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Pinion Investment Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Pinion Investment Advisors’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 		– Sell
-23,394
Closed -$1.48M – 188
2025
Q4 		$1.48M Sell
23,394
-5,831
-20% -$366K 0.36% 47
2025
Q3 		$1.85M Buy
29,225
+920
+3% +$56.5K 0.5% 37
2025
Q2 		$1.7M Sell
28,305
-31,153
-52% -$1.78M 0.59% 32
2025
Q1 		$3.36M Buy
59,458
+4,110
+7% +$240K 0.74% 28
2024
Q4 		$3.17M Sell
55,348
-32,993
-37% -$1.91M 1.26% 16
2024
Q3 		$5M Sell
88,341
-26,806
-23% -$1.45M 2.09% 6
2024
Q2 		$6.1M Buy
115,147
+16,401
+17% +$849K 3.03% 3
2024
Q1 		$5.22M Buy
98,746
+12,794
+15% +$646K 2.71% 5
2023
Q4 		$4.11M Buy
85,952
+13,162
+18% +$591K 2.48% 5
2023
Q3 		$3.15M Buy
72,790
+16,912
+30% +$755K 2.05% 8
2023
Q2 		$2.47M Buy
55,878
+27,361
+96% +$1.15M 1.68% 11
2023
Q1 		$1.18M Buy
+28,517
New +$1.14M 1.1% 16

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Pinion Investment Advisors's JQUA Position: Q1 2026 in Review

Pinion Investment Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q1 2026, closing a stake of 23,394 shares — an estimated $1.48M sold.

Pinion Investment Advisors first reported a position in JQUA in Q1 2023 and held it in 12 quarters. The position peaked at $6.1M in Q2 2024. 460 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Pinion Investment Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Pinion Investment Advisors sold 23,394 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $1.48M.
  • Pinion Investment Advisors first reported a position in JPMorgan US Quality Factor ETF in Q1 2023 and held it in 12 quarters.
  • Pinion Investment Advisors's JPMorgan US Quality Factor ETF position peaked at $6.1M in Q2 2024.
  • 460 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.