CAGAS
JQUA icon

Capital Advisory Group Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Capital Advisory Group Advisory Services’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
-28,653
Closed -$1.81M – 89
2025
Q4 		$1.81M Buy
28,653
+443
+2% +$27.8K 0.53% 52
2025
Q3 		$1.77M Buy
28,210
+3,554
+14% +$218K 0.55% 55
2025
Q2 		$1.48M Buy
24,656
+92
+0.4% +$5.26K 0.53% 57
2025
Q1 		$1.39M Buy
24,564
+2,032
+9% +$119K 0.53% 57
2024
Q4 		$1.29M Buy
22,532
+13,001
+136% +$754K 0.46% 60
2024
Q3 		$539K Buy
9,531
+3,330
+54% +$181K 0.21% 95
2024
Q2 		$328K Buy
+6,201
New +$321K 0.14% 118

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