Larson Financial Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Larson Financial Group’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	-180	Closed	-$11.3K	–	3575
2025 Q3	$11.3K	Sell	180 -2,195	-92%	-$135K	﹤0.01%	1954
2025 Q2	$143K	Hold	2,375	–	–	0.01%	740
2025 Q1	$134K	Buy	2,375 +2,190	+1,184%	+$128K	0.01%	712
2024 Q4	$10.6K	Hold	185	–	–	﹤0.01%	1461
2024 Q3	$10.4K	Sell	185 -150	-45%	-$8.14K	﹤0.01%	1465
2024 Q2	$17.7K	Buy	+335	New	+$17.3K	﹤0.01%	1090

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 $1.89T 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 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 $369B AUM 28.27% 1-Year Est. Return

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

Larson Financial Group's JQUA Position: Q4 2025 in Review

Larson Financial Group sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2025, closing a stake of 180 shares — an estimated $11.3K sold.

Larson Financial Group first reported a position in JQUA in Q2 2024 and held it in 6 quarters. The position peaked at $143K in Q2 2025. 453 funds tracked by Wall St. Rank hold JQUA as of Q4 2025.

Larson Financial Group reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Larson Financial Group sold 180 JPMorgan US Quality Factor ETF shares in Q4 2025, an estimated $11.3K.
Larson Financial Group first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and held it in 6 quarters.
Larson Financial Group's JPMorgan US Quality Factor ETF position peaked at $143K in Q2 2025.
453 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.