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

Horizon 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	$484K	Hold	7,901	–	–	0.07%	87
2025 Q4	$499K	Hold	7,901	–	–	0.08%	75
2025 Q3	$497K	Hold	7,901	–	–	0.07%	72
2025 Q2	$474K	Hold	7,901	–	–	0.08%	61
2025 Q1	$446K	Hold	7,901	–	–	0.08%	57
2024 Q4	$452K	Buy	+7,901	New	+$458K	0.08%	55

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

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

Horizon Wealth Management held its JPMorgan US Quality Factor ETF (JQUA) position steady in Q1 2026 at 7,901 shares worth $484K. The position accounts for 0.07% of the portfolio, ranked #87.

Horizon Wealth Management first reported a position in JQUA in Q4 2024 and has held it in 6 quarters since. The position peaked at $499K in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Horizon Wealth Management held 7,901 shares of JPMorgan US Quality Factor ETF worth $484K as of Q1 2026.
Horizon Wealth Management left its JPMorgan US Quality Factor ETF share count unchanged in Q1 2026.
JPMorgan US Quality Factor ETF made up 0.07% of Horizon Wealth Management's portfolio in Q1 2026, its #87 holding.
Horizon Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Horizon Wealth Management's JPMorgan US Quality Factor ETF position peaked at $499K in Q4 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.