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Journey Strategic Wealth’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Journey Strategic Wealth’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 		$491K Sell
8,008
-628
-7% -$39.9K 0.01% 347
2025
Q4 		$546K Sell
8,636
-537
-6% -$33.7K 0.01% 290
2025
Q3 		$577K Sell
9,173
-128
-1% -$7.86K 0.02% 262
2025
Q2 		$559K Buy
9,301
+1,981
+27% +$113K 0.02% 272
2025
Q1 		$413K Sell
7,320
-745
-9% -$43.5K 0.01% 268
2024
Q4 		$462K Sell
8,065
-226
-3% -$13.1K 0.02% 236
2024
Q3 		$469K Buy
+8,291
New +$450K 0.02% 229

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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.55T AUM 33.47% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Journey Strategic Wealth's JQUA Position: Q1 2026 in Review

Journey Strategic Wealth reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 7.3% in Q1 2026, selling an estimated $39.9K and leaving 8,008 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #347.

Journey Strategic Wealth first reported a position in JQUA in Q3 2024 and has held it in 7 quarters since. The position peaked at $577K in Q3 2025. 460 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Journey Strategic Wealth held 8,008 shares of JPMorgan US Quality Factor ETF worth $491K as of Q1 2026.
  • Journey Strategic Wealth sold 628 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $39.9K.
  • JPMorgan US Quality Factor ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #347 holding.
  • Journey Strategic Wealth first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's JPMorgan US Quality Factor ETF position peaked at $577K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.