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Patton Albertson Miller Group’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Patton Albertson Miller 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
Q1 		– Sell
-6,000
Closed -$344K – 227
2024
Q4 		$344K Buy
+6,000
New +$348K 0.05% 171

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

Patton Albertson Miller Group's JQUA Position: Q1 2025 in Review

Patton Albertson Miller Group sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2025, closing a stake of 6,000 shares — an estimated $344K sold.

Patton Albertson Miller Group first reported a position in JQUA in Q4 2024 and held it in 1 quarter. The position peaked at $344K in Q4 2024. 377 funds tracked by Wall St. Rank hold JQUA as of Q1 2025.

  • Patton Albertson Miller Group reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Patton Albertson Miller Group sold 6,000 JPMorgan US Quality Factor ETF shares in Q1 2025, an estimated $344K.
  • Patton Albertson Miller Group first reported a position in JPMorgan US Quality Factor ETF in Q4 2024 and held it in 1 quarter.
  • Patton Albertson Miller Group's JPMorgan US Quality Factor ETF position peaked at $344K in Q4 2024.
  • 377 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2025.

Based on Patton Albertson Miller Group's 13F filing for Q1 2025, filed 2 May 2025.