Northwest Financial Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Northwest Financial 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	$215K	Sell	3,512 -719	-17%	-$45.6K	0.42%	63
2025 Q4	$267K	Sell	4,231 -758	-15%	-$47.6K	0.55%	51
2025 Q3	$314K	Buy	4,989 +1,007	+25%	+$61.8K	0.4%	67
2025 Q2	$239K	Buy	3,982 +5	+0.1%	+$286	0.33%	81
2025 Q1	$225K	Buy	+3,977	New	+$232K	0.19%	109
2024 Q4	–	Sell	-1,715	Closed	-$97K	–	338
2024 Q3	$97K	Buy	+1,715	New	+$93.1K	0.08%	159

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

Northwest Financial Advisors's JQUA Position: Q1 2026 in Review

Northwest Financial Advisors reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 17% in Q1 2026, selling an estimated $45.6K and leaving 3,512 shares worth $215K. The position accounts for 0.42% of the portfolio, ranked #63.

Northwest Financial Advisors first reported a position in JQUA in Q3 2024 and has held it in 6 quarters since. The position peaked at $314K in Q3 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Northwest Financial Advisors held 3,512 shares of JPMorgan US Quality Factor ETF worth $215K as of Q1 2026.
Northwest Financial Advisors sold 719 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $45.6K.
JPMorgan US Quality Factor ETF made up 0.42% of Northwest Financial Advisors's portfolio in Q1 2026, its #63 holding.
Northwest Financial Advisors first reported a position in JPMorgan US Quality Factor ETF in Q3 2024 and has held it in 6 quarters since.
Northwest Financial Advisors's JPMorgan US Quality Factor ETF position peaked at $314K in Q3 2025.
458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

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