Kayne Anderson Rudnick Investment Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Kayne Anderson Rudnick 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
2025 Q4	–	Sell	-636	Closed	-$40K	–	1037
2025 Q3	$40K	Hold	636	–	–	﹤0.01%	613
2025 Q2	$38.2K	Hold	636	–	–	﹤0.01%	625
2025 Q1	$35.9K	Hold	636	–	–	﹤0.01%	604
2024 Q4	$36.4K	Hold	636	–	–	﹤0.01%	577
2024 Q3	$36K	Hold	636	–	–	﹤0.01%	575
2024 Q2	$33.7K	Buy	+636	New	+$32.9K	﹤0.01%	563

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's JQUA Position: Q4 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2025, closing a stake of 636 shares — an estimated $40K sold.

Kayne Anderson Rudnick Investment Management first reported a position in JQUA in Q2 2024 and held it in 6 quarters. The position peaked at $40K in Q3 2025. 452 funds tracked by Wall St. Rank hold JQUA as of Q4 2025.

Kayne Anderson Rudnick Investment Management reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 636 JPMorgan US Quality Factor ETF shares in Q4 2025, an estimated $40K.
Kayne Anderson Rudnick Investment Management first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and held it in 6 quarters.
Kayne Anderson Rudnick Investment Management's JPMorgan US Quality Factor ETF position peaked at $40K in Q3 2025.
452 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.