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Beaumont Financial Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Beaumont Financial Advisors’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 		– Sell
-533,232
Closed -$33.7M – 383
2025
Q4 		$33.7M Sell
533,232
-3,081
-0.6% -$194K 2.22% 13
2025
Q3 		$33.7M Sell
536,313
-22,418
-4% -$1.38M 2.26% 11
2025
Q2 		$33.6M Buy
558,731
+202,594
+57% +$11.6M 2.43% 10
2025
Q1 		$20.1M Sell
356,137
-137,767
-28% -$8.05M 1.58% 20
2024
Q4 		$28.3M Sell
493,904
-12,225
-2% -$709K 2.12% 11
2024
Q3 		$28.6M Buy
506,129
+3,191
+0.6% +$173K 2.24% 9
2024
Q2 		$26.6M Sell
502,938
-26,472
-5% -$1.37M 2.13% 8
2024
Q1 		$28M Sell
529,410
-12,117
-2% -$612K 2.31% 9
2023
Q4 		$25.9M Sell
541,527
-54,560
-9% -$2.45M 2.36% 8
2023
Q3 		$25.8M Sell
596,087
-36,521
-6% -$1.63M 2.58% 8
2023
Q2 		$28M Buy
632,608
+276,949
+78% +$11.7M 2.59% 8
2023
Q1 		$14.7M Sell
355,659
-249,423
-41% -$10M 1.48% 20
2022
Q4 		$23.4M Sell
605,082
-18,160
-3% -$697K 2.36% 8
2022
Q3 		$21.8M Buy
+623,242
New +$24.1M 2.09% 10
2020
Q1 		– Sell
-34,052
Closed -$1.07M – 268
2019
Q4 		$1.07M Buy
+34,052
New +$1.03M 0.1% 128

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Beaumont Financial Advisors's JQUA Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2026, closing a stake of 533,232 shares — an estimated $33.7M sold.

Beaumont Financial Advisors first reported a position in JQUA in Q4 2019 and held it in 15 quarters. The position peaked at $33.7M in Q3 2025. 459 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Beaumont Financial Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 533,232 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $33.7M.
  • Beaumont Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2019 and held it in 15 quarters.
  • Beaumont Financial Advisors's JPMorgan US Quality Factor ETF position peaked at $33.7M in Q3 2025.
  • 459 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.