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 Q3	$17.6K	Hold	239	–	–	﹤0.01%	377
2026 Q2	$17.3K	Hold	239	–	–	﹤0.01%	383
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Cherry Tree Wealth Management's JQUA Position: Q3 2026 in Review

Cherry Tree Wealth Management held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q3 2026 at 239 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Cherry Tree Wealth Management first reported a position in JQUA in Q2 2025 and has held it in 6 quarters since. 293 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

Cherry Tree Wealth Management held 239 shares of JPMorgan US Quality Factor ETF worth $17.6K as of Q3 2026.
Cherry Tree Wealth Management left its JPMorgan US Quality Factor ETF share count unchanged in Q3 2026.
JPMorgan US Quality Factor ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #377 holding.
Cherry Tree Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q2 2025 and has held it in 6 quarters since.
293 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.