JPMORGAN US QUALITY FACTOR (JQUA) Institutional Ownership Changes & 13F Activity

JPMORGAN US QUALITY FACTOR (JQUA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameritas Advisory Services, Llc, Medallion Wealth Advisors, Llc, Thrivent Financial For Lutherans, Magnolia Capital Advisors Llc, and Vertex Planning Partners, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Portfolio Solutions, Inc.Sell-10,968-43.9%14,001$1.01MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+5,118—5,118$369.93KQ2 2026Sep 23, 2026
Envestnet Asset Management IncSell-1,421-0.2%874,194$63.19MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-7,066-4.1%165,833$11.99MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+5,229—5,229$377.95KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-1-0.0%11,323$818.43KQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcSell-36,584-71.6%14,525$1.05MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+13,626+61.3%35,847$2.59MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-6,247-2.8%216,733$15.67MQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+45,368+279.1%61,622$4.45MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+7,303+1.3%567,142$40.99MQ2 2026Aug 17, 2026
Hamilton Capital, LlcSell-4,309-24.4%13,353$965.14KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-3,781-19.0%16,117$1.17MQ2 2026Aug 17, 2026
Ameritas Advisory Services, LlcBuy+158,214+99.0%318,031$22.99MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+83,548+551.1%98,709$4.64MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-72,809-39.6%111,244$8.04MQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcBuy+68,415+380.6%86,391$6.24MQ2 2026Aug 14, 2026
Vertex Planning Partners, LlcBuy+66,897+10.8%688,073$49.73MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+60,739—60,739$4.39MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+50,394+461.2%61,320$4.43MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+42,499—42,499$3.07MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-41,891-13.8%262,677$18.98MQ2 2026Aug 14, 2026
Tandem Financial, LlcSell-41,386-32.3%86,719$6.27MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+40,607+11.8%384,142$27.16MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+25,771+3.0%896,995$64.84MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+24,561—24,561$1.78MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+23,308—23,308$1.68MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+19,931—19,931$1.44MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-19,135-5.2%347,557$25.12MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-17,145-1.0%1,620,104$117.10MQ2 2026Aug 14, 2026
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Frequently asked questions about JQUA activity

  • Which institutional owners are buying JQUA?

    Institutional owners buying JQUA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JQUA activity?

    "Buy" means an investor increased their reported position in JQUA compared to the prior reporting period. This reflects growing exposure to JPMORGAN US QUALITY FACTOR (JQUA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JQUA increasing?

    Institutional interest in JQUA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.