Navalign LLC’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Navalign LLC’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 Q3	$9.6M	Sell	130,584 -466	-0.4%	-$34.2K	2.21%	12
2026 Q2	$9.47M	Buy	131,050 +612	+0.5%	+$41.6K	2.21%	13
2026 Q1	$8M	Buy	130,438 +9,594	+8%	+$609K	2.02%	16
2025 Q4	$7.63M	Buy	+120,844	New	+$7.59M	1.87%	16

Other funds holding JQUA

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Navalign LLC's JQUA Position: Q3 2026 in Review

Navalign LLC reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 0.36% in Q3 2026, selling an estimated $34.2K and leaving 130,584 shares worth $9.6M. The position accounts for 2.21% of the portfolio, ranked #12.

Navalign LLC first reported a position in JQUA in Q4 2025 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold JQUA as of Q3 2026.

Navalign LLC held 130,584 shares of JPMorgan US Quality Factor ETF worth $9.6M as of Q3 2026.
Navalign LLC sold 466 JPMorgan US Quality Factor ETF shares in Q3 2026, an estimated $34.2K.
JPMorgan US Quality Factor ETF made up 2.21% of Navalign LLC's portfolio in Q3 2026, its #12 holding.
Navalign LLC first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
341 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.