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Lokken Investment Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Lokken Investment 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
Q3 		$217K Buy
3,451
+19
+0.6% +$1.17K 0.07% 141
2025
Q2 		$206K Buy
+3,432
New +$196K 0.08% 133
2025
Q1 		– Sell
-3,886
Closed -$223K – 141
2024
Q4 		$223K Buy
3,886
+103
+3% +$5.97K 0.1% 126
2024
Q3 		$214K Buy
+3,783
New +$205K 0.09% 143

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lokken Investment Group's JQUA Position: Q3 2025 in Review

Lokken Investment Group increased its JPMorgan US Quality Factor ETF (JQUA) stake by 0.55% in Q3 2025, buying an estimated $1.17K and bringing the position to 3,451 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #141.

Lokken Investment Group first reported a position in JQUA in Q3 2024 and has held it in 4 quarters since. The position peaked at $223K in Q4 2024. 408 funds tracked by Wall St. Rank hold JQUA as of Q3 2025.

  • Lokken Investment Group held 3,451 shares of JPMorgan US Quality Factor ETF worth $217K as of Q3 2025.
  • Lokken Investment Group bought 19 JPMorgan US Quality Factor ETF shares in Q3 2025, an estimated $1.17K.
  • JPMorgan US Quality Factor ETF made up 0.07% of Lokken Investment Group's portfolio in Q3 2025, its #141 holding.
  • Lokken Investment Group first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 4 quarters since.
  • Lokken Investment Group's JPMorgan US Quality Factor ETF position peaked at $223K in Q4 2024.
  • 408 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.