Guardian Wealth Advisors (North Carolina)’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$46.7K	Buy	+762	New	+$48.4K	﹤0.01%	444
2025 Q3	–	Sell	-755	Closed	-$45.3K	–	465
2025 Q2	$45.3K	Buy	755 +3	+0.4%	+$171	﹤0.01%	407
2025 Q1	$42.5K	Buy	752 +2	+0.3%	+$117	﹤0.01%	388
2024 Q4	$43K	Buy	+750	New	+$43.5K	﹤0.01%	369

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DJSG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s JQUA Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q1 2026: 762 shares worth $46.7K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in JQUA as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in JQUA in Q4 2024 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 762 shares of JPMorgan US Quality Factor ETF worth $46.7K as of Q1 2026.
JPMorgan US Quality Factor ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
JPMorgan US Quality Factor ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #444 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 4 quarters since.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.