Skip to content
Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

Follow

US QUALTY FCTR (fund)

398 managers (403 13F filers) reported a position in JQUA shares at 2025-06-30, 75,383,420 shares in all. 44 filers opened a position and 24 filers sold out during the quarter.

Managers
398
13F filers
403
New
44
Added
194
Reduced
113
Sold out
24
Shares held by filers
75,383,420

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Savant Capital, LLCin group Savant Capital, LLC8,335,464$501M3.6%+1,074,57113F-HR/ATimelineGroup
SIGNATUREFD, LLC5,501,136$330M5.64%+120,93313F-HRTimeline
LPL Financial LLC4,589,457$276M0.09%+201,29813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,729,803$164M0.01%+513,67413F-HRTimelineGroup
Sage Mountain Advisors LLC2,711,715$163M10.6%+215,46013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,361,744$142M6.12%-448,38713F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC2,026,359$122M6.72%+53,00013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,752,280$105M0.08%+116,34513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,448,388$87M0.03%+271,53813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,414,122$84.9M0.01%+26,90413F-HRTimelineGroup
Quadcap Wealth Management, LLC1,371,923$82.4M10.47%+71,64513F-HRTimeline
Mason & Associates Inc1,356,613$81.5M18.81%+1,02613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,346,019$80.8M0.11%-5,49313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,325,435$79.6M0.01%+302,64013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,117,616$67.1M0.12%+193,28813F-HR/ATimelineGroup
Facet Wealth, Inc.918,371$55.5M1.26%-19,75913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding901,612$54.1M+154,762Timeline
RVW Wealth, LLC868,747$52.2M4.43%-14,02213F-HRTimeline
Cambridge Investment Research Advisors,…794,053$47.7M0.15%+150,17113F-HRTimeline
Federation des caisses Desjardins du Qu…747,541$44.9M0.2%+17,04313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…702,894$42.8M0.07%+71,98113F-HRTimeline
TFC Financial Management, Inc.704,042$42.3M5.79%+49,92413F-HRTimeline
Avidian Wealth Enterprises, LLC701,245$42.1M1.71%+33,91313F-HRTimeline
One Capital Management, LLC693,251$41.6M1.44%-16,05913F-HRTimeline
LVZ, Inc.671,830$40.3M4.84%+18,37213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC664,522$39.9M0.19%+105,58713F-HRTimelineGroup
Vertex Planning Partners, LLC641,311$38.5M8.04%+8,85713F-HRTimeline
Savvy Advisors, Inc.610,579$36.7M2.45%+117,24413F-HRTimeline
Tull Financial Group, Inc.582,403$35M15.91%+46,86313F-HRTimeline
Beaumont Financial Advisors, LLC558,731$33.6M2.43%+202,59413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN524,504$31.5M0.01%+136,99913F-HRTimelineGroup
Intellus Advisors LLC523,325$31.4M4.68%+337,22913F-HRTimeline
Spectrum Wealth Advisory Group, LLC507,736$30.5M14.18%-104,22713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA506,706$30.4M0.01%-190,68713F-HR/ATimelineGroup
Cetera Investment Advisers493,467$29.6M0.05%+264,52613F-HRTimeline
Goldstone Financial Group, LLC478,203$29.1M3.84%+21,51713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.483,371$29M0.39%+15,26113F-HRTimelineGroup
Baker Avenue Asset Management, LP471,318$28.3M0.81%+23413F-HRTimeline
NewEdge Advisors, LLC425,105$25.5M0.13%+9,91813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.414,144$24.9M0.2%+41,52413F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC403,621$24.2M0.34%+17,40913F-HRTimeline
West Wealth Group, LLC392,434$23.9M5.94%+34,99713F-HRTimeline
REDW Wealth LLC395,647$23.8M9.45%-11,84913F-HRTimeline
MML INVESTORS SERVICES, LLC395,118$23.7M0.07%+124,31513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…367,802$22.1M7.21%+87,50413F-HRTimeline
Roof Eidam Maycock Peralta, LLC365,444$21.9M5.41%-4,48913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding351,222$21.1M-19,501Timeline
Breakwater Capital Group350,961$21.1M3.43%+10,85013F-HRTimeline
Strategent Financial, LLC340,484$20.4M15.95%+6,70013F-HRTimeline
HighTower Advisors, LLC339,777$20.4M0.03%+107,58913F-HRTimeline
Octavia Wealth Advisors, LLC324,598$19.5M2.22%+25,48513F-HRTimeline
Keystone Financial Group324,328$19.5M1.76%+19713F-HRTimeline
Sanchez Wealth Management Group311,538$18.7M4.51%+13,92313F-HRTimeline
Private Advisor Group, LLC273,679$16.4M0.09%+43,32813F-HRTimeline
D'Orazio & Associates, Inc.265,388$15.9M2.25%+29,77513F-HRTimeline
Wealth Advisors of Iowa, LLC253,334$15.2M5.69%+221,80713F-HRTimeline
Geneos Wealth Management Inc.250,701$15.1M0.37%-81,65213F-HRTimeline
VALICENTI ADVISORY SERVICES INC245,809$14.8M3.45%+4,62513F-HRTimeline
KELLY FINANCIAL GROUP LLC236,721$14.2M4.11%+24,97213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP236,500$14.2M0.03%new13F-HRTimelineGroup
Modern Wealth Management, LLC229,690$13.8M0.34%+31,63313F-HR/ATimeline
Allworth Financial LP229,566$13.8M0.07%-7,18613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP224,950$13.5M0.01%+52,63113F-HRTimelineGroup
First Horizon Advisors, Inc.215,970$13M0.34%+1,23213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC215,786$13M0.12%new13F-HRTimelineGroup
Janney Montgomery Scott LLC212,889$12.8M0.03%-2,58613F-HRTimeline
Per Stirling Capital Management, LLC.208,269$12.5M1.63%+138,75813F-HRTimeline
Sanctuary Advisors, LLC208,213$12.5M0.08%-68,04213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP205,579$12.3M0.01%+83,07513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.199,007$12M0.07%+14,06813F-HRTimeline
Alpha Zero LLC195,005$11.7M7.63%+19,83913F-HRTimeline
Blue Investment Partners LLC189,710$11.4M4%+10,66413F-HRTimeline
Cobblestone Asset Management LLC189,239$11.4M5.98%-7,96813F-HRTimeline
Dynamic Advisor Solutions LLC186,486$11.2M0.35%+3,68013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP184,275$11.1M0.02%-4,58713F-HRTimelineGroup
Prism Advisors, Inc.182,137$10.9M3.11%-6,07013F-HRTimeline
PETRA FINANCIAL ADVISORS INC178,914$10.7M6.82%+35,94413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…171,839$10.3M0.02%-48,19013F-HR/ATimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC169,347$10.2M2.24%+15,19013F-HRTimeline
Perigon Wealth Management, LLC168,986$10.1M0.24%-2,08713F-HRTimeline
Mariner, LLCin group Mariner, LLC167,398$10.1M0.01%-64,73313F-HRTimelineGroup
Ledyard National Bank165,300$9.93M0.94%-1,69013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp159,966$9.61M<0.01%-178,92113F-HRTimelineGroup
Merit Financial Group, LLC157,744$9.47M0.11%+105,96513F-HRTimeline
TSFG, LLC154,494$9.28M1.68%+7,75713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC150,276$9.02M0.25%+101,55413F-HRTimeline
J.W. COLE ADVISORS, INC.148,426$8.91M0.19%+4,47713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC147,032$8.83M0.58%+7,35313F-HRTimeline
Cornerstone Wealth Management, LLC143,550$8.62M0.52%+17,90113F-HRTimeline
Redhawk Wealth Advisors, Inc.143,344$8.61M1.08%+2,25713F-HRTimeline
EP Wealth Advisors, LLC141,265$8.48M0.06%+38113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC140,256$8.42M4.33%+9,62613F-HRTimeline
Clarus Wealth Advisors138,262$8.36M3.86%+1,58613F-HRTimeline
ENZI WEALTH138,161$8.3M3.04%-98413F-HRTimeline
MBA Advisors LLC131,806$7.91M3.65%+2,30613F-HRTimeline
Members Advisory Group LLC131,699$7.91M2.97%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC128,810$7.74M0.1%+4,83913F-HRTimelineGroup
Able Wealth Management LLC126,177$7.58M3.82%+19,67913F-HRTimeline
Edge Financial Advisors LLC123,252$7.4M3.9%-3,02913F-HRTimeline
Weil Company, Inc.121,168$7.28M1.92%+19,60413F-HRTimeline
Onyx Bridge Wealth Group LLC119,632$7.18M0.95%+2,00513F-HRTimeline
Base Wealth Management LLC119,456$7.17M4.6%+12,41713F-HRTimeline
Keystone Global Partners, LLC117,713$7.07M3.85%+51,46813F-HRTimeline
EHRLICH FINANCIAL GROUP116,510$7M4.53%+3,95713F-HRTimeline
Pallas Capital Advisors LLC116,353$6.99M0.27%+112,22013F-HRTimeline
Running Point Capital Advisors, LLC114,706$6.89M1.9%+4,44013F-HRTimeline
FDx Advisors, Inc.113,355$6.81M2.08%+37,46113F-HRTimeline
MorganRosel Wealth Management, LLC111,189$6.68M1.82%-4,78113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…109,388$6.57M0.34%-156,10513F-HRTimelineGroup
Collaborative Wealth Managment Inc.108,657$6.52M2.85%+5,88013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC101,912$6.12M1.3%new13F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…99,356$5.97M0.01%-78,71413F-HR/ATimelineGroup
Focus Financial Network, Inc.98,479$5.91M0.23%+10,38113F-HRTimeline
Blue Trust, Inc.97,370$5.85M0.07%+1,81913F-HRTimeline
NOVEM GROUP96,969$5.82M0.74%-4,26713F-HRTimeline
Golden State Wealth Management, LLC93,542$5.62M0.68%+84413F-HRTimeline
BridgePort Financial Solutions, LLC90,636$5.44M1.81%+92013F-HRTimeline
Columbus Macro, LLC90,042$5.41M0.66%new13F-HRTimeline
Kingsview Wealth Management, LLC84,828$5.09M0.09%+9,57313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC84,065$5.05M4.39%-1,62613F-HRTimelineGroup
Creative Planningin group Creative Planning82,470$4.95M<0.01%-3,98813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.81,620$4.9M0.01%new13F-HRTimelineGroup
Arrowroot Family Office, LLC81,602$4.9M2.2%13F-HRTimeline
Fulcrum Capital LLC80,942$4.86M1.03%+7,22113F-HRTimeline
Sigma Planning Corp80,201$4.82M0.14%+9,83313F-HRTimeline
Sage Advisory Services, Ltd.Co.77,455$4.65M2.53%-64,44713F-HRTimeline
D.A. DAVIDSON & CO.77,095$4.63M0.03%+57,17013F-HRTimeline
TABLEAUX LLC77,009$4.62M2.65%+2,12813F-HR/ATimeline
Destiny Wealth Partners, LLC73,403$4.41M0.59%new13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.72,756$4.37M3.32%-1,71913F-HRTimeline
Burton Enright Welch71,108$4.27M0.74%-3,87813F-HRTimeline
Gallacher Capital Management LLC70,810$4.25M1.97%+1,04213F-HRTimeline
GoalVest Advisory LLC69,900$4.2M1.04%-1,78613F-HRTimeline
Linscomb Wealth, Inc.67,262$4.04M0.19%+2,05413F-HRTimeline
Intelligence Driven Advisers, LLC66,151$3.97M0.6%-3,02413F-HRTimeline
Delos Wealth Advisors, LLC65,880$3.96M3.09%-4,86813F-HRTimeline
Western Wealth Management, LLC64,975$3.9M0.23%+1,83613F-HRTimeline
Investor's Fiduciary Advisor Network, L…64,621$3.88M1.44%+1,52613F-HRTimeline
Financial Advocates Investment Manageme…62,080$3.73M0.3%-2,77513F-HRTimeline
Kathmere Capital Management, LLC60,052$3.61M0.28%+1,96713F-HRTimeline
Orion Porfolio Solutions, LLC59,798$3.59M0.03%+29,11413F-HR/ATimeline
Fiduciary Alliance LLC59,110$3.55M0.26%+4,11913F-HRTimeline
Gibbs Wealth Management58,926$3.54M0.68%+13,08213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC57,366$3.44M0.24%+5,44013F-HRTimeline
Mutual Advisors, LLC55,545$3.4M0.09%+3,99313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/53,405$3.21M1.34%-8,12313F-HR/ATimelineGroup
Valued Retirements, Inc.51,108$3.07M3.46%+8,77713F-HRTimeline
Sequoia Financial Advisors, LLC49,818$2.99M0.02%-78113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP50,843$2.87M1.13%13F-HRTimeline
UBS Group AGin group UBS Group AG47,507$2.85M<0.01%+15,23113F-HRTimelineGroup
COMERICA BANK47,134$2.83M0.01%-1,44413F-HRTimeline
IFP Advisors, Inc46,989$2.82M0.08%+2,28113F-HRTimeline
Financial Futures Ltd Liability Co.46,744$2.81M1.5%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC45,991$2.76M0.21%+1,69413F-HRTimeline
Portside Wealth Group, LLC44,715$2.69M0.4%+2,28213F-HRTimeline
Wealthspire Advisors, LLC43,845$2.63M0.01%+3,99613F-HRTimeline
CAP Partners, LLC43,069$2.59M1.63%+2,90013F-HRTimeline
Waverly Advisors, LLC42,815$2.57M0.03%+6013F-HRTimeline
L & S Advisors Inc42,529$2.55M0.25%+4,63913F-HRTimeline
TD Capital Management LLC41,746$2.51M0.24%+5,86513F-HRTimeline
Ayalon Insurance Comp Ltd.39,764$2.39M0.69%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC39,653$2.38M0.39%+85013F-HRTimeline
Princeton Global Asset Management LLC39,149$2.35M0.43%+2,11113F-HRTimeline
Advisory Services Network, LLC38,304$2.32M0.04%+1,17213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC38,127$2.31M0.77%-12,00313F-HR/ATimeline
Beacon Pointe Advisors, LLC38,438$2.31M0.02%new13F-HRTimeline
Retirement Planning Group, LLC37,966$2.28M0.1%-32013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO37,700$2.26M0.04%-10,38613F-HRTimeline
Centerpoint Advisory Group37,672$2.26M1.96%-33413F-HRTimeline
Andina Capital Management, LLC36,899$2.22M1.55%-32413F-HRTimeline
INTRUST BANK NA35,954$2.16M0.19%-1,84313F-HRTimeline
Gladstone Institutional Advisory LLC35,642$2.14M0.09%+2,10413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…35,604$2.14M0.16%-8,27913F-HRTimelineGroup
Brueske Advisory Services, LLC33,876$2.03M1.38%+16,70613F-HRTimeline
Global Retirement Partners, LLC33,572$2.02M0.05%13F-HRTimeline
Archford Capital Strategies, LLC33,036$1.98M0.25%-1,02013F-HRTimeline
PFG Advisors32,823$1.97M0.09%+8,41913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management32,525$1.95M0.07%+3,68313F-HRTimelineGroup
Confluence Wealth Services, Inc.32,319$1.94M0.11%+13213F-HRTimeline
JT Stratford LLC31,918$1.92M0.29%-93813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …31,256$1.88M0.41%-4,65013F-HRTimelineGroup
Integrated Wealth Concepts LLC30,459$1.83M0.02%+413F-HRTimeline
Foster Group, Inc.30,202$1.81M0.06%new13F-HRTimeline
Westfuller Advisors, LLC29,036$1.74M0.99%+8713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,700$1.72M<0.01%new13F-HRTimeline
Hamilton Capital, LLC28,308$1.7M0.09%-1,203,92213F-HRTimeline
Pinion Investment Advisors, LLC28,305$1.7M0.59%-31,15313F-HRTimeline
WealthShield Partners, LLC27,633$1.66M0.2%+3,35513F-HRTimeline
Herold Advisors, Inc.27,279$1.64M0.34%+9113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,987$1.62M<0.01%-2,26713F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,244$1.58M0.11%+4,41713F-HRTimeline
Private Wealth Partners, LLC26,109$1.57M0.12%+5,00013F-HRTimeline
SVB WEALTH LLC25,784$1.55M0.08%-9,89913F-HRTimeline
AMERIFLEX GROUP, INC.25,420$1.51M0.8%+3,11813F-HRTimeline
Fortis Group Advisors, LLC24,710$1.49M0.27%new13F-HRTimeline
Wealthfront Advisers LLC24,802$1.49M<0.01%-82813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…24,656$1.48M0.53%+9213F-HRTimeline
U.S. Capital Wealth Advisors, LLC24,389$1.46M0.04%-8,73013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC24,362$1.46M1.12%-30913F-HRTimeline
Integrated Advisors Network LLC24,154$1.45M0.07%-14813F-HRTimeline