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Kestra Investment Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Kestra 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
Q1 		– Sell
-1
Closed -$41 – 1203
2024
Q4 		$41 Buy
+1
New +$58 ﹤0.01% 1150

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Kestra Investment Management's JQUA Position: Q1 2025 in Review

Kestra Investment Management sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 1 share — an estimated $41 sold.

Kestra Investment Management first reported a position in JQUA in Q4 2024 and held it in 1 quarter. The position peaked at $41 in Q4 2024. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • Kestra Investment Management reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1 JPMorgan US Quality Factor ETF share in Q1 2025, an estimated $41.
  • Kestra Investment Management first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's JPMorgan US Quality Factor ETF position peaked at $41 in Q4 2024.
  • 377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.