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OakTrust Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

OakTrust Wealth 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 		– Sell
-11,178
Closed -$706K – 70
2025
Q4 		$706K Buy
+11,178
New +$702K 0.65% 26

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

OakTrust Wealth Advisors's JQUA Position: Q1 2026 in Review

OakTrust Wealth Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2026, closing a stake of 11,178 shares — an estimated $706K sold.

OakTrust Wealth Advisors first reported a position in JQUA in Q4 2025 and held it in 1 quarter. The position peaked at $706K in Q4 2025. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • OakTrust Wealth Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • OakTrust Wealth Advisors sold 11,178 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $706K.
  • OakTrust Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q4 2025 and held it in 1 quarter.
  • OakTrust Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $706K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.