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Fulcrum Equity Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Fulcrum Equity 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
-3,700
Closed -$222K – 111
2025
Q2 		$222K Buy
+3,700
New +$211K 0.23% 91
2024
Q2 		– Sell
-22,647
Closed -$1.2M – 139
2024
Q1 		$1.2M Buy
+22,647
New +$1.14M 1.41% 23

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

Fulcrum Equity Management's JQUA Position: Q3 2025 in Review

Fulcrum Equity Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2025, closing a stake of 3,700 shares — an estimated $222K sold.

Fulcrum Equity Management first reported a position in JQUA in Q1 2024 and held it in 2 quarters. The position peaked at $1.2M in Q1 2024. 408 funds tracked by Wall St. Rank hold JQUA as of Q3 2025.

  • Fulcrum Equity Management reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,700 JPMorgan US Quality Factor ETF shares in Q3 2025, an estimated $222K.
  • Fulcrum Equity Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and held it in 2 quarters.
  • Fulcrum Equity Management's JPMorgan US Quality Factor ETF position peaked at $1.2M in Q1 2024.
  • 408 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.