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Optivise Advisory Services’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Optivise Advisory Services’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
Q3 		– Sell
-20,592
Closed -$1.24M – 230
2025
Q2 		$1.24M Buy
+20,592
New +$1.18M 0.63% 40

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S
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Optivise Advisory Services's JQUA Position: Q3 2025 in Review

Optivise Advisory Services sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2025, closing a stake of 20,592 shares — an estimated $1.24M sold.

Optivise Advisory Services first reported a position in JQUA in Q2 2025 and held it in 1 quarter. The position peaked at $1.24M in Q2 2025. 408 funds tracked by Wall St. Rank hold JQUA as of Q3 2025.

  • Optivise Advisory Services reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 20,592 JPMorgan US Quality Factor ETF shares in Q3 2025, an estimated $1.24M.
  • Optivise Advisory Services first reported a position in JPMorgan US Quality Factor ETF in Q2 2025 and held it in 1 quarter.
  • Optivise Advisory Services's JPMorgan US Quality Factor ETF position peaked at $1.24M in Q2 2025.
  • 408 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.