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

Baker Tilly 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
2025 Q2	–	Sell	-3,705	Closed	-$209K	–	239
2025 Q1	$209K	Sell	3,705 -293	-7%	-$17.1K	0.08%	224
2024 Q4	$229K	Sell	3,998 -2,381	-37%	-$138K	0.09%	216
2024 Q3	$361K	Buy	6,379 +342	+6%	+$18.6K	0.16%	154
2024 Q2	$320K	Buy	6,037 +1,118	+23%	+$57.9K	0.13%	189
2024 Q1	$260K	Sell	4,919 -3,449	-41%	-$174K	0.05%	369
2023 Q4	$400K	Buy	+8,368	New	+$376K	0.07%	337
2023 Q3	–	Sell	-6,187	Closed	-$274K	–	516
2023 Q2	$274K	Buy	6,187 +483	+8%	+$20.3K	0.03%	467
2023 Q1	$235K	Buy	+5,704	New	+$229K	0.03%	493

Other funds holding JQUA

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

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

SMA

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Baker Tilly Wealth Management's JQUA Position: Q2 2025 in Review

Baker Tilly Wealth Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2025, closing a stake of 3,705 shares — an estimated $209K sold.

Baker Tilly Wealth Management first reported a position in JQUA in Q1 2023 and held it in 8 quarters. The position peaked at $400K in Q4 2023. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

Baker Tilly Wealth Management reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,705 JPMorgan US Quality Factor ETF shares in Q2 2025, an estimated $209K.
Baker Tilly Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and held it in 8 quarters.
Baker Tilly Wealth Management's JPMorgan US Quality Factor ETF position peaked at $400K in Q4 2023.
401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.