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

Contango 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 		$4.06M Sell
66,214
-29,806
-31% -$1.89M 4.74% 6
2025
Q4 		$6.07M Buy
+96,020
New +$6.03M 6.78% 5

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 $377B AUM 19.32% 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 $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
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 $1.56T 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 $4.71B AUM 25.36% 1-Year Est. Return

Contango Wealth Management's JQUA Position: Q1 2026 in Review

Contango Wealth Management reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 31% in Q1 2026, selling an estimated $1.89M and leaving 66,214 shares worth $4.06M. The position accounts for 4.74% of the portfolio, ranked #6.

Contango Wealth Management first reported a position in JQUA in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.07M in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Contango Wealth Management held 66,214 shares of JPMorgan US Quality Factor ETF worth $4.06M as of Q1 2026.
  • Contango Wealth Management sold 29,806 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $1.89M.
  • JPMorgan US Quality Factor ETF made up 4.74% of Contango Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Contango Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Contango Wealth Management's JPMorgan US Quality Factor ETF position peaked at $6.07M in Q4 2025.
  • 458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.