Jones Financial Companies’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Jones Financial Companies’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	$20.6M	Buy	343,535 +51,538	+18%	+$3.27M	0.01%	580
2025 Q4	$18.4M	Buy	291,997 +37,933	+15%	+$2.38M	0.01%	330
2025 Q3	$15.9M	Buy	254,064 +48,485	+24%	+$2.98M	0.01%	330
2025 Q2	$12.3M	Buy	205,579 +83,075	+68%	+$4.75M	0.01%	330
2025 Q1	$6.87M	Buy	122,504 +56,846	+87%	+$3.32M	0.01%	368
2024 Q4	$3.76M	Buy	65,658 +32,576	+98%	+$1.89M	﹤0.01%	410
2024 Q3	$1.87M	Buy	33,082 +20,117	+155%	+$1.09M	﹤0.01%	472
2024 Q2	$687K	Buy	12,965 +12,835	+9,873%	+$664K	﹤0.01%	490
2024 Q1	$6.87K	Buy	+130	New	+$6.56K	﹤0.01%	1129

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Jones Financial Companies's JQUA Position: Q1 2026 in Review

Jones Financial Companies increased its JPMorgan US Quality Factor ETF (JQUA) stake by 18% in Q1 2026, buying an estimated $3.27M and bringing the position to 343,535 shares worth $20.6M. The position accounts for 0.01% of the portfolio, ranked #580.

Jones Financial Companies first reported a position in JQUA in Q1 2024 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Jones Financial Companies held 343,535 shares of JPMorgan US Quality Factor ETF worth $20.6M as of Q1 2026.
Jones Financial Companies bought 51,538 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $3.27M.
JPMorgan US Quality Factor ETF made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #580 holding.
Jones Financial Companies first reported a position in JPMorgan US Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.