JQUA institutional holders

JPMorgan U.S. Quality Factor ETF · 492 reporting institutions · $5.5B reported value

Funds that can replace JQUA · JQUA return decomposition

Institutional holdings

Institutions reporting JQUA, largest first
InstitutionReported positionAdvisors at firmReport period
Savant Wealth Management$906.7M4052026-06-30
Lpl Financial LLC$254.4M23,4582026-06-30
Sage Mountain Advisors LLC$210.4M212026-06-30
Focus Partners Wealth$190.4M1,0482026-06-30
St Germain D J Co Inc$138.7M02026-06-30
Jpmorgan Chase & Co$133.2M02026-06-30
Morgan Stanley$130.8M23,1852026-06-30
Raymond James Financial Inc$117.1M02026-06-30
Bank of America Corp /de$100.1M02026-06-30
Savvy Advisors, Inc.$95M2142026-06-30
Facet Wealth, Inc.$91.7M952026-06-30
Quadcap Wealth Management, LLC$91.1M132026-06-30
Cetera Investment Advisers$86.3M10,3702026-06-30
Northwestern Mutual Wealth Management Co$76M02026-06-30
Ep Wealth Advisors, LLC$74.1M3382026-06-30
Lvz, Inc.$73.4M162026-06-30
Hughes Financial Services, LLC$73.1M92026-06-30
Avidian Wealth Enterprises, LLC$70.9M432026-06-30
Midland Wealth Management$70.4M222026-06-30
Rvw Wealth, LLC$68.9M82026-06-30
Umb Bank, N.A.$65.2M02026-06-30
Osaic Holdings, Inc.$64.8M02026-06-30
Envestnet Pmc$63.2M602026-06-30
Commonwealth Equity Services, LLC$56.6M2,8632026-06-30
Federation Des Caisses Desjardins Du Quebec$56M02026-06-30
Tfc Financial Management, Inc.$55.2M122026-06-30
Warren Street Wealth Advisors, LLC$50.3M102026-06-30
Vertex Planning Partners, LLC$49.7M142026-06-30
Kestra Advisory Services, LLC$49.4M1,4792026-06-30
Intellus Advisors LLC$41.2M92026-06-30
Equitable Holdings, Inc.$41M02026-06-30
Goldstone Financial Group, LLC$40.2M172026-06-30
Spectrum Wealth Advisory Group, LLC$38.7M32026-06-30
Bartlett & Co. Wealth Management LLC$35.7M322026-06-30
Harbour Investments, Inc.$33.3M2472026-06-30
Wealth Enhancement Advisory Services, LLC$33.3M1,0262026-06-30
Knightsbridge Asset Management, LLC$32.4M102026-06-30
Breakwater Capital Group$32.1M52026-06-30
Bakeravenue$31.9M352026-06-30
Signaturefd, LLC$31.8M492026-06-30
Hemming& Wealth Management, Inc.$31.5M42026-06-30
Newedge Advisors$31.2M6012026-06-30
One Capital Management, LLC$30.1M642026-06-30
Hightower Advisors, LLC$28.3M1,0462026-06-30
Strategent Financial, LLC$27.5M42026-06-30
Jones Financial Companies LLLP$27.2M02026-06-30
Sanchez Wealth Management Group$27.1M32026-06-30
Walled Lake Planning & Wealth Management, LLC$26.8M52026-06-30
Stratos Wealth Partners, Ltd.$25.3M3862026-06-30
Dynamic$25.2M752026-06-30
Wells Fargo & Company/mn$25.1M02026-06-30
Roof Eidam Maycock Peralta, LLC$24.8M52026-06-30
Tull Financial Group, Inc.$24.2M52026-06-30
Geneos Wealth Management, Inc.$24M1932026-06-30
Ameritas Advisory Services, LLC$23M5502026-06-30
Rockefeller Capital Management LP$23M3462026-06-30
Cerity Partners LLC$20.8M7772026-06-30
Kelly Financial Group LLC$19.5M02026-06-30
Redw Wealth LLC$19.5M82026-06-30
Royal Bank of Canada$19M02026-06-30
Cornerstone Wealth Management, LLC$18.6M02026-06-30
Mason & Associates Inc$17.9M82026-06-30
Modern Wealth Management, LLC$17.2M1612026-06-30
MML Investors Services, LLC$17.1M5,1202026-06-30
D'Orazio & Associates, Inc.$16.6M92026-06-30
Private Advisor Group, LLC$16.5M9272026-06-30
Marks Group Wealth Management, Inc.$16.3M92026-06-30
Sanctuary Advisors, LLC$15.9M4012026-06-30
Beacon Pointe Advisors, LLC$15.7M4662026-06-30
Per Stirling Capital Management, Llc.$15.3M312026-06-30
Plan Group Financial, LLC$15.1M182026-06-30
Petra Financial Advisors Inc$15M72026-06-30
Weil Company, Inc.$14.7M132026-06-30
Allworth Financial, LP$14.6M3172026-06-30
Alpha Zero LLC$14.5M102026-06-30
Stifel Financial Corp$13.7M02026-06-30
Prism Advisors, Inc.$13.6M52026-06-30
Integrated Wealth Concepts LLC$12.9M4802026-06-30
Ledyard National Bank$12.4M02026-06-30
Woodmont Investment Counsel LLC$12.3M92026-06-30
True North Advisors, LLC$12.1M322026-06-30
J.W. Cole Advisors, Inc.$11.9M4992026-06-30
Perigon Wealth Management, LLC$11.2M922026-06-30
Seamount Financial Group Inc$11.2M62026-06-30
Summit Financial, LLC$10.6M2292026-06-30
Benjamin Edwards Inc$10M02026-06-30
Farther Finance Advisors, LLC$10M3342026-06-30
Fifth Third Wealth Advisors LLC$10M662026-06-30
Mba Advisors LLC$9.7M32026-06-30
Navalign, LLC$9.5M82026-06-30
Clarus Wealth Advisors, LLC$9.3M122026-06-30
Able Wealth Management LLC$9.3M52026-06-30
Aprio Wealth Management, LLC$9M362026-06-30
Edge Financial Advisors LLC$9M02025-12-31
Running Point Capital Advisors, LLC$8.9M02025-12-31
Tenzing Financial LLC$8.9M32026-06-30
Onyx Bridge Wealth Group LLC$8.8M222026-06-30
Focus Financial$8.5M1212026-06-30
Lawood & Co$8.4M02026-06-30
Waterway Wealth Management, LLC$8.2M62026-06-30
Columbus MacRo, LLC$8.1M52026-06-30
Truist Financial Corp$8M02026-06-30
Baird Financial Group, Inc.$8M02026-06-30
D.A. Davidson & Co.$7.9M6892026-06-30
Maridea Wealth Management$7.7M382026-06-30
Madson Wealth Advisors Inc$7.7M32026-06-30
Pallas Capital Advisors, LLC$7.6M272026-06-30
Blue Trust, Inc.$7.4M02026-06-30
Golden State Wealth Management, LLC$7.3M472026-06-30
Arrowroot Family Office, LLC$7.3M132026-06-30
Archford Capital Strategies, LLC$6.6M162026-06-30
Bridgeport Financial Solutions$6.4M132026-06-30
Cornerstone Wealth, Llc/tn$6.4M02026-06-30
Merit Financial Group, LLC$6.3M2952026-06-30
Tandem Financial, LLC$6.3M62026-06-30
Magnolia Capital Advisors LLC$6.2M162026-06-30
Highpoint Advisor Group LLC$6.2M1142026-06-30
Delos Wealth Advisors, LLC$5.9M62026-06-30
Linscomb Wealth, Inc.$5.9M212026-06-30
Integrated Capital Management, Inc.$5.8M52026-06-30
Burton Enright Welch$5.8M122026-06-30
Asset One Wealth Management LLC$5.7M182026-06-30
Financial Futures Ltd Liability Co.$5.7M32026-06-30
Gibbs Wealth Management$5.7M682026-03-31
Fulcrum Capital LLC$5.7M72026-06-30
Morganrosel Wealth Management, LLC$5.6M22026-06-30
Creative Planning$5.6M1,1712026-06-30
Collaborative Wealth Managment Inc.$5.3M132026-06-30
Mutual Advisors, LLC$5.2M1532026-06-30
Shepherd Kaplan Krochuk, LLC$5.1M22026-06-30
Destiny Wealth Partners, LLC$4.9M162026-06-30
Western Wealth Management, LLC$4.8M1122026-06-30
Madrid Wealth Management, LLC$4.8M42026-06-30
Foundations Investment Advisors, LLC$4.8M3022026-06-30
Palisade Capital Management, LP$4.7M122026-06-30
Medallion Wealth Advisors, LLC$4.6M62026-06-30
Arsenal Capital Advisors LLC$4.6M22026-06-30
Ballast Financial Advisors, LLC$4.5M62026-06-30
Tableaux Wealth$4.5M52026-06-30
Etf Architect$4.5M62026-06-30
TD Capital Management LLC$4.5M82026-06-30
Susquehanna International Group, LLP$4.4M02026-06-30
Insigneo Advisory Services, LLC$4.4M2252026-06-30
Ballast Rock Private Wealth LLC$4.4M102026-06-30
Founders Financial Securities LLC$4.1M1172026-06-30
Kathmere Capital Management, LLC$4.1M172026-06-30
Contango Wealth Management LLC$4.1M22026-03-31
Peck Wealth Management, LLC$4M02026-06-30
Portside Wealth Group, LLC$4M562026-06-30
The Fiduciary Alliance$4M492026-06-30
Keystone Financial Group$3.9M342026-06-30
Shp Wealth Management$3.8M322026-06-30
Centennial Bank/ar$3.8M02026-06-30
Perryman Financial Advisory Inc /ad$3.7M82026-06-30
Intelligence Driven Advisers, LLC$3.6M162026-06-30
Ifp Advisors, Inc$3.6M3182026-06-30
Avior Wealth Management, LLC$3.6M692026-06-30
Independent Financial Group, LLC$3.5M4812026-06-30
Novem Group$3.3M322026-06-30
Gladstone Institutional Advisory LLC$3.2M1082026-06-30
Fifth Third Bancorp$3.1M02026-06-30
Comerica Bank$3.1M02025-12-31
Vestmark Advisory Solutions, Inc.$3.1M82026-06-30
UBS Group AG$3.1M02026-06-30
Jt Stratford, LLC$3M182026-06-30
Fmr LLC$3M02026-06-30
Wealth Advisors of Iowa, LLC$2.9M112026-06-30
Sequoia Financial Group, LLC$2.9M2582026-06-30
Goldman Sachs Group Inc$2.9M02026-06-30
Mariner, LLC$2.8M02026-06-30
Advisory Services Network$2.8M2532026-06-30
Smith, Moore & Co.$2.7M452026-06-30
Wealthspire Advisors, LLC$2.7M2372026-06-30
Vise Technologies, Inc.$2.7M02026-06-30
New. Advisory Services, LLC$2.6M152026-06-30
Mercer Global Advisors Inc /adv$2.6M02026-06-30
Spire Wealth Management$2.6M32026-06-30
Salem Investment Counselors Inc$2.6M132026-06-30
Retirement Planning Group, LLC$2.5M02026-06-30
Confluence Wealth Services, Inc.$2.5M452026-06-30
Matters Capital LLC$2.5M22026-06-30
Elevation Capital Advisory, LLC$2.5M22026-06-30
Centerpoint Advisory Group$2.5M52026-06-30
Oasis Advisors, LLC$2.4M222026-06-30
National Bank of Canada /fi$2.4M02026-06-30
Gallacher Capital Management LLC$2.4M62026-06-30
Diversify Advisory Services, LLC$2.4M1162026-06-30
Diversify Wealth Management, LLC$2.4M782026-06-30
Princeton Global Asset Management LLC$2.3M172026-06-30
Cap Partners, LLC$2.2M72026-06-30
Valley National Advisers Inc$2.2M142026-06-30
Fifth Third Securities, Inc.$2.1M1,0142026-06-30
Intrust Bank NA$2.1M02026-06-30
Foster Group, Inc.$2.1M582026-06-30
Arq Wealth Advisors, LLC$2M152026-06-30
Enzi Wealth$2M52026-06-30
Integrated Advisors Network LLC$2M792026-06-30
Sigma Planning Corp$1.9M4742026-06-30
Seaview Investment Managers LLC$1.9M102026-06-30
Nations Financial Group Inc, /ia/ /adv$1.9M02026-06-30
Silver Oak Securities, Incorporated$1.8M1172026-06-30
Nuveen, LLC$1.8M02026-06-30
Aspen Wealth Management LLC$1.8M82026-06-30
Vectorglobal Iag, Inc.$1.8M02026-03-31
Gts Securities LLC$1.8M02026-06-30
Atria Investments, Inc$1.8M62026-06-30
First Commonwealth Financial Corp /PA$1.8M02026-06-30
Composition Wealth, LLC$1.7M762026-06-30
Arax Advisory Partners$1.7M2322026-06-30
Ameriprise Financial Inc$1.7M02026-06-30
American Financial Advisors, LLC$1.7M22026-06-30
Westfuller Advisors, LLC$1.7M82026-06-30
Arkadios Wealth Advisors$1.6M2262026-06-30
Resonant Capital Advisors, LLC$1.6M152026-06-30
Private Wealth Partners, LLC$1.6M62026-06-30
Procore Advisors, LLC$1.6M32026-06-30
Procyon$1.6M532026-06-30
Wealthfront Advisers LLC$1.6M402026-06-30
Stonehaven Wealth & Tax Solutions$1.5M22026-06-30
Private Trust Co NA$1.5M02026-06-30
Illumine Investment Management, LLC$1.5M32026-06-30
First Citizens Bank & Trust Co$1.4M02026-06-30
Qube Research & Technologies Ltd$1.4M02026-06-30
Saratoga Research & Investment Management$1.4M152026-06-30
Focus Partners Advisor Solutions, LLC$1.4M422026-06-30
J. R. Prunier Capital Management LLC$1.4M02026-03-31
Mendel Money Management$1.4M42026-06-30
U.S. Capital Wealth Advisors, LLC$1.3M02026-03-31
Milestone Asset Management, LLC$1.3M112026-06-30
Quantinno Capital Management LP$1.3M02026-06-30
Apexium Financial, LP$1.3M02025-09-30
Iron Financial LLC$1.3M42026-06-30
Everest Private Wealth$1.2M22026-06-30
Pfg Advisors$1.2M832026-06-30
CIBC Bancorp USA Inc.$1.2M02026-06-30
Stonex Group Inc.$1.2M02026-06-30
Florida Financial Advisors, LLC$1.2M8572026-06-30
New Edge Wealth$1.2M1512026-06-30
United Capital Financial Advisors, LLC$1.2M1662026-06-30
Archer Investment Management, LLC$1.2M32026-06-30
Flavin Financial Services, Inc.$1.1M52026-06-30
Cooper McManus$1.1M632026-06-30
Redhawk Wealth Advisors, Inc.$1.1M432026-06-30
M.E. Allison & Co., Inc.$1.1M112026-06-30
Boyum Wealth Architects LLC$1.1M122026-06-30
CIBC Private Wealth Group LLC$1.1M02025-12-31
Brooklyn Investment Group$1.1M02026-03-31
Kingsview Wealth Management, LLC$1M1152026-06-30
Cambria Investment Management, LP$1M12026-06-30
Drive Wealth Advisers$1M172026-06-30

The 250 largest of 492 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30