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

National Wealth Management Group’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
Q1 		– Sell
-5,184
Closed -$297K – 168
2024
Q4 		$297K Buy
5,184
+133
+3% +$7.71K 0.2% 105
2024
Q3 		$286K Buy
+5,051
New +$274K 0.19% 118

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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

National Wealth Management Group's JQUA Position: Q1 2025 in Review

National Wealth Management Group sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 5,184 shares — an estimated $297K sold.

National Wealth Management Group first reported a position in JQUA in Q3 2024 and held it in 2 quarters. The position peaked at $297K in Q4 2024. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • National Wealth Management Group reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • National Wealth Management Group sold 5,184 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $297K.
  • National Wealth Management Group first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and held it in 2 quarters.
  • National Wealth Management Group's JPMorgan US Quality Factor ETF position peaked at $297K in Q4 2024.
  • 377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.