OPS
JQUA icon

Orion Portfolio Solutions’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.73M Sell
30,684
-3,791
-11% -$221K 0.02% 785
2024
Q4 		$1.97M Buy
34,475
+6,459
+23% +$374K 0.02% 707
2024
Q3 		$1.58M Buy
28,016
+1,129
+4% +$61.3K 0.02% 813
2024
Q2 		$1.42M Buy
26,887
+22,638
+533% +$1.17M 0.02% 807
2024
Q1 		$225K Sell
4,249
-2,022
-32% -$102K ﹤0.01% 1572
2023
Q4 		$300K Buy
6,271
+176
+3% +$7.9K ﹤0.01% 1407
2023
Q3 		$264K Sell
6,095
-4,158
-41% -$186K ﹤0.01% 1442
2023
Q2 		$454K Buy
10,253
+5,191
+103% +$218K ﹤0.01% 1246
2023
Q1 		$209K Buy
+5,062
New +$203K ﹤0.01% 1496
2022
Q3 		– Sell
-9,485
Closed -$353K – 740
2022
Q2 		$353K Buy
9,485
+3,328
+54% +$132K 0.01% 497
2022
Q1 		$264K Buy
6,157
+675
+12% +$28.5K 0.01% 604
2021
Q4 		$249K Buy
+5,482
New +$240K 0.01% 625
2020
Q3 		– Sell
-2,219
Closed -$68K – 1284
2020
Q2 		$68K Buy
2,219
+2,189
+7,297% +$63.3K ﹤0.01% 637
2020
Q1 		$1K Buy
+30
New +$896 ﹤0.01% 1747

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Orion Portfolio Solutions's JQUA Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 11% in Q1 2025, selling an estimated $221K and leaving 30,684 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #785.

Orion Portfolio Solutions first reported a position in JQUA in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.97M in Q4 2024. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • Orion Portfolio Solutions held 30,684 shares of JPMorgan US Quality Factor ETF worth $1.73M as of Q1 2025.
  • Orion Portfolio Solutions sold 3,791 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $221K.
  • JPMorgan US Quality Factor ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #785 holding.
  • Orion Portfolio Solutions first reported a position in JPMorgan US Quality Factor ETF in Q1 2020 and has held it in 14 quarters since.
  • Orion Portfolio Solutions's JPMorgan US Quality Factor ETF position peaked at $1.97M in Q4 2024.
  • 377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.