49 Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

49 Wealth Management’s Portfolio JQUA Stock Details JQUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284K	Sell	4,637 -399	-8%	-$25.3K	0.02%	153
2025 Q4	$318K	Sell	5,036 -1,312	-21%	-$82.4K	0.03%	146
2025 Q3	$399K	Sell	6,348 -655	-9%	-$40.2K	0.04%	118
2025 Q2	$421K	Sell	7,003 -319	-4%	-$18.2K	0.04%	100
2025 Q1	$413K	Sell	7,322 -634	-8%	-$37K	0.05%	106
2024 Q4	$456K	Buy	7,956 +199	+3%	+$11.5K	0.06%	91
2024 Q3	$439K	Sell	7,757 -599	-7%	-$32.5K	0.07%	91
2024 Q2	$441K	Buy	8,356 +1,173	+16%	+$60.7K	0.09%	89
2024 Q1	$378K	Buy	7,183 +1,803	+34%	+$91K	0.08%	75
2023 Q4	$257K	Buy	+5,380	New	+$242K	0.07%	93

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

49 Wealth Management's JQUA Position: Q1 2026 in Review

49 Wealth Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 7.9% in Q1 2026, selling an estimated $25.3K and leaving 4,637 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #153.

49 Wealth Management first reported a position in JQUA in Q4 2023 and has held it in 10 quarters since. The position peaked at $456K in Q4 2024. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

49 Wealth Management held 4,637 shares of JPMorgan US Quality Factor ETF worth $284K as of Q1 2026.
49 Wealth Management sold 399 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $25.3K.
JPMorgan US Quality Factor ETF made up 0.02% of 49 Wealth Management's portfolio in Q1 2026, its #153 holding.
49 Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's JPMorgan US Quality Factor ETF position peaked at $456K in Q4 2024.
457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.