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MassMutual Private Wealth & Trust’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

MassMutual Private Wealth & Trust’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
-63
Closed -$3.96K – 2421
2025
Q3 		$3.96K Hold
63
– – ﹤0.01% 1762
2025
Q2 		$3.78K Hold
63
– – ﹤0.01% 1743
2025
Q1 		$3.56K Hold
63
– – ﹤0.01% 1726
2024
Q4 		$3.61K Hold
63
– – ﹤0.01% 1655
2024
Q3 		$3.56K Sell
63
-16,958
-100% -$920K ﹤0.01% 1483
2024
Q2 		$901K Sell
17,021
-17,999
-51% -$932K 0.03% 242
2024
Q1 		$1.85M Sell
35,020
-3,278
-9% -$166K 0.06% 196
2023
Q4 		$1.83M Sell
38,298
-1,767
-4% -$79.3K 0.06% 191
2023
Q3 		$1.73M Buy
40,065
+15,458
+63% +$690K 0.06% 193
2023
Q2 		$1.09M Buy
24,607
+21,728
+755% +$914K 0.04% 216
2023
Q1 		$119K Sell
2,879
-152
-5% -$6.1K ﹤0.01% 401
2022
Q4 		$117K Sell
3,031
-470
-13% -$18K ﹤0.01% 392
2022
Q3 		$123K Buy
3,501
+185
+6% +$7.15K 0.01% 371
2022
Q2 		$123K Sell
3,316
-8
-0.2% -$318 0.01% 367
2022
Q1 		$143K Sell
3,324
-66,175
-95% -$2.79M 0.01% 360
2021
Q4 		$3.16M Sell
69,499
-1,474
-2% -$64.4K 0.12% 157
2021
Q3 		$2.9M Buy
70,973
+33,621
+90% +$1.42M 0.12% 154
2021
Q2 		$1.53M Sell
37,352
-2,752
-7% -$109K 0.06% 196
2021
Q1 		$1.51M Sell
40,104
-82,856
-67% -$3.03M 0.07% 190
2020
Q4 		$4.41M Sell
122,960
-10,443
-8% -$358K 0.23% 115
2020
Q3 		$4.33M Sell
133,403
-9,527
-7% -$307K 0.25% 105
2020
Q2 		$4.35M Buy
+142,930
New +$4.14M 0.28% 100

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

MassMutual Private Wealth & Trust's JQUA Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of JPMorgan US Quality Factor ETF (JQUA) in Q4 2025, closing a stake of 63 shares — an estimated $3.96K sold.

MassMutual Private Wealth & Trust first reported a position in JQUA in Q2 2020 and held it in 22 quarters. The position peaked at $4.41M in Q4 2020. 452 funds tracked by Wall St. Rank hold JQUA as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining JPMorgan US Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 63 JPMorgan US Quality Factor ETF shares in Q4 2025, an estimated $3.96K.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan US Quality Factor ETF in Q2 2020 and held it in 22 quarters.
  • MassMutual Private Wealth & Trust's JPMorgan US Quality Factor ETF position peaked at $4.41M in Q4 2020.
  • 452 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.