Market Street Wealth Management Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Market Street Wealth Management 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 Q2	–	Sell	-4,655	Closed	-$263K	–	101
2025 Q1	$263K	Hold	4,655	–	–	0.04%	87
2024 Q4	$267K	Hold	4,655	–	–	0.04%	90
2024 Q3	$263K	Hold	4,655	–	–	0.04%	89
2024 Q2	$246K	Hold	4,655	–	–	0.04%	87
2024 Q1	$246K	Hold	4,655	–	–	0.04%	89
2023 Q4	$223K	Sell	4,655 -2,882	-38%	-$129K	0.05%	94
2023 Q3	$326K	Buy	+7,537	New	+$336K	0.08%	82

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $1.66T AUM 25.57% 1-Year Est. Return

SMA

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Market Street Wealth Management Advisors's JQUA Position: Q2 2025 in Review

Market Street Wealth Management Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q2 2025, closing a stake of 4,655 shares — an estimated $263K sold.

Market Street Wealth Management Advisors first reported a position in JQUA in Q3 2023 and held it in 7 quarters. The position peaked at $326K in Q3 2023. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

Market Street Wealth Management Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
Market Street Wealth Management Advisors sold 4,655 JPMorgan US Quality Factor ETF shares in Q2 2025, an estimated $263K.
Market Street Wealth Management Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2023 and held it in 7 quarters.
Market Street Wealth Management Advisors's JPMorgan US Quality Factor ETF position peaked at $326K in Q3 2023.
401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.