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Cherry Tree Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Cherry Tree 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 		$14.7K Hold
239
– – ﹤0.01% 372
2025
Q4 		$15.1K Hold
239
– – ﹤0.01% 378
2025
Q3 		$15K Hold
239
– – ﹤0.01% 366
2025
Q2 		$14.4K Buy
+239
New +$13.7K ﹤0.01% 369

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

Cherry Tree Wealth Management's JQUA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q1 2026 at 239 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Cherry Tree Wealth Management first reported a position in JQUA in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q4 2025. 460 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Cherry Tree Wealth Management held 239 shares of JPMorgan US Quality Factor ETF worth $14.7K as of Q1 2026.
  • Cherry Tree Wealth Management left its JPMorgan US Quality Factor ETF share count unchanged in Q1 2026.
  • JPMorgan US Quality Factor ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #372 holding.
  • Cherry Tree Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Cherry Tree Wealth Management's JPMorgan US Quality Factor ETF position peaked at $15.1K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.