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Journey Retirement Planning & Investment Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Journey Retirement Planning & Investment 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
2026
Q1 		– Sell
-3,772
Closed -$238K – 188
2025
Q4 		$238K Buy
+3,772
New +$237K 0.05% 227

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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

Journey Retirement Planning & Investment Management's JQUA Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2026, closing a stake of 3,772 shares — an estimated $238K sold.

Journey Retirement Planning & Investment Management first reported a position in JQUA in Q4 2025 and held it in 1 quarter. The position peaked at $238K in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 3,772 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $238K.
  • Journey Retirement Planning & Investment Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's JPMorgan US Quality Factor ETF position peaked at $238K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.