Coordinated Financial Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Coordinated Financial 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	$405K	Hold	6,600	–	–	0.23%	116
2025 Q4	$417K	Hold	6,600	–	–	0.24%	114
2025 Q3	$415K	Hold	6,600	–	–	0.27%	105
2025 Q2	$396K	Hold	6,600	–	–	0.27%	100
2025 Q1	$373K	Sell	6,600 -600	-8%	-$35K	0.29%	98
2024 Q4	$412K	Buy	+7,200	New	+$417K	0.32%	86
2024 Q2	$425K	Sell	8,020 -497	-6%	-$25.7K	0.36%	76
2024 Q1	$450K	Buy	+8,517	New	+$430K	0.39%	71

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

Coordinated Financial Services's JQUA Position: Q1 2026 in Review

Coordinated Financial Services held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q1 2026 at 6,600 shares worth $405K. The position accounts for 0.23% of the portfolio, ranked #116.

Coordinated Financial Services first reported a position in JQUA in Q1 2024 and has held it in 8 quarters since. The position peaked at $450K in Q1 2024. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Coordinated Financial Services held 6,600 shares of JPMorgan US Quality Factor ETF worth $405K as of Q1 2026.
Coordinated Financial Services left its JPMorgan US Quality Factor ETF share count unchanged in Q1 2026.
JPMorgan US Quality Factor ETF made up 0.23% of Coordinated Financial Services's portfolio in Q1 2026, its #116 holding.
Coordinated Financial Services first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's JPMorgan US Quality Factor ETF position peaked at $450K in Q1 2024.
457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.