MWM
JQUA icon

Modern Wealth Management’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Modern Wealth Management’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 		$14.6M Buy
237,872
+3,420
+1% +$217K 0.25% 99
2025
Q4 		$14.8M Buy
234,452
+2,004
+0.9% +$126K 0.27% 90
2025
Q3 		$14.6M Buy
232,448
+2,758
+1% +$169K 0.29% 90
2025
Q2 		$13.8M Buy
229,690
+31,633
+16% +$1.81M 0.34% 72
2025
Q1 		$11.2M Buy
198,057
+32,762
+20% +$1.91M 0.36% 66
2024
Q4 		$9.47M Buy
165,295
+10,476
+7% +$607K 0.35% 66
2024
Q3 		$8.76M Sell
154,819
-9,371
-6% -$509K 0.54% 38
2024
Q2 		$8.69M Buy
164,190
+24,534
+18% +$1.27M 0.64% 31
2024
Q1 		$7.38M Buy
+139,656
New +$7.05M 0.69% 24

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return