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Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

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US QUALTY FCTR (fund)

375 managers (380 13F filers) reported a position in JQUA shares at 2025-03-31, 71,931,035 shares in all. 40 filers opened a position and 33 filers sold out during the quarter.

Managers
375
13F filers
380
New
40
Added
187
Reduced
104
Sold out
33
Shares held by filers
71,931,035

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Savant Capital, LLCin group Savant Capital, LLC7,260,893$410M3.47%+1,036,26513F-HR/ATimelineGroup
SIGNATUREFD, LLC5,380,203$304M5.76%-15,30913F-HRTimeline
LPL Financial LLC4,388,159$248M0.1%+661,73313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,810,131$159M7.46%+127,27613F-HRTimelineGroup
Sage Mountain Advisors LLC2,496,255$141M10.39%+92,10013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,216,129$125M0.01%+133,32213F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC1,973,359$111M6.56%-43,44013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,635,935$92.4M0.08%+305,02613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,387,218$78.3M0.01%+257,87913F-HRTimelineGroup
Mason & Associates Inc1,355,587$76.5M19.02%-6613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,351,512$76.3M0.11%+53,34913F-HRTimeline
Quadcap Wealth Management, LLC1,300,278$73.4M10.65%+8,36613F-HRTimeline
Hamilton Capital, LLC1,232,230$69.6M4.21%+14,14413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,176,850$66.5M0.03%+127,39213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,022,795$57.8M<0.01%+95,41313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC957,045$54M0.58%+50,86913F-HRTimeline
Facet Wealth, Inc.938,130$53.4M1.38%+651,81813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.924,328$52.2M0.12%+305,80513F-HRTimelineGroup
RVW Wealth, LLC882,769$49.8M4.69%+85,51913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding746,850$42.2M+2,684Timeline
Federation des caisses Desjardins du Qu…730,498$41.3M0.2%-152,35213F-HRTimeline
One Capital Management, LLC709,310$40.1M1.35%+108,88013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA697,393$39.4M0.01%-23,09513F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC667,332$37.7M1.68%-23,80013F-HRTimeline
TFC Financial Management, Inc.654,118$36.9M5.65%+19,70213F-HRTimeline
LVZ, Inc.653,458$36.9M4.84%new13F-HRTimeline
Cambridge Investment Research Advisors,…643,882$36.4M0.12%+207,30713F-HRTimeline
Vertex Planning Partners, LLC632,454$35.7M7.8%+13,62013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…630,913$35.6M0.07%-1,82213F-HRTimeline
Spectrum Wealth Advisory Group, LLC611,963$34.6M16.58%+19,38613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding558,935$31.6M+81,401Timeline
Tull Financial Group, Inc.535,540$30.2M17.61%+107,12213F-HRTimeline
Savvy Advisors, Inc.493,335$27.9M2.8%+160,70513F-HRTimeline
Baker Avenue Asset Management, LP471,084$26.6M0.83%-4,07113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.468,110$26.4M0.4%+64,51713F-HRTimelineGroup
Goldstone Financial Group, LLC456,686$25.8M3.9%+23,74113F-HRTimeline
NewEdge Advisors, LLC415,187$23.4M0.14%+11,32913F-HRTimeline
REDW Wealth LLC407,496$23M8.56%-29,49513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN387,505$21.9M0.01%+59,08713F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC386,212$21.8M0.32%+22,12513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.372,620$21M0.2%+278,66713F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC369,933$20.9M5.54%-36,22413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding370,723$20.5M+21,576Timeline
West Wealth Group, LLC357,437$20.2M5.98%+29,35913F-HRTimeline
Beaumont Financial Advisors, LLC356,137$20.1M1.58%-137,76713F-HRTimeline
Breakwater Capital Group340,111$19.2M3.42%+43,31313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp338,887$19.1M<0.01%-22,19113F-HRTimelineGroup
Strategent Financial, LLC333,784$18.8M17.06%+20,49613F-HRTimeline
FSA WEALTH PARTNERS, INC.332,632$18.8M7.1%-64,18413F-HRTimeline
Geneos Wealth Management Inc.332,353$18.8M0.27%+219,29413F-HRTimeline
Keystone Financial Group324,131$18.3M1.86%+24,93813F-HRTimeline
Octavia Wealth Advisors, LLC299,113$16.9M2.05%-134,29313F-HRTimeline
Sanchez Wealth Management Group297,615$16.8M4.56%+16,77513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…280,298$15.8M5.62%+270,52013F-HRTimeline
Sanctuary Advisors, LLC276,255$15.6M0.11%+60813F-HRTimeline
MML INVESTORS SERVICES, LLC270,803$15.3M0.05%+24,15613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…265,493$15.2M0.61%-150,10413F-HRTimelineGroup
VALICENTI ADVISORY SERVICES INC241,184$13.6M3.5%+119,38013F-HRTimeline
D'Orazio & Associates, Inc.235,613$13.3M2.03%+12,33913F-HRTimeline
HighTower Advisors, LLC232,188$13.1M0.02%+94,75813F-HRTimeline
Mariner, LLCin group Mariner, LLC232,131$13.1M0.02%-53,12013F-HRTimelineGroup
Allworth Financial LP236,752$13.1M0.07%+230,61913F-HRTimeline
Private Advisor Group, LLC230,351$13M0.08%-2,42013F-HRTimeline
Cetera Investment Advisers228,941$12.9M0.03%+9,82213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…220,029$12.4M0.03%+1,95213F-HRTimelineGroup
Janney Montgomery Scott LLC215,475$12.2M0.03%-4,92913F-HRTimeline
First Horizon Advisors, Inc.214,738$12.1M0.34%-20,97013F-HRTimeline
KELLY FINANCIAL GROUP LLC211,749$12M3.74%+16,41713F-HRTimeline
Modern Wealth Management, LLC198,057$11.2M0.36%+32,76213F-HR/ATimeline
Cobblestone Asset Management LLC197,207$11.1M6.5%+43,66313F-HRTimeline
N.E.W. Advisory Services LLC192,932$10.9M0.83%+100,85113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP188,862$10.7M0.02%+18,84213F-HRTimelineGroup
Prism Advisors, Inc.188,207$10.6M3.27%-3,73613F-HRTimeline
Intellus Advisors LLC186,096$10.5M1.84%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…178,070$10.5M0.02%-91,90413F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.184,939$10.4M0.06%+126,02613F-HRTimeline
Dynamic Advisor Solutions LLC182,806$10.3M0.34%+12,91713F-HRTimeline
Blue Investment Partners LLC179,046$10.1M3.81%+6,68513F-HRTimeline
Alpha Zero LLC175,166$9.89M7.54%+10,48113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP172,319$9.73M0.01%+2,67813F-HRTimelineGroup
Perigon Wealth Management, LLC171,073$9.66M0.25%-32,07613F-HRTimeline
Ledyard National Bank166,990$9.43M0.93%-87013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC154,157$8.71M2.23%-81913F-HR/ATimeline
TSFG, LLC146,737$8.29M1.69%+26,07413F-HRTimeline
J.W. COLE ADVISORS, INC.143,949$8.13M0.25%+43,88613F-HRTimeline
PETRA FINANCIAL ADVISORS INC142,970$8.07M6.62%+3,50613F-HRTimeline
Sage Advisory Services, Ltd.Co.141,902$8.01M4.71%+34813F-HRTimeline
Redhawk Wealth Advisors, Inc.141,087$7.97M1.07%+1,13313F-HRTimeline
EP Wealth Advisors, LLC140,884$7.96M0.06%+3,51913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC139,679$7.89M0.57%new13F-HRTimeline
WCG Wealth Advisors LLC137,563$7.77M0.59%-24,61313F-HR/ATimeline
ENZI WEALTH139,145$7.68M3.11%+2,57413F-HRTimeline
Clarus Wealth Advisors136,676$7.46M3.99%+85,69613F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC130,630$7.38M5.02%+1,03513F-HRTimeline
MBA Advisors LLC129,500$7.31M3.62%+1,30713F-HRTimeline
Edge Financial Advisors LLC126,281$7.13M4.5%new13F-HRTimeline
Cornerstone Wealth Management, LLC125,649$7.1M0.48%+7,20113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC123,971$7M0.1%+58713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP122,504$6.87M0.01%+56,84613F-HR/ATimelineGroup
Onyx Bridge Wealth Group LLC117,627$6.64M0.95%+3,41313F-HRTimeline
MorganRosel Wealth Management, LLC115,970$6.55M1.99%+3,74013F-HRTimeline
EHRLICH FINANCIAL GROUP112,553$6.36M4.63%+7,62013F-HRTimeline
Running Point Capital Advisors, LLC110,266$6.23M1.98%+4,66813F-HRTimeline
Base Wealth Management LLC107,039$6.04M4.6%13F-HRTimeline
Able Wealth Management LLC106,498$6.01M3.57%+11,33813F-HRTimeline
Collaborative Wealth Managment Inc.102,777$5.8M2.71%-29813F-HRTimeline
Weil Company, Inc.101,564$5.74M1.71%+40,67713F-HRTimeline
NOVEM GROUP101,236$5.72M0.81%-4,36913F-HRTimeline
Blue Trust, Inc.95,551$5.4M0.07%-8,98113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC92,961$5.25M0.13%+5,75913F-HRTimeline
Golden State Wealth Management, LLC92,698$5.23M0.78%+6,33613F-HR/ATimeline
BridgePort Financial Solutions, LLC89,716$5.07M2.29%+2,57013F-HRTimeline
Focus Financial Network, Inc.88,098$4.97M0.2%+5,22213F-HRTimeline
Creative Planningin group Creative Planning86,458$4.88M<0.01%+25,54313F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC85,691$4.84M4.14%-3,03113F-HRTimelineGroup
FDx Advisors, Inc.75,894$4.29M1.39%-4,87013F-HRTimeline
Kingsview Wealth Management, LLC75,255$4.25M0.08%+14,65813F-HRTimeline
Burton Enright Welch74,986$4.23M0.86%+17,33813F-HRTimeline
TABLEAUX LLC74,881$4.23M3.05%+11,08513F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.74,475$4.21M3.35%-7,11913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,911$4.17M<0.01%-89,45913F-HR/ATimelineGroup
Fulcrum Capital LLC73,721$4.16M0.92%+2,31713F-HRTimeline
GoalVest Advisory LLC71,686$4.05M1.11%-54,68713F-HRTimeline
Delos Wealth Advisors, LLC70,748$4M3.16%+23513F-HRTimeline
Sigma Planning Corp70,368$3.97M0.13%+87113F-HRTimeline
Gallacher Capital Management LLC69,768$3.94M1.92%-2,01913F-HRTimeline
Per Stirling Capital Management, LLC.69,511$3.93M0.56%+50,52313F-HRTimeline
Intelligence Driven Advisers, LLC69,175$3.91M0.75%-2,44313F-HRTimeline
Keystone Global Partners, LLC66,245$3.74M2.62%13F-HRTimeline
Linscomb Wealth, Inc.65,208$3.68M0.18%new13F-HRTimeline
Financial Advocates Investment Manageme…64,855$3.66M0.26%+58,57613F-HRTimeline
Western Wealth Management, LLC63,139$3.57M0.24%+3,77613F-HRTimeline
Investor's Fiduciary Advisor Network, L…63,095$3.56M1.68%+1,85613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/61,528$3.47M1.65%-76613F-HRTimelineGroup
Pinion Investment Advisors, LLC59,458$3.36M0.74%+4,11013F-HRTimeline
Kathmere Capital Management, LLC58,085$3.28M0.28%+2,54513F-HRTimeline
Fiduciary Alliance LLC54,991$3.11M0.31%+7,18913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC51,926$2.93M0.18%+1,40213F-HRTimeline
Merit Financial Group, LLC51,779$2.92M0.04%+4,27813F-HRTimeline
Mutual Advisors, LLC51,552$2.86M0.08%-84213F-HRTimeline
Sequoia Financial Advisors, LLC50,599$2.86M0.02%+10,83513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC50,130$2.77M1.09%+21,20613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC48,722$2.75M0.09%+11,43713F-HRTimeline
COMERICA BANK48,578$2.74M0.01%-62313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO48,086$2.72M0.07%-1,90213F-HRTimeline
Gibbs Wealth Management45,844$2.59M0.62%+6,31313F-HRTimeline
IFP Advisors, Inc44,708$2.52M0.08%+98513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding43,883$2.48M-1,049Timeline
FOUNDERS FINANCIAL SECURITIES LLC44,297$2.46M0.21%+2,30713F-HRTimeline
Waverly Advisors, LLC42,755$2.41M0.03%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED43,030$2.41M0.23%new13F-HR/ATimeline
Portside Wealth Group, LLC42,433$2.4M0.39%+1,99113F-HR/ATimeline
Valued Retirements, Inc.42,331$2.39M3.14%+20,05813F-HRTimeline
CAP Partners, LLC40,169$2.27M1.65%+5,13113F-HRTimeline
Wealthspire Advisors, LLC39,849$2.25M0.01%-2,11013F-HRTimeline
Ayalon Insurance Comp Ltd.39,764$2.25M0.72%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC38,803$2.19M0.4%+58813F-HRTimeline
Retirement Planning Group, LLC38,286$2.16M0.1%-43813F-HRTimeline
Centerpoint Advisory Group38,006$2.15M2.11%-2,69713F-HRTimeline
L & S Advisors Inc37,890$2.14M0.26%-2,61113F-HRTimeline
INTRUST BANK NA37,797$2.13M0.21%-75413F-HRTimeline
Steward Partners Investment Advisory, L…37,620$2.12M0.02%-2713F-HRTimeline
Andina Capital Management, LLC37,223$2.1M1.5%+5,73513F-HRTimeline
Advisory Services Network, LLC37,132$2.1M0.04%+5,01113F-HRTimeline
Princeton Global Asset Management LLC37,038$2.09M0.42%+3,07413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC36,857$2.08M0.94%-3,14513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …35,906$2.03M0.48%+9,88713F-HRTimelineGroup
TD Capital Management LLC35,881$2.03M0.21%+7,24713F-HRTimeline
SVB WEALTH LLC35,683$2.01M0.08%-14,37713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding35,366$2M-6,420Timeline
Archford Capital Strategies, LLC34,056$1.92M0.28%-125,18013F-HRTimeline
Gladstone Institutional Advisory LLC33,538$1.89M0.09%+28,76113F-HRTimeline
U.S. Capital Wealth Advisors, LLC33,119$1.87M0.06%-73,55613F-HRTimeline
JT Stratford LLC32,856$1.86M0.33%+41813F-HRTimeline
UBS Group AGin group UBS Group AG32,276$1.82M<0.01%+16,93513F-HRTimelineGroup
Wealth Advisors of Iowa, LLC31,527$1.78M0.77%new13F-HRTimeline
Confluence Wealth Services, Inc.32,187$1.75M0.11%+47113F-HRTimeline
Orion Porfolio Solutions, LLC30,684$1.73M0.02%-3,79113F-HRTimeline
Orion Portfolio Solutions, LLC30,684$1.73M0.02%-3,79113F-HR/ATimeline
Annex Advisory Services, LLC30,647$1.73M0.05%-2,337,39213F-HRTimeline
Integrated Wealth Concepts LLC30,455$1.72M0.02%-40013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,254$1.65M<0.01%-1,01213F-HRTimelineGroup
Westfuller Advisors, LLC28,949$1.63M1.09%+8013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management28,842$1.63M0.05%+76013F-HRTimelineGroup
Herold Advisors, Inc.27,188$1.54M0.34%-1,47013F-HRTimeline
Wealthfront Advisers LLC25,630$1.45M<0.01%-2,45213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding25,237$1.41M+10,577Timeline
GENTRY PRIVATE WEALTH, LLC24,671$1.39M1.15%+18,93813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…24,564$1.39M0.53%+2,03213F-HRTimeline
PFG Advisors24,404$1.38M0.08%-26513F-HRTimeline
Integrated Advisors Network LLC24,302$1.37M0.07%+6,40713F-HRTimeline
WealthShield Partners, LLC24,278$1.37M0.18%+77613F-HRTimeline
Sowell Financial Services LLC23,797$1.34M0.06%+11,46613F-HRTimeline
Foundations Investment Advisors, LLC23,629$1.33M0.02%+7,80413F-HRTimeline
AMERIFLEX GROUP, INC.22,302$1.26M0.52%+5,47213F-HRTimeline
B. Riley Wealth Advisors, Inc.21,848$1.23M0.04%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,827$1.23M0.09%+2,94513F-HRTimeline
Keeler Thomas Management LLC21,271$1.2M0.59%-82,01113F-HRTimeline
Private Wealth Partners, LLC21,109$1.19M0.1%013F-HRTimeline
Fort Point Capital Partners LLC21,032$1.19M0.13%+11613F-HRTimeline