Avidian Wealth Enterprises’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Avidian Wealth Enterprises’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	$58.3M	Buy	950,226 +207,551	+28%	+$13.2M	1.84%	11
2025 Q4	$46.9M	Buy	742,675 +21,994	+3%	+$1.38M	1.71%	13
2025 Q3	$45.3M	Buy	720,681 +19,436	+3%	+$1.19M	1.71%	13
2025 Q2	$42.1M	Buy	701,245 +33,913	+5%	+$1.94M	1.71%	14
2025 Q1	$37.7M	Sell	667,332 -23,800	-3%	-$1.39M	1.68%	14
2024 Q4	$39.6M	Buy	691,132 +34,027	+5%	+$1.97M	1.78%	14
2024 Q3	$37.2M	Buy	657,105 +22,338	+4%	+$1.21M	1.69%	14
2024 Q2	$33.6M	Buy	634,767 +47,953	+8%	+$2.48M	1.4%	15
2024 Q1	$31M	Buy	586,814 +12,129	+2%	+$612K	1.51%	16
2023 Q4	$27.5M	Buy	574,685 +188,667	+49%	+$8.47M	1.69%	13
2023 Q3	$16.7M	Buy	386,018 +39,128	+11%	+$1.75M	1.18%	16
2023 Q2	$15.4M	Buy	+346,890	New	+$14.6M	1.01%	20

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 $2.53B AUM 17.43% 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

Avidian Wealth Enterprises's JQUA Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan US Quality Factor ETF (JQUA) stake by 28% in Q1 2026, buying an estimated $13.2M and bringing the position to 950,226 shares worth $58.3M. The position accounts for 1.84% of the portfolio, ranked #11.

Avidian Wealth Enterprises first reported a position in JQUA in Q2 2023 and has held it in 12 quarters since. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Avidian Wealth Enterprises held 950,226 shares of JPMorgan US Quality Factor ETF worth $58.3M as of Q1 2026.
Avidian Wealth Enterprises bought 207,551 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $13.2M.
JPMorgan US Quality Factor ETF made up 1.84% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #11 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 12 quarters since.
457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.