Gateway Wealth Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Gateway Wealth Partners’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 Q2	–	Sell	-3,914	Closed	-$240K	–	864
2026 Q1	$240K	Buy	+3,914	New	+$248K	0.01%	835
2025 Q4	–	Sell	-4,490	Closed	-$282K	–	469
2025 Q3	$282K	Buy	4,490 +993	+28%	+$61K	0.04%	334
2025 Q2	$210K	Sell	3,497 -1,944	-36%	-$111K	0.04%	342
2025 Q1	$307K	Buy	5,441 +395	+8%	+$23.1K	0.07%	247
2024 Q4	$289K	Buy	+5,046	New	+$292K	0.07%	234
2024 Q3	–	Sell	-6,695	Closed	-$355K	–	283
2024 Q2	$355K	Sell	6,695 -3,574	-35%	-$185K	0.11%	182
2024 Q1	$543K	Buy	10,269 +3,226	+46%	+$163K	0.19%	116
2023 Q4	$337K	Buy	7,043 +1,728	+33%	+$77.6K	0.14%	139
2023 Q3	$230K	Buy	+5,315	New	+$237K	0.04%	229

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Gateway Wealth Partners's JQUA Position: Q2 2026 in Review

Gateway Wealth Partners sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2026, closing a stake of 3,914 shares — an estimated $240K sold.

Gateway Wealth Partners first reported a position in JQUA in Q3 2023 and held it in 9 quarters. The position peaked at $543K in Q1 2024. 478 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

Gateway Wealth Partners reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 3,914 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $240K.
Gateway Wealth Partners first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and held it in 9 quarters.
Gateway Wealth Partners's JPMorgan US Quality Factor ETF position peaked at $543K in Q1 2024.
478 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.