JQUA

Jpmorgan Us Quality Factor

Latest period2024 - Q4Total superinvestors56

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 56 superinvestors own shares of Jpmorgan Us Quality Factor (JQUA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Jpmorgan Us Quality Factor (JQUA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Jpmorgan Us Quality Factor (JQUA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Jpmorgan Us Quality Factor (JQUA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -7.94%
4.09%
$135.618M
2.368M shares@ 57.27 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -2.41%
2.13%
$28.286M
493,904 shares@ 57.27 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -0.27%
3.02%
$24.821M
433,406 shares@ 57.28 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -48.65%
1.13%
$24.807M
433,153 shares@ 57.28 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -1.56%
0.15%
$13.65M
238,353 shares@ 57.27 avg price
Chen Li@Goalvest Advisory Llc
Recent Activity
Decreased -33.39%
1.99%
$7.237M
126,373 shares@ 57.28 avg price
Joseph Perfilio@Integrated Capital Management, Inc.
Recent Activity
Decreased -2.75%
3.7%
$4.673M
81,594 shares@ 57.28 avg price
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
Decreased -1.77%
0.61%
$3.512M
62,088 shares@ 56.57 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Decreased -3.88%
0.29%
$3.181M
55,540 shares@ 57.28 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -7.14%
0.09%
$3.048M
52,394 shares@ 58.18 avg price