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

Able 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	$13.9M	Buy	227,384 +653	+0.3%	+$41.4K	3.73%	5
2025 Q4	$14.3M	Buy	226,731 +36,491	+19%	+$2.29M	4.53%	3
2025 Q3	$12M	Buy	190,240 +64,063	+51%	+$3.93M	4.5%	3
2025 Q2	$7.58M	Buy	126,177 +19,679	+18%	+$1.12M	3.82%	5
2025 Q1	$6.01M	Buy	106,498 +11,338	+12%	+$662K	3.55%	7
2024 Q4	$5.45M	Buy	95,160 +11,604	+14%	+$673K	3.58%	7
2024 Q3	$4.73M	Sell	83,556 -3,718	-4%	-$202K	3.58%	9
2024 Q2	$4.62M	Sell	87,274 -693	-0.8%	-$35.9K	3.8%	7
2024 Q1	$4.65M	Buy	87,967 +25,009	+40%	+$1.26M	4.06%	6
2023 Q4	$3.01M	Buy	+62,958	New	+$2.83M	2.74%	8

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

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

Able Wealth Management increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.29% in Q1 2026, buying an estimated $41.4K and bringing the position to 227,384 shares worth $13.9M. The position accounts for 3.73% of the portfolio, ranked #5.

Able Wealth Management first reported a position in JQUA in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.3M in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Able Wealth Management held 227,384 shares of JPMorgan US Quality Factor ETF worth $13.9M as of Q1 2026.
Able Wealth Management bought 653 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $41.4K.
JPMorgan US Quality Factor ETF made up 3.73% of Able Wealth Management's portfolio in Q1 2026, its #5 holding.
Able Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Able Wealth Management's JPMorgan US Quality Factor ETF position peaked at $14.3M in Q4 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.