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Lloyd Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Lloyd Advisory Services’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 		– Sell
-622
Closed -$39.3K – 958
2025
Q4 		$39.3K Buy
+622
New +$39.1K 0.02% 262

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Sage Mountain Advisors
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
D.J. St. Germain
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Lloyd Advisory Services's JQUA Position: Q1 2026 in Review

Lloyd Advisory Services sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2026, closing a stake of 622 shares — an estimated $39.3K sold.

Lloyd Advisory Services first reported a position in JQUA in Q4 2025 and held it in 1 quarter. The position peaked at $39.3K in Q4 2025. 460 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Lloyd Advisory Services reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 622 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $39.3K.
  • Lloyd Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's JPMorgan US Quality Factor ETF position peaked at $39.3K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.