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Institutional Holders of JQUA

There is a long list of 252 institutional holders of JQUA within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JQUA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-JQUA table below, the initial column indicates the name of each top institutional holder of JQUA, with a link to that fund's top holdings. The next columns indicate the amount of JQUA stock held by each of the institutional holders of JQUA, followed by the JQUA position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Portfolio Solutions Inc.5,578,095$266,968 12/31/2023
     JQUA5,578,095$266,968 12/31/2023
Signaturefd LLC5,265,666$252,015 12/31/2023
     JQUA5,265,666$252,015 12/31/2023
Annex Advisory Services LLC4,205,639$222,352 03/31/2024
     JQUA4,205,639$222,352 03/31/2024
ST Germain D J Co. Inc.2,412,066$127,526 03/31/2024
     JQUA2,412,066$127,526 03/31/2024
JPMorgan Chase & Co.2,574,851$123,232 12/31/2023
     JQUA2,574,851$123,232 12/31/2023
Midland Wealth Advisors LLC2,007,615$96,084 12/31/2023
     JQUA2,007,615$96,084 12/31/2023
Savant Capital LLC2,004,627$95,941 12/31/2023
     JQUA2,004,627$95,941 12/31/2023
Morgan Stanley1,958,579$93,738 12/31/2023
     JQUA1,958,579$93,738 12/31/2023
LPL Financial LLC1,821,061$87,156 12/31/2023
     JQUA1,821,061$87,156 12/31/2023
Sage Mountain Advisors LLC1,542,902$81,573 03/31/2024
     JQUA1,542,902$81,573 03/31/2024
Hamilton Capital LLC1,346,105$64,425 12/31/2023
     JQUA1,346,105$64,425 12/31/2023
Townsquare Capital LLC1,163,390$55,680 12/31/2023
     JQUA1,163,390$55,680 12/31/2023
Hennion & Walsh Asset Management Inc.835,491$44,172 03/31/2024
     JQUA835,491$44,172 03/31/2024
One Capital Management LLC839,643$40,185 12/31/2023
     JQUA839,643$40,185 12/31/2023
Royal Bank of Canada831,254$39,784 12/31/2023
     JQUA831,254$39,784 12/31/2023
RVW Wealth LLC744,640$39,369 03/31/2024
     JQUA744,640$39,369 03/31/2024
Commonwealth Equity Services LLC784,537$37,548 12/31/2023
     JQUA784,537$37,548 12/31/2023
Bank of America Corp DE745,789$35,693 12/31/2023
     JQUA745,789$35,693 12/31/2023
Vertex Planning Partners LLC717,214$34,326 12/31/2023
     JQUA717,214$34,326 12/31/2023
Mason & Associates Inc641,763$33,930 03/31/2024
     JQUA641,763$33,930 03/31/2024
Envestnet Asset Management Inc.654,388$31,319 12/31/2023
     JQUA654,388$31,319 12/31/2023
Levy Wealth Management Group LLC548,704$29,010 03/31/2024
     JQUA548,704$29,010 03/31/2024
Northwestern Mutual Wealth Management Co.589,446$28,211 12/31/2023
     JQUA589,446$28,211 12/31/2023
REDW Wealth LLC586,030$28,047 12/31/2023
     JQUA586,030$28,047 12/31/2023
STA Wealth Management LLC574,685$27,504 12/31/2023
     JQUA574,685$27,504 12/31/2023
TFC Financial Management568,716$27,219 12/31/2023
     JQUA568,716$27,219 12/31/2023
Janney Montgomery Scott LLC552,654$26,450 12/31/2023
     JQUA552,654$26,450 12/31/2023
Beaumont Financial Advisors LLC541,527$25,917 12/31/2023
     JQUA541,527$25,917 12/31/2023
Sage Advisory Services Ltd.Co.539,603$25,825 12/31/2023
     JQUA539,603$25,825 12/31/2023
Roof Eidam & Maycock ADV499,353$23,899 12/31/2023
     JQUA499,353$23,899 12/31/2023
Baker Avenue Asset Management LP483,796$23,154 12/31/2023
     JQUA483,796$23,154 12/31/2023
Raymond James Financial Services Advisors Inc.421,745$22,298 03/31/2024
     JQUA421,745$22,298 03/31/2024
IFP Advisors Inc464,442$22,228 12/31/2023
     JQUA464,442$22,228 12/31/2023
Octavia Wealth Advisors LLC402,141$21,261 03/31/2024
     JQUA402,141$21,261 03/31/2024
Bank of New York Mellon Corp438,565$20,990 12/31/2023
     JQUA438,565$20,990 12/31/2023
Stratos Wealth Partners LTD.385,250$20,368 03/31/2024
     JQUA385,250$20,368 03/31/2024
First Citizens Asset Management Inc.413,740$20,037 12/31/2023
     JQUA413,740$20,037 12/31/2023
Comerica Bank397,311$19,015 12/31/2023
     JQUA397,311$19,015 12/31/2023
Equitable Holdings Inc.334,477$16,008 12/31/2023
     JQUA334,477$16,008 12/31/2023
Vestmark Advisory Solutions Inc.309,115$14,794 12/31/2023
     JQUA309,115$14,794 12/31/2023
First Horizon Advisors Inc.307,500$14,717 12/31/2023
     JQUA307,500$14,717 12/31/2023
Stifel Financial Corp300,386$14,376 12/31/2023
     JQUA300,386$14,376 12/31/2023
GWM Advisors LLC284,664$13,824 12/31/2023
     JQUA284,664$13,824 12/31/2023
Raymond James & Associates260,333$13,764 03/31/2024
     JQUA260,333$13,764 03/31/2024
Rockefeller Capital Management L.P.281,702$13,482 12/31/2023
     JQUA281,702$13,482 12/31/2023
Quadcap Wealth Management LLC278,665$13,337 12/31/2023
     JQUA278,665$13,337 12/31/2023
Park Avenue Securities LLC252,044$13,326 03/31/2024
     JQUA252,044$13,326 03/31/2024
Breakwater Capital Group245,925$13,002 03/31/2024
     JQUA245,925$13,002 03/31/2024
Daymark Wealth Partners LLC243,745$12,887 03/31/2024
     JQUA243,745$12,887 03/31/2024
GoalVest Advisory LLC226,306$11,965 03/31/2024
     JQUA226,306$11,965 03/31/2024

See All: Funds Holding JQUA
See Details: Top 10 Hedge Funds Holding JQUA
Also See: JQUA Holdings Changes

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