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

Heirloom 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	$1.41M	Buy	+22,918	New	+$1.45M	0.25%	41

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

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

Heirloom Wealth Management opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q1 2026: 22,918 shares worth $1.41M. The stake represents 0.25% of the portfolio and ranks #41 among its holdings.

458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Heirloom Wealth Management held 22,918 shares of JPMorgan US Quality Factor ETF worth $1.41M as of Q1 2026.
JPMorgan US Quality Factor ETF was a new Heirloom Wealth Management position in Q1 2026.
JPMorgan US Quality Factor ETF made up 0.25% of Heirloom Wealth Management's portfolio in Q1 2026, its #41 holding.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.