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Disclosery

JQUA J P MORGAN EXCHANGE TRADED F

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US QUALTY FCTR (fund)

454 managers (460 13F filers) reported a position in JQUA shares at 2026-03-31, 75,945,910 shares in all. 37 filers opened a position and 32 filers sold out during the quarter.

Managers
454
13F filers
460
New
37
Added
175
Reduced
173
Sold out
32
Shares held by filers
75,945,910

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC11,416,986$700M3.38%+1,160,02413F-HRTimelineGroup
LPL Financial LLC4,032,959$247M0.07%-648,46013F-HRTimeline
Sage Mountain Advisors LLC2,967,077$182M12.73%+27,52513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,060,332$126M+679,031Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,915,635$117M4.65%+15,41213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,854,150$114M0.01%-1,106,11713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,637,249$100M0.03%+76,13313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,607,772$96.3M0.01%-325,55213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,385,680$85M0.01%-100,22413F-HRTimelineGroup
Savvy Advisors, Inc.1,323,874$81.2M2.18%-34,68513F-HRTimeline
Facet Wealth, Inc.1,267,774$77.7M1.35%+418,74813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,262,382$77.4M0.05%-112,26013F-HRTimelineGroup
Quadcap Wealth Management, LLC1,245,124$76.4M8.7%+34,75213F-HRTimeline
Cetera Investment Advisers1,032,474$63.3M0.07%+303,86713F-HRTimeline
LVZ, Inc.1,017,280$62.4M7.12%+15,79113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC987,265$60.5M3.12%-443,37113F-HRTimeline
Hughes Financial Services, LLC953,690$58.5M8.99%+77,29513F-HRTimeline
Avidian Wealth Enterprises, LLC950,226$58.3M1.85%+207,55113F-HRTimeline
RVW Wealth, LLC918,104$56.3M4.39%+14,10713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding900,584$55.2M-301,424Timeline
Cambridge Investment Research Advisors,…892,652$54.7M0.14%+4,66613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.871,224$53.4M0.08%-140,78713F-HRTimelineGroup
UMB Bank, n.a.865,784$53.1M0.74%+115,10513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Federation des caisses Desjardins du Qu…785,483$48.2M0.17%-22613F-HRTimeline
TFC Financial Management, Inc.745,616$45.7M5.63%+14,29713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC743,042$45.6M0.06%-395,95713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC718,149$44M0.17%-31,37613F-HRTimelineGroup
Warren Street Wealth Advisors, LLC679,158$41.6M10.65%+25,36013F-HRTimeline
Vertex Planning Partners, LLC621,176$38.1M7.4%+17,90813F-HRTimeline
Goldstone Financial Group, LLC580,418$35.6M3.86%+51,98213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.559,839$35.4M0.23%+44,53313F-HRTimelineGroup
Intellus Advisors LLC576,692$35.4M4.83%-142,39413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…530,591$32.8M0.07%-103,79413F-HRTimeline
Spectrum Wealth Advisory Group, LLC534,396$32.8M12.18%+4,57413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC479,264$31.9M0.41%+42,30313F-HRTimeline
SIGNATUREFD, LLC510,884$31.3M0.48%-4,943,09813F-HRTimeline
One Capital Management, LLC491,596$30.1M0.83%-174,54013F-HRTimeline
HARBOUR INVESTMENTS, INC.469,267$28.8M0.44%+467,19413F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.442,836$27.2M18.96%-27,78413F-HRTimeline
NewEdge Advisors, LLC442,773$27.2M0.1%-28,63113F-HR/ATimeline
Breakwater Capital Group439,064$26.9M3.61%+24,79613F-HRTimeline
Baker Avenue Asset Management, LP438,390$26.9M0.61%+2,39513F-HRTimeline
HighTower Advisors, LLC384,169$23.6M0.03%+4,52513F-HRTimeline
Strategent Financial, LLC379,444$23.3M15.8%+11,83513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN366,692$22.5M<0.01%-218,13613F-HR/ATimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…364,507$22.4M6.57%+9,12613F-HRTimeline
Sanchez Wealth Management Group364,036$22.3M4.83%+6,37213F-HRTimeline
Roof Eidam Maycock Peralta, LLC360,859$22.1M5.08%+6,75513F-HRTimeline
Tull Financial Group, Inc.336,446$20.6M9.21%-254,51113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP343,535$20.6M0.01%+51,53813F-HRTimelineGroup
Dynamic Advisor Solutions LLC323,966$19.9M0.63%+10,56513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…317,882$19.5M0.03%-112,69213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.309,252$19M0.22%-121,25913F-HRTimelineGroup
Geneos Wealth Management Inc.305,486$18.7M0.43%+23,00313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA304,568$18.7M<0.01%-213,36113F-HRTimelineGroup
REDW Wealth LLC292,091$17.9M7.14%-47,70613F-HRTimeline
VALICENTI ADVISORY SERVICES INC288,971$17.7M3.86%+61,76813F-HRTimeline
Waterway Wealth Management, LLC317,431$17.7M3.91%+110,15913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC285,193$17.5M0.02%+278,37813F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC270,353$16.6M4.17%+9,98013F-HRTimeline
D'Orazio & Associates, Inc.248,204$15.2M1.97%-10,52013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC245,908$15.1M2.03%+14,76813F-HRTimeline
MML INVESTORS SERVICES, LLC239,643$14.7M0.04%-319,17913F-HRTimeline
Modern Wealth Management, LLC237,872$14.6M0.25%+3,42013F-HRTimeline
Able Wealth Management LLC227,384$13.9M3.73%+65313F-HRTimeline
Janney Montgomery Scott LLC227,289$13.9M0.03%+4,54313F-HRTimeline
Allworth Financial LP225,732$13.8M0.06%-26613F-HRTimeline
EP Wealth Advisors, LLC223,725$13.7M0.07%+81,49813F-HRTimeline
Beacon Pointe Advisors, LLC222,980$13.7M0.07%+4,10013F-HRTimeline
Per Stirling Capital Management, LLC.210,850$12.9M1.43%-1,30613F-HRTimeline
Cornerstone Wealth Management, LLC208,127$12.8M0.64%+36,70813F-HRTimeline
Marks Group Wealth Management, Inc207,754$12.7M1.23%+196,87113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC205,208$12.6M0.1%+3,40013F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC197,028$12.1M7.48%+11,54413F-HRTimeline
Keystone Financial Group196,293$12M0.82%+9,25513F-HRTimeline
Sanctuary Advisors, LLC194,304$11.9M0.06%-18,28313F-HRTimeline
West Wealth Group, LLC190,199$11.7M2.3%-208,23113F-HRTimeline
Weil Company, Inc.189,911$11.6M2.61%+40,50213F-HRTimeline
Prism Advisors, Inc.187,568$11.5M3.07%+14,52113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP186,427$11.4M0.01%-2,76913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…184,053$11.3M0.02%-134,08613F-HRTimelineGroup
Alpha Zero LLC178,603$11M5.54%+9,59013F-HRTimeline
Ledyard National Bank174,140$10.7M0.93%+3,70113F-HRTimeline
Integrated Wealth Concepts LLC172,899$10.6M0.08%+148,40513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC170,851$10.5M0.24%+5,23213F-HR/ATimeline
J.W. COLE ADVISORS, INC.169,793$10.4M0.35%+2,88813F-HRTimeline
Plan Group Financial, LLC167,437$10.3M2.41%+82,44013F-HRTimeline
True North Advisors, LLC167,127$10.2M1.17%-29,48913F-HRTimeline
Mariner, LLCin group Mariner, LLC164,024$10.1M0.01%+10,79313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…159,817$9.8M0.38%-29,74613F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC156,626$9.6M0.59%+12,76613F-HRTimeline
Perigon Wealth Management, LLC156,302$9.58M0.17%+1,47813F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC154,992$9.5M4.28%+3,88213F-HRTimeline
Private Advisor Group, LLC150,180$9.21M0.04%-5,55613F-HRTimeline
Betterment LLC149,776$9.18M0.02%+140,06713F-HRTimeline
Clarus Wealth Advisors134,903$8.37M3.57%-56913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC136,379$8.36M0.08%+5,82913F-HRTimelineGroup
MBA Advisors LLC135,353$8.3M3.19%+2,06913F-HRTimeline
Navalign, LLC130,438$8M2.02%+9,59413F-HRTimeline
Tenzing Financial LLC123,993$7.91M5.93%+10,70413F-HRTimeline
Merit Financial Group, LLC128,637$7.89M0.06%-14,44113F-HRTimeline
Tandem Financial, LLC128,105$7.86M2.66%new13F-HRTimeline
Cornerstone Wealth, LLC/TN118,802$7.78M4.38%13F-HRTimeline
Onyx Bridge Wealth Group LLC123,343$7.56M0.81%+1,51313F-HRTimeline
Farther Finance Advisors, LLC122,103$7.52M0.07%+110,15713F-HRTimeline
D.A. DAVIDSON & CO.121,297$7.44M0.05%+2,44713F-HRTimeline
LAWOOD & CO120,533$7.39M6.86%-4,11713F-HRTimeline
Redhawk Wealth Advisors, Inc.119,278$7.31M0.81%-15,60113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP113,823$6.98M0.01%-3,53613F-HRTimelineGroup
Madson Wealth Advisors Inc112,144$6.88M5.72%13F-HRTimeline
Focus Financial Network, Inc.110,668$6.79M0.24%+80213F-HRTimeline
Pallas Capital Advisors LLC104,482$6.41M0.24%-15,60513F-HRTimeline
Maridea Wealth Management LLC101,634$6.23M0.91%+18,98513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.101,226$6.21M0.01%+10,31213F-HRTimelineGroup
Blue Trust, Inc.97,962$6.01M0.07%+10,70913F-HRTimeline
Asset One Wealth Management LLC91,678$6.01M0.66%new13F-HRTimeline
Arrowroot Family Office, LLC97,125$5.96M1.97%+5,59013F-HR/ATimeline
Golden State Wealth Management, LLC94,967$5.82M0.64%+94913F-HRTimeline
Gibbs Wealth Management92,546$5.67M0.75%+49,40713F-HRTimeline
Archford Capital Strategies, LLC90,777$5.57M0.64%+67,28213F-HRTimeline
BridgePort Financial Solutions, LLC86,854$5.33M1.51%+1,33413F-HRTimeline
Columbus Macro, LLC85,489$5.24M0.56%-79813F-HRTimeline
Cobblestone Asset Management LLC82,709$5.07M2.28%+1,89613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding82,657$5.07M+50,576Timeline
HighPoint Advisor Group LLC81,449$4.99M0.21%+84813F-HRTimeline
Burton Enright Welch80,898$4.96M0.67%+10,65513F-HRTimeline
TSFG, LLC79,654$4.88M0.74%+1,07813F-HRTimeline
Linscomb Wealth, Inc.79,231$4.86M0.22%+3,48113F-HRTimeline
Summit Financial, LLC78,521$4.81M0.06%+11,89713F-HRTimeline
Delos Wealth Advisors, LLC78,421$4.81M2.75%+5,52113F-HRTimeline
Creative Planningin group Creative Planning77,720$4.77M<0.01%-2,43513F-HRTimelineGroup
Foundations Investment Advisors, LLC77,540$4.75M0.06%+37,66313F-HRTimeline
Fulcrum Capital LLC76,366$4.68M1.02%+1,49013F-HRTimeline
MorganRosel Wealth Management, LLC75,788$4.65M1.83%-45,10613F-HRTimeline
Financial Futures Ltd Liability Co.74,787$4.59M2.01%+7,29813F-HRTimeline
Collaborative Wealth Managment Inc.74,629$4.58M2.11%-46,13913F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC73,655$4.52M3.8%-1,66613F-HRTimelineGroup
Destiny Wealth Partners, LLC71,254$4.37M0.48%+1,88413F-HRTimeline
Mutual Advisors, LLC69,934$4.29M0.09%+1713F-HRTimeline
Madrid Wealth Management, LLC67,997$4.17M3.15%-3,45213F-HR/ATimeline
INTEGRATED CAPITAL MANAGEMENT, INC.67,905$4.16M2.77%-3,36113F-HRTimeline
Gallacher Capital Management LLC67,229$4.12M1.58%-2,19713F-HRTimeline
Western Wealth Management, LLC67,004$4.11M0.16%-27313F-HR/ATimeline
Contango Wealth Management LLC66,214$4.06M4.74%-29,80613F-HRTimeline
FDx Advisors, Inc.63,242$3.88M1.24%new13F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP60,316$3.7M0.12%new13F-HRTimeline
TABLEAUX LLC60,232$3.69M1.79%+2,03013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC57,009$3.61M0.2%+4,52113F-HR/ATimeline
Ballast Financial Advisors LLC58,755$3.6M3.69%+2,47213F-HRTimeline
TD Capital Management LLC58,307$3.58M0.32%+1,58413F-HRTimeline
Kathmere Capital Management, LLC58,274$3.57M0.22%-72613F-HRTimeline
Fiduciary Alliance LLC54,709$3.53M0.21%+18613F-HRTimeline
EHRLICH FINANCIAL GROUP55,392$3.4M1.95%+2,54613F-HRTimeline
Ballast Rock Private Wealth LLC54,594$3.35M1.85%+17,57313F-HRTimeline
Peck Wealth Management, LLC54,392$3.34M3.35%-7,21913F-HRTimeline
SHP Wealth Management53,101$3.26M0.25%+7,36913F-HRTimeline
Arsenal Capital Advisors LLC52,182$3.2M2.32%+63613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/52,000$3.19M1.14%+1,26413F-HRTimelineGroup
Intelligence Driven Advisers, LLC51,550$3.16M0.55%-2,95913F-HRTimeline
Portside Wealth Group, LLC51,455$3.16M0.43%-68313F-HRTimeline
Investor's Fiduciary Advisor Network, L…51,277$3.14M0.96%-10,21713F-HRTimeline
Kingsview Wealth Management, LLC51,109$3.13M0.04%+3,04013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD50,836$3.12M0.47%+2,51913F-HR/ATimeline
NOVEM GROUP47,244$2.9M0.33%-31,05813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED47,102$2.89M0.21%-1,60913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC46,884$2.87M0.17%-73713F-HRTimeline
L & S Advisors Inc45,803$2.81M0.35%+29813F-HRTimeline
IFP Advisors, Inc45,267$2.78M0.06%+6313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding42,191$2.77M+4,833Timeline
Gladstone Institutional Advisory LLC45,007$2.76M0.1%+2,50713F-HRTimeline
BETO FINANCIAL GROUP, LLC40,879$2.76M1.61%+27,97213F-HRTimeline
Sequoia Financial Advisors, LLC43,244$2.65M0.01%-3,93113F-HRTimeline
VALLEY NATIONAL ADVISERS INC43,033$2.64M0.34%+91913F-HRTimeline
Wealth Advisors of Iowa, LLC41,853$2.57M0.79%-23,48413F-HRTimeline
HRT FINANCIAL LP41,412$2.54M0.01%new13F-HRTimeline
JT Stratford LLC40,313$2.47M0.31%+1,80913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,890$2.45M<0.01%new13F-HRTimelineGroup
Ayalon Insurance Comp Ltd.39,764$2.44M0.5%013F-HRTimeline
Wealthspire Advisors, LLC38,314$2.35M0.02%-1,49513F-HRTimeline
FMR LLCin group FMR LLC37,769$2.32M<0.01%+9,09613F-HRTimelineGroup
Advisory Services Network, LLC37,583$2.3M0.03%-12013F-HRTimeline
UBS Group AGin group UBS Group AG37,461$2.3M<0.01%-3,84013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management37,070$2.27M0.08%+1,84513F-HRTimelineGroup
Retirement Planning Group, LLC37,017$2.27M0.07%-19713F-HRTimeline
SMITH, MOORE & CO.35,012$2.15M0.16%+8,82313F-HRTimeline
MATTERS CAPITAL LLC34,592$2.12M1.88%013F-HRTimeline
Centerpoint Advisory Group34,484$2.11M1.59%-1,05513F-HRTimeline
Confluence Wealth Services, Inc.34,390$2.11M0.08%+2,52113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC34,359$2.11M0.06%+6,94313F-HR/ATimeline
N.E.W. Advisory Services LLC33,829$2.07M0.16%-110,98813F-HRTimeline
Princeton Global Asset Management LLC31,537$1.93M0.32%-7,32713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO31,473$1.93M0.04%-3,44813F-HRTimeline
CAP Partners, LLC30,976$1.9M1.07%-13,16313F-HRTimeline
Andina Capital Management, LLC30,488$1.87M1.65%-10,49113F-HRTimeline
Foster Group, Inc.30,402$1.86M0.06%+5513F-HRTimeline
INTRUST BANK NA30,376$1.86M0.15%-2,95013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/30,068$1.84M<0.01%+27,70113F-HRTimelineGroup
Sigma Planning Corp29,473$1.81M0.05%-39,69813F-HRTimeline
VectorGlobal IAG, Inc.29,198$1.79M0.47%13F-HRTimeline
ENZI WEALTH28,469$1.75M0.61%-4,45013F-HRTimeline