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Edge Financial Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Edge Financial Advisors’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 		$9.04M Buy
143,068
+9,354
+7% +$587K 3.8% 7
2025
Q3 		$8.41M Buy
133,714
+10,462
+8% +$642K 3.77% 6
2025
Q2 		$7.4M Sell
123,252
-3,029
-2% -$173K 3.9% 7
2025
Q1 		$7.13M Buy
+126,281
New +$7.38M 4.5% 5

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
S
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
SMA
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
DJSG
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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Edge Financial Advisors's JQUA Position: Q4 2025 in Review

Edge Financial Advisors increased its JPMorgan US Quality Factor ETF (JQUA) stake by 7% in Q4 2025, buying an estimated $587K and bringing the position to 143,068 shares worth $9.04M. The position accounts for 3.8% of the portfolio, ranked #7.

Edge Financial Advisors first reported a position in JQUA in Q1 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold JQUA as of Q4 2025.

  • Edge Financial Advisors held 143,068 shares of JPMorgan US Quality Factor ETF worth $9.04M as of Q4 2025.
  • Edge Financial Advisors bought 9,354 JPMorgan US Quality Factor ETF shares in Q4 2025, an estimated $587K.
  • JPMorgan US Quality Factor ETF made up 3.8% of Edge Financial Advisors's portfolio in Q4 2025, its #7 holding.
  • Edge Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.