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 Q3	$266K	Buy	+3,600	New	+$265K	﹤0.01%	2827
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 $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Jim Simons's JQUA Position: Q3 2026 in Review

Jim Simons opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q3 2026: 3,600 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #2827 among its holdings. This is a return to the name: Jim Simons previously reported a position in JQUA as recently as Q4 2025.

Jim Simons first reported a position in JQUA in Q2 2023 and has held it in 11 quarters since. The position peaked at $7.03M in Q4 2023. 449 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

Jim Simons held 3,600 shares of JPMorgan US Quality Factor ETF worth $266K as of Q3 2026.
JPMorgan US Quality Factor ETF was a new Jim Simons position in Q3 2026.
JPMorgan US Quality Factor ETF made up ﹤0.01% of Jim Simons's portfolio in Q3 2026, its #2827 holding.
Jim Simons first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 11 quarters since.
Jim Simons's JPMorgan US Quality Factor ETF position peaked at $7.03M in Q4 2023.
449 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Renaissance Technologies's 13F filing for Q3 2026, filed 12 Nov 2026.