JQUA

Jpmorgan US Quality Factor

-$625.2M

Net Activity

Institutions Holding

451

Popularity Rank

#1251

Avg Weight

0.82%

Total Value

$4.6B

Ownership Trend

451 institutions currently hold JQUA, with 212 net buyers and 202 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

202

Net Buying Institutions

212

Key Holders

Key Holders

Top 5 by Value

SC
Savant Capital, LLC
$700.1M
LF
LPL Financial LLC
$247.3M
SM
Sage Mountain Advisors LLC
$181.9M
FP
Focus Partners Wealth
$125.9M
SG
St Germain D J Co INC
$117.5M

Top 5 by Conviction

HW
hemming& Wealth Management, Inc.
18.96%
SF
Strategent Financial, LLC
15.80%
SM
Sage Mountain Advisors LLC
12.73%
SW
Spectrum Wealth Advisory Group, LLC
12.18%
WS
Warren Street Wealth Advisors, LLC
10.60%
View all 451 holding institutions

Quarterly Activity

Recent Activity

+$3.0B

Total Buy Value

$2.6B

Total Sell Value

New buy38
Trim170
Add174
Sold out32

212

Net Buyers

202

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPMORGAN US QUALITY FACTOR (JQUA)?
Major stakeholders currently include Savant Capital, LLC ($700.1M), LPL Financial LLC ($247.3M), Sage Mountain Advisors LLC ($181.9M). Based on the latest 13F filings, there are a total of 451 tracked investment funds and institutions maintaining positions in JQUA.
What is the overall institutional sentiment toward JQUA recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $625.2M, driven by 212 managers accumulating shares while 202 reduced their exposure.
Which institutions have been selling or reducing their JQUA positions?
In the latest period, 170 funds trimmed their holdings, and 32 managers completely exited their positions. The aggregate reported sell value was $2.6B.
Are there any notable investors adding JQUA to their portfolios?
Yes, buying activity remains notable. 38 institutions opened new positions in {ticker}, and 174 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.0B.

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