CX Institutional
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CX Institutional’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

CX Institutional’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
2025
Q4 		– Sell
-759
Closed -$48K – 1561
2025
Q3 		$48K Buy
759
+2
+0.3% +$123 ﹤0.01% 945
2025
Q2 		$45K Hold
757
– – ﹤0.01% 868
2025
Q1 		$43K Buy
+757
New +$44.2K ﹤0.01% 855

Other funds holding JQUA

Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.J. St. Germain
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

CX Institutional's JQUA Position: Q4 2025 in Review

CX Institutional sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2025, closing a stake of 759 shares — an estimated $48K sold.

CX Institutional first reported a position in JQUA in Q1 2025 and held it in 3 quarters. The position peaked at $48K in Q3 2025. 453 funds tracked by Wall St. Rank hold JQUA as of Q4 2025.

  • CX Institutional reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 759 JPMorgan US Quality Factor ETF shares in Q4 2025, an estimated $48K.
  • CX Institutional first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and held it in 3 quarters.
  • CX Institutional's JPMorgan US Quality Factor ETF position peaked at $48K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.