Jim Simons’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Jim Simons’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	–	Sell	-5,500	Closed	-$347K	–	3486
2025 Q4	$347K	Sell	5,500 -7,500	-58%	-$471K	﹤0.01%	2712
2025 Q3	$818K	Sell	13,000 -15,700	-55%	-$964K	﹤0.01%	2583
2025 Q2	$1.72M	Buy	+28,700	New	+$1.64M	﹤0.01%	2209
2025 Q1	–	Sell	-22,000	Closed	-$1.26M	–	3666
2024 Q4	$1.26M	Sell	22,000 -24,200	-52%	-$1.4M	﹤0.01%	2352
2024 Q3	$2.61M	Buy	46,200 +35,500	+332%	+$1.93M	﹤0.01%	1849
2024 Q2	$567K	Sell	10,700 -58,700	-85%	-$3.04M	﹤0.01%	2634
2024 Q1	$3.67M	Sell	69,400 -77,500	-53%	-$3.91M	0.01%	1616
2023 Q4	$7.03M	Buy	146,900 +142,100	+2,960%	+$6.38M	0.01%	1131
2023 Q3	$208K	Sell	4,800 -14,000	-74%	-$625K	﹤0.01%	3080
2023 Q2	$832K	Buy	+18,800	New	+$791K	﹤0.01%	2578

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 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 $4.71B AUM 25.36% 1-Year Est. Return

Jim Simons's JQUA Position: Q1 2026 in Review

Jim Simons sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2026, closing a stake of 5,500 shares — an estimated $347K sold.

Jim Simons first reported a position in JQUA in Q2 2023 and held it in 10 quarters. The position peaked at $7.03M in Q4 2023. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Jim Simons reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 5,500 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $347K.
Jim Simons first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and held it in 10 quarters.
Jim Simons's JPMorgan US Quality Factor ETF position peaked at $7.03M in Q4 2023.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.