LGT Financial Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

LGT Financial 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 Q3	–	Sell	-79	Closed	-$4.74K	–	525
2025 Q2	$4.74K	Sell	79 -13	-14%	-$743	0.01%	299
2025 Q1	$5.2K	Sell	92 -45	-33%	-$2.63K	0.02%	221
2024 Q4	$7.84K	Hold	137	–	–	0.02%	479
2024 Q3	$7.75K	Sell	137 -53	-28%	-$2.88K	0.02%	459
2024 Q2	$10.1K	Buy	190 +86	+83%	+$4.45K	0.02%	472
2024 Q1	$5.5K	Sell	104 -24	-19%	-$1.21K	0.01%	607
2023 Q4	$6.13K	Buy	128 +3	+2%	+$135	0.01%	589
2023 Q3	$5.41K	Buy	125 +45	+56%	+$2.01K	0.01%	598
2023 Q2	$3.54K	Buy	+80	New	+$3.37K	﹤0.01%	199

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGT Financial Advisors's JQUA Position: Q3 2025 in Review

LGT Financial Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2025, closing a stake of 79 shares — an estimated $4.74K sold.

LGT Financial Advisors first reported a position in JQUA in Q2 2023 and held it in 9 quarters. The position peaked at $10.1K in Q2 2024. 408 funds tracked by Wall St. Rank hold JQUA as of Q3 2025.

LGT Financial Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 79 JPMorgan US Quality Factor ETF shares in Q3 2025, an estimated $4.74K.
LGT Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and held it in 9 quarters.
LGT Financial Advisors's JPMorgan US Quality Factor ETF position peaked at $10.1K in Q2 2024.
408 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.