Bank of Montreal
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Bank of Montreal’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Bank of Montreal’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 		$84.8K Sell
1,383
-312
-18% -$19.8K ﹤0.01% 3165
2025
Q4 		$107K Buy
1,695
+858
+103% +$53.9K ﹤0.01% 3029
2025
Q3 		$52.7K Sell
837
-378
-31% -$23.2K ﹤0.01% 3113
2025
Q2 		$73K Sell
1,215
-1,253
-51% -$71.6K ﹤0.01% 3068
2025
Q1 		$139K Buy
2,468
+137
+6% +$8K ﹤0.01% 2837
2024
Q4 		$133K Sell
2,331
-16,779
-88% -$972K ﹤0.01% 2875
2024
Q3 		$1.08M Buy
19,110
+17,882
+1,456% +$971K ﹤0.01% 2001
2024
Q2 		$65.2K Buy
+1,228
New +$63.6K ﹤0.01% 3372
2020
Q2 		– Sell
-2,269
Closed -$57K – 4734
2020
Q1 		$57K Hold
2,269
– – ﹤0.01% 2838
2019
Q4 		$71K Buy
+2,269
New +$68.5K ﹤0.01% 3658

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Focus Partners Wealth
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Bank of Montreal's JQUA Position: Q1 2026 in Review

Bank of Montreal reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 18% in Q1 2026, selling an estimated $19.8K and leaving 1,383 shares worth $84.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

Bank of Montreal first reported a position in JQUA in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.08M in Q3 2024. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Bank of Montreal held 1,383 shares of JPMorgan US Quality Factor ETF worth $84.8K as of Q1 2026.
  • Bank of Montreal sold 312 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $19.8K.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3165 holding.
  • Bank of Montreal first reported a position in JPMorgan US Quality Factor ETF in Q4 2019 and has held it in 10 quarters since.
  • Bank of Montreal's JPMorgan US Quality Factor ETF position peaked at $1.08M in Q3 2024.
  • 458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.