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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
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

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return