Gibbs Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Gibbs Wealth 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
2026 Q1	$5.67M	Buy	92,546 +49,407	+115%	+$3.14M	0.74%	27
2025 Q4	$2.78M	Buy	43,139 +3,793	+10%	+$238K	0.67%	27
2025 Q3	$2.48M	Sell	39,346 -19,580	-33%	-$1.2M	0.56%	32
2025 Q2	$3.54M	Buy	58,926 +13,082	+29%	+$748K	0.68%	28
2025 Q1	$2.59M	Buy	45,844 +6,313	+16%	+$369K	0.62%	35
2024 Q4	$2.26M	Sell	39,531 -10,604	-21%	-$615K	0.61%	36
2024 Q3	$2.84M	Buy	50,135 +16,122	+47%	+$875K	0.92%	22
2024 Q2	$1.8M	Buy	34,013 +16,711	+97%	+$865K	0.73%	33
2024 Q1	$915K	Buy	+17,302	New	+$874K	0.53%	45

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Gibbs Wealth Management's JQUA Position: Q1 2026 in Review

Gibbs Wealth Management increased its JPMorgan US Quality Factor ETF (JQUA) stake by 115% in Q1 2026, buying an estimated $3.14M and bringing the position to 92,546 shares worth $5.67M. The position accounts for 0.74% of the portfolio, ranked #27.

Gibbs Wealth Management first reported a position in JQUA in Q1 2024 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Gibbs Wealth Management held 92,546 shares of JPMorgan US Quality Factor ETF worth $5.67M as of Q1 2026.
Gibbs Wealth Management bought 49,407 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $3.14M.
JPMorgan US Quality Factor ETF made up 0.74% of Gibbs Wealth Management's portfolio in Q1 2026, its #27 holding.
Gibbs Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.