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Howe & Rusling’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Howe & Rusling’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
2025
Q1 		– Sell
-3,082
Closed -$177K – 453
2024
Q4 		$177K Buy
+3,082
New +$179K 0.02% 260

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Howe & Rusling's JQUA Position: Q1 2025 in Review

Howe & Rusling sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 3,082 shares — an estimated $177K sold.

Howe & Rusling first reported a position in JQUA in Q4 2024 and held it in 1 quarter. The position peaked at $177K in Q4 2024. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • Howe & Rusling reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 3,082 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $177K.
  • Howe & Rusling first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and held it in 1 quarter.
  • Howe & Rusling's JPMorgan US Quality Factor ETF position peaked at $177K in Q4 2024.
  • 377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.