JQUA Institutional Ownership & Shareholders
JPMORGAN US QUALITY FACTOR (JQUA) is currently held by 485 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.52B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of JQUA tracked by InsiderSet, reporting ownership valued at approximately $906.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $945.50M, representing an estimated gain of +4.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed JQUA value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Lpl Financial Llc, Sage Mountain Advisors Llc, and several other long-term asset managers with concentrated positions in JPMORGAN US QUALITY FACTOR (JQUA).
This page ranks the largest institutional JQUA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
485
Total Reported Value
$5.52B
Largest Holder
Savant Capital, Llc
Largest Position
$906.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 2.66% | 12,544,726 | $906,734,809 | $945,495,999 | +$38,761,190 | +4.27% | |
| Lpl Financial Llc | 0.06% | 3,519,434 | $254,384,701 | $265,259,741 | +$10,875,040 | +4.28% | |
| Sage Mountain Advisors Llc | 13.19% | 2,917,955 | $215,345,045 | $219,926,268 | +$4,581,223 | +2.13% | |
| Focus Partners Wealth | 0.20% | 2,634,467 | $190,419,319 | $198,559,778 | +$8,140,459 | +4.28% | |
| St Germain D J Co Inc | 4.99% | 1,918,286 | $138,653,676 | $144,581,216 | +$5,927,540 | +4.28% | |
| Jpmorgan Chase & Co | 0.01% | 1,858,109 | $133,170,710 | $140,045,675 | +$6,874,965 | +5.16% | |
| Morgan Stanley | 0.01% | 1,809,452 | $130,787,303 | $136,378,397 | +$5,591,094 | +4.27% | |
| Raymond James Financial Inc | 0.03% | 1,620,104 | $117,101,116 | $122,107,238 | +$5,006,122 | +4.28% | |
| Bank Of America Corp | 0.01% | 1,385,216 | $100,123,396 | $104,403,730 | +$4,280,334 | +4.28% | |
| Savvy Advisors, Inc. | 2.03% | 1,314,796 | $95,033,425 | $99,096,175 | +$4,062,750 | +4.28% | |
| Quadcap Wealth Management, Llc | 8.80% | 1,257,784 | $92,824,418 | $94,799,180 | +$1,974,762 | +2.13% | |
| Facet Wealth, Inc. | 1.31% | 1,268,937 | $91,718,784 | $95,639,782 | +$3,920,998 | +4.28% | |
| Cetera Investment Advisers | 0.08% | 1,194,066 | $86,307,068 | $89,996,754 | +$3,689,686 | +4.28% | |
| Hughes Financial Services, Llc | 10.30% | 1,056,570 | $80,996,656 | $79,633,681 | -$1,362,975 | -1.68% | |
| Rvw Wealth, Llc | 4.78% | 1,010,151 | $74,549,166 | $76,135,081 | +$1,585,915 | +2.13% | |
| Lvz, Inc. | 7.60% | 1,003,987 | $74,094,226 | $75,670,500 | +$1,576,274 | +2.13% | |
| Ep Wealth Advisors, Llc | 0.28% | 1,025,040 | $74,089,864 | $77,257,265 | +$3,167,401 | +4.28% | |
| Avidian Wealth Enterprises, Llc | 2.04% | 989,337 | $73,013,070 | $74,566,330 | +$1,553,260 | +2.13% | |
| Midland Wealth Advisors, Llc | 3.11% | 912,525 | $67,344,345 | $68,777,009 | +$1,432,664 | +2.13% | |
| Umb Bank, N.A. | 0.83% | 901,926 | $65,191,211 | $67,978,163 | +$2,786,952 | +4.28% | |
| Osaic Holdings, Inc. | 0.08% | 896,995 | $64,839,358 | $67,606,513 | +$2,767,155 | +4.27% | |
| Envestnet Asset Management Inc | 0.01% | 874,194 | $63,186,710 | $65,888,002 | +$2,701,292 | +4.28% | |
| Commonwealth Equity Services, Llc | 0.08% | 836,711 | $61,749,286 | $63,062,908 | +$1,313,622 | +2.13% | |
| Kestra Advisory Services, Llc | 0.17% | 789,649 | $58,276,106 | $59,515,845 | +$1,239,739 | +2.13% | |
| Tfc Financial Management, Inc. | 6.36% | 769,150 | $56,763,234 | $57,970,836 | +$1,207,602 | +2.13% | |
| Federation Des Caisses Desjardins Du Quebec | 0.17% | 774,472 | $55,978,836 | $58,371,955 | +$2,393,119 | +4.28% | |
| Warren Street Wealth Advisors, Llc | 11.36% | 695,856 | $50,296,471 | $52,446,667 | +$2,150,196 | +4.28% | |
| Vertex Planning Partners, Llc | 7.38% | 688,073 | $49,733,952 | $51,860,062 | +$2,126,110 | +4.27% | |
| Intellus Advisors Llc | 5.01% | 570,632 | $41,245,281 | $43,008,534 | +$1,763,253 | +4.28% | |
| Equitable Holdings, Inc. | 0.24% | 567,142 | $40,992,988 | $42,745,493 | +$1,752,505 | +4.28% | |
| Goldstone Financial Group, Llc | 3.68% | 556,388 | $40,215,690 | $41,934,964 | +$1,719,274 | +4.28% | |
| Aprio Wealth Management, Llc | 1.64% | 487,467 | $35,975,087 | $36,740,388 | +$765,301 | +2.13% | |
| Bartlett & Co. Wealth Management Llc | 0.45% | 494,295 | $35,727,529 | $37,255,014 | +$1,527,485 | +4.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 445,034 | $33,537,730 | $33,542,213 | +$4,483 | +0.01% | |
| Breakwater Capital Group | 3.96% | 452,494 | $33,394,043 | $34,104,473 | +$710,430 | +2.13% | |
| Harbour Investments, Inc. | 0.45% | 460,857 | $33,310,751 | $34,734,792 | +$1,424,041 | +4.28% | |
| Baker Avenue Asset Management, Lp | 0.61% | 441,326 | $31,899,014 | $33,262,741 | +$1,363,727 | +4.28% | |
| Newedge Advisors, Llc | 0.09% | 431,073 | $31,157,935 | $32,489,972 | +$1,332,037 | +4.28% | |
| One Capital Management, Llc | 0.84% | 491,596 | $30,144,666 | $37,051,591 | +$6,906,925 | +22.91% | |
| Hemming& Wealth Management, Inc. | 17.19% | 395,439 | $29,183,404 | $29,804,237 | +$620,833 | +2.13% | |
| Signaturefd, Llc | 0.38% | 395,265 | $29,170,528 | $29,791,123 | +$620,595 | +2.13% | |
| Strategent Financial, Llc | 14.32% | 394,767 | $29,133,805 | $29,753,589 | +$619,784 | +2.13% | |
| Walled Lake Planning & Wealth Management, Llc | 6.68% | 380,283 | $28,064,905 | $28,661,930 | +$597,025 | +2.13% | |
| Jones Financial Companies Lllp | 0.01% | 384,142 | $27,158,852 | $28,952,783 | +$1,793,931 | +6.61% | |
| D.A. Davidson & Co. | 0.14% | 361,673 | $26,691,471 | $27,259,294 | +$567,823 | +2.13% | |
| Dynamic Advisor Solutions Llc | 0.74% | 353,000 | $26,051,381 | $26,605,610 | +$554,229 | +2.13% | |
| Roof Eidam Maycock Peralta, Llc | 4.79% | 344,530 | $25,426,305 | $25,967,226 | +$540,921 | +2.13% | |
| Stratos Wealth Partners, Ltd. | 0.25% | 349,995 | $25,297,681 | $26,379,123 | +$1,081,442 | +4.27% | |
| Wells Fargo & Company/Mn | 0.00% | 347,557 | $25,121,415 | $26,195,371 | +$1,073,956 | +4.28% | |
| Tull Financial Group, Inc. | 9.49% | 335,421 | $24,244,210 | $25,280,681 | +$1,036,471 | +4.28% |
Frequently asked questions about JQUA
Who are the largest institutional holders of JQUA?
The largest institutional holders of JQUA reported in the latest SEC Form 13F filings include Savant Capital, Llc, Lpl Financial Llc, Sage Mountain Advisors Llc, Focus Partners Wealth, and St Germain D J Co Inc. InsiderSet ranks institutional holders by their latest reported JQUA position.
What is JQUA institutional ownership?
This page tracks JQUA positions reported by institutional investment managers through SEC Form 13F. JPMORGAN US QUALITY FACTOR (JQUA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JQUA?
InsiderSet currently tracks 485 institutional managers reporting JQUA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JQUA shareholders.
How much JQUA stock do institutions own?
Institutional investment managers disclosed approximately $5.52B in JQUA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JQUA institutional ownership last updated?
The latest JQUA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JQUA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JQUA position after the reporting date.
Are institutions buying or selling JQUA?
Institutional buying and selling can be analyzed by comparing JQUA positions across consecutive 13F reporting periods. InsiderSet's JQUA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JQUA ownership changes.
How has JQUA institutional ownership changed over time?
InsiderSet tracks JQUA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.