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Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

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US QUALTY FCTR (fund)

404 managers (408 13F filers) reported a position in JQUA shares at 2025-09-30, 79,255,685 shares in all. 41 filers opened a position and 28 filers sold out during the quarter.

Managers
404
13F filers
408
New
41
Added
165
Reduced
143
Sold out
28
Shares held by filers
79,255,685

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC9,209,940$579M3.52%+874,47613F-HR/ATimelineGroup
SIGNATUREFD, LLC5,387,597$339M5.35%-113,53913F-HRTimeline
LPL Financial LLC5,198,431$327M0.1%+608,97413F-HRTimeline
Sage Mountain Advisors LLC2,889,443$182M10.42%+177,72813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,667,150$168M0.01%-62,65313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,027,896$128M0.01%+702,46113F-HR/ATimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,933,178$122M4.87%-428,56613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,691,928$106M0.03%+243,54013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,688,751$106M0.07%-63,52913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,497,909$94.2M0.01%+83,78713F-HR/ATimelineGroup
MIDLAND WEALTH ADVISORS, LLC1,436,020$90.3M4.83%-590,33913F-HRTimeline
Mason & Associates Inc1,381,590$86.9M17.5%+24,97713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,320,356$83.1M0.11%-25,66313F-HRTimeline
Quadcap Wealth Management, LLC1,187,538$74.7M8.82%-184,38513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,136,476$70.5M0.1%+18,86013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,008,567$63.4M+106,955Timeline
LVZ, Inc.997,493$62.8M7.13%+325,66313F-HRTimeline
RVW Wealth, LLC903,152$56.8M4.44%+34,40513F-HRTimeline
Facet Wealth, Inc.895,424$56.3M1.17%-22,94713F-HRTimeline
Cambridge Investment Research Advisors,…876,572$55.1M0.15%+82,51913F-HRTimeline
Savvy Advisors, Inc.826,496$52M2.39%+215,91713F-HRTimeline
Federation des caisses Desjardins du Qu…766,489$48.2M0.19%+18,94813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC721,930$45.4M0.21%+57,40813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC720,681$45.3M1.71%+19,43613F-HRTimeline
TFC Financial Management, Inc.719,666$45.3M5.8%+15,62413F-HRTimeline
Intellus Advisors LLC695,154$43.7M5.98%+171,82913F-HRTimeline
One Capital Management, LLC694,562$43.7M1.39%+1,31113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…654,676$41.1M0.06%-48,21813F-HRTimeline
Vertex Planning Partners, LLC645,295$40.6M7.79%+3,98413F-HRTimeline
Warren Street Wealth Advisors, LLC640,580$40.3M12.09%new13F-HRTimeline
Cetera Investment Advisers616,056$38.8M0.05%+122,58913F-HRTimeline
Tull Financial Group, Inc.591,126$37.2M16.42%+8,72313F-HRTimeline
Beaumont Financial Advisors, LLC536,313$33.7M2.26%-22,41813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN528,475$33.2M0.01%+3,97113F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC517,321$32.5M13.44%+9,58513F-HRTimeline
Goldstone Financial Group, LLC505,366$31.8M3.76%+27,16313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500,479$31.5M0.01%-6,22713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC497,901$31.3M0.08%+102,78313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.490,413$30.9M0.36%+7,04213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.489,969$30.8M0.23%+75,82513F-HRTimelineGroup
Baker Avenue Asset Management, LP466,313$29.3M0.7%-5,00513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…439,621$27.7M0.05%+267,78213F-HRTimelineGroup
NewEdge Advisors, LLC421,755$26.5M0.12%-3,35013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC407,155$25.6M0.34%+3,53413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…401,081$25.2M1.65%+291,69313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP393,500$24.8M0.04%+157,00013F-HRTimelineGroup
HighTower Advisors, LLC385,333$24.2M0.03%+45,55613F-HRTimeline
West Wealth Group, LLC380,283$23.7M5.35%-12,15113F-HRTimeline
Breakwater Capital Group371,997$23.4M3.46%+21,03613F-HRTimeline
REDW Wealth LLC364,563$22.9M8.67%-31,08413F-HRTimeline
Roof Eidam Maycock Peralta, LLC357,480$22.5M5.47%-7,96413F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…353,785$22.3M7.31%-14,01713F-HRTimeline
Strategent Financial, LLC349,277$22M15.72%+8,79313F-HRTimeline
Octavia Wealth Advisors, LLC335,664$21.1M2.1%+11,06613F-HRTimeline
Sanchez Wealth Management Group323,160$20.3M4.51%+11,62213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…317,879$20M0.04%+218,52313F-HRTimelineGroup
Keystone Financial Group305,643$19.2M1.47%-18,68513F-HR/ATimeline
Geneos Wealth Management Inc.269,698$17M0.43%+18,99713F-HRTimeline
Private Advisor Group, LLC264,632$16.6M0.08%-9,04713F-HRTimeline
D'Orazio & Associates, Inc.257,028$16.2M2.14%-8,36013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP254,064$15.9M0.01%+48,48513F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC248,600$15.6M4.15%+11,87913F-HRTimeline
Modern Wealth Management, LLC232,448$14.6M0.29%+2,75813F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC232,175$14.6M2.47%+62,82813F-HRTimeline
Allworth Financial LP226,627$14.3M0.06%-2,93913F-HRTimeline
VALICENTI ADVISORY SERVICES INC217,151$13.7M2.93%-28,65813F-HRTimeline
Janney Montgomery Scott LLC212,115$13.3M0.03%-77413F-HRTimeline
Per Stirling Capital Management, LLC.211,118$13.3M1.59%+2,84913F-HRTimeline
Alpha Zero LLC210,412$13.2M7.67%+15,40713F-HRTimeline
Sanctuary Advisors, LLC208,545$13.1M0.08%+33213F-HR/ATimeline
Beacon Pointe Advisors, LLC205,662$12.9M0.11%+167,22413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC204,577$12.9M0.1%-11,20913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC195,541$12.3M0.3%+45,26513F-HRTimeline
PETRA FINANCIAL ADVISORS INC191,529$12M7.02%+12,61513F-HRTimeline
Able Wealth Management LLC190,240$12M4.5%+64,06313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP189,391$11.9M0.01%-35,55913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP182,844$11.5M0.02%-1,43113F-HRTimelineGroup
Dynamic Advisor Solutions LLC182,298$11.5M0.33%-4,18813F-HRTimeline
Prism Advisors, Inc.176,704$11.1M3%-5,43313F-HRTimeline
Integrated Wealth Concepts LLC171,442$10.8M0.1%+140,98313F-HRTimeline
Base Wealth Management LLC168,993$10.6M6.06%+49,53713F-HRTimeline
Ledyard National Bank167,586$10.5M0.94%+2,28613F-HRTimeline
Waterway Wealth Management, LLC166,840$10.5M2.5%new13F-HRTimeline
TSFG, LLC160,820$10.1M1.61%+6,32613F-HRTimeline
Perigon Wealth Management, LLC160,793$10.1M0.21%-8,19313F-HRTimeline
Mariner, LLCin group Mariner, LLC158,370$9.96M0.01%-9,02813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.156,763$9.86M0.19%+8,33713F-HRTimeline
Cobblestone Asset Management LLC152,986$9.62M4.4%-36,25313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp151,383$9.52M<0.01%-8,58313F-HRTimelineGroup
Merit Financial Group, LLC151,125$9.51M0.09%-6,61913F-HR/ATimeline
Cornerstone Wealth Management, LLC149,075$9.38M0.52%+5,52513F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC143,751$9.04M4.27%+3,49513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC136,308$8.58M0.57%-10,72413F-HRTimeline
ENZI WEALTH138,614$8.57M3.01%+45313F-HRTimeline
Clarus Wealth Advisors135,829$8.57M3.79%-2,43313F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP135,305$8.51M0.23%new13F-HRTimeline
Edge Financial Advisors LLC133,714$8.41M3.77%+10,46213F-HRTimeline
Members Advisory Group LLC129,763$8.16M2.89%-1,93613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC129,576$8.15M0.09%+76613F-HRTimelineGroup
MBA Advisors LLC129,290$8.13M3.47%-2,51613F-HRTimeline
Weil Company, Inc.125,915$7.92M1.91%+4,74713F-HRTimeline
Redhawk Wealth Advisors, Inc.123,209$7.75M0.9%-20,13513F-HRTimeline
Running Point Capital Advisors, LLC121,686$7.66M2.05%+6,98013F-HRTimeline
Onyx Bridge Wealth Group LLC120,292$7.57M0.82%+66013F-HRTimeline
EHRLICH FINANCIAL GROUP118,990$7.49M4.44%+2,48013F-HRTimeline
Pallas Capital Advisors LLC118,663$7.47M0.27%+2,31013F-HRTimeline
BridgePort Financial Solutions, LLC117,813$7.41M1.99%+27,17713F-HRTimeline
Tandem Financial, LLC116,943$7.36M2.74%new13F-HRTimeline
MorganRosel Wealth Management, LLC114,031$7.17M1.86%+2,84213F-HRTimeline
Collaborative Wealth Managment Inc.113,921$7.17M2.9%+5,26413F-HRTimeline
TABLEAUX LLC112,076$7.05M2.82%+35,06713F-HRTimeline
FDx Advisors, Inc.106,286$6.67M2%-7,06913F-HRTimeline
D.A. DAVIDSON & CO.104,635$6.58M0.04%+27,54013F-HRTimeline
Focus Financial Network, Inc.101,075$6.36M0.23%+2,59613F-HRTimeline
Blue Trust, Inc.96,425$6.07M0.07%-94513F-HRTimeline
NOVEM GROUP93,753$5.9M0.7%-3,21613F-HRTimeline
Golden State Wealth Management, LLC91,416$5.75M0.63%-2,12613F-HRTimeline
Arrowroot Family Office, LLC87,381$5.5M2.19%+5,77913F-HRTimeline
Columbus Macro, LLC86,807$5.46M0.62%-3,23513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.85,173$5.36M0.01%+3,55313F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC82,746$5.21M4.27%-1,31913F-HRTimelineGroup
Creative Planningin group Creative Planning80,647$5.07M<0.01%-1,82313F-HRTimelineGroup
Fulcrum Capital LLC74,445$4.68M0.96%-6,49713F-HRTimeline
Linscomb Wealth, Inc.73,549$4.63M0.2%+6,28713F-HRTimeline
Sage Advisory Services, Ltd.Co.73,102$4.6M2.41%-4,35313F-HRTimeline
Delos Wealth Advisors, LLC71,948$4.53M3.05%+6,06813F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.71,140$4.48M3.12%-1,61613F-HRTimeline
GoalVest Advisory LLC70,964$4.46M0.95%+1,06413F-HRTimeline
Gallacher Capital Management LLC70,671$4.45M1.76%-13913F-HRTimeline
Burton Enright Welch70,495$4.43M0.67%-61313F-HRTimeline
Kingsview Wealth Management, LLC69,792$4.39M0.07%-15,03613F-HRTimeline
Destiny Wealth Partners, LLC68,579$4.31M0.53%-4,82413F-HRTimeline
Keystone Global Partners, LLC68,442$4.31M2.19%-49,27113F-HRTimeline
Summit Financial, LLC67,774$4.26M0.07%new13F-HRTimeline
Wealth Advisors of Iowa, LLC66,568$4.19M1.43%-186,76613F-HRTimeline
Sigma Planning Corp66,546$4.19M0.12%-13,65513F-HRTimeline
Western Wealth Management, LLC64,639$4.07M0.22%-33613F-HRTimeline
Investor's Fiduciary Advisor Network, L…63,143$3.97M1.35%-1,47813F-HRTimeline
Maridea Wealth Management LLC62,004$3.89M0.61%new13F-HRTimeline
Peck Wealth Management, LLC61,701$3.88M3.71%13F-HRTimeline
Intelligence Driven Advisers, LLC60,587$3.81M0.53%-5,56413F-HRTimeline
Kathmere Capital Management, LLC59,251$3.73M0.26%-80113F-HRTimeline
Mutual Advisors, LLC57,589$3.63M0.08%+2,04413F-HRTimeline
Plan Group Financial, LLC56,248$3.54M0.95%new13F-HRTimeline
Fiduciary Alliance LLC56,242$3.54M0.24%-2,86813F-HRTimeline
Financial Futures Ltd Liability Co.55,416$3.49M1.69%+8,67213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/55,108$3.47M1.36%+1,70313F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC53,144$3.34M1.23%-48,76813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding52,545$3.3M+32,040Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC51,008$3.21M0.2%-6,35813F-HRTimeline
TD Capital Management LLC50,641$3.19M0.29%+8,89513F-HRTimeline
COMERICA BANK49,833$3.13M0.01%+2,69913F-HRTimeline
Sequoia Financial Advisors, LLC49,107$3.09M0.02%-71113F-HRTimeline
Valued Retirements, Inc.51,108$3.07M3.46%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC47,984$3.02M0.21%+1,99313F-HRTimeline
IFP Advisors, Inc47,258$2.97M0.08%+26913F-HR/ATimeline
L & S Advisors Inc44,665$2.81M0.27%+2,13613F-HRTimeline
UBS Group AGin group UBS Group AG44,456$2.8M<0.01%-3,05113F-HRTimelineGroup
Wealthspire Advisors, LLC42,930$2.7M0.01%-91513F-HRTimeline
CAP Partners, LLC42,429$2.67M1.51%-64013F-HRTimeline
Portside Wealth Group, LLC42,005$2.64M0.37%-2,71013F-HRTimeline
VALLEY NATIONAL ADVISERS INC40,093$2.52M0.39%+44013F-HRTimeline
Ayalon Insurance Comp Ltd.39,764$2.5M0.63%013F-HRTimeline
Andina Capital Management, LLC39,638$2.49M1.41%+2,73913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,561$2.49M<0.01%new13F-HRTimelineGroup
Gibbs Wealth Management39,346$2.48M0.56%-19,58013F-HRTimeline
Princeton Global Asset Management LLC38,466$2.42M0.4%-68313F-HRTimeline
Retirement Planning Group, LLC37,850$2.38M0.08%-11613F-HRTimeline
JT Stratford LLC37,226$2.34M0.31%+5,30813F-HRTimeline
Centerpoint Advisory Group37,213$2.34M1.82%-45913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding36,412$2.29M-314,810Timeline
Advisory Services Network, LLC36,285$2.28M0.03%-2,01913F-HRTimeline
Gladstone Institutional Advisory LLC36,041$2.27M0.09%+39913F-HRTimeline
PFG Advisors35,254$2.22M0.09%+2,43113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO35,162$2.21M0.05%-2,53813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management34,571$2.17M0.07%+2,04613F-HRTimelineGroup
INTRUST BANK NA33,915$2.13M0.18%-2,03913F-HRTimeline
Confluence Wealth Services, Inc.31,835$2M0.1%-48413F-HRTimeline
Global Retirement Partners, LLC31,796$2M0.04%-1,77613F-HRTimeline
Brueske Advisory Services, LLC31,071$1.95M1.07%-2,80513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…30,646$1.93M0.13%-4,95813F-HRTimelineGroup
Foster Group, Inc.30,273$1.9M0.06%+7113F-HRTimeline
Main Street Financial Solutions, LLC30,207$1.9M0.12%+12,53013F-HRTimeline
Foundations Investment Advisors, LLC30,101$1.89M0.03%+6,74413F-HRTimeline
Pinion Investment Advisors, LLC29,225$1.85M0.5%+92013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…28,210$1.77M0.55%+3,55413F-HRTimeline
WealthShield Partners, LLC27,944$1.76M0.2%+31113F-HRTimeline
FMR LLCin group FMR LLC27,744$1.75M<0.01%+3,70813F-HRTimelineGroup
Arkadios Wealth Advisors26,842$1.69M0.04%+16,68913F-HRTimeline
Y-Intercept (Hong Kong) Ltd26,651$1.68M0.04%+22,51213F-HRTimeline
Private Wealth Partners, LLC26,409$1.66M0.12%+30013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS26,400$1.66M<0.01%new13F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …26,337$1.66M0.28%-4,91913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,184$1.65M0.1%-6013F-HRTimeline
Westfuller Advisors, LLC25,919$1.63M0.74%-3,11713F-HRTimeline
Integrated Advisors Network LLC25,451$1.6M0.07%+1,29713F-HRTimeline
Acorn Wealth Advisors, LLC25,388$1.6M0.5%new13F-HRTimeline
Composition Wealth, LLC25,294$1.59M0.02%+8,72113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,770$1.56M<0.01%-2,21713F-HRTimelineGroup
Archford Capital Strategies, LLC23,942$1.51M0.18%-9,09413F-HRTimeline