Diversify Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Diversify Advisory 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	–	Sell	-37,358	Closed	-$2.4M	–	572
2025 Q4	$2.4M	Buy	37,358 +22,802	+157%	+$1.43M	0.08%	200
2025 Q3	$910K	Sell	14,556 -145	-1%	-$8.9K	0.03%	389
2025 Q2	$901K	Sell	14,701 -4,474	-23%	-$256K	0.03%	355
2025 Q1	$1.07M	Buy	19,175 +11,453	+148%	+$669K	0.07%	203
2024 Q4	$438K	Sell	7,722 -6,446	-45%	-$374K	0.02%	386
2024 Q3	$808K	Sell	14,168 -309	-2%	-$16.8K	0.04%	289
2024 Q2	$770K	Sell	14,477 -1,318	-8%	-$68.2K	0.04%	293
2024 Q1	$832K	Buy	+15,795	New	+$798K	0.05%	299

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

Diversify Advisory Services's JQUA Position: Q1 2026 in Review

Diversify Advisory Services sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2026, closing a stake of 37,358 shares — an estimated $2.4M sold.

Diversify Advisory Services first reported a position in JQUA in Q1 2024 and held it in 8 quarters. The position peaked at $2.4M in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Diversify Advisory Services reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 37,358 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $2.4M.
Diversify Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's JPMorgan US Quality Factor ETF position peaked at $2.4M in Q4 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

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