First Heartland Consultants’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

First Heartland Consultants’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	-3,832	Closed	-$230K	–	537
2025 Q2	$230K	Buy	3,832 +146	+4%	+$8.34K	0.02%	441
2025 Q1	$208K	Sell	3,686 -41	-1%	-$2.4K	0.02%	418
2024 Q4	$213K	Sell	3,727 -32,398	-90%	-$1.88M	0.02%	416
2024 Q3	$2.04M	Buy	36,125 +1,861	+5%	+$101K	0.22%	88
2024 Q2	$1.81K	Buy	34,264 +10,973	+47%	+$568K	0.13%	116
2024 Q1	$1.23M	Buy	+23,291	New	+$1.18M	0.13%	148
2023 Q3	–	Sell	-5,026	Closed	-$223K	–	393
2023 Q2	$223K	Buy	+5,026	New	+$211K	0.03%	342

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

First Heartland Consultants's JQUA Position: Q3 2025 in Review

First Heartland Consultants sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2025, closing a stake of 3,832 shares — an estimated $230K sold.

First Heartland Consultants first reported a position in JQUA in Q2 2023 and held it in 7 quarters. The position peaked at $2.04M in Q3 2024. 408 funds tracked by Wall St. Rank hold JQUA as of Q3 2025.

First Heartland Consultants reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
First Heartland Consultants sold 3,832 JPMorgan US Quality Factor ETF shares in Q3 2025, an estimated $230K.
First Heartland Consultants first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and held it in 7 quarters.
First Heartland Consultants's JPMorgan US Quality Factor ETF position peaked at $2.04M in Q3 2024.
408 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2025.

Based on First Heartland Consultants's 13F filing for Q3 2025, filed 10 Nov 2025.