Explore more topics
Public ownership evidence

JPMorgan U.S. Quality Factor ETF (JQUA) Ownership Disclosures

Read JQUA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-15T21:11:44.145Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-2921,848$1,233,756None
Corient Private Wealth LP2026-06-302026-08-2811,323$818,426None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28245$17,709None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28245$15,023None
Dakota Wealth Management2025-12-312026-08-273,397$214,654None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-265,490$346,858None
Kingsview Wealth Management, LLC2026-06-302026-08-2014,525$1,049,859None
Archer Investment Corp2026-06-302026-08-20130$9,396None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2035,847$2,591,015None
Sankala Group LLC2026-06-302026-08-1930$2,238None
Beacon Pointe Advisors, LLC2026-06-302026-08-19216,733$15,665,493None
Strive Financial Group ,LLC2026-06-302026-08-18255$18,431None
Corient Private Wealth LP2026-06-302026-08-1811,323$818,426None
Hamilton Capital, LLC2026-06-302026-08-1813,353$965,144None
Empowered Funds, LLC2026-06-302026-08-1847,491$3,432,649None
Empowered Funds, LLC2026-06-302026-08-1814,131$1,021,389None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1816,117$1,165,691None
Equitable Holdings, Inc.2026-06-302026-08-18567,142$40,992,988None
Tripletail Wealth Management, LLC2026-06-302026-08-15300$21,594None
Perissos Private Wealth Management, LLC2026-06-302026-08-153,124$225,772None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15774,472$55,978,836None
Modern Wealth Management, LLC2026-06-302026-08-15237,625$17,175,562None
MorganRosel Wealth Management, LLC2026-06-302026-08-1577,894$5,630,178None
Mutual Advisors, LLC2026-06-302026-08-1572,616$5,248,661None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1529,541$2,135,224None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1531,198$2,254,991None
Vertex Planning Partners, LLC2026-06-302026-08-15688,073$49,733,952None
Capital Asset Advisory Services LLC2026-06-302026-08-152,973$214,888None
Ameritas Advisory Services, LLC2026-06-302026-08-15318,031$22,987,264None
Delos Wealth Advisors, LLC2026-06-302026-08-1581,484$5,889,664None
Western Wealth Management, LLC2026-06-302026-08-1567,073$4,848,058None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1586,391$6,244,304None
Foundations Investment Advisors, LLC2026-06-302026-08-1566,275$4,790,349None
Qube Research & Technologies Ltd2026-06-302026-08-1519,931$1,440,613None
Per Stirling Capital Management, LLC.2026-06-302026-08-15211,334$15,275,215None
JT Stratford LLC2026-06-302026-08-1541,939$3,031,351None
OSAIC HOLDINGS, INC.2026-06-302026-08-1524,814$1,793,573None
OSAIC HOLDINGS, INC.2026-06-302026-08-15138,876$10,037,944None
OSAIC HOLDINGS, INC.2026-06-302026-08-15733,305$53,007,841None
Betterment LLC2026-06-302026-08-15151,401$10,943,000None
Heritage Wealth Advisors2026-06-302026-08-15153$11,059None
Orion Porfolio Solutions, LLC2026-06-302026-08-153,743$270,512None
BTG Pactual Asset Management US LLC2026-06-302026-08-157,780$562,338None
GTS SECURITIES LLC2026-06-302026-08-1524,561$1,775,269None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1561,320$4,432,210None
Ancora Advisors LLC2026-06-302026-08-152,113$152,728None
Medallion Wealth Advisors, LLC2026-06-302026-08-1598,709$4,637,310None
Lavaca Capital LLC2026-06-302026-08-152,352$170,002None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154$289None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155$361None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Sankala Group LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.