JPMORGAN US QUALITY FACTOR (JQUA) Institutional Shareholders
JPMORGAN US QUALITY FACTOR (JQUA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.39B in JQUA holdings during the latest filing period.
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 $943.99M, representing an estimated gain of +4.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% 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
472
Total Reported Value
$5.39B
Largest Holder
Savant Capital, Llc
Largest Position
$906.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
1
| 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 | $943,990,632 | +$37,255,823 | +4.11% | |
| Lpl Financial Llc | 0.06% | 3,519,434 | $254,384,701 | $264,837,409 | +$10,452,708 | +4.11% | |
| Sage Mountain Advisors Llc | 12.94% | 2,910,657 | $210,382,317 | $219,026,939 | +$8,644,622 | +4.11% | |
| Focus Partners Wealth | 0.20% | 2,634,467 | $190,419,319 | $198,243,642 | +$7,824,323 | +4.11% | |
| St Germain D J Co Inc | 4.99% | 1,918,286 | $138,653,676 | $144,351,022 | +$5,697,346 | +4.11% | |
| Jpmorgan Chase & Co | 0.01% | 1,858,109 | $133,170,710 | $139,822,702 | +$6,651,992 | +5.00% | |
| Morgan Stanley | 0.01% | 1,809,452 | $130,787,303 | $136,161,263 | +$5,373,960 | +4.11% | |
| Raymond James Financial Inc | 0.03% | 1,620,104 | $117,101,116 | $121,912,826 | +$4,811,710 | +4.11% | |
| Bank Of America Corp | 0.01% | 1,385,216 | $100,123,396 | $104,237,504 | +$4,114,108 | +4.11% | |
| Savvy Advisors, Inc. | 2.03% | 1,314,796 | $95,033,425 | $98,938,399 | +$3,904,974 | +4.11% | |
| Facet Wealth, Inc. | 1.31% | 1,268,937 | $91,718,784 | $95,487,509 | +$3,768,725 | +4.11% | |
| Quadcap Wealth Management, Llc | 8.87% | 1,260,449 | $91,105,296 | $94,848,787 | +$3,743,491 | +4.11% | |
| Cetera Investment Advisers | 0.08% | 1,194,066 | $86,307,068 | $89,853,467 | +$3,546,399 | +4.11% | |
| Ep Wealth Advisors, Llc | 0.28% | 1,025,040 | $74,089,864 | $77,134,260 | +$3,044,396 | +4.11% | |
| Lvz, Inc. | 7.46% | 1,015,715 | $73,415,845 | $76,432,554 | +$3,016,709 | +4.11% | |
| Hughes Financial Services, Llc | 9.69% | 1,011,274 | $73,094,885 | $76,098,369 | +$3,003,484 | +4.11% | |
| Avidian Wealth Enterprises, Llc | 1.96% | 980,654 | $70,881,692 | $73,794,214 | +$2,912,522 | +4.11% | |
| Midland Wealth Advisors, Llc | 3.31% | 973,572 | $70,369,784 | $73,261,293 | +$2,891,509 | +4.11% | |
| Rvw Wealth, Llc | 4.53% | 952,795 | $68,867,998 | $71,697,824 | +$2,829,826 | +4.11% | |
| Umb Bank, N.A. | 0.83% | 901,926 | $65,191,211 | $67,869,932 | +$2,678,721 | +4.11% | |
| Osaic Holdings, Inc. | 0.08% | 896,995 | $64,839,358 | $67,498,874 | +$2,659,516 | +4.10% | |
| Envestnet Asset Management Inc | 0.01% | 874,194 | $63,186,710 | $65,783,099 | +$2,596,389 | +4.11% | |
| Commonwealth Equity Services, Llc | 0.07% | 782,659 | $56,570,620 | $58,895,090 | +$2,324,470 | +4.11% | |
| Federation Des Caisses Desjardins Du Quebec | 0.17% | 774,472 | $55,978,836 | $58,279,018 | +$2,300,182 | +4.11% | |
| Tfc Financial Management, Inc. | 6.12% | 764,173 | $55,234,433 | $57,504,018 | +$2,269,585 | +4.11% | |
| Warren Street Wealth Advisors, Llc | 11.36% | 695,856 | $50,296,471 | $52,363,164 | +$2,066,693 | +4.11% | |
| Vertex Planning Partners, Llc | 7.38% | 688,073 | $49,733,952 | $51,777,493 | +$2,043,541 | +4.11% | |
| Kestra Advisory Services, Llc | 0.16% | 683,750 | $49,421,463 | $51,452,188 | +$2,030,725 | +4.11% | |
| Intellus Advisors Llc | 5.01% | 570,632 | $41,245,281 | $42,940,058 | +$1,694,777 | +4.11% | |
| Goldstone Financial Group, Llc | 3.68% | 556,388 | $40,215,690 | $41,868,197 | +$1,652,507 | +4.11% | |
| Spectrum Wealth Advisory Group, Llc | 11.02% | 535,194 | $38,683,799 | $40,273,349 | +$1,589,550 | +4.11% | |
| Bartlett & Co. Wealth Management Llc | 0.45% | 494,295 | $35,727,529 | $37,195,699 | +$1,468,170 | +4.11% | |
| Equitable Holdings, Inc. | 0.23% | 559,839 | $35,369,619 | $42,127,885 | +$6,758,266 | +19.11% | |
| Harbour Investments, Inc. | 0.45% | 460,857 | $33,310,751 | $34,679,489 | +$1,368,738 | +4.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 459,444 | $33,300,500 | $34,573,161 | +$1,272,661 | +3.82% | |
| Breakwater Capital Group | 3.85% | 444,100 | $32,099,573 | $33,418,525 | +$1,318,952 | +4.11% | |
| Baker Avenue Asset Management, Lp | 0.61% | 441,326 | $31,899,014 | $33,209,782 | +$1,310,768 | +4.11% | |
| Signaturefd, Llc | 0.42% | 439,499 | $31,767,019 | $33,072,300 | +$1,305,281 | +4.11% | |
| Hemming& Wealth Management, Inc. | 19.17% | 435,713 | $31,493,341 | $32,787,403 | +$1,294,062 | +4.11% | |
| Newedge Advisors, Llc | 0.09% | 431,073 | $31,157,935 | $32,438,243 | +$1,280,308 | +4.11% | |
| One Capital Management, Llc | 0.84% | 491,596 | $30,144,666 | $36,992,599 | +$6,847,933 | +22.72% | |
| Hightower Advisors, Llc | 0.03% | 392,158 | $28,345,213 | $29,509,890 | +$1,164,677 | +4.11% | |
| Strategent Financial, Llc | 15.87% | 381,137 | $27,548,583 | $28,680,559 | +$1,131,976 | +4.11% | |
| Jones Financial Companies Lllp | 0.01% | 384,142 | $27,158,852 | $28,906,686 | +$1,747,834 | +6.44% | |
| Sanchez Wealth Management Group | 4.75% | 375,076 | $27,110,464 | $28,224,469 | +$1,114,005 | +4.11% | |
| Walled Lake Planning & Wealth Management, Llc | 6.77% | 371,322 | $26,839,117 | $27,941,981 | +$1,102,864 | +4.11% | |
| Stratos Wealth Partners, Ltd. | 0.25% | 349,995 | $25,297,681 | $26,337,124 | +$1,039,443 | +4.11% | |
| Dynamic Advisor Solutions Llc | 0.72% | 348,347 | $25,178,519 | $26,213,112 | +$1,034,593 | +4.11% | |
| Wells Fargo & Company/Mn | 0.00% | 347,557 | $25,121,415 | $26,153,664 | +$1,032,249 | +4.11% | |
| Roof Eidam Maycock Peralta, Llc | 4.89% | 343,162 | $24,803,756 | $25,822,941 | +$1,019,185 | +4.11% |
Frequently asked questions about JQUA
Who owns the most JQUA stock?
The largest holders of JQUA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN US QUALITY FACTOR (JQUA).
Is JQUA widely held by superinvestors?
Many widely followed stocks like JQUA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JQUA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.