Oliver Lagore Vanvalin Investment Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$2.87M	Buy	+50,843	New	+$2.91M	1.13%	21
2024 Q4	$2.66M	Buy	46,498 +7,686	+20%	+$445K	0.68%	30
2024 Q3	$2.2M	Sell	38,812 -2,177	-5%	-$118K	0.59%	29
2024 Q2	$2.17M	Buy	40,989 +5,214	+15%	+$270K	0.62%	29
2024 Q1	$1.89M	Buy	35,775 +9,887	+38%	+$499K	0.55%	36
2023 Q4	$1.24M	Buy	25,888 +2,701	+12%	+$121K	0.46%	39
2023 Q3	$1M	Buy	23,187 +7,190	+45%	+$321K	0.4%	41
2023 Q2	$708K	Buy	+15,997	New	+$673K	0.26%	60

Other funds holding JQUA

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JQUA Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in JPMorgan US Quality Factor ETF (JQUA) in Q2 2025: 50,843 shares worth $2.87M. The stake represents 1.13% of the portfolio and ranks #21 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in JQUA as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in JQUA in Q2 2023 and has held it in 8 quarters since. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 50,843 shares of JPMorgan US Quality Factor ETF worth $2.87M as of Q2 2025.
JPMorgan US Quality Factor ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
JPMorgan US Quality Factor ETF made up 1.13% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #21 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in JPMorgan US Quality Factor ETF in Q2 2023 and has held it in 8 quarters since.
401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.