Medallion Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Medallion Wealth 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
2026 Q1	$1.03M	Sell	16,826 -5,728	-25%	-$364K	0.34%	74
2025 Q4	$1.42M	Buy	22,554 +3,646	+19%	+$229K	0.48%	55
2025 Q3	$1.19M	Buy	18,908 +1,887	+11%	+$116K	0.42%	59
2025 Q2	$1.02M	Buy	17,021 +1,573	+10%	+$89.9K	0.4%	63
2025 Q1	$875K	Buy	15,448 +158	+1%	+$9.23K	0.4%	58
2024 Q4	$876K	Buy	+15,290	New	+$886K	0.43%	54

Other funds holding JQUA

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DJSG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Medallion Wealth Advisors's JQUA Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 25% in Q1 2026, selling an estimated $364K and leaving 16,826 shares worth $1.03M. The position accounts for 0.34% of the portfolio, ranked #74.

Medallion Wealth Advisors first reported a position in JQUA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Medallion Wealth Advisors held 16,826 shares of JPMorgan US Quality Factor ETF worth $1.03M as of Q1 2026.
Medallion Wealth Advisors sold 5,728 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $364K.
JPMorgan US Quality Factor ETF made up 0.34% of Medallion Wealth Advisors's portfolio in Q1 2026, its #74 holding.
Medallion Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $1.42M in Q4 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.