Morey & Quinn Wealth Partners’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Morey & Quinn Wealth Partners’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	$320K	Sell	5,224 -2	-0%	-$127	0.23%	98
2025 Q4	$330K	Sell	5,226 -4	-0.1%	-$251	0.24%	97
2025 Q3	$329K	Hold	5,230	–	–	0.24%	99
2025 Q2	$314K	Buy	5,230 +130	+3%	+$7.43K	0.25%	97
2025 Q1	$288K	Buy	5,100 +180	+4%	+$10.5K	0.24%	97
2024 Q4	$282K	Buy	+4,920	New	+$285K	0.24%	97

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

Morey & Quinn Wealth Partners's JQUA Position: Q1 2026 in Review

Morey & Quinn Wealth Partners reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.04% in Q1 2026, selling an estimated $127 and leaving 5,224 shares worth $320K. The position accounts for 0.23% of the portfolio, ranked #98.

Morey & Quinn Wealth Partners first reported a position in JQUA in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Morey & Quinn Wealth Partners held 5,224 shares of JPMorgan US Quality Factor ETF worth $320K as of Q1 2026.
Morey & Quinn Wealth Partners sold 2 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $127.
JPMorgan US Quality Factor ETF made up 0.23% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #98 holding.
Morey & Quinn Wealth Partners first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Morey & Quinn Wealth Partners's JPMorgan US Quality Factor ETF position peaked at $330K in Q4 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.