BEI
JQUA icon

Benjamin Edwards Inc’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Benjamin Edwards Inc’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 		$8.36M Buy
136,379
+5,829
+4% +$370K 0.08% 245
2025
Q4 		$8.25M Buy
130,550
+974
+0.8% +$61.2K 0.09% 221
2025
Q3 		$8.15M Buy
129,576
+766
+0.6% +$47K 0.09% 214
2025
Q2 		$7.74M Buy
128,810
+4,839
+4% +$277K 0.1% 199
2025
Q1 		$7M Buy
123,971
+587
+0.5% +$34.3K 0.1% 211
2024
Q4 		$7.07M Sell
123,384
-7,050
-5% -$409K 0.1% 213
2024
Q3 		$7.38M Buy
+130,434
New +$7.08M 0.11% 203

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 $376B 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
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
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 $1.47T 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 $3.73B AUM 21.95% 1-Year Est. Return