Arkadios Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Arkadios Wealth Advisors’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	$1.46M	Sell	23,754 -1,899	-7%	-$121K	0.02%	639
2025 Q4	$1.62M	Sell	25,653 -1,189	-4%	-$74.7K	0.03%	518
2025 Q3	$1.69M	Buy	26,842 +16,689	+164%	+$1.02M	0.04%	450
2025 Q2	$610K	Sell	10,153 -263	-3%	-$15K	0.02%	772
2025 Q1	$588K	Sell	10,416 -97	-0.9%	-$5.67K	0.02%	649
2024 Q4	$602K	Sell	10,513 -4,642	-31%	-$269K	0.03%	477
2024 Q3	$857K	Buy	+15,155	New	+$823K	0.05%	360

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

Arkadios Wealth Advisors's JQUA Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 7.4% in Q1 2026, selling an estimated $121K and leaving 23,754 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #639.

Arkadios Wealth Advisors first reported a position in JQUA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q3 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Arkadios Wealth Advisors held 23,754 shares of JPMorgan US Quality Factor ETF worth $1.46M as of Q1 2026.
Arkadios Wealth Advisors sold 1,899 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $121K.
JPMorgan US Quality Factor ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #639 holding.
Arkadios Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 7 quarters since.
Arkadios Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $1.69M in Q3 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.