Intellus Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Intellus Advisors’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	$35.4M	Sell	576,692 -142,394	-20%	-$9.04M	4.83%	6
2025 Q4	$45.4M	Buy	719,086 +23,932	+3%	+$1.5M	6.03%	5
2025 Q3	$43.7M	Buy	695,154 +171,829	+33%	+$10.5M	5.98%	4
2025 Q2	$31.4M	Buy	523,325 +337,229	+181%	+$19.3M	4.68%	6
2025 Q1	$10.5M	Buy	+186,096	New	+$10.9M	1.84%	21

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 $2.53B AUM 17.43% 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

Intellus Advisors's JQUA Position: Q1 2026 in Review

Intellus Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 20% in Q1 2026, selling an estimated $9.04M and leaving 576,692 shares worth $35.4M. The position accounts for 4.83% of the portfolio, ranked #6.

Intellus Advisors first reported a position in JQUA in Q1 2025 and has held it in 5 quarters since. The position peaked at $45.4M in Q4 2025. 457 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Intellus Advisors held 576,692 shares of JPMorgan US Quality Factor ETF worth $35.4M as of Q1 2026.
Intellus Advisors sold 142,394 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $9.04M.
JPMorgan US Quality Factor ETF made up 4.83% of Intellus Advisors's portfolio in Q1 2026, its #6 holding.
Intellus Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
Intellus Advisors's JPMorgan US Quality Factor ETF position peaked at $45.4M in Q4 2025.
457 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.