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
Q2 		$99K Sell
1,369
-14
-1% -$952 ﹤0.01% 3238
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 $34.1B AUM 22.4% 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 $97.6B AUM 29.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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: Q2 2026 in Review

Bank of Montreal reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 1% in Q2 2026, selling an estimated $952 and leaving 1,369 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Bank of Montreal first reported a position in JQUA in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.08M in Q3 2024. 479 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Bank of Montreal held 1,369 shares of JPMorgan US Quality Factor ETF worth $99K as of Q2 2026.
  • Bank of Montreal sold 14 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $952.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3238 holding.
  • Bank of Montreal first reported a position in JPMorgan US Quality Factor ETF in Q4 2019 and has held it in 11 quarters since.
  • Bank of Montreal's JPMorgan US Quality Factor ETF position peaked at $1.08M in Q3 2024.
  • 479 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.