JPMORGAN US QUALITY FACTOR JQUA
$71.98
-0.2% 52w: $57.66 – $72.28
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data57.6664.9772.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
458
+6 QoQ
13F value
$4.66B
-11.5% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JQUA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Savant Capital, LLC | Wealth advisor | 11.4M | $700.1M | 3.4% | +11.3% |
| LPL Financial LLC | Bank broker | 4.0M | $247.3M | 0.1% | -13.9% |
| Sage Mountain Advisors LLC | Wealth advisor | 3.0M | $181.9M | 12.7% | +0.9% |
| Focus Partners Wealth | Wealth advisor | 2.1M | $125.9M | 0.1% | +50.0% |
| ST GERMAIN D J CO INC | Other | 1.9M | $117.5M | 4.6% | +0.8% |
| MORGAN STANLEY | Bank broker | 1.9M | $113.7M | 0.0% | -37.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.6M | $100.4M | 0.0% | +4.9% |
| JPMORGAN CHASE & CO | Bank broker | 1.6M | $96.3M | 0.0% | -16.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.4M | $85.0M | 0.0% | -6.7% |
| Savvy Advisors, Inc. | Wealth advisor | 1.3M | $81.2M | 2.2% | -2.6% |
| Facet Wealth, Inc. | Wealth advisor | 1.3M | $77.7M | 1.3% | +49.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.3M | $77.4M | 0.0% | -8.2% |
| Quadcap Wealth Management, LLC | Wealth advisor | 1.2M | $76.4M | 8.7% | +2.9% |
| Cetera Investment Advisers | Wealth advisor | 1.0M | $63.3M | 0.1% | +41.7% |
| LVZ, Inc. | Wealth advisor | 1.0M | $62.4M | 7.1% | +1.6% |
| MIDLAND WEALTH ADVISORS, LLC | Wealth advisor | 987.3K | $60.5M | 3.1% | -31.0% |
| Hughes Financial Services, LLC | Wealth advisor | 953.7K | $58.5M | 9.0% | +8.8% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 950.2K | $58.3M | 1.8% | +27.9% |
| RVW Wealth, LLC | Wealth advisor | 918.1K | $56.3M | 4.4% | +1.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 892.7K | $54.7M | 0.1% | +0.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 875.6K | $53.7M | 0.0% | -23.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 871.2K | $53.4M | 0.1% | -13.9% |
| UMB Bank, n.a. | Diversified mechanical | 865.8K | $53.1M | 0.7% | +15.3% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 785.5K | $48.2M | 0.2% | 0.0% |
| TFC Financial Management, Inc. | Wealth advisor | 745.6K | $45.7M | 5.6% | +2.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 743.0K | $45.6M | 0.1% | -34.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 718.1K | $44.0M | 0.2% | -4.2% |
| Warren Street Wealth Advisors, LLC | Wealth advisor | 679.2K | $41.6M | 10.7% | +3.9% |
| Vertex Planning Partners, LLC | Wealth advisor | 621.2K | $38.1M | 7.4% | +3.0% |
| Goldstone Financial Group, LLC | Wealth advisor | 580.4K | $35.6M | 3.9% | +9.8% |
| Equitable Holdings, Inc. | Wealth advisor | 559.8K | $35.4M | 0.2% | +8.6% |
| Intellus Advisors LLC | Wealth advisor | 576.7K | $35.4M | 4.8% | -19.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 530.6K | $32.8M | 0.1% | -16.4% |
| Spectrum Wealth Advisory Group, LLC | Wealth advisor | 534.4K | $32.8M | 12.2% | +0.9% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | Diversified mechanical | 479.3K | $31.9M | 0.4% | +9.7% |
| SIGNATUREFD, LLC | Wealth advisor | 510.9K | $31.3M | 0.5% | -90.6% |
| One Capital Management, LLC | Wealth advisor | 491.6K | $30.1M | 0.8% | -26.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 469.3K | $28.8M | 0.4% | +22537.1% |
| hemming& Wealth Management, Inc. | Wealth advisor | 442.8K | $27.2M | 19.0% | -5.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 442.8K | $27.2M | 0.1% | -6.1% |
| Breakwater Capital Group | Wealth advisor | 439.1K | $26.9M | 3.6% | +6.0% |
| Baker Avenue Asset Management, LP | Other | 438.4K | $26.9M | 0.6% | +0.5% |
| HighTower Advisors, LLC | Diversified mechanical | 384.2K | $23.6M | 0.0% | +1.2% |
| Strategent Financial, LLC | Wealth advisor | 379.4K | $23.3M | 15.8% | +3.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 366.7K | $22.5M | 0.0% | -37.3% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | Wealth advisor | 364.5K | $22.4M | 6.6% | +2.6% |
| Sanchez Wealth Management Group | Wealth advisor | 364.0K | $22.3M | 4.8% | +1.8% |
| Roof Eidam Maycock Peralta, LLC | Wealth advisor | 360.9K | $22.1M | 5.1% | +1.9% |
| Tull Financial Group, Inc. | Wealth advisor | 336.4K | $20.6M | 9.2% | -43.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 343.5K | $20.6M | 0.0% | +17.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.