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

Plan Group Financial’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 		$10.3M Buy
167,437
+82,440
+97% +$5.23M 2.41% 6
2025
Q4 		$5.37M Buy
84,997
+28,749
+51% +$1.81M 1.39% 20
2025
Q3 		$3.54M Buy
+56,248
New +$3.45M 0.95% 34

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 $377B 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 $2.78B AUM 23.87% 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 $1.56T 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 $3.75B AUM 21.95% 1-Year Est. Return

Plan Group Financial's JQUA Position: Q1 2026 in Review

Plan Group Financial increased its JPMorgan US Quality Factor ETF (JQUA) stake by 97% in Q1 2026, buying an estimated $5.23M and bringing the position to 167,437 shares worth $10.3M. The position accounts for 2.41% of the portfolio, ranked #6.

Plan Group Financial first reported a position in JQUA in Q3 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

  • Plan Group Financial held 167,437 shares of JPMorgan US Quality Factor ETF worth $10.3M as of Q1 2026.
  • Plan Group Financial bought 82,440 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $5.23M.
  • JPMorgan US Quality Factor ETF made up 2.41% of Plan Group Financial's portfolio in Q1 2026, its #6 holding.
  • Plan Group Financial first reported a position in JPMorgan US Quality Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.