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

Fermata 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
Q3 		– Sell
-6,133
Closed -$368K – 220
2025
Q2 		$368K Buy
6,133
+1
+0% +$57 0.1% 157
2025
Q1 		$346K Sell
6,132
-200
-3% -$11.7K 0.06% 204
2024
Q4 		$363K Sell
6,332
-190
-3% -$11K 0.07% 179
2024
Q3 		$369K Sell
6,522
-50
-0.8% -$2.71K 0.07% 157
2024
Q2 		$348K Sell
6,572
-560
-8% -$29K 0.08% 149
2024
Q1 		$377K Hold
7,132
– – 0.08% 133
2023
Q4 		$341K Sell
7,132
-152
-2% -$6.82K 0.08% 122
2023
Q3 		$315K Buy
+7,284
New +$325K 0.09% 123

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fermata Advisors's JQUA Position: Q3 2025 in Review

Fermata Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2025, closing a stake of 6,133 shares — an estimated $368K sold.

Fermata Advisors first reported a position in JQUA in Q3 2023 and held it in 8 quarters. The position peaked at $377K in Q1 2024. 408 funds tracked by Wall St. Rank hold JQUA as of Q3 2025.

  • Fermata Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Fermata Advisors sold 6,133 JPMorgan US Quality Factor ETF shares in Q3 2025, an estimated $368K.
  • Fermata Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and held it in 8 quarters.
  • Fermata Advisors's JPMorgan US Quality Factor ETF position peaked at $377K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2025.

Based on Fermata Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.