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Lantern Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Lantern Wealth Advisors’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
-3,457
Closed -$218K – 169
2025
Q3 		$218K Buy
+3,457
New +$212K 0.12% 141

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Lantern Wealth Advisors's JQUA Position: Q4 2025 in Review

Lantern Wealth Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2025, closing a stake of 3,457 shares — an estimated $218K sold.

Lantern Wealth Advisors first reported a position in JQUA in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 453 funds tracked by Wall St. Rank hold JQUA as of Q4 2025.

  • Lantern Wealth Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Lantern Wealth Advisors sold 3,457 JPMorgan US Quality Factor ETF shares in Q4 2025, an estimated $218K.
  • Lantern Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and held it in 1 quarter.
  • Lantern Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $218K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2025.

Based on Lantern Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.