Key Financial Inc’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Key Financial Inc’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	$12.3K	Hold	200	–	–	﹤0.01%	835
2025 Q4	$12.6K	Hold	200	–	–	﹤0.01%	820
2025 Q3	$12.6K	Hold	200	–	–	﹤0.01%	822
2025 Q2	$12K	Buy	+200	New	+$11.4K	﹤0.01%	805
2025 Q1	–	Sell	-82	Closed	-$4.7K	–	1401
2024 Q4	$4.7K	Hold	82	–	–	﹤0.01%	1011
2024 Q3	$4.64K	Buy	82 +24	+41%	+$1.3K	﹤0.01%	992
2024 Q2	$3.07K	Hold	58	–	–	﹤0.01%	1056
2024 Q1	$3.07K	Hold	58	–	–	﹤0.01%	1044
2023 Q4	$2.78K	Hold	58	–	–	﹤0.01%	1057
2023 Q3	$2.51K	Hold	58	–	–	﹤0.01%	1080
2023 Q2	$2.57K	Hold	58	–	–	﹤0.01%	1132
2023 Q1	$2.39K	Buy	+58	New	+$2.33K	﹤0.01%	930

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return