Koesten Hirschmann & Crabtree’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Koesten Hirschmann & Crabtree’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	-555	Closed	-$34.9K	–	145
2025 Q3	$34.9K	Buy	555 +1	+0.2%	+$61	0.02%	98
2025 Q2	$33.3K	Buy	554 +2	+0.4%	+$114	0.02%	99
2025 Q1	$31.2K	Buy	552 +1	+0.2%	+$58	0.02%	103
2024 Q4	$31.5K	Buy	551 +2	+0.4%	+$116	0.02%	101
2024 Q3	$31K	Buy	549 +9	+2%	+$488	0.02%	99
2024 Q2	$28.6K	Hold	540	–	–	0.02%	110
2024 Q1	$28.6K	Buy	540 +320	+145%	+$16.2K	0.02%	110
2023 Q4	$10.5K	Buy	+220	New	+$9.88K	0.01%	116

Other funds holding JQUA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SMA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Koesten Hirschmann & Crabtree's JQUA Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2025, closing a stake of 555 shares — an estimated $34.9K sold.

Koesten Hirschmann & Crabtree first reported a position in JQUA in Q4 2023 and held it in 8 quarters. The position peaked at $34.9K in Q3 2025. 452 funds tracked by Wall St. Rank hold JQUA as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 555 JPMorgan US Quality Factor ETF shares in Q4 2025, an estimated $34.9K.
Koesten Hirschmann & Crabtree first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and held it in 8 quarters.
Koesten Hirschmann & Crabtree's JPMorgan US Quality Factor ETF position peaked at $34.9K in Q3 2025.
452 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.