Everest Management Corp’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Everest Management Corp’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	$1.06M	Sell	17,243 -195	-1%	-$12.4K	0.54%	30
2025 Q4	$1.1M	Buy	17,438 +9	+0.1%	+$565	0.61%	23
2025 Q3	$1.1M	Buy	17,429 +6	+0%	+$368	0.7%	27
2025 Q2	$1.05M	Buy	17,423 +3,700	+27%	+$211K	0.75%	25
2025 Q1	$775K	Hold	13,723	–	–	0.71%	22
2024 Q4	$786K	Buy	+13,723	New	+$795K	0.69%	24

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

Everest Management Corp's JQUA Position: Q1 2026 in Review

Everest Management Corp reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 1.1% in Q1 2026, selling an estimated $12.4K and leaving 17,243 shares worth $1.06M. The position accounts for 0.54% of the portfolio, ranked #30.

Everest Management Corp first reported a position in JQUA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Everest Management Corp held 17,243 shares of JPMorgan US Quality Factor ETF worth $1.06M as of Q1 2026.
Everest Management Corp sold 195 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $12.4K.
JPMorgan US Quality Factor ETF made up 0.54% of Everest Management Corp's portfolio in Q1 2026, its #30 holding.
Everest Management Corp first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Everest Management Corp's JPMorgan US Quality Factor ETF position peaked at $1.1M in Q4 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Everest Management Corp's 13F filing for Q1 2026, filed 7 May 2026.