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

Iams 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
2025
Q3 		– Sell
-3,380
Closed -$203K – 188
2025
Q2 		$203K Buy
+3,380
New +$193K 0.09% 163

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Iams Wealth Management's JQUA Position: Q3 2025 in Review

Iams Wealth Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2025, closing a stake of 3,380 shares — an estimated $203K sold.

Iams Wealth Management first reported a position in JQUA in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 408 funds tracked by Wall St. Rank hold JQUA as of Q3 2025.

  • Iams Wealth Management reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Iams Wealth Management sold 3,380 JPMorgan US Quality Factor ETF shares in Q3 2025, an estimated $203K.
  • Iams Wealth Management first reported a position in JPMorgan US Quality Factor ETF in Q2 2025 and held it in 1 quarter.
  • Iams Wealth Management's JPMorgan US Quality Factor ETF position peaked at $203K in Q2 2025.
  • 408 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2025.

Based on Iams Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.