Financial Advocates Investment Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Financial Advocates Investment Management’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	-62,080	Closed	-$3.73M	–	344
2025 Q2	$3.73M	Sell	62,080 -2,775	-4%	-$159K	0.3%	76
2025 Q1	$3.66M	Buy	64,855 +58,576	+933%	+$3.42M	0.26%	89
2024 Q4	$360K	Buy	+6,279	New	+$364K	0.02%	551
2023 Q1	–	Sell	-5,857	Closed	-$227K	–	786
2022 Q4	$227K	Sell	5,857 -1,094	-16%	-$42K	0.02%	641
2022 Q3	$244K	Buy	+6,951	New	+$269K	0.02%	612

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's JQUA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2025, closing a stake of 62,080 shares — an estimated $3.73M sold.

Financial Advocates Investment Management first reported a position in JQUA in Q3 2022 and held it in 5 quarters. The position peaked at $3.73M in Q2 2025. 408 funds tracked by Wall St. Rank hold JQUA as of Q3 2025.

Financial Advocates Investment Management reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 62,080 JPMorgan US Quality Factor ETF shares in Q3 2025, an estimated $3.73M.
Financial Advocates Investment Management first reported a position in JPMorgan US Quality Factor ETF in Q3 2022 and held it in 5 quarters.
Financial Advocates Investment Management's JPMorgan US Quality Factor ETF position peaked at $3.73M in Q2 2025.
408 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.