Cerity Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Cerity Partners’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	$17.5M	Buy	285,193 +278,378	+4,085%	+$17.7M	0.02%	489
2025 Q4	$431K	Sell	6,815 -2,331	-25%	-$146K	﹤0.01%	2199
2025 Q3	$575K	Sell	9,146 -1,070	-10%	-$65.7K	﹤0.01%	1885
2025 Q2	$613K	Sell	10,216 -2,782	-21%	-$159K	﹤0.01%	1762
2025 Q1	$734K	Buy	12,998 +218	+2%	+$12.7K	﹤0.01%	1569
2024 Q4	$728K	Sell	12,780 -3,453	-21%	-$200K	﹤0.01%	1567
2024 Q3	$918K	Buy	+16,233	New	+$881K	﹤0.01%	1444

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 $2.78B AUM 23.87% 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

Cerity Partners's JQUA Position: Q1 2026 in Review

Cerity Partners increased its JPMorgan US Quality Factor ETF (JQUA) stake by 4,085% in Q1 2026, buying an estimated $17.7M and bringing the position to 285,193 shares worth $17.5M. The position accounts for 0.02% of the portfolio, ranked #489.

Cerity Partners first reported a position in JQUA in Q3 2024 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Cerity Partners held 285,193 shares of JPMorgan US Quality Factor ETF worth $17.5M as of Q1 2026.
Cerity Partners bought 278,378 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $17.7M.
JPMorgan US Quality Factor ETF made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #489 holding.
Cerity Partners first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 7 quarters since.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.