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Patten Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Patten 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
2026
Q1 		$604K Sell
9,853
-11
-0.1% -$698 0.11% 180
2025
Q4 		$623K Sell
9,864
-63
-0.6% -$3.96K 0.12% 172
2025
Q3 		$625K Buy
9,927
+243
+3% +$14.9K 0.12% 164
2025
Q2 		$582K Buy
9,684
+1,021
+12% +$58.3K 0.12% 160
2025
Q1 		$489K Sell
8,663
-425
-5% -$24.8K 0.11% 177
2024
Q4 		$520K Buy
9,088
+74
+0.8% +$4.29K 0.12% 177
2024
Q3 		$510K Buy
9,014
+366
+4% +$19.9K 0.11% 172
2024
Q2 		$458K Buy
8,648
+1,646
+24% +$85.2K 0.11% 173
2024
Q1 		$370K Buy
+7,002
New +$354K 0.09% 197

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return