Bartlett & Co Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Bartlett & Co 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
2026 Q1	$31.9M	Buy	479,264 +42,303	+10%	+$2.69M	0.41%	54
2025 Q4	$27.6M	Buy	436,961 +29,806	+7%	+$1.87M	0.36%	57
2025 Q3	$25.6M	Buy	407,155 +3,534	+0.9%	+$217K	0.34%	65
2025 Q2	$24.2M	Buy	403,621 +17,409	+5%	+$995K	0.34%	64
2025 Q1	$21.8M	Buy	386,212 +22,125	+6%	+$1.29M	0.32%	66
2024 Q4	$20.9M	Buy	364,087 +19,975	+6%	+$1.16M	0.3%	67
2024 Q3	$19.5M	Buy	344,112 +33,904	+11%	+$1.84M	0.28%	73
2024 Q2	$16.4M	Buy	310,208 +29,571	+11%	+$1.53M	0.25%	77
2024 Q1	$14.8M	Buy	280,637 +79,261	+39%	+$4M	0.23%	80
2023 Q4	$9.66M	Buy	+201,376	New	+$9.04M	0.16%	102

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

Bartlett & Co Wealth Management's JQUA Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its JPMorgan US Quality Factor ETF (JQUA) stake by 9.7% in Q1 2026, buying an estimated $2.69M and bringing the position to 479,264 shares worth $31.9M. The position accounts for 0.41% of the portfolio, ranked #54.

Bartlett & Co Wealth Management first reported a position in JQUA in Q4 2023 and has held it in 10 quarters since. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Bartlett & Co Wealth Management held 479,264 shares of JPMorgan US Quality Factor ETF worth $31.9M as of Q1 2026.
Bartlett & Co Wealth Management bought 42,303 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $2.69M.
JPMorgan US Quality Factor ETF made up 0.41% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #54 holding.
Bartlett & Co Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.