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Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

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US QUALTY FCTR (fund)

449 managers (453 13F filers) reported a position in JQUA shares at 2025-12-31, 83,300,624 shares in all. 43 filers opened a position and 30 filers sold out during the quarter.

Managers
449
13F filers
453
New
43
Added
170
Reduced
155
Sold out
30
Shares held by filers
83,300,624

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC10,256,962$648M3.69%+1,047,02213F-HRTimelineGroup
SIGNATUREFD, LLC5,453,982$345M5.26%+66,38513F-HRTimeline
LPL Financial LLC4,681,419$296M0.08%-517,01213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,960,267$187M0.01%+293,11713F-HR/ATimelineGroup
Sage Mountain Advisors LLC2,939,552$186M9.85%+50,10913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,933,324$122M0.01%-94,57213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,900,223$120M4.66%-32,95513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,561,116$98.6M0.03%-130,81213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,485,904$93.9M0.01%-12,00513F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC1,430,636$90.4M4.7%-5,38413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,381,301$87.3M+1,328,756Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,374,642$86.8M0.05%-314,10913F-HR/ATimelineGroup
Savvy Advisors, Inc.1,358,559$85.8M2.77%+532,06313F-HRTimeline
Quadcap Wealth Management, LLC1,210,372$76.5M8.76%+22,83413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,202,008$75.9M+193,441Timeline
COMMONWEALTH EQUITY SERVICES, LLC1,138,999$72M0.1%-181,35713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,012,011$63.9M0.09%-124,46513F-HRTimelineGroup
LVZ, Inc.1,001,489$63.3M7.07%+3,99613F-HR/ATimeline
RVW Wealth, LLC903,997$57.1M4.36%+84513F-HRTimeline
Cambridge Investment Research Advisors,…887,986$56.1M0.15%+11,41413F-HRTimeline
Hughes Financial Services, LLC876,395$55.4M8.7%+870,82913F-HRTimeline
Facet Wealth, Inc.849,026$54.9M0.97%-46,39813F-HRTimeline
Federation des caisses Desjardins du Qu…785,709$49.6M0.19%+19,22013F-HRTimeline
UMB Bank, n.a.750,679$47.4M0.63%+735,14313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC749,525$47.4M0.2%+27,59513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC742,675$46.9M1.71%+21,99413F-HRTimeline
TFC Financial Management, Inc.731,319$46.2M5.79%+11,65313F-HRTimeline
Cetera Investment Advisers728,607$46M0.05%+112,55113F-HRTimeline
Intellus Advisors LLC719,086$45.4M6.03%+23,93213F-HRTimeline
One Capital Management, LLC666,136$42.1M1.27%-28,42613F-HRTimeline
Warren Street Wealth Advisors, LLC653,798$41.3M11.87%+13,21813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…634,385$40.8M0.06%-20,29113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP607,400$38.4M0.06%+213,90013F-HRTimelineGroup
Vertex Planning Partners, LLC603,268$38.1M8.86%-42,02713F-HRTimeline
Tull Financial Group, Inc.590,957$37.3M15.99%-16913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN584,828$36.9M0.01%+56,35313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC558,822$35.3M0.09%+60,92113F-HRTimeline
Beaumont Financial Advisors, LLC533,232$33.7M2.22%-3,08113F-HRTimeline
Spectrum Wealth Advisory Group, LLC529,822$33.5M12.3%+12,50113F-HRTimeline
Goldstone Financial Group, LLC528,436$33.4M3.72%+23,07013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA517,929$32.7M0.01%+17,45013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.515,306$32.6M0.22%+25,33713F-HRTimelineGroup
NewEdge Advisors, LLC471,404$29.8M0.11%+49,64913F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.470,620$29.7M20.35%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC436,961$27.6M0.36%+29,80613F-HRTimeline
Baker Avenue Asset Management, LP435,995$27.5M0.64%-30,31813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…430,574$27.2M0.05%-9,04713F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.430,511$27.2M0.31%-59,90213F-HRTimelineGroup
Breakwater Capital Group414,268$26.2M3.65%+42,27113F-HRTimeline
West Wealth Group, LLC398,430$25.2M5.22%+18,14713F-HRTimeline
HighTower Advisors, LLC379,644$24M0.03%-5,68913F-HRTimeline
Strategent Financial, LLC367,609$23.2M14.7%+18,33213F-HRTimeline
Sanchez Wealth Management Group357,664$22.6M4.83%+34,50413F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…355,381$22.5M7.1%+1,59613F-HRTimeline
Roof Eidam Maycock Peralta, LLC354,104$22.4M5.07%-3,37613F-HRTimeline
Octavia Wealth Advisors, LLC350,006$22.1M2.11%+14,34213F-HRTimeline
REDW Wealth LLC339,797$21.5M8.18%-24,76613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…318,139$20.2M0.04%+26013F-HRTimelineGroup
Dynamic Advisor Solutions LLC313,401$19.8M0.64%+131,10313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP291,997$18.4M0.01%+37,93313F-HRTimelineGroup
Geneos Wealth Management Inc.282,483$17.8M0.44%+12,78513F-HRTimeline
KELLY FINANCIAL GROUP LLC260,373$16.5M4.18%+11,77313F-HRTimeline
D'Orazio & Associates, Inc.258,724$16.3M2.09%+1,69613F-HRTimeline
Modern Wealth Management, LLC234,452$14.8M0.27%+2,00413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC231,140$14.6M2.35%-1,03513F-HRTimeline
VALICENTI ADVISORY SERVICES INC227,203$14.4M3%+10,05213F-HRTimeline
Able Wealth Management LLC226,731$14.3M4.53%+36,49113F-HRTimeline
Allworth Financial LP225,998$14.3M0.06%-62913F-HRTimeline
Janney Montgomery Scott LLC222,746$14.1M0.03%+10,63113F-HRTimeline
Beacon Pointe Advisors, LLC218,880$13.8M0.1%+13,21813F-HRTimeline
Sanctuary Advisors, LLC212,587$13.4M0.07%+4,04213F-HRTimeline
Per Stirling Capital Management, LLC.212,156$13.4M1.5%+1,03813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC201,808$12.8M0.11%-2,76913F-HRTimelineGroup
True North Advisors, LLC196,616$12.4M1.61%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…189,563$12M0.45%-211,51813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP189,196$12M0.01%-19513F-HRTimelineGroup
Keystone Financial Group187,038$11.8M0.87%-118,60513F-HRTimeline
PETRA FINANCIAL ADVISORS INC185,484$11.7M6.88%-6,04513F-HRTimeline
Waterway Wealth Management, LLC207,272$11.2M2.54%+40,43213F-HRTimeline
Prism Advisors, Inc.173,047$10.9M2.91%-3,65713F-HRTimeline
Cornerstone Wealth Management, LLC171,419$10.8M0.56%+22,34413F-HRTimeline
Ledyard National Bank170,439$10.8M0.93%+2,85313F-HRTimeline
Alpha Zero LLC169,013$10.7M5.83%-41,39913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC165,619$10.5M0.23%-29,92213F-HRTimeline
Saratoga Research & Investment Manageme…162,442$10.3M0.54%+158,95013F-HRTimeline
J.W. COLE ADVISORS, INC.166,905$10.2M0.25%+10,14213F-HRTimeline
Private Advisor Group, LLC155,736$9.84M0.05%-108,89613F-HRTimeline
Perigon Wealth Management, LLC154,824$9.78M0.18%-5,96913F-HRTimeline
Mariner, LLCin group Mariner, LLC153,231$9.68M0.01%-5,13913F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC151,110$9.55M4.34%+7,35913F-HRTimeline
Weil Company, Inc.149,409$9.44M2.17%+23,49413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp146,605$9.26M<0.01%-4,77813F-HRTimelineGroup
N.E.W. Advisory Services LLC144,817$9.15M0.68%+123,77713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC143,860$9.09M0.57%+7,55213F-HRTimeline
Merit Financial Group, LLC143,078$9.04M0.07%-8,04713F-HRTimeline
Edge Financial Advisors LLC143,068$9.04M3.8%+9,35413F-HRTimeline
EP Wealth Advisors, LLC142,227$8.99M0.05%13F-HRTimeline
Running Point Capital Advisors, LLC141,003$8.91M2.43%+19,31713F-HRTimeline
Clarus Wealth Advisors135,472$8.71M3.61%-35713F-HRTimeline
Redhawk Wealth Advisors, Inc.134,879$8.52M0.96%+11,67013F-HRTimeline
MBA Advisors LLC133,284$8.42M3.39%+3,99413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC130,550$8.25M0.09%+97413F-HRTimelineGroup
LAWOOD & CO124,650$7.88M7.46%13F-HRTimeline
Onyx Bridge Wealth Group LLC121,830$7.7M0.82%+1,53813F-HRTimeline
MorganRosel Wealth Management, LLC120,894$7.64M1.91%+6,86313F-HRTimeline
Navalign, LLC120,844$7.63M1.87%new13F-HRTimeline
Collaborative Wealth Managment Inc.120,768$7.63M2.69%+6,84713F-HRTimeline
Pallas Capital Advisors LLC120,087$7.59M0.25%+1,42413F-HRTimeline
D.A. DAVIDSON & CO.118,850$7.51M0.05%+14,21513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP117,359$7.41M0.01%-65,48513F-HRTimelineGroup
Tenzing Financial LLC113,289$7.16M5.81%13F-HRTimeline
Focus Financial Network, Inc.109,866$6.94M0.24%+8,79113F-HRTimeline
Procyon Advisors, LLC107,054$6.76M0.34%new13F-HRTimeline
Contango Wealth Management LLC96,020$6.07M6.78%13F-HRTimeline
Golden State Wealth Management, LLC94,018$5.94M0.63%+2,60213F-HRTimeline
Arrowroot Family Office, LLC91,535$5.78M2.1%+4,15413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.90,914$5.74M0.01%+5,74113F-HRTimelineGroup
Blue Trust, Inc.87,253$5.51M0.06%-9,17213F-HRTimeline
Columbus Macro, LLC86,287$5.45M0.6%-52013F-HRTimeline
BridgePort Financial Solutions, LLC85,520$5.4M1.45%-32,29313F-HRTimeline
Plan Group Financial, LLC84,997$5.37M1.39%+28,74913F-HRTimeline
Maridea Wealth Management LLC82,649$5.22M0.79%+20,64513F-HRTimeline
Cobblestone Asset Management LLC80,813$5.11M2.29%-72,17313F-HRTimeline
HighPoint Advisor Group LLC80,601$5.09M0.11%new13F-HRTimeline
Creative Planningin group Creative Planning80,155$5.06M<0.01%-49213F-HRTimelineGroup
TSFG, LLC78,576$4.96M0.74%-82,24413F-HRTimeline
NOVEM GROUP78,302$4.95M0.57%-15,45113F-HRTimeline
Linscomb Wealth, Inc.75,750$4.79M0.2%+2,20113F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC75,321$4.76M3.93%-7,42513F-HRTimelineGroup
Fulcrum Capital LLC74,876$4.73M0.95%+43113F-HRTimeline
Delos Wealth Advisors, LLC72,900$4.61M3.04%+95213F-HRTimeline
Sage Advisory Services, Ltd.Co.72,733$4.59M2.5%-36913F-HRTimeline
Madrid Wealth Management, LLC71,449$4.51M3.66%13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.71,266$4.5M2.99%+12613F-HRTimeline
Destiny Wealth Partners, LLC69,370$4.48M0.51%+79113F-HRTimeline
Burton Enright Welch70,243$4.44M0.62%-25213F-HRTimeline
Mutual Advisors, LLC69,917$4.42M0.09%+12,32813F-HRTimeline
Gallacher Capital Management LLC69,426$4.39M1.7%-1,24513F-HRTimeline
Sigma Planning Corp69,171$4.37M0.12%+2,62513F-HRTimeline
Financial Futures Ltd Liability Co.67,489$4.26M1.98%+12,07313F-HRTimeline
Western Wealth Management, LLC67,277$4.25M0.2%+2,63813F-HRTimeline
Summit Financial, LLC66,624$4.21M0.06%-1,15013F-HRTimeline
Wealth Advisors of Iowa, LLC65,337$4.13M1.36%-1,23113F-HRTimeline
Peck Wealth Management, LLC61,611$3.89M3.68%-9013F-HRTimeline
Investor's Fiduciary Advisor Network, L…61,494$3.88M0.83%-1,64913F-HRTimeline
Valued Retirements, Inc.59,508$3.76M3.68%+8,40013F-HRTimeline
TABLEAUX LLC58,202$3.75M2.66%-53,87413F-HR/ATimeline
Kathmere Capital Management, LLC59,000$3.73M0.25%-25113F-HRTimeline
TD Capital Management LLC56,723$3.58M0.32%+6,08213F-HRTimeline
Ballast Financial Advisors LLC56,283$3.56M3.66%13F-HRTimeline
GoalVest Advisory LLC54,810$3.46M0.66%-16,15413F-HRTimeline
Fiduciary Alliance LLC54,523$3.44M0.23%-1,71913F-HRTimeline
Intelligence Driven Advisers, LLC54,509$3.44M0.49%-6,07813F-HRTimeline
EHRLICH FINANCIAL GROUP52,846$3.34M1.9%-66,14413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC52,488$3.32M0.2%+4,50413F-HRTimeline
Portside Wealth Group, LLC52,138$3.29M0.45%+10,13313F-HRTimeline
Arsenal Capital Advisors LLC51,546$3.26M2.3%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/50,736$3.21M1.27%-4,37213F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC49,632$3.14M1.18%-3,51213F-HRTimeline
COMERICA BANK49,510$3.13M0.01%-32313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED48,711$3.1M0.21%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD48,317$3.05M0.45%13F-HRTimeline
Kingsview Wealth Management, LLC48,069$3.04M0.04%-21,72313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC47,621$3.01M0.18%-3,38713F-HRTimeline
Sequoia Financial Advisors, LLC47,175$2.98M0.02%-1,93213F-HRTimeline
SHP Wealth Management45,732$2.89M0.22%13F-HRTimeline
L & S Advisors Inc45,505$2.87M0.27%+84013F-HRTimeline
IFP Advisors, Inc45,204$2.86M0.06%-2,05413F-HRTimeline
J. R. Prunier Capital Management LLC44,920$2.84M1.18%13F-HRTimeline
CAP Partners, LLC44,139$2.79M1.58%+1,71013F-HRTimeline
Gibbs Wealth Management43,139$2.78M0.67%+3,79313F-HRTimeline
PFG Advisors42,858$2.71M0.13%+7,60413F-HRTimeline
Gladstone Institutional Advisory LLC42,500$2.69M0.1%+6,45913F-HRTimeline
VALLEY NATIONAL ADVISERS INC42,114$2.66M0.37%+2,02113F-HRTimeline
UBS Group AGin group UBS Group AG41,301$2.61M<0.01%-3,15513F-HRTimelineGroup
Andina Capital Management, LLC40,979$2.59M1.57%+1,34113F-HRTimeline
Foundations Investment Advisors, LLC39,877$2.52M0.03%+9,77613F-HRTimeline
Wealthspire Advisors, LLC39,809$2.52M0.02%-3,12113F-HRTimeline
Ayalon Insurance Comp Ltd.39,764$2.51M0.61%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,572$2.5M<0.01%+28,16413F-HRTimelineGroup
Princeton Global Asset Management LLC38,864$2.46M0.4%+39813F-HRTimeline
JT Stratford LLC38,504$2.43M0.31%+1,27813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …37,358$2.4M0.08%+22,80213F-HRTimelineGroup
Advisory Services Network, LLC37,703$2.38M0.03%+1,41813F-HRTimeline
Retirement Planning Group, LLC37,214$2.35M0.08%-63613F-HRTimeline
Ballast Rock Private Wealth LLC37,021$2.34M1.46%13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd36,730$2.32M0.06%+15,90813F-HRTimelineGroup
Centerpoint Advisory Group35,539$2.25M1.73%-1,67413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding35,464$2.24M-948Timeline
Spire Wealth Managementin group Spire Wealth Management35,225$2.23M0.07%+65413F-HRTimelineGroup
Global Retirement Partners, LLC35,115$2.22M0.04%+3,31913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO34,921$2.21M0.05%-24113F-HRTimeline
MATTERS CAPITAL LLC34,592$2.19M1.79%13F-HRTimeline
ENZI WEALTH32,919$2.12M0.75%-105,69513F-HRTimeline
INTRUST BANK NA33,326$2.11M0.17%-58913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…32,081$2.03M0.13%+1,43513F-HRTimelineGroup
Confluence Wealth Services, Inc.31,869$2.01M0.08%+3413F-HRTimeline
Foster Group, Inc.30,347$1.92M0.06%+7413F-HRTimeline
FMR LLCin group FMR LLC28,673$1.81M<0.01%+92913F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…28,653$1.81M0.53%+44313F-HRTimeline