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JPL Wealth Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

JPL Wealth Management’s Portfolio FQAL Stock Details FQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.74K Buy
+24
New +$1.82K ﹤0.01% 1020
2025
Q4 		– Sell
-24
Closed -$1.79K – 484
2025
Q3 		$1.79K Buy
+24
New +$1.73K ﹤0.01% 881

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

JPL Wealth Management's FQAL Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Fidelity Quality Factor ETF (FQAL) in Q1 2026: 24 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in FQAL as recently as Q3 2025.

JPL Wealth Management first reported a position in FQAL in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.79K in Q3 2025. 148 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

  • JPL Wealth Management held 24 shares of Fidelity Quality Factor ETF worth $1.74K as of Q1 2026.
  • Fidelity Quality Factor ETF was a new JPL Wealth Management position in Q1 2026.
  • Fidelity Quality Factor ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1020 holding.
  • JPL Wealth Management first reported a position in Fidelity Quality Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Fidelity Quality Factor ETF position peaked at $1.79K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.