.41%+78313F-HRTimeline
Orion Porfolio Solutions, LLC34,475$1.97M0.02%+6,45913F-HRTimeline
Orion Portfolio Solutions, LLC34,475$1.97M0.02%+6,45913F-HRTimeline
Future Financial Wealth Managment LLC34,154$1.96M1.43%+1,28113F-HRTimeline
Princeton Global Asset Management LLC33,964$1.95M0.36%+2,12313F-HRTimeline
Confluence Wealth Services, Inc.31,716$1.89M0.12%-2,03113F-HRTimeline
JT Stratford LLC32,438$1.86M0.31%+5,96013F-HRTimeline
Advisory Services Network, LLC32,121$1.84M0.03%+4,56713F-HRTimeline
Andina Capital Management, LLC31,488$1.8M1.47%+10,98413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,044$1.78M<0.01%-7,15513F-HRTimelineGroup
Integrated Wealth Concepts LLC30,855$1.77M0.02%+7,68613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,266$1.73M<0.01%new13F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC28,924$1.66M0.74%+6,90713F-HRTimeline
Westfuller Advisors, LLC28,869$1.65M1.05%-2,95913F-HRTimeline
Herold Advisors, Inc.28,658$1.64M0.36%+64613F-HRTimeline
TD Capital Management LLC28,634$1.64M0.17%+3,78713F-HRTimeline
Wealthfront Advisers LLC28,082$1.61M<0.01%+1,85513F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management28,082$1.61M0.05%+3,60813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.27,694$1.59M<0.01%+5013F-HRTimelineGroup
Atria Wealth Solutions, Inc.26,498$1.52M0.02%-11,39013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …26,019$1.49M0.35%-4,07913F-HRTimelineGroup
PFG Advisors24,669$1.41M0.09%-3,15113F-HRTimeline
WealthShield Partners, LLC23,502$1.35M0.19%+73713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…22,532$1.29M0.46%+13,00113F-HRTimeline
Valued Retirements, Inc.22,273$1.28M1.72%+17,17013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC22,000$1.26M<0.01%-24,20013F-HRTimeline
World Investment Advisors21,678$1.24M0.03%+3,55913F-HRTimeline
Private Wealth Partners, LLC21,109$1.21M0.09%013F-HRTimeline
Fort Point Capital Partners LLC20,916$1.2M0.13%+1313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,455$1.17M0.03%-4,69613F-HRTimelineGroup
Elm3 Financial Group, LLC20,357$1.17M0.99%13F-HRTimeline
D.A. DAVIDSON & CO.20,009$1.15M0.01%+13913F-HRTimeline
5T Wealth, LLC19,368$1.11M0.61%13F-HRTimeline
Per Stirling Capital Management, LLC.18,988$1.09M0.15%+10,44313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,882$1.08M0.08%+20113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC18,613$1.07M1.16%13F-HRTimeline
Mendel Money Management18,502$1.06M0.47%+1,80013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC18,259$1.05M0.03%-18413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.